Portfolio Manager Jobs in Wallingford, 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.
- Hartford, CT (23 miles from Wallingford, CT)
- 9 hours ago
- Hartford, CT (23 miles from Wallingford, CT)
- 9 hours ago
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
Model Risk Management, Director
- Southington, CT (10 miles from Wallingford, CT)
- 1 day ago
- Southington, CT (10 miles from Wallingford, 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,...
- Waterbury, CT (14 miles from Wallingford, CT)
- 3 days ago
- Waterbury, CT (14 miles from Wallingford, CT)
- 3 days ago
A Long-standing, reputable name in the banking industry, is seeking a Commercial Portfolio Manager....
- Hartford, CT (23 miles from Wallingford, CT)
- 10 days ago
- Hartford, CT (23 miles from Wallingford, CT)
- 10 days ago
Job Description At Strategy & Consulting, we work closely with C-suite executives and industry leaders to drive transformation across all areas of their businesses. Our mission is to help...
Real Estate Asset Manager / Rented Real Estate General
- Hartford, CT (23 miles from Wallingford, CT)
- 10 days ago
- Hartford, CT (23 miles from Wallingford, CT)
- 10 days ago
Work where every moment matters. Every day, more than 40,000 Hartford HealthCare colleagues come to work with one thing in common: Pride in what we do, knowing every moment matters here. We invite...
Assistant Portfolio Manager - Alternative Investments
- Hartford, CT (23 miles from Wallingford, CT)
- 15 days ago
- Hartford, CT (23 miles from Wallingford, CT)
- 15 days ago
Job Title: Assistant Portfolio Manager Location: Hartford, CT | New York, NY Job Overview: Reporting to the Head of Alternatives in Investment Management (IM), the Assistant Portfolio Manager will be...
A Long-standing, reputable name in the banking industry, is seeking a Portfolio Manager....
Managing Director - Portfolio Manager Middle Market Banking
- New Haven, CT (11 miles from Wallingford, CT)
- 26 days ago
- New Haven, CT (11 miles from Wallingford, 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 (10 miles from Wallingford, CT)
- 29 days ago
- Berlin, CT (10 miles from Wallingford, 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...
Sr Relationship Portfolio Manager
- Hartford, CT (23 miles from Wallingford, CT)
- 30+ days ago
- Hartford, CT (23 miles from Wallingford, CT)
- 30+ days ago
Sr Relationship Portfolio Manager Hartford, CT, USA Req #1737 Wednesday, March 12, 2025 At Liberty, we are proud to integrate our Diversity, Equity, and Inclusion (DE&I) throughout all functions and...
Sr Director, Strategic Initiatives Claim Portfolio Management
- Hartford, CT (23 miles from Wallingford, CT)
- 30+ days ago
- Hartford, CT (23 miles from Wallingford, CT)
- 30+ days ago
Who Are We? Taking care of our customers, our communities and each other. Thats the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property...
Commercial Credit Senior Portfolio Manager C&I II
- Hartford, CT (23 miles from Wallingford, CT)
- 30+ days ago
- Hartford, CT (23 miles from Wallingford, CT)
- 30+ days ago
Works independently with minimal supervision MANAGEMENT RESPONSBILITIES Input into training of junior/newly hired Portfolio Managers EDUCATION AND EXPERIENCE REQUIRED Bachelors degree in Accounting,...
Manager Portfolio Management BCC
- Southington, CT (10 miles from Wallingford, CT)
- 45+ days ago
- Southington, CT (10 miles from Wallingford, 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,...
Sr. Investment Risk Manager - Hybrid (Farmington, CT)
- Farmington, CT (18 miles from Wallingford, CT)
- 60+ days ago
- Farmington, CT (18 miles from Wallingford, CT)
- 60+ days ago
Symetra has an exciting opportunity to join our team as a Sr. Investment Risk Manager! About the role As a Senior Investment Risk Manager at SIM, you will contribute to the effective oversight and...
Principal Consultant, Liability Portfolio Management & Remediation (Principal Level)
- Hartford, CT (23 miles from Wallingford, CT)
- 90+ days ago
- Hartford, CT (23 miles from Wallingford, CT)
- 90+ days ago
ERM is looking for a motivated, hands-on Principal Consultant to join our Contaminated Site Management team. The ideal candidate brings significant consultant and project management experience to...
Demographic Data for Wallingford, CT
Moving to Wallingford, CT? Find some basic demographic data about Wallingford, CT below.
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Title Synonyms
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Salary for Portfolio Manager Jobs in Wallingford, CT
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Wallingford, 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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