Portfolio Manager Jobs in Mckinney, 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.
Portfolio Manager/Associate Portfolio Manager
- Richardson, TX (16 miles from Mckinney, TX)
- 2 hours ago
- Richardson, TX (16 miles from Mckinney, TX)
- 2 hours ago
Detailed knowledge of securities, such as stocks, bonds, mutual funds, ETFs, SMAs, alternative investments, and options strategies....
Principal Risk Specialist - FS Tech Well Managed Controls
- Plano, TX (11 miles from Mckinney, TX)
- 1 day ago
- Plano, TX (11 miles from Mckinney, TX)
- 1 day ago
Principal Risk Specialist - FS Tech Well Managed Controls Capital One Financial Services (FS) Technology Well Managed Controls is seeking an energetic, self-motivated Principal Risk Specialist who...
- Plano, TX (11 miles from Mckinney, TX)
- 2 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 2 days ago
Position Responsibilities: To assist in the completion of recurring projects to guide asset and portfolio performance such as: preparation for annual asset plan meetings, production of the...
Analyst, Underwriter and Portfolio Manager- Real Estate Investment Trust
- Plano, TX (11 miles from Mckinney, TX)
- 2 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 2 days ago
Analyst, Underwriter and Portfolio Manager- Real Estate Investment Trust The Underwriting and Portfolio Management organization is responsible for underwriting new transactions and managing the existing...
Risk Management - Diversified Industries - Credit Risk Analyst
- Plano, TX (11 miles from Mckinney, TX)
- 3 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 3 days ago
Bring your expertise to JPMorganChase. As part of Risk Management and Compliance, you are at the center of keeping JPMorganChase strong and resilient. You help the firm grow its business in a...
Multifamily Senior Asset Manager
- Plano, TX (11 miles from Mckinney, TX)
- 4 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 4 days ago
At Fannie Mae, the inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing...
Quantitative Risk Analyst - AI Risk Management (Mid-Level)
- Plano, TX (11 miles from Mckinney, TX)
- 4 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 4 days 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...
- Farmers Branch, TX (24 miles from Mckinney, TX)
- 5 days ago
- Farmers Branch, TX (24 miles from Mckinney, TX)
- 5 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...
Risk Management -Credit Risk Analyst- Technology, Media, and Telecom
- Plano, TX (11 miles from Mckinney, TX)
- 7 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 7 days ago
JobID: 210616395 Category: Analysts JobSchedule: Full time Posted Date: 2025-04-15T20:20:30+00:00 JobShift: Day Base Pay/Salary: San Francisco,CA $100,000.00-$120,000.00 Bring your expertise to...
Vendor Risk Analyst II (Hybrid) Primary Duties and Responsibilities [] At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every...
Line of Business Risk Specialist Sr - Office of the CTO
- Farmers Branch, TX (24 miles from Mckinney, TX)
- 8 days ago
- Farmers Branch, TX (24 miles from Mckinney, TX)
- 8 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...
- Plano, TX (11 miles from Mckinney, TX)
- 9 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 9 days ago
Overview Under general supervision and in association with the Board of Directors, Portfolio PM plans, directs, recommends, creates, and implements policies and procedures to ensure the services...
Line of Business Risk Manager II - Retail Banking
- Farmers Branch, TX (24 miles from Mckinney, TX)
- 9 days ago
- Farmers Branch, TX (24 miles from Mckinney, TX)
- 9 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 - Asset Management - Midland
- Farmers Branch, TX (24 miles from Mckinney, TX)
- 10 days ago
- Farmers Branch, TX (24 miles from Mckinney, TX)
- 10 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...
ECPMO Project Portfolio Manager
- Frisco, TX (14 miles from Mckinney, TX)
- 13 days ago
- Frisco, TX (14 miles from Mckinney, TX)
- 13 days ago
The ECPMO Project Portfolio Manager will work with the Sr....
Demographic Data for Mckinney, TX
Moving to Mckinney, TX? Find some basic demographic data about Mckinney, TX 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 Mckinney, TX
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Mckinney, 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
- Treasury
- Financial Modeling
- Financial Statements
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Derivatives
- BSA
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Investment Analysis
- Internal Control
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- 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
- 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
Other Career Titles
Here are some other career titles that require similar skills
Portfolio Manager Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »