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Portfolio Manager Jobs in Exton, PA (NOW HIRING)

ClifyX

Program/Portfolio Manager

Malvern, PA · On-site

ClifyX is a company seeking a Program/Portfolio Manager to manage their CRM portfolio. The role involves engaging with functional and technology leaders to ensure collaboration and secure growth for ...

Firstrust Bank

Portfolio Manager IV

Conshohocken, PA · On-site

The Portfolio Manager IV requires specialized depth and breadth of expertise in exercising sound judgement in credit and risk administration through continuous credit monitoring to identify emerging ...

The HOW Group

Portfolio Manager

Philadelphia, PA · On-site

Calling All Property Management Superstars! Ready to Level Up Your Career and Make a Real Impact? We are on the hunt for a dynamic and passionate Property Manager to join our winning team! We're not ...

Wsfsbank

Private Banking Portfolio Manager

Wilmington, DE · On-site

$77K - $127K/yr

The Private Banking Portfolio Manager will work closely with Relationship Managers and Portfolio Administrators to monitor the ongoing performance of an assigned client portfolio. These duties will ...

WSFS Bank

Private Banking Portfolio Manager

Wilmington, DE · On-site

$77K - $127K/yr

The Private Banking Portfolio Manager will work closely with Relationship Managers and Portfolio Administrators to monitor the ongoing performance of an assigned client portfolio. These duties will ...

WSFS Bank

Private Banking Portfolio Manager

Wilmington, DE · On-site

$77.39 - $127.14/hr

The Private Banking Portfolio Manager will work closely with Relationship Managers and Portfolio Administrators to monitor the ongoing performance of an assigned client portfolio. These duties will ...

WSFS Bank

Private Banking Portfolio Manager

Wilmington, DE · On-site

$77K - $127K/yr

The Private Banking Portfolio Manager will work closely with Relationship Managers and Portfolio Administrators to monitor the ongoing performance of an assigned client portfolio. These duties will ...

Wsfsbank

Private Banking Portfolio Manager

Berwyn, PA

$77K - $127K/yr

The Private Banking Portfolio Manager will work closely with Relationship Managers and Portfolio Administrators to monitor the ongoing performance of an assigned client portfolio. These duties will ...

WSFS Bank

Private Banking Portfolio Manager

Berwyn, PA

$77K - $127K/yr

The Private Banking Portfolio Manager will work closely with Relationship Managers and Portfolio Administrators to monitor the ongoing performance of an assigned client portfolio. These duties will ...

First Resource Bank

VP, Portfolio Manager

Exton, PA · On-site

The VP, Portfolio Manager plays a key role in supporting the ongoing management and administration of the Bank's commercial lending portfolio. Reporting to the Chief Credit Officer, this position ...

New

First Resource Bank

VP, Portfolio Manager

Exton, PA

The VP, Portfolio Manager plays a key role in supporting the ongoing management and administration of the Bank's commercial lending portfolio. Reporting to the Chief Credit Officer, this position ...

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All JobsPortfolio JobsPortfolio Manager JobsPortfolio Manager Jobs in Exton, PA

Portfolio Manager information

See Exton, PA salary details

$35.7K

$97K

$181K

How much do portfolio manager jobs pay per year?

As of Aug 22, 2026, the average yearly pay for portfolio manager in Exton, PA is $96,957.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,200.00 and $125,500.00 per year, depending on experience, location, and employer.

What does a portfolio manager do?

A Portfolio Manager is responsible for making investment decisions and managing a collection of assets or securities on behalf of clients, such as individuals or institutions. They analyze market trends, assess risk, and develop strategies to achieve specific financial goals. Portfolio Managers regularly review and adjust investment holdings to maximize returns and minimize risks according to the client's objectives and constraints.

What does a portfolio manager do?

A portfolio manager manages funds and investment strategies on behalf of a client. They may research and develop strategies for individuals or institutional investors, such as pension funds, or governmental entities, such as states municipalities. Although a portfolio manager has some sales duties, their primary responsibilities are as a financial research analyst, as they determine the amount of risk to which a client is willing to be exposed. This position is commonly found at investment banks or similar financial institutions. Qualifications to become a portfolio manager include a bachelor’s degree in statistics, economics, finance, or a related field as well as any relevant professional licenses.

What are some common challenges portfolio managers face when balancing multiple client portfolios?

Portfolio Managers often juggle multiple client accounts simultaneously, each with distinct investment goals, risk tolerances, and time horizons. One of the main challenges is maintaining clear communication with clients to understand their evolving objectives while ensuring that portfolio allocations remain aligned with market conditions and compliance standards. Additionally, Portfolio Managers must stay updated on market trends, manage performance reporting, and coordinate with analysts, traders, and compliance teams. Effective time management, strong analytical skills, and adaptability are essential to handle these complexities successfully.

What are the key skills and qualifications needed to thrive as a portfolio manager, and why are they important?

To thrive as a Portfolio Manager, you need strong analytical abilities, financial modeling expertise, and a solid educational background in finance or economics, often complemented by a CFA or MBA. Familiarity with portfolio management software, Bloomberg Terminal, and risk assessment tools is crucial for effective asset allocation and performance tracking. Excellent communication, decision-making, and relationship-building skills help you interact with clients and stakeholders. These competencies are vital for making informed investment decisions, managing risk, and building client trust in a competitive financial environment.

What is the difference between Portfolio Manager vs Financial Analyst?

