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.
Centralized Lending - Portfolio Manager II or III
- Greensboro, NC
- 5 hours ago
- Greensboro, NC
- 5 hours ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Bank Credit Risk Analyst Senior - Retail Banking
- Charlotte, NC
- 6 hours ago
- Charlotte, NC
- 6 hours 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...
Remote WorkThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Monitor industry and market trends and provide updates and information, as appropriate: Provide expertise, assistance, and information to advisors, portfolio managers, research professionals, analysts...
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Wells Fargo Senior Lead Commercial Banking Portfolio Manager in RALEIGH , North Carolina At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we...
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
This role is responsible for key initiatives including programs and platforms that support our Advisory Strategies including PIM (Private Investment Management) and Alternative Investments in the Personalized...
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Senior Lead Commercial Banking Portfolio Manager
- Winston Salem, NC
- 2 days ago
- Winston Salem, NC
- 2 days ago
About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager in Middle Market Banking as part of the Southeast Division Credit Portfolio Management team....
Location: On site in Memphis, TN, Johnson City, TN, Orlando, FL, Miami Lakes, FL, Asheboro, NC, Knoxville, TN, Longwood, FL Summary The position is responsible for performing confidential research...
Senior Financial Crime Risk Analyst - New Business Initiatives and Emerging Risks (US)
- Charlotte, NC
- 2 days ago
- Charlotte, NC
- 2 days ago
Work Location: New York, New York, United States of America Hours: 40 Pay Details: $68,640 - $112,320 USD TD is committed to providing fair and equitable compensation opportunities to all...
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...
Description Huntington's Finance and Strategy organization (first line of defense) is seeking a Segment Risk Manager to join its Segment Risk Team. In this role, the qualified candidate will be...
Remote WorkThermoFisher Scientific CMC Portfolio Management Leader in Wilmington , North Carolina Work Schedule Standard Office Hours (40/wk) Environmental Conditions Office Job Description Job Summary: This...
Senior Financial Crime Risk Specialist - Regulatory Response and Oversight Senior Manager
- Charlotte, NC
- 3 days ago
- Charlotte, NC
- 3 days ago
Work Location: New York, New York, United States of America Hours: 40 Pay Details: TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth...
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
- Cash Forecasting
- Treasury
- Wealth Management
- Financial Modeling
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Financial Statements
- Management Reporting
- Treasury Management
- Derivatives
- Foreign Exchange
- Credit Underwriting
- Balance Sheets
- Investment Analysis
- Capital Markets
- Fixed Income
- Credit Analysis
- Valuation
- Lending
- Investment Management
- Financial Analysis
- Commercial Real Estate
- Anti-Money Laundering
- Underwriting
- Financial Services
- Portfolio Management
- Due Diligence
- Asset Management
- Risk Analysis
- Finance
- Real Estate
- Reimbursement
- Accounting
- Strategy Development
- Risk Management
- Implementation
- Decision Making
- Auditing
- Negotiation
- Presentation
- Mentoring
- Written Communication
- Flexibility
- Collaboration
- Coaching
- Documentation
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Project Management
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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