Portfolio Manager Jobs in Tacoma, 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.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Assurance - Technology Risk - Manager - Multiple Positions - 1592821
- Seattle, WA (24 miles from Tacoma, WA)
- 30+ days ago
- Seattle, WA (24 miles from Tacoma, WA)
- 30+ days ago
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, youll have the chance to build a career as unique as you...
- Renton, WA (17 miles from Tacoma, WA)
- 45+ days ago
- Renton, WA (17 miles from Tacoma, WA)
- 45+ days ago
The Senior Portfolio Manager plays a critical role in shaping the company's video game portfolio by providing strategic insights, investment recommendations, and data-driven analyses....
Demographic Data for Tacoma, WA
Moving to Tacoma, WA? Find some basic demographic data about Tacoma, WA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Tacoma, WA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Tacoma, 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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