Portfolio Manager Jobs in North Carolina
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.
Sr. Manager- Agency Asset Manager III The Senior Manager will play a vital role within the Agency Asset Management - Risk Mitigation team managing an assigned portfolio of specially serviced...
Financial Crime Risk Analyst II - Sanctions Screening Quality Assurance Analyst II
- Charlotte, NC
- 1 hour ago
- Charlotte, NC
- 1 hour 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...
Join Barclays as a Deposit Portfolio Manager, where you will be responsible for the vision, strategy development, and execution of the consumer deposits portfolio, including new acquisition, portfolio...
Overview This is a remote role that may be hired in several markets across the United States. This position provides cybersecurity risk management and expert support at the highest level of...
Remote WorkAt 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...
Quantitative Risk Analyst - AI Risk Management (Mid-Level)
- Charlotte, NC
- 2 days ago
- Charlotte, NC
- 2 days ago
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for...
Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms....
General information** **Ref #** 19597 **Remote?** No **Ally and Your Career** *Ally Financial only succeeds when its people do - and that's more than some cliche people put on job postings. We...
One of TEKsystems financial clients is hiring 5 Risk Analysts. Candidates must come from a Risk/Audit/Accounting/Financial/Controls background. This role will be in their Global Risk Management...
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...
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
- 4 days ago
- Charlotte, NC
- 4 days ago
Ability to effectively lead a team of portfolio managers while meeting tight internal and external timing deadlines....
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Our client, a leader in the financial services industry, is seeking an Operational Risk Analyst to join their team. As an Operational Risk Analyst, you will be part of the Operational Risk...
Financial Services - Data Risk Management - Director
- Charlotte, NC
- 5 days ago
- Charlotte, NC
- 5 days ago
Industry/Sector Banking and Capital Markets Specialism Data, Analytics & AI Management Level Director Job Description & Summary At PwC, our people in data and analytics focus on leveraging data to...
Demographic Data for North Carolina
Moving to North Carolina? Find some basic demographic data about North Carolina below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job titles
Salary for Portfolio Manager Jobs in North Carolina
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in North Carolina 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
- Derivatives
- BSA
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Investment Analysis
- Balance Sheets
- Internal Control
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Anti-Money Laundering
- Financial Services
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Negotiation
- Written Communication
- Auditing
- Presentation
- Documentation
- Reporting
- Collaboration
- Interpersonal Skills
- Budgets
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Policy Development
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Staff Supervision
- Organization
- Research Skills
- Scheduling
- Leadership
- Communication Skills
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