Portfolio Manager Jobs in Massachusetts
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.
ISO New England is the not-for-profit, independent system operator responsible for ensuring the safe and reliable flow of electricity in our region and planning for the future of the electric...
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...
Portfolio Management & Analytica Senior Associate - Remote Country: United States of America The Senior Associate, Portfolio Management & Analytics Leverages their subject matter expertise in...
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...
Works independently with minimal supervision MANAGEMENT RESPONSBILITIES Input into training of junior/newly hired Portfolio Managers EDUCATION AND EXPERIENCE REQUIRED Bachelors' degree in Accounting...
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,...
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
- 2 days ago
- Boston, 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...
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
- 6 days ago
- Boston, 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...
Principal Credit Risk Analyst ISO New England Inc., One Sullivan Road, Holyoke, Massachusetts, United States of America Req #1046 Friday, March 7, 2025 ISO New England is the not-for-profit,...
Responsibilities include, but are not limited to the following: Portfolio Management, including Financial Reporting, Covenant Tracking and obtaining annual financial information for files from...
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 Salary: listed in the job description or discussed with your recruiter Published: September 23, 2024 Hybrid Experience: Director ID:...
Who we are The Enterprise Risk Management team at State Street is responsible for the identification, analysis, measurement, reporting and management of risk at both the corporate-level and in...
Demographic Data for Massachusetts
Moving to Massachusetts? Find some basic demographic data about Massachusetts below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job titles
Salary for Portfolio Manager Jobs in Massachusetts
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Massachusetts 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
- Financial Modeling
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Financial Statements
- Management Reporting
- 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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Here are some other career titles that require similar skills
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