Portfolio Manager Jobs in Monroe, NC
A Portfolio Manager in the finance industry is responsible for managing investment portfolios for individuals or institutions. They make decisions about investment mix and policy, matching investments to objectives, asset allocation, and balancing risk against performance. Portfolio Managers also conduct research and analysis, select appropriate investments and manage day-to-day portfolio operations. This role requires a thorough understanding of financial markets, strong analytical skills, and the ability to make informed investment decisions.
Key skills for a Portfolio Manager include advanced mathematical abilities, strategic planning, financial acumen, and excellent communication skills. They should possess relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Investment Counselor (CIC). Before becoming a Portfolio Manager, a professional might work as a Financial Analyst, Investment Analyst, or a Trader to gain the necessary experience and expertise in the field.
- Charlotte, NC (20 miles from Monroe, NC)
- 11 hours ago
- Charlotte, NC (20 miles from Monroe, NC)
- 11 hours ago
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
Capital Markets Business Line Risk Manager - Foreign Exchange/FX & Derivatives
- Charlotte, NC (20 miles from Monroe, NC)
- 12 hours ago
- Charlotte, NC (20 miles from Monroe, NC)
- 12 hours ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Capital Markets Business Line Risk Manager - Structured Products
- Charlotte, NC (20 miles from Monroe, NC)
- 12 hours ago
- Charlotte, NC (20 miles from Monroe, NC)
- 12 hours ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Commercial Credit Underwriting Portfolio Manager Team Leader
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
for managing team of Underwriting Portfolio Managers supporting the Commercial Bank including portfolio management, credit underwriting, and development and oversight of the team....
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
Responsible for the execution and maintenance of a first line of defense risk management program to support the Service & Operations (S&O) organization. In this role, the candidate will ensure...
R&T Intellectual Capital Manager
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
Be an essential element to a brighter future. We work together to transform essential resources into critical ingredients for mobility, energy, connectivity and health. Join our values-led...
CRE Portfolio Management - Senior Lead CIB Business Manager
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
- Charlotte, NC (20 miles from Monroe, NC)
- 1 day ago
About this role: Wells Fargo is seeking a strategic and results driven Senior Business Manager to support the CRE Portfolio Management team. This role will partner closely with the CRE Portfolio...
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
Be an essential element to a brighter future. We work together to transform essential resources into critical ingredients for mobility, energy, connectivity and health. Join our values-led...
Sr. Liquidity Risk Analyst (ILST)
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Financial Crime Risk Analyst II - Sanctions Screening Quality Assurance Analyst II
- Charlotte, NC (20 miles from Monroe, NC)
- 3 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 3 days ago
Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $28.25 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all...
Enterprise Financial Crimes Compliance Risk Manager
- Charlotte, NC (20 miles from Monroe, NC)
- 4 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 4 days ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Senior Risk Analyst - Generative AI - BL Risk IT
- Charlotte, NC (20 miles from Monroe, NC)
- 7 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 7 days ago
General information Career area Technology Work Location(s) 500 Woodward Avenue, MI, 601 S. Tryon Street, NC Remote? No Ref # 19597 Posted Date 04-11-25 Working time Full time Ally and Your Career...
- Charlotte, NC (20 miles from Monroe, NC)
- 7 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 7 days ago
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can...
Senior Risk Manager, Capital Markets and Advisory
- Charlotte, NC (20 miles from Monroe, NC)
- 7 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 7 days ago
Description The Senior Risk Manager, Capital Markets and Advisory is a key role on the Commercial Banking Risk team, which is a front-line unit risk function. The Senior Risk Manager will support...
Head of Subscription Finance - Portfolio Management
- Charlotte, NC (20 miles from Monroe, NC)
- 7 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 7 days ago
Ability to effectively lead a team of portfolio managers while meeting tight internal and external timing deadlines....
Demographic Data for Monroe, NC
Moving to Monroe, NC? Find some basic demographic data about Monroe, NC below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Monroe, NC
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Monroe, NC offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Loss Control
- Asset Allocation
- Treasury
- Financial Modeling
- Financial Statements
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Treasury Management
- Derivatives
- BSA
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Investment Analysis
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Investment Banking
- Investment Management
- Lending
- Anti-Money Laundering
- Financial Analysis
- Client Relationships
- Financial Services
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Negotiation
- Written Communication
- Auditing
- Consulting
- Presentation
- Collaboration
- Documentation
- Reporting
- Interpersonal Skills
- Budgets
- Bachelor's Degree
- Regulations
- Policy Development
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Staff Supervision
- Organization
- Research Skills
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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