The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal process, making ...
The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal process, making ...
The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and ...
The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and ...
Commercial Portfolio Manager - To $140K - Houston, TX - Job # 3671B Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique ...
Commercial Portfolio Manager - To $140K - Houston, TX - Job # 3671B Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique ...
Portfolio Success Manager
$70K - $85K/yr
The Portfolio Success Manager will be responsible for analyzing portfolio performance, developing client-facing reports, monitoring key business metrics, and partnering with leadership to drive ...
Portfolio Success Manager
$70K - $85K/yr
The Portfolio Success Manager will be responsible for analyzing portfolio performance, developing client-facing reports, monitoring key business metrics, and partnering with leadership to drive ...
Commercial Portfolio Manager - To $140K - Houston, TX - Job # 3671B Who We AreThe Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique ...
Commercial Portfolio Manager - To $140K - Houston, TX - Job # 3671B Who We AreThe Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique ...
Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank. Learn more about the career areas and business ...
New
Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank. Learn more about the career areas and business ...
New
Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank. Learn more about the career areas and business ...
New
Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank. Learn more about the career areas and business ...
New
PWM Investment Portfolio Manager
Houston, TX · On-site
$133K - $156K/yr
Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing, managing, and retaining client ...
PWM Investment Portfolio Manager
Houston, TX · On-site
$133K - $156K/yr
Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing, managing, and retaining client ...
Portfolio Support Manager
Houston, TX · On-site
The Portfolio Support Manager provides flexible, hands-on management support across a regional portfolio. This role is designed to fill operational gaps when a site team is short-staffed due to ...
Portfolio Support Manager
Houston, TX · On-site
The Portfolio Support Manager provides flexible, hands-on management support across a regional portfolio. This role is designed to fill operational gaps when a site team is short-staffed due to ...
The Manager, Services Portfolio, is responsible for the planning, analysis, and governance of NuScale's services portfolio. The position leads the development of business plans for new and existing ...
The Manager, Services Portfolio, is responsible for the planning, analysis, and governance of NuScale's services portfolio. The position leads the development of business plans for new and existing ...
The Manager, Services Portfolio, is responsible for the planning, analysis, and governance of NuScale's services portfolio. The position leads the development of business plans for new and existing ...
The Manager, Services Portfolio, is responsible for the planning, analysis, and governance of NuScale's services portfolio. The position leads the development of business plans for new and existing ...
We are looking for an experienced Manager, Portfolio Management to join our Corporate Banking team in Houston, TX. Essential Functions: * Manages a team of Portfolio Managers that manage and service ...
We are looking for an experienced Manager, Portfolio Management to join our Corporate Banking team in Houston, TX. Essential Functions: * Manages a team of Portfolio Managers that manage and service ...
The Manager, Services Portfolio, is responsible for the planning, analysis, and governance of NuScale's services portfolio. The position leads the development of business plans for new and existing ...
Quick apply
The Manager, Services Portfolio, is responsible for the planning, analysis, and governance of NuScale's services portfolio. The position leads the development of business plans for new and existing ...
We are looking for an experienced Manager, Portfolio Management to join our Corporate Banking team in Houston, TX. Essential Functions: * Manages a team of Portfolio Managers that manage and service ...
We are looking for an experienced Manager, Portfolio Management to join our Corporate Banking team in Houston, TX. Essential Functions: * Manages a team of Portfolio Managers that manage and service ...
Our client is seeking an experienced Project Manager (Portfolio) to support energy infrastructure projects across greenfield and brownfield terminal expansions. Based in Houston, TX (close proximity ...
Quick apply
Our client is seeking an experienced Project Manager (Portfolio) to support energy infrastructure projects across greenfield and brownfield terminal expansions. Based in Houston, TX (close proximity ...
Our client is seeking an experienced Project Manager (Portfolio) to support energy infrastructure projects across greenfield and brownfield terminal expansions. Based in Houston, TX (close proximity ...
Our client is seeking an experienced Project Manager (Portfolio) to support energy infrastructure projects across greenfield and brownfield terminal expansions. Based in Houston, TX (close proximity ...
Our client is seeking an experienced Project Manager (Portfolio) to support energy infrastructure projects across greenfield and brownfield terminal expansions. Based in Houston, TX (close proximity ...
Our client is seeking an experienced Project Manager (Portfolio) to support energy infrastructure projects across greenfield and brownfield terminal expansions. Based in Houston, TX (close proximity ...
