Portfolio Manager Jobs in New Haven, CT
A Portfolio Manager in the finance industry is responsible for managing investment portfolios for individuals or institutions. They make decisions about investment mix and policy, matching investments to objectives, asset allocation, and balancing risk against performance. Portfolio Managers also conduct research and analysis, select appropriate investments and manage day-to-day portfolio operations. This role requires a thorough understanding of financial markets, strong analytical skills, and the ability to make informed investment decisions.
Key skills for a Portfolio Manager include advanced mathematical abilities, strategic planning, financial acumen, and excellent communication skills. They should possess relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Investment Counselor (CIC). Before becoming a Portfolio Manager, a professional might work as a Financial Analyst, Investment Analyst, or a Trader to gain the necessary experience and expertise in the field.
Model Risk Management, Director
- Southington, CT (20 miles from New Haven, CT)
- 1 day ago
- Southington, CT (20 miles from New Haven, CT)
- 1 day ago
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families,...
PCLC Senior Portfolio Risk Analyst
- Bridgeport, CT (17 miles from New Haven, CT)
- 3 days ago
- Bridgeport, CT (17 miles from New Haven, CT)
- 3 days ago
Responsible for ongoing monitoring of an assigned portfolio of loan and lease accounts to up to $10 mm to ensure timely and accurate credit risk ratings and compliance with credit policy and loan...
- Waterbury, CT (18 miles from New Haven, CT)
- 4 days ago
- Waterbury, CT (18 miles from New Haven, CT)
- 4 days ago
A Long-standing, reputable name in the banking industry, is seeking a Commercial Portfolio Manager....
- Wallingford, CT (11 miles from New Haven, CT)
- 45+ days ago
- Wallingford, CT (11 miles from New Haven, CT)
- 45+ days ago
A Long-standing, reputable name in the banking industry, is seeking a Portfolio Manager....
Managing Director - Portfolio Manager Middle Market Banking
- New Haven, CT
- 26 days ago
- New Haven, CT
- 26 days ago
Throughout the process the Portfolio Manager will interact with multiple internal and external stakeholders, including credit professionals, capital markets, company management, investment bankers,...
Enterprise Risk Manager (Hybrid)
- Berlin, CT (21 miles from New Haven, CT)
- 29 days ago
- Berlin, CT (21 miles from New Haven, CT)
- 29 days ago
The Manager, Enterprise Risk Management (ERM) is responsible for overseeing the Enterprise Risk Management program, including executing, and enhancing the Enterprise Risk Management process...
Manager Portfolio Management BCC
- Southington, CT (20 miles from New Haven, CT)
- 45+ days ago
- Southington, CT (20 miles from New Haven, CT)
- 45+ days ago
If youre looking for a meaningful career, youll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families,...
Senior Portfolio Manager - Strategic Enterprise Initiatives - Hybrid
- Bridgeport, CT (17 miles from New Haven, CT)
- 60+ days ago
- Bridgeport, CT (17 miles from New Haven, CT)
- 60+ days ago
Who We Are: Enterprise Transformation Delivery Engaged in the bank's most critical & strategic initiatives, leveraging modern delivery approaches A results-oriented team of 30+ diverse...
Demographic Data for New Haven, CT
Moving to New Haven, CT? Find some basic demographic data about New Haven, CT below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in New Haven, CT
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in New Haven, CT offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Loss Control
- Asset Allocation
- Treasury
- Financial Modeling
- Financial Statements
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Treasury Management
- Derivatives
- BSA
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Investment Analysis
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Investment Banking
- Investment Management
- Lending
- Anti-Money Laundering
- Financial Analysis
- Client Relationships
- Financial Services
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Negotiation
- Written Communication
- Auditing
- Consulting
- Presentation
- Collaboration
- Documentation
- Reporting
- Interpersonal Skills
- Budgets
- Bachelor's Degree
- Regulations
- Policy Development
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Staff Supervision
- Organization
- Research Skills
- Scheduling
- Leadership
- Communication Skills
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