Portfolio Manager Jobs in Oklahoma
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.
Job Description At Strategy & Consulting, we work closely with C-suite executives and industry leaders to drive transformation across all areas of their businesses. Our mission is to help...
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...
Located in the Planning and Engineering office within Facilities Management, this position will be r esponsible for overseeing the management, maintenance, and optimization of the university's...
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...
Business Capital Local Agent & Regional Business Capital Manager
- Oklahoma City, OK
- 30+ days ago
- Oklahoma City, OK
- 30+ days ago
un Business Capital Local Agent & Regional Business Capital Manager (Oklahoma City) DAC compensation: Commission plus bonuses. Also includes residual income on renewal funding. employment type:...
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: 75971 Location: Tulsa -TUL Areas of Interest: Risk Management Pay Transparency Salary Range: Not Available Application Deadline: 02/06/2025 BOK Financial Corporation Group includes BOKF,...
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 Oklahoma
Moving to Oklahoma? Find some basic demographic data about Oklahoma below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Oklahoma
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Oklahoma 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
- Derivatives
- BSA
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- 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
- Regulations
- Policy Development
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Staff Supervision
- Organization
- Research Skills
- Scheduling
- Leadership
- Communication Skills
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