Portfolio Manager Jobs in Williamsville, 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.
- Buffalo, NY (10 miles from Williamsville, NY)
- 17 days ago
- Buffalo, NY (10 miles from Williamsville, NY)
- 17 days ago
investments, and Specialty Asset Management as appropriate Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis Stays up-to-date...
Senior Risk Analyst (Hybrid - Buffalo, NY)
- Buffalo, NY (10 miles from Williamsville, NY)
- 18 days ago
- Buffalo, NY (10 miles from Williamsville, NY)
- 18 days ago
The Senior Risk Analyst will support, and report, to the Segment Risk Manager responsible for Finance and Regulatory Reporting Oversight (FRRO) Analytics. The FRRO team is responsible for...
- Hamburg, NY (19 miles from Williamsville, NY)
- 19 days ago
- Hamburg, NY (19 miles from Williamsville, NY)
- 19 days ago
Asset Manager at Barry Callebaut in Hamburg, United States Job Description Asset Manager Location: Hamburg, DE, 20539 At Barry Callebaut, we are on a journey to transform the cocoa and chocolate...
Commercial Real Estate Portfolio Manager
- Buffalo, NY (10 miles from Williamsville, NY)
- 24 days ago
- Buffalo, NY (10 miles from Williamsville, NY)
- 24 days ago
Purpose: The Commercial Real Estate Portfolio Manager will be assigned a portfolio of Commercial Real Estate loans & relationships for which the Portfolio Manager (PM) will be responsible in assisting...
Actuarial Manager Financial & Risk Analytics
- Williamsville, NY
- 25 days ago
- Williamsville, NY
- 25 days ago
Actuarial Manager - Financial & Risk Analytics ID: 548659 Posted: 3/24/2025 Location: Williamsville, NY Category: Pro - Finance Job Type: Direct Placement Duration: Direct Placeme Description...
Commercial Credit Risk Manager I
- Buffalo, NY (10 miles from Williamsville, NY)
- 26 days ago
- Buffalo, NY (10 miles from Williamsville, NY)
- 26 days ago
Manage credit risk for assigned commercial portfolio. Drive data informed decisions and collaborate with credit and business line management to optimize decision making consistent with overall...
- Buffalo, NY (10 miles from Williamsville, NY)
- 28 days ago
- Buffalo, NY (10 miles from Williamsville, NY)
- 28 days ago
Purpose: The Commercial Real Estate Portfolio Manager will be assigned a portfolio of Commercial Real Estate loans & relationships for which the Portfolio Manager (PM) will be responsible in assisting...
Commercial & Finance Technology Risk Manager
- Buffalo, NY (10 miles from Williamsville, NY)
- 30+ days ago
- Buffalo, NY (10 miles from Williamsville, NY)
- 30+ days ago
The Bank sponsors individuals for TN and H-1B transfers on a case by case basis. Please note that this position is not open to anyone on a H-1B or F-1 student visa including those eligible for...
Dealer Commercial Services Portfolio Manager II
- Buffalo, NY (10 miles from Williamsville, NY)
- 30+ days ago
- Buffalo, NY (10 miles from Williamsville, NY)
- 30+ days ago
Overview: Evaluate and determine, monitor and assess the credit risks of largest, most complex and/or specialized commercial clients through detailed financial statement analysis, industry...
Senior Finance Risk Analyst (Hybrid - Buffalo, NY)
- Buffalo, NY (10 miles from Williamsville, NY)
- 30+ days ago
- Buffalo, NY (10 miles from Williamsville, NY)
- 30+ days ago
The Senior Risk Analyst will support, and report, to the Segment Risk Manager responsible for Finance and Regulatory Reporting Oversight (FRRO) Analytics. The FRRO team is responsible for...
Commercial Credit Portfolio Manager
- Buffalo, NY (10 miles from Williamsville, NY)
- 45+ days ago
- Buffalo, NY (10 miles from Williamsville, NY)
- 45+ days ago
OVERVIEW Monitor and assess the credit risks of complex commercial loan portfolios and higher dollar loans (typically $10MM and greater) through detailed financial statement analysis, industry...
Senior Portfolio Manager - Strategic Enterprise Initiatives - Hybrid
- Buffalo, NY (10 miles from Williamsville, NY)
- 60+ days ago
- Buffalo, NY (10 miles from Williamsville, NY)
- 60+ days ago
Who We Are: Enterprise Transformation Delivery Engaged in the banks most critical & strategic initiatives, leveraging modern delivery approaches A results-oriented team of 30+ diverse...
Business Banking Credit Risk Oversight - Quantitative Risk Analyst Expert
- Buffalo, NY (10 miles from Williamsville, NY)
- 60+ days ago
- Buffalo, NY (10 miles from Williamsville, NY)
- 60+ days ago
Perform advanced data and statistical analysis in support of the creation and maintenance of statistical models, including Regression and Multivariate models. Support unit (dept.) in data analysis...
Dealer Commercial Services Portfolio Manager I
- Buffalo, NY (10 miles from Williamsville, NY)
- 90+ days ago
- Buffalo, NY (10 miles from Williamsville, NY)
- 90+ days ago
Evaluate and determine, monitor and assess the credit risks of largest, most complex and/or specialized commercial clients through detailed financial statement analysis, industry assessment,...
Demographic Data for Williamsville, NY
Moving to Williamsville, NY? Find some basic demographic data about Williamsville, NY below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Williamsville, NY
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Williamsville, 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
- Mortgage Processing
- 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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