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.
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...
Manager, Functional Practice Operations - Audit Pricing and Portfolio Management
- Oklahoma City, OK
- 4 days ago
- Oklahoma City, OK
- 4 days ago
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering...
Bring your knowledge, skills, and abilities to us as a Portfolio Manager III. Youll be positioned for a great career!...
Req ID: 76250 Location: Tulsa -TUL Areas of Interest: Consumer Operations; Consumer Banking Pay Transparency Salary Range: Not Available Application Deadline: 04/14/2025 BOK Financial Corporation...
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...
Req ID: 76226 Location: Tulsa -TUL Areas of Interest: Information Security; Audit; Information Technology; Risk Management Pay Transparency Salary Range: Not Available Application Deadline:...
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...
Project Coordinator - Portfolio Management
- Oklahoma City, OK
- 17 days ago
- Oklahoma City, OK
- 17 days ago
Project Coordinator - Portfolio Management Job ID 201597 Posted 16-Jan-2025 Service line PJM Segment Role type Full-time Areas of Interest Construction, Project Management Location(s) Remote - US...
VAS - Quality & Risk Management Director
- Oklahoma City, OK
- 24 days ago
- Oklahoma City, OK
- 24 days ago
VAS - Quality & Risk Management Director Job ID 201780 Posted 10-Feb-2025 Service line Advisory Segment Role type Full-time Areas of Interest Valuations/Appraisal Location(s) Remote - US - Remote...
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...
Risk Consulting - Cloud Risk - Manager - Multiple Cities
- Oklahoma City, OK
- 29 days ago
- Oklahoma City, OK
- 29 days ago
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, youll have the chance to build a career as unique as you...
BancFirst Corporation Small Business Administration (SBA) Portfolio Manager LOCATION Onsite position BancFirst Commercial Capital 600 NW 5 th Moore, OK 73160 HOURS Full Time SUMMARY Provide support...
SVP, Technology Portfolio Management & Transformation (Remote)
- Oklahoma City, OK
- 30+ days ago
- Oklahoma City, OK
- 30+ days ago
Cengage Group SVP, Technology Portfolio Management & Transformation (Remote) in Oklahoma City , Oklahoma We believe in the power and joy of learning At Cengage Group, our employees have a direct...
Remote WorkSmall Business Administration (SBA) Portfolio Manager LOCATION Onsite position BancFirst Commercial Capital 600 NW 5 th Moore, OK 73160 HOURS Full Time SUMMARY Provide support in the on-going management...
Demographic Data for Oklahoma
Moving to Oklahoma? Find some basic demographic data about Oklahoma 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 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
- FactSet
- Cash Forecasting
- Treasury
- Financial Modeling
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Financial Statements
- Management Reporting
- Treasury Management
- Derivatives
- Foreign Exchange
- Capital Planning
- Credit Underwriting
- 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
- 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
- Microsoft PowerPoint
- 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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