AspectPortfolio ManagerFinancial Analyst
Required CredentialsTypically CFA, CFP, or similar certificationsOften CFA, CPA, or relevant finance degrees
Work EnvironmentInvestment firms, asset management companies, banksCorporations, investment banks, consulting firms
Employer & Industry UsageFocus on managing investment portfolios for clients or firmsFocus on analyzing financial data to support investment decisions

While both roles require strong financial knowledge and certifications like CFA, Portfolio Managers primarily oversee investment portfolios and make strategic decisions, whereas Financial Analysts focus on analyzing data to inform those decisions. The roles often work closely but differ in scope and responsibilities.

How much do portfolio managers make?

Portfolio managers typically earn a median annual salary ranging from $80,000 to over $200,000, depending on experience, location, and the size of the firm. Compensation often includes bonuses and performance-based incentives, especially in investment firms or hedge funds. Senior or specialized portfolio managers tend to earn higher salaries and bonuses.

Is a portfolio manager a high position?

A portfolio manager is generally considered a high-level position within finance and investment firms, responsible for making investment decisions and managing client assets. The role often requires extensive experience, strong analytical skills, and relevant certifications such as the CFA. It is typically a senior role with significant responsibility and influence within an organization.

What is the role of a portfolio manager?

A portfolio manager is responsible for overseeing investment portfolios to meet clients' financial goals. They analyze market trends, select assets, and make buy or sell decisions, often using financial tools and analysis skills. Their work involves continuous monitoring and adjusting of investments to optimize performance and manage risk.

What qualifications do you need to be a portfolio manager?

A portfolio manager typically needs a bachelor's degree in finance, economics, or a related field, along with relevant work experience in investment management. Professional certifications such as the Chartered Financial Analyst (CFA) designation are highly valued. Strong analytical skills, knowledge of financial markets, and proficiency with investment tools are also important.
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Portfolio Manager jobs near you
Infographic showing various Portfolio Manager job openings in Exton, PA as of August 2026, with employment types broken down into 79% Full Time, 20% Part Time, and 1% Contract. Highlights an 79% Physical, 2% Hybrid, and 19% Remote job distribution, with an average salary of $96,957 per year, or $46.6 per hour.

Portfolio Manager

VANGUARD CHARITABLE ENDOWMENT PROGRAM

Malvern, PA • On-site

Full-time

Re-posted 15 days ago

Job description

JOB SUMMARY

Provides advanced client service and operational support for complex, high-value philanthropic relationships within Vanguard Charitable’s Private Philanthropy team. Independently coordinates and executes grants, contributions, and investment-related transactions, while supporting Relationship Executives/Managers and ensuring service continuity for donors. Applies sound judgment, adheres to established controls, and escalates risks or issues to ensure accurate execution, regulatory compliance, and an exceptional donor experience.

ESSENTIAL JOB FUNCTIONS

Client & Relationship Support (35%)

  • Serve as a primary or secondary point of contact for assigned portfolio of donors, supporting complex philanthropic activity and transactions often exceeding $10M.
  • Participate in donor, advisor, and family office conversations alongside Relationship Managers/Executives to support relationship continuity and engagement.
  • Maintain strong knowledge of assigned donor relationships, including philanthropic intent, historical activity, transaction patterns, service preferences, and timing sensitivities.
  • Identify and elevate new growth opportunities to Relationship Managers/Executives to support proactive relationship opportunities and donor expansion.
  • Provide proactive support by anticipating operational needs, managing donor communications, monitoring daily activity, and maintaining continuity during Relationship Manager/Executive absence.

Operational Transaction Support (35%)

  • Independently coordinate, monitor, and execute transactions, including multi-million-dollar asset movements and other high-value donor activity.
  • Apply established processes and internal controls to ensure accurate processing, documentation, reconciliation, system entry, and follow-through.
  • Identify transaction issues, dependencies, risks, or delays; escalate appropriately and partner with internal teams to resolve and prevent recurrence.
  • Serve as a liaison to internal teams, tracking milestones and providing timely status updates to stakeholders.

Judgment, Risk Awareness & Quality (20%)

  • Exercise sound judgment when managing transactions, recognizing when complexity or risk requires escalation or additional review.
  • Perform quality checks on transactions, reporting, and documentation to ensure alignment with donor intent and internal standards.
  • Monitor operational friction points and share observations with leadership to support continuous improvement.
  • Remain composed and effective when navigating ambiguity, competing priorities, heightened scrutiny, and sensitive donor interactions.

Process Discipline & Improvement Contribution (10%)

  • Apply documented processes for large-scale philanthropic transactions and identify opportunities to clarify or improve execution. Recommend process updates that drive efficiency and enhance the donor experience.
  • Contribute subject matter expertise to special projects and initiatives.
  • Share insights, trends, and observations on donor activity to inform enhancements and operational improvements.


QUALIFICATIONS

Education & Training

  • Bachelor’s degree required, or equivalent combination of education and related experience.

Licensure & Certification

  • Chartered Advisor in Philanthropy (CAP) designation required within 18 months of hire.

Knowledge, Skill, and Ability

  • Knowledge of philanthropic vehicles, wealth operations, and high-value financial transactions.
  • Skilled in applying operational controls, reconciling complex transactions, and ensuring accuracy in high-risk environments.
  • Able to exercise sound judgment and escalate issues appropriately, particularly in situations involving significant financial value or donor sensitivity.
  • Able to manage multiple priorities, deadlines, and stakeholders in a fast-paced, highly scrutinized environment.
  • Skilled in written and verbal communication, including interaction with senior internal partners, donors, and external advisors.
  • Proficient with customer relationship management and operational systems, including Salesforce.

Experience

  • Minimum of five years of related experience in financial services, philanthropy, wealth operations, or complex client service.
  • Demonstrated experience supporting multi-million-dollar transactions, including exposure to transactions exceeding $10 million.