Portfolio Manager Jobs in Westlake, 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.
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...
- Frisco, TX (24 miles from Westlake, TX)
- 3 days ago
- Frisco, TX (24 miles from Westlake, 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...
- Frisco, TX (24 miles from Westlake, TX)
- 3 days ago
- Frisco, TX (24 miles from Westlake, 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 (22 miles from Westlake, TX)
- 6 days ago
- Addison, TX (22 miles from Westlake, 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!...
- Irving, TX (20 miles from Westlake, TX)
- 6 days ago
- Irving, TX (20 miles from Westlake, TX)
- 6 days ago
JOB TITLE: CREDIT REPRESENTATIVE ESSENTIAL FUNCTION: Perform analysis of Dun & Bradstreet credit report profiles to analyst payment trends and overall business viability Prepare and present...
Senior/Principal Quantitative Risk Analyst
- Fort Worth, TX (20 miles from Westlake, TX)
- 7 days ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 7 days ago
Leverages statistical techniques (VaR, GMaR, stress testing, backcasting) to enhance models, providing traders and portfolio managers with insights for market decisions....
- Addison, TX (22 miles from Westlake, TX)
- 7 days ago
- Addison, TX (22 miles from Westlake, 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....
- Frisco, TX (24 miles from Westlake, TX)
- 7 days ago
- Frisco, TX (24 miles from Westlake, TX)
- 7 days ago
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 (5 miles from Westlake, TX)
- 7 days ago
- Southlake, TX (5 miles from Westlake, 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 (19 miles from Westlake, TX)
- 7 days ago
- Farmers Branch, TX (19 miles from Westlake, 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 (19 miles from Westlake, TX)
- 7 days ago
- Farmers Branch, TX (19 miles from Westlake, 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...
Risk Manager, Regulatory Communications Monitoring and Oversight The Role The Risk Manager role is key to the Regulatory Communications Groups supervision of regulatory communications. Daily...
- Ft Worth, TX (20 miles from Westlake, TX)
- 9 days ago
- Ft Worth, TX (20 miles from Westlake, TX)
- 9 days ago
Whitley Penn, a leading CPA and Consulting firm, is looking for a Wealth Manager to join our WPWealth team! In this role, you will be responsible for developing and maintaining strong client...
investment products, such as direct lending, crypto, and real estate preferred Knowledge of investment management practices and strategies, particularly within the alternative or digital assets space...
Engagement Manager IT Asset Manager
- Irving, TX (20 miles from Westlake, TX)
- 15 days ago
- Irving, TX (20 miles from Westlake, TX)
- 15 days ago
Description As an organization, TEKsystems Global Services (TGS) provides a continuum of services ranging from Engagement Management to full functional Outsourcing including Offshore Centers in...
Demographic Data for Westlake, TX
Moving to Westlake, TX? Find some basic demographic data about Westlake, TX below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Westlake, TX
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Westlake, 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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