Portfolio Manager Jobs in Berwyn, PA
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.
Director I&T Portfolio Manager: R&D and Tech Office
- King of Prussia, PA (5 miles from Berwyn, PA)
- 90+ days ago
- King of Prussia, PA (5 miles from Berwyn, PA)
- 90+ days ago
Position Purpose: The I&T Portfolio Manager Director role is to partner with the I&T Business Partners to execute the Book of Work for R&D and Tech Office including portfolio investments, BAU activity...
- Philadelphia, PA (16 miles from Berwyn, PA)
- 9 hours ago
- Philadelphia, PA (16 miles from Berwyn, PA)
- 9 hours ago
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
- Malvern, PA (4 miles from Berwyn, PA)
- 1 day ago
- Malvern, PA (4 miles from Berwyn, PA)
- 1 day ago
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to...
Commercial Credit Team Lead II - Portfolio Management - C&I-6
- Radnor, PA (3 miles from Berwyn, PA)
- 1 day ago
- Radnor, PA (3 miles from Berwyn, PA)
- 1 day ago
Supervisory/ Managerial Responsibilities: Supervises and mentors a team (up to 10) of commercial credit portfolio managers....
- Doylestown, PA (24 miles from Berwyn, PA)
- 2 days ago
- Doylestown, PA (24 miles from Berwyn, PA)
- 2 days ago
Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with...
- Souderton, PA (19 miles from Berwyn, PA)
- 3 days ago
- Souderton, PA (19 miles from Berwyn, PA)
- 3 days ago
We're hiring a Portfolio Manager to join our Souderton based Commercial Banking Team....
Treasury & Financial Risk Management Manager
- Philadelphia, PA (16 miles from Berwyn, PA)
- 3 days ago
- Philadelphia, PA (16 miles from Berwyn, PA)
- 3 days ago
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
Financial Crime Risk Analyst II - Sanctions Screening Quality Assurance Analyst II
- Wilmington, DE (21 miles from Berwyn, PA)
- 3 days ago
- Wilmington, DE (21 miles from Berwyn, PA)
- 3 days 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...
- Horsham, PA (19 miles from Berwyn, PA)
- 3 days ago
- Horsham, PA (19 miles from Berwyn, PA)
- 3 days ago
A Long-standing, reputable name in the banking industry, is seeking a Commercial Portfolio Manager....
- Bala Cynwyd, PA (12 miles from Berwyn, PA)
- 4 days ago
- Bala Cynwyd, PA (12 miles from Berwyn, PA)
- 4 days ago
Overview In this role, you will work closely with members of the Private Placements investment team at Susquehanna, which is focused on investing in public companies via privately negotiated...
C&I Portfolio Manager - R-102570-2554
- Wilmington, DE (21 miles from Berwyn, PA)
- 5 days ago
- Wilmington, DE (21 miles from Berwyn, PA)
- 5 days ago
The Commercial Portfolio Manager will manage a portfolio of existing commercial banking customer relationships as assigned by the C&I team leader or department manager....
Commercial Portfolio Manager - R-102570-2554
- Wilmington, DE (21 miles from Berwyn, PA)
- 5 days ago
- Wilmington, DE (21 miles from Berwyn, PA)
- 5 days ago
The Commercial Portfolio Manager will manage a portfolio of existing commercial banking customer relationships as assigned by the C&I team leader or department manager....
- Wilmington, DE (21 miles from Berwyn, PA)
- 5 days ago
- Wilmington, DE (21 miles from Berwyn, PA)
- 5 days ago
The Commercial Portfolio Manager will manage a portfolio of existing commercial banking customer relationships as assigned by the C&I team leader or department manager....
- Media, PA (7 miles from Berwyn, PA)
- 6 days ago
- Media, PA (7 miles from Berwyn, PA)
- 6 days ago
Asset Manager Media, PA Who We Are Anchor Health Properties is a national full-service healthcare real estate development, management, and investment company. We are purpose driven, "pursuing...
Data Analytics Director, Portfolio Management
- Radnor, PA (3 miles from Berwyn, PA)
- 7 days ago
- Radnor, PA (3 miles from Berwyn, PA)
- 7 days ago
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of...
Demographic Data for Berwyn, PA
Moving to Berwyn, PA? Find some basic demographic data about Berwyn, PA below.
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Title Synonyms
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Salary for Portfolio Manager Jobs in Berwyn, PA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Berwyn, PA 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
- Treasury Management
- Derivatives
- BSA
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Investment Analysis
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Investment Banking
- Investment Management
- Lending
- Anti-Money Laundering
- Financial Analysis
- Client Relationships
- Financial Services
- 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
- Consulting
- 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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