Portfolio Manager Jobs in Plano, 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.
ServiceNow Portfolio Management Product Owner III
- Dallas, TX (18 miles from Plano, TX)
- 12 hours ago
- Dallas, TX (18 miles from Plano, TX)
- 12 hours 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...
- Irving, TX (20 miles from Plano, TX)
- 13 hours ago
- Irving, TX (20 miles from Plano, TX)
- 13 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...
Portfolio Manager/Associate Portfolio Manager
- Richardson, TX (6 miles from Plano, TX)
- 1 day ago
- Richardson, TX (6 miles from Plano, TX)
- 1 day ago
Detailed knowledge of securities, such as stocks, bonds, mutual funds, ETFs, SMAs, alternative investments, and options strategies....
Senior Fund Manager, Multifamily Capital
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
Preferred Skills Capital Management, Change Management, Credit Assessment, Equity Research, Financial Analysis, Investments, Management Reporting, Results-Oriented Competencies Accuracy and Attention...
Line of Business Risk Manager II
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
- Dallas, TX (18 miles from Plano, TX)
- 1 day 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...
Healthcare - Specialty Banking Portfolio Manager II
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
As a Specialty Banking Portfolio Manager II, you will support Specialty Banking business development on the identification and calling of prospects and referrals on a national and regional basis; and...
Senior Risk Analyst, Assurance and Risk Advisory (Internal Audit) - hybrid
- Flower Mound, TX (22 miles from Plano, TX)
- 1 day ago
- Flower Mound, TX (22 miles from Plano, TX)
- 1 day ago
Work Flexibility: Hybrid or Onsite Why ARA at Stryker? Our team is growing, and we are seeking someone with financial and audit expertise and acumen. Are you interested in improving risk...
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
IT Portfolio Manager IT Portfolio Manager Dallas TX Onsite Locals Preferred Contract Job requirements The IT Portfolio Manager serves as a strategic partner to senior IT leadership, ensuring that IT...
Senior Asset Manager, Historic Tax Credit
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
- Dallas, TX (18 miles from Plano, TX)
- 2 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...
- Mesquite, TX (20 miles from Plano, TX)
- 2 days ago
- Mesquite, TX (20 miles from Plano, TX)
- 2 days ago
Asset Manager - Optimize, Lead, and Drive Success! Locations Available: Arcadia, WI - Ecru, MS - Advance, NC Must be able to travel up to 50% Are you a detail-oriented leader with a passion for...
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...
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...
Treasury & Financial Risk Management Manager
- Irving, TX (20 miles from Plano, TX)
- 3 days ago
- Irving, TX (20 miles from Plano, TX)
- 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...
Analyst, Underwriter and Portfolio Manager- Real Estate Investment Trust
- Plano, TX
- 3 days ago
- Plano, TX
- 3 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
- 4 days ago
- Plano, TX
- 4 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...
Demographic Data for Plano, TX
Moving to Plano, TX? Find some basic demographic data about Plano, TX below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Plano, TX
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Plano, 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
- 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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