Portfolio Manager Jobs in Frisco, TX
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.
Bank Credit Risk Analyst Senior - Retail Banking
- Plano, TX (11 miles from Frisco, TX)
- 8 hours ago
- Plano, TX (11 miles from Frisco, TX)
- 8 hours ago
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for...
Remote WorkRisk Management - Credit Risk - Analyst
- Plano, TX (11 miles from Frisco, TX)
- 19 hours ago
- Plano, TX (11 miles from Frisco, TX)
- 19 hours ago
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a...
- Westlake, TX (24 miles from Frisco, TX)
- 1 day ago
- Westlake, TX (24 miles from Frisco, TX)
- 1 day ago
Job Description: Technology Risk Analyst The Role You will help manage the Control Center of Excellence (COE) supporting the BU Tech Risk teams. This includes defining and executing the technology...
- Plano, TX (11 miles from Frisco, TX)
- 1 day ago
- Plano, TX (11 miles from Frisco, TX)
- 1 day ago
Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers. For over 35 years, our Team Members have been passionate about...
Principal Risk Specialist, Community Reinvestment Act Community Development Qualification
- Plano, TX (11 miles from Frisco, TX)
- 2 days ago
- Plano, TX (11 miles from Frisco, TX)
- 2 days ago
Principal Risk Specialist, Community Reinvestment Act Community Development Qualification Within Capital One, External Affairs (EA) is an organization dedicated to delivering on Capital One's...
Sr. Manager- Agency Asset Manager III
- Plano, TX (11 miles from Frisco, TX)
- 2 days ago
- Plano, TX (11 miles from Frisco, TX)
- 2 days ago
Sr. Manager- Agency Asset Manager III The Senior Manager will play a vital role within the Agency Asset Management - Risk Mitigation team managing an assigned portfolio of specially serviced...
Portfolio Manager Role: Assist Bankers in preparation of any loan file comments, monitor loan covenants, monitor proper financial statement reporting, and monitor any collateral reporting as dictated...
Portfolio Manager The Portfolio Manager assists the Balance Sheet Manager in the oversight of up to $25 billion fixed income securities portfolio which is a major provider of liquidity and interest...
Portfolio Manager II - Healthcare Banking
- Addison, TX (15 miles from Frisco, TX)
- 6 days ago
- Addison, TX (15 miles from Frisco, TX)
- 6 days ago
Bring your knowledge, skills, and abilities to us as a Portfolio Manager II. You'll be positioned for a great career!...
- Plano, TX (11 miles from Frisco, TX)
- 6 days ago
- Plano, TX (11 miles from Frisco, TX)
- 6 days ago
Agency Asset Manager II The Asset Manager II is responsible for the daily oversight and management of an assigned portfolio of multifamily loans, with a primary focus on risk mitigation efforts....
- Addison, TX (15 miles from Frisco, TX)
- 7 days ago
- Addison, TX (15 miles from Frisco, TX)
- 7 days ago
GENERAL DESCRIPTION OF POSITION The Portfolio Manager is responsible for the management of a loan portfolio as well as underwriting and presenting commercial and consumer loans for approval....
Liquidity Risk Analyst The Liquidity Risk Analyst is responsible for assessing and monitoring the risks associated with liquidity risks within the organization. This role involves performing...
Scam Risk Oversight (2LOD) Senior Risk Analyst
- Southlake, TX (23 miles from Frisco, TX)
- 7 days ago
- Southlake, TX (23 miles from Frisco, TX)
- 7 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Associate Asset Manager - Colleterial Surveillance - Midland
- Farmers Branch, TX (18 miles from Frisco, TX)
- 7 days ago
- Farmers Branch, TX (18 miles from Frisco, TX)
- 7 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Asset Manager Consultant - Midland Loan Services - Asset Management - Midland
- Farmers Branch, TX (18 miles from Frisco, TX)
- 7 days ago
- Farmers Branch, TX (18 miles from Frisco, TX)
- 7 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Demographic Data for Frisco, TX
Moving to Frisco, TX? Find some basic demographic data about Frisco, TX below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Frisco, TX
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Frisco, TX 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
- 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
- Balance Sheets
- 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
- Reimbursement
- 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
- 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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Here are some other career titles that require similar skills
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