Portfolio Manager Jobs in Lawrence, 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.
- Stoneham, MA (16 miles from Lawrence, MA)
- 2 hours ago
- Stoneham, MA (16 miles from Lawrence, MA)
- 2 hours ago
Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our...
Commercial Portfolio Management & Analytics Senior Associate - Remote
- Boston, MA (24 miles from Lawrence, MA)
- 2 hours ago
- Boston, MA (24 miles from Lawrence, MA)
- 2 hours ago
Commercial Portfolio Management & Analytics Senior Associate - RemoteBoston, United States of America The Senior Associate, Portfolio Management & Analytics Leverages their subject matter...
Who We Are: Since 1906, New Balance has empowered people through sport and craftsmanship to create positive change in communities around the world. We innovate fearlessly, guided by our core...
- Brighton, MA (24 miles from Lawrence, MA)
- 15 hours ago
- Brighton, MA (24 miles from Lawrence, MA)
- 15 hours ago
Who We Are: Since 1906, New Balance has empowered people through sport and craftsmanship to create positive change in communities around the world. We innovate fearlessly, guided by our core...
Senior Commercial Construction Risk Portfolio Manager II
- Boston, MA (24 miles from Lawrence, MA)
- 1 day ago
- Boston, MA (24 miles from Lawrence, MA)
- 1 day 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...
Vice President, Portfolio Manager, Fund Banking
- Boston, MA (24 miles from Lawrence, MA)
- 1 day ago
- Boston, MA (24 miles from Lawrence, MA)
- 1 day 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,...
Commercial Portfolio Manager - Nonprofit
- Peabody, MA (15 miles from Lawrence, MA)
- 2 days ago
- Peabody, MA (15 miles from Lawrence, MA)
- 2 days ago
The Portfolio Manager role is credit orientated reporting on a solid-line basis to the Commercial Credit Officer....
Senior Financial Crime Risk Analyst - New Business Initiatives and Emerging Risks (US)
- Boston, MA (24 miles from Lawrence, MA)
- 2 days ago
- Boston, MA (24 miles from Lawrence, MA)
- 2 days ago
Work Location: New York, New York, United States of America Hours: 40 Pay Details: $68,640 - $112,320 USD TD is committed to providing fair and equitable compensation opportunities to all...
Global 1st Line Risk - Senior Risk Manager
- Boston, MA (24 miles from Lawrence, MA)
- 3 days ago
- Boston, MA (24 miles from Lawrence, MA)
- 3 days ago
Sitting in the 1st Line, implement, execute and manage risk for Columbia Threadneedle's Distribution and Investment Risk business units. Ensure an integrated risk framework and strong control...
Portfolio Management & Analytica Senior Associate - Remote
- Boston, MA (24 miles from Lawrence, MA)
- 6 days ago
- Boston, MA (24 miles from Lawrence, MA)
- 6 days ago
Portfolio Management & Analytica Senior Associate - RemoteBoston, United States of America The Senior Associate, Portfolio Management & Analytics Leverages their subject matter expertise in second...
Commercial Portfolio Manager II C&I
- Lynn, MA (20 miles from Lawrence, MA)
- 7 days ago
- Lynn, MA (20 miles from Lawrence, MA)
- 7 days ago
Responsibilities include, but are not limited to the following: Portfolio Management, including Financial Reporting, Covenant Tracking and obtaining annual financial information for files from...
- Boston, MA (24 miles from Lawrence, MA)
- 7 days ago
- Boston, MA (24 miles from Lawrence, MA)
- 7 days ago
You will be responsible for monitoring and communicating the key sources of portfolio risk and performance to the portfolio manager and chief investment officer....
Director - Risk Management and Insurance Analysis
- Boston, MA (24 miles from Lawrence, MA)
- 7 days ago
- Boston, MA (24 miles from Lawrence, MA)
- 7 days ago
Director - Risk Management and Insurance Analysis Boston, MA Salary: listed in the job description or discussed with your recruiter Published: September 23, 2024 Hybrid Experience: Director ID:...
- Boston, MA (24 miles from Lawrence, MA)
- 8 days ago
- Boston, MA (24 miles from Lawrence, MA)
- 8 days ago
This Opportunity At WSP, we are driven by inspiring the right people to be part of our future-focused business objectives. Our devotion to teamwork has allowed us to build communities and expand...
Fixed Income Portfolio Manager, Bank Loans
- Boston, MA (24 miles from Lawrence, MA)
- 8 days ago
- Boston, MA (24 miles from Lawrence, MA)
- 8 days ago
The Portfolio Manager will have at least 10 years of demonstrated track record in an investment role successfully analyzing and investing in bank loans and prior experience managing CLOs....
Demographic Data for Lawrence, MA
Moving to Lawrence, MA? Find some basic demographic data about Lawrence, MA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Lawrence, MA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Lawrence, 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
- Cash Forecasting
- Treasury
- Wealth Management
- Financial Modeling
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Financial Statements
- Treasury Management
- Derivatives
- Foreign Exchange
- Capital Planning
- 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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