Portfolio Manager Jobs in Lower Gwynedd, 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 (11 miles from Lower Gwynedd, PA)
- 90+ days ago
- King of Prussia, PA (11 miles from Lower Gwynedd, 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 Lower Gwynedd, PA)
- 1 hour ago
- Philadelphia, PA (16 miles from Lower Gwynedd, PA)
- 1 hour ago
Overview The Asset Manager, Asset Management is responsible for assisting in implementing strategies that will maximize the financial performance and value of the NYC-based Pennrose Properties...
- Philadelphia, PA (16 miles from Lower Gwynedd, PA)
- 1 day ago
- Philadelphia, PA (16 miles from Lower Gwynedd, PA)
- 1 day 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 (19 miles from Lower Gwynedd, PA)
- 2 days ago
- Malvern, PA (19 miles from Lower Gwynedd, PA)
- 2 days 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 (13 miles from Lower Gwynedd, PA)
- 2 days ago
- Radnor, PA (13 miles from Lower Gwynedd, PA)
- 2 days ago
Supervisory/ Managerial Responsibilities: Supervises and mentors a team (up to 10) of commercial credit portfolio managers....
- Mount Laurel, NJ (22 miles from Lower Gwynedd, PA)
- 3 days ago
- Mount Laurel, NJ (22 miles from Lower Gwynedd, PA)
- 3 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 (9 miles from Lower Gwynedd, PA)
- 3 days ago
- Souderton, PA (9 miles from Lower Gwynedd, 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 Lower Gwynedd, PA)
- 4 days ago
- Philadelphia, PA (16 miles from Lower Gwynedd, PA)
- 4 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...
- Horsham, PA (3 miles from Lower Gwynedd, PA)
- 4 days ago
- Horsham, PA (3 miles from Lower Gwynedd, PA)
- 4 days ago
A Long-standing, reputable name in the banking industry, is seeking a Commercial Portfolio Manager....
- Bensalem, PA (15 miles from Lower Gwynedd, PA)
- 4 days ago
- Bensalem, PA (15 miles from Lower Gwynedd, PA)
- 4 days ago
A Long-standing, reputable name in the banking industry, is seeking a Commercial Portfolio Manager....
- Bala Cynwyd, PA (11 miles from Lower Gwynedd, PA)
- 4 days ago
- Bala Cynwyd, PA (11 miles from Lower Gwynedd, 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...
Financial Crime Risk Analyst II - Sanctions Screening Quality Assurance Analyst II
- Mount Laurel, NJ (22 miles from Lower Gwynedd, PA)
- 4 days ago
- Mount Laurel, NJ (22 miles from Lower Gwynedd, PA)
- 4 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...
Group Risk Specialist, Risk Governance
- Mount Laurel, NJ (22 miles from Lower Gwynedd, PA)
- 5 days ago
- Mount Laurel, NJ (22 miles from Lower Gwynedd, PA)
- 5 days ago
Work Location: New York, New York, United States of America Hours: 40 Pay Details: $86,840 - $139,360 USD TD is committed to providing fair and equitable compensation opportunities to all...
- Media, PA (21 miles from Lower Gwynedd, PA)
- 7 days ago
- Media, PA (21 miles from Lower Gwynedd, PA)
- 7 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 (13 miles from Lower Gwynedd, PA)
- 8 days ago
- Radnor, PA (13 miles from Lower Gwynedd, PA)
- 8 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 Lower Gwynedd, PA
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Title Synonyms
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Salary for Portfolio Manager Jobs in Lower Gwynedd, PA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Lower Gwynedd, 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
- 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
- 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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