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.
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 WorkBring 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...
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...
Line of Business Risk Manager Sr
- 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...
Portfolio Management & Analytica Senior Associate - Remote
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
Portfolio Management & Analytica Senior Associate - Remote Country: United States of America The Senior Associate, Portfolio Management & Analytics Leverages their subject matter expertise in...
Principal Risk Specialist, Community Reinvestment Act Community Development Qualification
- Plano, TX
- 2 days ago
- Plano, 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 The Senior Manager will play a vital role within the Agency Asset Management - Risk Mitigation team managing an assigned portfolio of specially serviced...
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
Required Skills & Experience Practical experience in Sales and Trading, First Line Risk and Controls, Internal Audit, Risk, Compliance or Operations functions Strong knowledge of an operational...
- Frisco, TX (11 miles from Plano, TX)
- 3 days ago
- Frisco, TX (11 miles from Plano, TX)
- 3 days ago
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 II - Middle Market
- Dallas, TX (18 miles from Plano, TX)
- 3 days ago
- Dallas, TX (18 miles from Plano, TX)
- 3 days ago
The Portfolio Manager is responsible for maximizing portfolio performance and is expected to have the ability to lead a deal from opportunity to close with little to no oversight....
- Frisco, TX (11 miles from Plano, TX)
- 3 days ago
- Frisco, TX (11 miles from Plano, TX)
- 3 days ago
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 (9 miles from Plano, TX)
- 6 days ago
- Addison, TX (9 miles from Plano, 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!...
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....
Software Engineer II - Investment Manager
- Dallas, TX (18 miles from Plano, TX)
- 6 days ago
- Dallas, TX (18 miles from Plano, TX)
- 6 days ago
Description Hi, We're AppFolio. We're innovators, changemakers, and collaborators. We're more than just a software company - we're a cloud-based powerhouse that creates products to make our...
- Dallas, TX (18 miles from Plano, TX)
- 6 days ago
- Dallas, TX (18 miles from Plano, TX)
- 6 days ago
Job Description: This position requires office presence of a minimum of 5 days per week and is only located in the location(s) posted. No relocation is offered. Join AT&T and reimagine the...
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
- 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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