Portfolio Manager Jobs in Florida
Portfolio Manager jobs in Florida are actively hiring, with strong demand concentrated in asset management, wealth advisory, real estate investment, and corporate treasury functions at levels from analyst-track associates through senior portfolio directors. Miami, Orlando, and Tampa are the primary hiring hubs, anchored by firms like BlackRock, Raymond James, and Fidelity Investments, each of which maintains a durable Florida presence. The most sought-after specialties in the state are fixed-income management, equity portfolio strategy, and real estate portfolio oversight. Find a role that fits below and apply directly.
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Description
Expansion in South Florida and Tampa is driving new openings for Portfolio Managers who enjoy working full cycle underwriting and portfolio management activities with a seasoned coverage team. While in this role, you will work in a team environment and analyze, underwrite, and present credit recommendations on Commercial loan requests and/or modifications. Furthermore, your analysis will include in-depth review of financial statements, tax returns and relevant credit information. Most importantly, you’ll feel valued for who are and supported to achieve what’s important to you, personally and professionally.
Primary responsibilities include
- Responsible for proactive credit and risk administration of assigned portfolio accounts.
- Responsible for structuring, underwriting, and documenting new business, renewals and modifications as the credit expert within the first line of defense.
- Provides client management support for assigned portfolio.
- Direct client interaction on standard credit and risk follow-up issues.
- Actively engages with relationship managers on progress, issues, and challenges regarding a particular customer relationship or portfolio concern.
- Handles multiple demands and competing priorities while meeting deadlines and schedules associated with maintaining portfolio and compliance with credit and risk policies.
- Manages moderately complex credits.
Qualifications, Education, Certifications and/or Other Professional Credentials
- Required Qualifications
- 4+ years of experience in underwriting and portfolio management with C&I/CRE/Commercial banking
- Bachelors degree required
- Preferred Qualifications
- Strong communication skills and proven ability to work well with clients and internal partners
- Demonstrate credit analysis background working on new to new loans and existing portfolio.
Hours & Work Schedule
- Hours per Week: 40+
- Work Schedule: Mon - Fri, 4 days in office, 1 day remote
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Benefits
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
Awards We've Received
Dave Thomas Foundation’s Best Adoption-Friendly Workplace
Disability:IN World's Top Disability Inclusive Business
Glassdoor
Best Place to Work in Consulting, Finance & Insurance
Human Rights Campaign Corporate Equality Index 100 Award
Newsweek America's Most Charitable Company
The Banker's
US Bank of the Year
See All 82 Portfolio Manager Jobs in Florida
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Find Portfolio Manager JobsPortfolio Manager Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Portfolio Manager Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring



Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- Technology & Software
What Florida Employers Look For
The qualifications that appear most often in portfolio manager jobs across Florida.
- CFA designation or active progress toward the CFA charter strongly preferred
- Bachelor's degree in finance, economics, or a related quantitative field required
- Three or more years of investment analysis or portfolio management experience expected
- Proficiency with portfolio management systems such as Bloomberg or FactSet required
- Demonstrated experience managing institutional or high-net-worth client portfolios preferred
- Series 65 or Series 66 license required for roles involving investment advice to clients
Portfolio Manager Jobs in Florida: Frequently Asked Questions
How do you become a portfolio manager in Florida?
Becoming a portfolio manager in Florida typically starts with a finance, economics, or business degree followed by entry-level analyst roles at an investment firm, bank, or asset manager. Florida does not issue a state-specific portfolio management license, but client-facing roles require a Series 65 or Series 66 registration through FINRA and state registration with the Florida Office of Financial Regulation. The CFA designation is the most recognized professional credential and significantly strengthens candidacy at Florida's larger investment firms.
Which companies hire portfolio managers in Florida?
Employers hiring portfolio managers in Florida right now include WorldQuant, FirstService Residential, and Associa, based on current listings on Migrate Mate as of November 2026. Florida's concentration of wealth management firms, regional banks, and real estate investment trusts means openings appear consistently at both national institutions and Florida-headquartered asset managers throughout the year.
Which Florida cities have the most portfolio manager jobs?
Miami, Tampa, and Jacksonville account for the most portfolio manager openings in Florida. Miami's status as a Latin American financial gateway drives heavy demand there, while Tampa is home to Raymond James headquarters and a dense cluster of regional wealth managers, and Orlando's growing corporate sector and real estate market support consistent openings across institutional and private client roles.
Are there remote portfolio manager jobs in Florida?
Yes, and more than many financial roles, since portfolio management is largely analytical and systems-driven. About 32% of portfolio manager openings tied to Florida are remote or hybrid as of November 2026, reflecting how much of the work can be done independently of a physical office. Quantitative and fixed-income roles tend to carry the most remote flexibility, while client-facing wealth management positions are more likely to require in-person presence.
How can I get hired as a portfolio manager in Florida with little or no experience?
The most realistic entry path is through an investment analyst or junior associate role at a Florida-based firm, which builds the portfolio construction and client reporting skills employers look for before promoting into a management seat. Firms like Raymond James and Fidelity run structured analyst programs in the Tampa and Jacksonville markets. Pursuing the CFA Level I exam while in an adjacent role, such as financial analyst, research associate, or relationship manager, signals commitment and gives you a credential edge when applying for your first portfolio management title.
Where can I find and apply to portfolio manager jobs in Florida?
You can find and apply to portfolio manager jobs in Florida on Migrate Mate, which lists current openings across Miami, Tampa, Orlando, and other Florida markets. Find the roles that fit your background and apply directly to the employers posting them.
See All 82 Portfolio Manager Jobs in Florida
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