Portfolio Manager Jobs in Melville, NY
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.
VP Portfolio Manager Tailored Lending Liquid Products
- Purchase, NY (23 miles from Melville, NY)
- 3 days ago
- Purchase, NY (23 miles from Melville, NY)
- 3 days ago
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees...
11168 - Operational Risk Analyst
- Hicksville, NY (6 miles from Melville, NY)
- 4 days ago
- Hicksville, NY (6 miles from Melville, NY)
- 4 days ago
Position Title 11168 - Operational Risk Analyst Location Hicksville, NY 11801 Job Summary pay range: 64 - 102KPay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: JOB SUMMARY The...
This position will be responsible for vendor due diligence, insurance renewals, acquisition due diligence and integration, claim management and system related projects management and system...
Sr Manager Portfolio Strategy&Innovation
- Harrison, NY (21 miles from Melville, NY)
- 6 days ago
- Harrison, NY (21 miles from Melville, NY)
- 6 days ago
OverviewWe are looking for a Head of Portfolio Strategy & Innovation to join our Marketing team. You will be responsible to ensure prioritization and implementation of SodaStream North America's...
Commercial Credit Senior Underwriter/Portfolio Manager I, ABL
- Hauppauge, NY (12 miles from Melville, NY)
- 7 days ago
- Hauppauge, NY (12 miles from Melville, NY)
- 7 days ago
Location: This position may be located within the M&T footprint. Overview: Evaluate and determine, monitor, and assess the credit risks of larger, more complex commercial clients through detailed...
Portfolio Management Team Leader - SVP
- Garden City, NY (12 miles from Melville, NY)
- 11 days ago
- Garden City, NY (12 miles from Melville, NY)
- 11 days ago
Position Title Portfolio Management Team Leader - SVP Location Garden City, NY 11530 Job Summary A Portfolio Manager Team Lead-Commercial Specialty Industries must be an analytical, organized, team-focused...
Global Portfolio Manager - Pharma
- Port Washington, NY (15 miles from Melville, NY)
- 14 days ago
- Port Washington, NY (15 miles from Melville, NY)
- 14 days ago
The salary range for the position of Global Portfolio Manager is $130,000 - $150,000 per year....
Portfolio Management Senior Associate - Private Bank
- Melville, NY
- 19 days ago
- Melville, NY
- 19 days ago
Job expectations include serving as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers....
Dir Portfolio Manager - Middle Market Banking
- Jericho, NY (7 miles from Melville, NY)
- 22 days ago
- Jericho, NY (7 miles from Melville, NY)
- 22 days ago
Throughout the process the Portfolio Manager will interact with multiple internal and external stakeholders, including credit professionals, capital markets, company management, legal counsel, and operations...
Portfolio Management & Execution Strategy Chief of Staff, AVP
- Purchase, NY (23 miles from Melville, NY)
- 29 days ago
- Purchase, NY (23 miles from Melville, NY)
- 29 days ago
Morgan Stanley is a global financial services firm and a market leader in investment banking, investment management and wealth management services. Morgan Stanley is an equal opportunities...
OCIO - Endowments & Foundations Portfolio Manager - Vice President
- Purchase, NY (23 miles from Melville, NY)
- 30+ days ago
- Purchase, NY (23 miles from Melville, NY)
- 30+ days ago
funds, ETFs, separate accounts, and alternative investments Experience and knowledge in global capital markets, technical expertise across asset classes preferred Firm understanding of portfolio management...
OCIO Endowments & Foundations Portfolio Manager, Executive Director, Global Investment Office
- Purchase, NY (23 miles from Melville, NY)
- 30+ days ago
- Purchase, NY (23 miles from Melville, NY)
- 30+ days ago
funds, ETFs, separate accounts, and alternative investments Experience and knowledge in global capital markets, technical expertise across asset classes preferred Firm understanding of portfolio management...
Portfolio Manager II - Commercial Real Estate
- Hicksville, NY (6 miles from Melville, NY)
- 25 days ago
- Hicksville, NY (6 miles from Melville, NY)
- 25 days ago
Position Title Portfolio Manager II - Commercial Real Estate Location Hicksville, NY 11801 Job Summary A Portfolio Manager II-Commercial Real Estate is responsible for completing in-depth analysis of...
Toxicology and Environment Risk assessment specialist
- Stamford, CT (19 miles from Melville, NY)
- 27 days ago
- Stamford, CT (19 miles from Melville, NY)
- 27 days ago
Syensqo Toxicology and Environment Risk assessment specialist in Stamford , Connecticut Job ID 31719 Toxicology and Environment Risk assessment specialist Regular Alpharetta - GA, United States of...
Portfolio Manager (Direct Indexing) - CANVAS
- Stamford, CT (19 miles from Melville, NY)
- 30+ days ago
- Stamford, CT (19 miles from Melville, NY)
- 30+ days ago
What are the ongoing responsibilities of the Portfolio Manager? Portfolio Managers are responsible for activities within multiple functional areas....
Demographic Data for Melville, NY
Moving to Melville, NY? Find some basic demographic data about Melville, NY below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Melville, NY
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Melville, NY 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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