Title: Sr. Project Manager / Portfolio Manager Type: Full Time Location: Houston, TX (close proximity to Freeport) Industry: Terminal & Storage W2 Employment only Responsibilities Include: * Oversee ...
Title: Sr. Project Manager / Portfolio Manager Type: Full Time Location: Houston, TX (close proximity to Freeport) Industry: Terminal & Storage W2 Employment only Responsibilities Include: * Oversee ...
The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per ...
The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per ...
The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per ...
The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per ...
Portfolio Manager information
See Spring, TX salary details
$32.9K - $45.1K
9% of jobs
$45.1K - $57.3K
15% of jobs
$58.6K is the 25th percentile. Wages below this are outliers.
$57.3K - $69.5K
15% of jobs
The median wage is $79K / yr.
$69.5K - $81.6K
15% of jobs
$81.6K - $93.8K
10% of jobs
$93.8K - $106K
9% of jobs
$110.2K is the 75th percentile. Wages above this are outliers.
$106K - $118.2K
11% of jobs
$118.2K - $130.3K
10% of jobs
$130.3K - $142.5K
5% of jobs
$142.5K - $154.7K
2% of jobs
$154.7K - $166.9K
1% of jobs
$32.9K
$89.4K
$166.9K
How much do portfolio manager jobs pay per year?
What is the difference between Portfolio Manager vs Financial Analyst?
| Aspect | Portfolio Manager | Financial Analyst |
|---|---|---|
| Required Credentials | Typically CFA, CFP, or similar certifications | Often CFA, CPA, or relevant finance degrees |
| Work Environment | Investment firms, asset management companies, banks | Corporations, investment banks, consulting firms |
| Employer & Industry Usage | Focus on managing investment portfolios for clients or firms | Focus 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.
Do you need a CFA to be a portfolio manager?
What are some common challenges Portfolio Managers face when balancing multiple client portfolios?
What does a Portfolio Manager do?
Do portfolio managers make a lot of money?
What are the key skills and qualifications needed to thrive as a Portfolio Manager, and why are they important?
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 does a portfolio manager actually do?
What is the role of a portfolio manager?

Fifth Third Bank rating
7.5
Based on 109 frontline employees who took The Breakroom Quiz
87th of 141 rated banks
Job description
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
This role is based onsite in Denver, CO or Houston, TX.
GENERAL FUNCTION:
The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures ,pricing, etc. PMs are directly accountable for managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Accountable for managing a portfolio of accounts.
- Review and recommend credit decisions.
- Partners with the Relationship Manager, forming the "coverage team" to:
- Meet with clients and Participate in business Development calls.
- Assess prospective client's viability for credit.
- Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants.
- Value collateral.
- Generate commitment letters.
- Assist in providing business partners credit lending policy interpretation.
- Perform final risk rating analysis.
- Capture and document credit decisions, conditions, and modifications.
- Collaborates with the Credit Analyst to perform Portfolio management duties such as:
- Establish and maintain Investor Group on lender Portal.
- Perform Monitoring action and Conduct periodic deal Review.
- Execute decisions to renew or modify deals.
- Communicate directly with clients regarding credit events and actions as needed.
- Works independently to pitch a more complex deal structure.
- A focus on continuous learning to keep up with ever-changing market dynamics.
- Mentor to more Junior PMs and Credit Analysts.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting).
- At least 6 years credit analysis experience that includes midstream, power, and/or RBL.
- Advanced analytical skills, critical thinking and verbal and written communication skills.
- Professional presence (client-facing).
- Experience managing an advanced commercial client portfolio with some degree of complexity.
- Ability to partner with all deal stakeholders including clients, relationship manager and credit teams.
- Expertise in financial and risk analysis, including financial modeling.
- Demonstrated expertise in using effective problem solving.
- Proficient with technology and ability to learn new applications.
WORKING CONDITIONS:
- Normal office environment with little exposure to dust, noise, temperature and the like.
- Extended viewing of a CRT screen.
- Some travel required
SUPERVISORY RESPONSIBILITY:
- In some cases, role may be responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
Portfolio Manager II - Oil & Gas
Total Base Pay Range 82,100.00 - 172,500.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION -- Houston, Texas 77002
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
What Fifth Third Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Fifth Third Bank
Sourced by ZipRecruiter
Fifth Third Bank, National Association established in 1858, is a diversified financial services company headquartered in Cincinnati, Ohio. Fifth Third is among the largest money managers in the Midwest. It operates four main businesses: Commercial Banking, Branch Banking, Consumer Lending, and Wealth & Asset Management.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Cincinnati, OH, US
Year founded
1858