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.
- Providence, RI (20 miles from East Taunton, MA)
- 3 days ago
- Providence, RI (20 miles from East Taunton, MA)
- 3 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...
- Plymouth, MA (19 miles from East Taunton, MA)
- 10 days ago
- Plymouth, MA (19 miles from East Taunton, MA)
- 10 days ago
At this point, the portfolio manager will meet with clients on a regular basis....
Portfolio Manager Providence, RI
- Providence, RI (20 miles from East Taunton, MA)
- 11 days ago
- Providence, RI (20 miles from East Taunton, MA)
- 11 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)
- 12 days ago
- Providence, RI (20 miles from East Taunton, MA)
- 12 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...
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Senior Investment Portfolio Manager / Wealth Management
- Barrington, RI (17 miles from East Taunton, MA)
- 13 days ago
- Barrington, RI (17 miles from East Taunton, MA)
- 13 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...
- Taunton, MA (6 miles from East Taunton, MA)
- 15 days ago
- Taunton, MA (6 miles from East Taunton, MA)
- 15 days ago
MISSION: Madison Energy Infrastructure ("MEI") believes in the power of clean energy infrastructure and has quickly emerged as a preeminent developer, investor, asset owner, and operator of...
Project Coordinator - Portfolio Management
- Providence, RI (20 miles from East Taunton, MA)
- 17 days ago
- Providence, RI (20 miles from East Taunton, MA)
- 17 days ago
Project Coordinator - Portfolio Management Job ID 201597 Posted 16-Jan-2025 Service line PJM Segment Role type Full-time Areas of Interest Construction, Project Management Location(s) Remote - US...
VAS - Quality & Risk Management Director
- Providence, RI (20 miles from East Taunton, MA)
- 22 days ago
- Providence, RI (20 miles from East Taunton, MA)
- 22 days ago
VAS - Quality & Risk Management Director Job ID 201780 Posted 10-Feb-2025 Service line Advisory Segment Role type Full-time Areas of Interest Valuations/Appraisal Location(s) Remote - US - Remote...
Risk Consulting - Cloud Risk - Manager - Multiple Cities
- Providence, RI (20 miles from East Taunton, MA)
- 29 days ago
- Providence, RI (20 miles from East Taunton, MA)
- 29 days ago
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, youll have the chance to build a career as unique as you...
- Weymouth, MA (23 miles from East Taunton, MA)
- 30+ days ago
- Weymouth, MA (23 miles from East Taunton, MA)
- 30+ days ago
If you are an existing employee of South Shore Health then please apply through the internal career site. Requisition Number: R-18928 Facility: LOC0001 - 55 Fogg Road55 Fogg Road Weymouth, MA...
SVP, Technology Portfolio Management & Transformation (Remote)
- Providence, RI (20 miles from East Taunton, MA)
- 30+ days ago
- Providence, RI (20 miles from East Taunton, MA)
- 30+ days ago
Cengage Group SVP, Technology Portfolio Management & Transformation (Remote) in Providence , Rhode Island We believe in the power and joy of learning At Cengage Group, our employees have a direct...
Remote WorkOverview 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
- CAM Reconciliation
- Lease Negotiation
- Loss Control
- Asset Allocation
- Cash Forecasting
- Treasury
- Financial Modeling
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Financial Statements
- Treasury Management
- Derivatives
- Foreign Exchange
- Credit Underwriting
- Balance Sheets
- Investment Analysis
- Capital Markets
- Fixed Income
- Credit Analysis
- Valuation
- Lending
- Investment Management
- Financial Analysis
- Commercial Real Estate
- Anti-Money Laundering
- Underwriting
- Financial Services
- Portfolio Management
- Due Diligence
- Asset Management
- Risk Analysis
- Finance
- Real Estate
- Reimbursement
- Accounting
- Strategy Development
- Risk Management
- Implementation
- Decision Making
- Auditing
- Negotiation
- Presentation
- Mentoring
- Written Communication
- Flexibility
- Collaboration
- Coaching
- Documentation
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Project Management
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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