Portfolio Manager Jobs in Providence, RI
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.
- Johnston, RI (5 miles from Providence, RI)
- 2 days ago
- Johnston, RI (5 miles from Providence, RI)
- 2 days ago
Risk Manager Finance/Accounting Job ID: 2025-15477 Date Posted: 03/11/2025 Primary Location: Johnston, Rhode Island Hiring Range: $182,240 - $262,000 Workstyle: On-Site Apply Now Save Job FM is a...
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...
ETRA Principal Technology Risk Analyst
- Smithfield, RI (8 miles from Providence, RI)
- 7 days ago
- Smithfield, RI (8 miles from Providence, RI)
- 7 days ago
ETRA Principal Technology Risk Analyst Smithfield, RI Boston, MA Westlake, TX Salary: listed in the job description or discussed with your recruiter Published: January 23, 2025 Hybrid Experience:...
Operational Risk Manager for Data
- Johnston, RI (5 miles from Providence, RI)
- 8 days ago
- Johnston, RI (5 miles from Providence, RI)
- 8 days ago
Description Citizens currently has an opening for on our Operational Risk Management (ORM) Oversight team focused on Data risks. The role will provide independent oversight, review, and challenge...
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We are currently seeking a Portfolio Manager to join the team in our Turks Head office in Providence, RI....
Senior Investment Portfolio Manager / Wealth Management
- Barrington, RI (7 miles from Providence, RI)
- 13 days ago
- Barrington, RI (7 miles from Providence, RI)
- 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 (16 miles from Providence, RI)
- 15 days ago
- Taunton, MA (16 miles from Providence, RI)
- 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 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 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...
Sr Technology Risk Analyst- Enterprise Data Engineering
- Johnston, RI (5 miles from Providence, RI)
- 28 days ago
- Johnston, RI (5 miles from Providence, RI)
- 28 days ago
Description For this Sr Technology Risk Analyst opportunity, Citizens is looking for a candidate with experience in designing and configuring high performing data and analytical solutions that...
- Smithfield, RI (8 miles from Providence, RI)
- 28 days ago
- Smithfield, RI (8 miles from Providence, RI)
- 28 days ago
Job Description: Cloud/DevOps Risk Analyst, Cloud/DevOps Center of Excellence Enterprise Technology Risk (ETRA) is seeking a passionate, driven, and experienced professional to join our...
Risk Consulting - Cloud Risk - Manager - Multiple Cities
- Providence, RI
- 29 days ago
- Providence, RI
- 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...
SVP, Technology Portfolio Management & Transformation (Remote)
- Providence, RI
- 30+ days ago
- Providence, RI
- 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 Work- East Taunton, MA (20 miles from Providence, RI)
- 45+ days ago
- East Taunton, MA (20 miles from Providence, RI)
- 45+ days ago
Overview Welcome home! In this newly established role, the Risk Manager will oversee the strategic direction, coordination, and evaluation of the organizations comprehensive risk management...
- Johnston, RI (5 miles from Providence, RI)
- 60+ days ago
- Johnston, RI (5 miles from Providence, RI)
- 60+ days ago
Description As a part of our team, youre made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself! As the First Line Risk Manager, you will represent...
Demographic Data for Providence, RI
Moving to Providence, RI? Find some basic demographic data about Providence, RI 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 Providence, RI
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Providence, RI 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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