Companies that use portfolio management include JPMorgan Chase & Co., J.P. Morgan, Deloitte, and several other companies.
| Rank | Company | % of all skills | Job openings |
|---|---|---|---|
| 1 | JPMorgan Chase & Co. | 14% | 10,956 |
| 2 | J.P. Morgan | 10% | 0 |
| 3 | Deloitte | 9% | 25,351 |
| 4 | Intel | 7% | 372 |
| 5 | U.S. Bank | 5% | 2,010 |
| 6 | Oracle | 5% | 51,731 |
| 7 | The Travelers Companies | 5% | 1,655 |
| 8 | Guidehouse | 4% | 3,310 |
| 9 | Marriott International | 4% | 6,779 |
| 10 | KPMG LLP | 4% | 3,644 |
What companies use Portfolio Management the most?
1. JPMorgan Chase & Co.
Zippia score 4.8
How JPMorgan Chase & Co. uses Portfolio Management:
- Improved project alignment to strategic goals by partnering with the business in establishing Portfolio Management framework.
Most common skills for JPMorgan Chase & Co.:
- Customer Service
- QA
- Process Improvement
- Customer Inquiries
- Customer Accounts
- SharePoint
2. J.P. Morgan
Zippia score 4.6
How J.P. Morgan uses Portfolio Management:
- Initiated Credit Executive Steering Committee to decision Credit Risk & Portfolio Management initiatives.
- Directed interface with portfolio management, marketing, transfer agent, legal, and accounting personnel.
- Ensured the integrity of trading positions through accurate trade capture, portfolio management, price reconciliations and query management.
Most common skills for J.P. Morgan:
- Securities
- Risk Management
- Due Diligence
- Project Management
- Client Relationships
- Java
3. Deloitte
Zippia score 4.7
How Deloitte uses Portfolio Management:
- Redefined Infrastructure Project Development Process to better align with portfolio management objectives.
- Developed and managed the budget using sound administrative and portfolio management practices Managed Onshore, offshore and infrastructure team.
Most common skills for Deloitte:
- Project Management
- Java
- Business Development
- Process Improvement
- Business Process
- Financial Statements
4. Intel
Zippia score 4.7
Most common skills for Intel:
- Linux
- Perl
- Debugging
- Windows
- RTL
- Python
5. U.S. Bank
Zippia score 4.6
How U.S. Bank uses Portfolio Management:
- Promoted up the ranks at various units of First Colonial due to prospecting and portfolio management abilities.
- Worked with senior management on several process improvement initiatives for portfolio management, credit analysis, loan pricing and marketing strategies.
Most common skills for U.S. Bank:
- Customer Service
- ATM
- Credit Card
- Loan Applications
- Bank Products
- Customer Accounts
6. Oracle
Zippia score 4.6
Most common skills for Oracle:
- Java
- Cloud
- CRM
- UI
- ERP
- HTML
7. The Travelers Companies
Zippia score 4.4
Most common skills for The Travelers Companies:
- ITIL
- GAAP
- Profitable Growth
- SDLC
- Arbitration
- UAT
9. Marriott International
Zippia score 4.6
Most common skills for Marriott International:
- Marriott
- Guest Satisfaction
- Customer Service
- Front Desk
- Reservations
- Inbound Calls
10. KPMG LLP
Zippia score 4.8
Most common skills for KPMG LLP:
- SOX
- Project Management
- Business Development
- PowerPoint
- Audit Engagements
- Financial Statements
11. Wolters Kluwer
Zippia score 4.7
Most common skills for Wolters Kluwer:
- Azure
- Content Marketing
- UI
- B Testing
- QA
- Business Development
12. Lincoln Financial Group
Zippia score 4.6
How Lincoln Financial Group uses Portfolio Management:
- Supported the implementation of a new online project portfolio management tool, BrightWork.
Most common skills for Lincoln Financial Group:
- Computer System
- Customer Service
- Annuities
- Customer Complaints
- HR
- Data Entry
13. Bank of America
Zippia score 4.7
How Bank of America uses Portfolio Management:
- Completed extensive training and successfully utilize Charles River portfolio management system.
- Trained new portfolio managers to enhance their abilities in customer service and portfolio management.
- Conveyed industry and stock recommendations to portfolio management team.
Most common skills for Bank of America:
- Customer Service
- SharePoint
- Credit Card
- Process Improvement
- FHA
- Sigma
14. Grant Thornton
Zippia score 4.6
Most common skills for Grant Thornton:
- SOX
- Financial Statements
- Internal Controls
- Real Estate
- Sarbanes-Oxley
- Azure
15. Comerica
Zippia score 4.9
How Comerica uses Portfolio Management:
- Created Three Phase Estimation process for projects as part of Portfolio Management Office process.
Most common skills for Comerica:
- Financial Statements
- Customer Service
- Azure
- Business Development
- Jenkins
- Unix
16. Johnson & Johnson
Zippia score 4.7
Most common skills for Johnson & Johnson:
- FDA
- QA
- GMP
- SharePoint
- Process Improvement
- Product Development
17. MassMutual
Zippia score 4.3
Most common skills for MassMutual:
- Logo Design
- Financial Reports
- Financial Services
- Life Insurance
- Risk Management
- Data Analysis
18. Liberty Utilities
Zippia score 3.7
Most common skills for Liberty Utilities:
- KPIs
- Balance Sheet Reconciliations
- Regulatory Agencies
- RFP
- Local Regulations
- Customer Inquiries
19. CBRE Group
Zippia score 4.5
Most common skills for CBRE Group:
- Direct Calls
- HVAC
- Real Estate
- Project Management
- Plumbing
- Customer Service
20. Fidelity Investments
Zippia score 4.6
How Fidelity Investments uses Portfolio Management:
- Institutionalized portfolio management best practices across the enterprise, resulting in higher quality and consistent business cases.
- Subject matter expert and proxy for portfolio management.
- Maintain account information that is utilized to support Portfolio Management, internal and external clients, and other Fidelity systems.
Most common skills for Fidelity Investments:
- Customer Service
- QA
- Process Improvement
- Project Management
- Inbound Calls
- Problem Resolution
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Updated December 28, 2023