Portfolio Manager Jobs in East Taunton, MA
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.
- Easton, MA (12 miles from East Taunton, MA)
- 3 days ago
- Easton, MA (12 miles from East Taunton, MA)
- 3 days ago
FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance...
- Rockland, MA (18 miles from East Taunton, MA)
- 8 days ago
- Rockland, MA (18 miles from East Taunton, MA)
- 8 days ago
Reporting to the SVP of Residential Lending, responsible for theoversight of the Credit Union\'s home equity lending lifecycle, fromapplication to closing, ensuring that home equity loans are...
CRE Portfolio Manager - Providence
- Providence, RI (20 miles from East Taunton, MA)
- 9 days ago
- Providence, RI (20 miles from East Taunton, MA)
- 9 days ago
The Portfolio Manager (PM) role is a credit oriented role responsible for the preparation of effective analyses, risk administration, and making independent credit recommendations, with a particular...
- Canton, MA (22 miles from East Taunton, MA)
- 13 days ago
- Canton, MA (22 miles from East Taunton, MA)
- 13 days ago
Reporting to the SVP of Residential Lending, responsible for the oversight of the Credit Union's home equity lending lifecycle, from application to closing, ensuring that home equity loans are...
- Providence, RI (20 miles from East Taunton, MA)
- 15 days ago
- Providence, RI (20 miles from East Taunton, MA)
- 15 days ago
A Long-standing, reputable name in the banking industry, is seeking a Portfolio Manager....
- Braintree, MA (23 miles from East Taunton, MA)
- 30+ days ago
- Braintree, MA (23 miles from East Taunton, MA)
- 30+ days ago
The Portfolio Manager role is credit orientated reporting on a solid-line basis to the Commercial Credit Officer....
- Providence, RI (20 miles from East Taunton, MA)
- 30+ days ago
- Providence, RI (20 miles from East Taunton, MA)
- 30+ days ago
Commercial Lending Portfolio Manager: Overview: We are seeking a successful portfolio manager for our C&I Commercial Banking Group....
- Plymouth, MA (19 miles from East Taunton, MA)
- 45+ days ago
- Plymouth, MA (19 miles from East Taunton, MA)
- 45+ days ago
At this point, the portfolio manager will meet with clients on a regular basis....
- Providence, RI (20 miles from East Taunton, MA)
- 30+ days ago
- Providence, RI (20 miles from East Taunton, MA)
- 30+ days ago
Overview Gilbane Development Company is seeking an Assistant Asset Manager to assist, develop, and implement best practices to its Purpose-Built Student Housing (PBSH) portfolio. The Assistant...
Portfolio Manager Providence, RI
- Providence, RI (20 miles from East Taunton, MA)
- 45+ days ago
- Providence, RI (20 miles from East Taunton, MA)
- 45+ days ago
We are currently seeking a Portfolio Manager to join the team in our Turks Head office in Providence, RI....
- Providence, RI (20 miles from East Taunton, MA)
- 45+ days ago
- Providence, RI (20 miles from East Taunton, MA)
- 45+ days ago
Overview FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property...
Senior Investment Portfolio Manager / Wealth Management
- Barrington, RI (17 miles from East Taunton, MA)
- 45+ days ago
- Barrington, RI (17 miles from East Taunton, MA)
- 45+ days ago
Application Deadline: 03/30/2025 Address: 201 S Grove Avenue Job Family Group: Wealth Sales & Service CFA, CIMA, or CFP Certifications Experience in working in like position at competitive firms...
Overview Welcome home! In this newly established role, the Risk Manager will oversee the strategic direction, coordination, and evaluation of the organizations comprehensive risk management...
Demographic Data for East Taunton, MA
Moving to East Taunton, MA? Find some basic demographic data about East Taunton, MA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in East Taunton, MA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in East Taunton, MA 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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