49 portfolio manager jobs at 35 companies in Venice, FL
2w
Save
Mark Applied
Hide
2w
PCB Portfolio Manager
Saint Petersburg, Florida, United States
HybridFull Time
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEMonitor loan portfolio performance, ensure compliance with lending and investor requirements, support clients and advisors, analyze portfolio metrics, and prepare reports; ~1 year relevant experience.
Ardoor: Provides association management services to community and HOA boards.
1+ YOEActive Florida LCAM required, valid driver’s license, 1–2 years industry experience preferred, experience with accounting/property management software (CINC preferred), strong financial and communication skills, ability to travel between communities.
Crews Bank & Trust: Florida-based family-owned bank providing personal and business financial services.
5+ YOEDevelop and implement investment policy and strategy, monitor markets and portfolios, analyze and select securities; requires bachelor's in finance/business and 5+ years investment/portfolio experience.
United States or Ridgeland or Denver or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Baltimore or Columbia or Memphis or Boston or Austin or Kalamazoo or Fort Worth or Atlanta or Milwaukee or Madison or McLean or Huntsville or Melville or Philadelphia or Charlotte or Greenville or Fort Lauderdale or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Minneapolis or Anchorage or Jacksonville or Boulder or Nashville or Las Vegas or Indianapolis or Daphne or Mobile or Baton Rouge or Biloxi or Gulfport or Hattiesburg or Brentwood or Jackson or Arcadia or Tavares or Alturas or Silver City or Fort Myers or Forest or Clearwater or Asheville or Greenwood or Boone or Aiken or Perry or Columbia or Belzoni or Naples or Amory or Chiefland or Palatka or Moss Point or Vero Beach or Edwards or Alaska or Alabama or Arkansas or Arizona or California or New York or Florida or Colorado or Mississippi or Minnesota or Massachusetts or North Carolina or Kentucky or Kansas
$90k-$100k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
5+ YOEBachelor's degree and 5+ years in marketing operations, strategic marketing, or management consulting; Microsoft Office proficiency and strong client, communication, workshop, and analytical skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Associa: Provides management and maintenance services for homeowners associations.
Valid Florida LCAM license, proficiency with Microsoft Word/Excel/Outlook, experience in community management or related industries, strong customer service, communication, conflict resolution, time-management, and business correspondence skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
7+ YOEBachelor's in Business/Finance/Accounting,7+ years investment and financial analysis experience,CFA or CIMA preferred,advanced knowledge of trusts,investment products and regulations,advanced Microsoft Office,Bloomberg and Morningstar Direct skills.
Microsoft Office, Bloomberg Professional, Morningstar Direct
SAP Enterprise Portfolio & Project Management (EPPM) Manager - CMT Industry
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
OnsiteFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
5+ YOERequires 5+ years of SAP PS/EPPM implementation experience, three full-cycle implementations, advanced configuration, S/4HANA, project accounting, CMT industry experience, and a bachelor's degree or equivalent.
SAP PS, SAP EPPM, S/4HANA, SAP Fiori, SAC, SAP Commercial Project Management (CPM), SAP FI/CO, SAP MM, SAP PM, SAP HR, SAP SD, SIT, UAT
Atlanta or Columbus or New York City or Cincinnati or Austin or Cleveland or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Raleigh or Minneapolis or Mountain View or Morristown or San Francisco or Denver or Boston or Philadelphia or Los Angeles or Charlotte or Houston or Arlington or Detroit
FieldFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
5+ YOEMinimum 5 years professional services and 5 years commercial credit experience, experience on nCino or Salesforce lending projects, bachelor's degree, engagement/portfolio management, business development, and ability to travel up to 80% in US/Canada.
Lee County Electric Cooperative: Electric distribution cooperative serving Southwest Florida members.
10+ YOEBachelor's degree in CS/MIS/Business required; 10+ years project management experience (IT/Engineering preferred); PMP required, PMI-ACP preferred; MS Office proficiency; experience in change/portfolio/governance; subject to background check and drug screen; storm response duty.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, ITIL, Agile, Waterfall
Tampa or Hillsborough County or Pinellas County or Pasco County or Polk County or Hernando County
$48k-$50k/yrOnsiteFull Time
Metropolitan Ministries: Provides housing and social services for the homeless population.
2+ YOE2+ years fundraising/relationship management or related experience (2-3 years preferred). Bachelor's degree preferred. Experience managing donor portfolios, CRM and Microsoft Office proficiency, excellent communication and public speaking, ability to work evenings/weekends.
Eckerd College: Private liberal arts and sciences college in Florida.
5+ YOEBachelor's in a related field and 5+ years in risk management, insurance, environmental health & safety, compliance, or related area; experience with insurance portfolios, ERM, EHS compliance, contract review, and stakeholder communication.
Landing: Membership-based platform for flexible, fully furnished apartment living.
Experience in hotel, short-term rental, or high-volume hospitality operations; strong organizational and triage skills; autonomy running a market or portfolio; customer-facing and service-oriented.
SouthState BankNASDAQ: SSB: Regional bank providing commercial and personal financial services.
2+ YOEBachelor’s degree in business/finance; 2-5 years commercial lending or portfolio management; strong sales, credit analysis, and communication skills; knowledge of lending regulations.
Saks Global: Operates luxury department stores and high-end fashion websites.
5+ YOE2-4 year degree in Fashion Merchandising or Fine Arts, 5+ years visual/merchandising experience, ability to lift 25+ lbs, event/installation experience, portfolio required.
Business Banking Relationship Manager - Tampa / St. Petersburg, FL
Tampa or St. Petersburg
FieldFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
2+ YOERequires consultative financial or business-to-business sales success, financial statement and cash flow analysis, small business banking knowledge, portfolio management, prospecting, communication, leadership, and a high school diploma or equivalent.
Business Banking Relationship Manager - Tampa / St. Petersburg, FL
Tampa or St. Petersburg or United States
FieldFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Proven consultative B2B sales success in financial services, ability to analyze and interpret financial statements and cash flow, strong prospecting and outside-sales skills, client portfolio management, CRM familiarity, excellent communication and leadership.
Dynasty Financial Partners: Provides a technology platform and business services for financial advisors.
3+ YOEBachelor's degree; 3-5 years experience in wealth management/TAMP or fintech with model portfolio delivery exposure; experience designing/delivering training, strong written communication, highly organized.