Portfolio Manager Jobs in Tulsa, OK
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.
TEAM UP WITH US! The Rental Asset Manager is responsible for daily metric tracking, forecasting, and reporting to assist in planning for designated rental fleet inventory lines, while maintaining...
Summary: The Regent Bank BSA Risk Manager will have a strong understanding of financial regulations, emphasizing the Bank Secrecy Act (BSA). This position will work closely with the Compliance...
Overview Join our team as a day shift, full-time, Risk Management Coordinator in Tulsa, OK. Why Join Us? Thrive in a People-First Environment and Make Healthcare Better Thrive: We empower our team...
This compensation range is for the Portfolio Manager II, III & Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation...
Bring your knowledge, skills, and abilities to us as a Portfolio Manager III. Youll be positioned for a great career!...
Req ID: 76249 Location: Tulsa -TUL Areas of Interest: Information Services; Accounting; Administrative; Audit; Desktop Support; Digital Technology; Finance; Information Security; Information...
Overview Join our team as Join our team as a full-time, Manager of Risk Manager in Tulsa, OK. Why Join Us? Thrive in a People-First Environment and Make Healthcare Better Thrive: We empower our...
This position involves working with the Relationship Manager in the development of new client relationship opportunities from initial phases through onboarding of the client. It also includes...
Req ID: 76236 Location: Tulsa -TUL Areas of Interest: Loan Operations; Bank Operations; Credit Administration; Risk Management, Compliance Pay Transparency Salary Range: Not Available Application...
Demographic Data for Tulsa, OK
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Title Synonyms
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Salary for Portfolio Manager Jobs in Tulsa, OK
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Tulsa, OK 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
- Internal Control
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Mortgage Processing
- 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
- 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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