Portfolio Manager Jobs in Lebanon, TN
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.
- La Vergne, TN (23 miles from Lebanon, TN)
- 21 days ago
- La Vergne, TN (23 miles from Lebanon, TN)
- 21 days ago
$100K on a semi-annual basis. This review may include financial statement analysis. Identifies strengths/weaknesses of a customer using supporting documentation pulled, including Ingram's payment...
Company Description From the inception of a project through to completion and beyond, Turner & Townsend help to deliver the outcomes that matter through transformational projects covering the full...
Demographic Data for Lebanon, TN
Moving to Lebanon, TN? Find some basic demographic data about Lebanon, TN 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 Lebanon, TN
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Lebanon, TN 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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