Portfolio Manager Jobs in Mountlake Terrace, WA
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.
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 2 hours ago
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 2 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...
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 1 day ago
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 1 day ago
.), SMAs, alternative investments, and Specialty Assets (i.e....
Portfolio Manager - Parametric
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 7 days ago
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 7 days ago
ABOUT THE ROLE The Overlay Solutions Portfolio Manager is responsible for management of custom client portfolios within Parametric's Overlay Solutions team, including LDI (liability driven investing...
Risk Manager III, Global AML SAM Program and Regulatory Reporting
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 7 days ago
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 7 days ago
Are you looking for a new challenge in a fast-paced, innovative company? Join the Amazon's Selling Partner Trust and Account Compliance (SPTC) team supporting our rapidly growing and evolving...
- Bothell, WA (5 miles from Mountlake Terrace, WA)
- 8 days ago
- Bothell, WA (5 miles from Mountlake Terrace, WA)
- 8 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...
Portfolio Management Officer II/III-Asset Based Finance
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 9 days ago
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 9 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 10 days ago
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 10 days ago
The Associate Portfolio Manager must continually measure performance, manage risk and control costs....
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 10 days ago
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 10 days ago
Job Description At Strategy & Consulting, we work closely with C-suite executives and industry leaders to drive transformation across all areas of their businesses. Our mission is to help...
Lab Instrument Services and Asset Manager
- Bothell, WA (5 miles from Mountlake Terrace, WA)
- 18 days ago
- Bothell, WA (5 miles from Mountlake Terrace, WA)
- 18 days ago
Lab Instrument Services and Asset Manager Bothell, Washington, United States | Posted: 3/28/2025 Job Title: Lab Instrument Services and Asset Manager Location: Bothell, WA 98011 Duration: 6+...
Principal Portfolio Manager, Nordstrom Platform & Data - Hybrid - Seattle, WA
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 21 days ago
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 21 days ago
Job Description Come join us in a key leadership role overseeing the Platform and Data's portfolio of programs, projects, and key initiatives within the Technology organization at Nordstrom! We...
Product Portfolio Manager, Industrial AI
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 30+ days ago
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 30+ days ago
As a Product Portfolio Manager, Industrial AI, you'll lead the development and implementation of AI-driven solutions to optimize operations across our Wood Products manufacturing and Timberlands businesses...
Program & Risk Manager, Internal Audit , Professional Practices - Internal Audit
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 45+ days ago
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 45+ days ago
At Amazon we're working to be the most customer-centric company on earth, and that includes protecting our customers and their data. To get there, we need exceptionally talented, bright, and...
Sr. Risk Specialist, AWS Commerce Platform, Risk, Audit, Accounting, and Compliance (RAAC)
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 60+ days ago
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 60+ days ago
DESCRIPTION Amazon Web Services (AWS) provides companies of all sizes with an infrastructure web services platform in the cloud ("cloud computing"). With AWS you can procure compute power,...
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 90+ days ago
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 90+ days ago
Analyzing client balance sheets for unrealized opportunities and/or optimization The Director will have self-sourced AUM and Private Banking Deposit/Loan goals and may serve on national/regional...
Portfolio Manager CRE and C & I
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 26 days ago
- Seattle, WA (12 miles from Mountlake Terrace, WA)
- 26 days ago
Portfolio Manager to join our growing team....
Demographic Data for Mountlake Terrace, WA
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Title Synonyms
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Salary for Portfolio Manager Jobs in Mountlake Terrace, WA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Mountlake Terrace, WA 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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