Portfolio Manager Jobs in Rhode Island
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.
First Line Risk Manager - Marketing and Communications
- Johnston, RI
- 3 days ago
- Johnston, RI
- 3 days ago
Description As a First Line Risk Manager, supporting the Marketing and Communications activities, you will represent the First Line of Defense and support the business development and execution of...
The Portfolio Manager (PM) role is a credit oriented role responsible for the preparation of effective analyses, risk administration, and making independent credit recommendations, with a particular...
Description As a Third-Party Risk Manager, you will be part of the team that manages and maintains the Third-Party Risk Management (TPRM) Program. Building relationships with business lines...
First Line Risk Manager - Consumer Marketing and Communications
- Johnston, RI
- 10 days ago
- Johnston, RI
- 10 days ago
Description As a First Line Risk Manager, supporting the Marketing and Communications activities, you will represent the First Line of Defense and support the business development and execution of...
Enterprise Market Risk Manager Liquidity Risk Oversight
- Johnston, RI
- 11 days ago
- Johnston, RI
- 11 days ago
Description Citizens Enterprise Market Risk Management, a second line Risk Management function, is looking to hire a Treasury Oversight Vice President. The candidate will be part of a team...
A Long-standing, reputable name in the banking industry, is seeking a Portfolio Manager....
Third-Party Risk Manager Location: Middletown, RI (hybrid 3 days in office) Department: Information Security General Business Hours: M-F 9:00 a.m. – 5:00 p.m. Shift: 8 hours, M-F. Managed by...
Commercial Lending Portfolio Manager: Overview: We are seeking a successful portfolio manager for our C&I Commercial Banking Group....
Description Citizens currently has an opening on the Operational Risk Management (ORM) team focused on Third Party Risk Management. The role will provide independent oversight, review, and...
Job Description: The Role Fidelity Investments has a Principal Analyst opening that represents an outstanding opportunity to accelerate an individual's career in security and technology at one of...
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 Boston, MA Westlake, TX Salary: listed in the job description or discussed with your recruiter Published: January 23, 2025 Hybrid Experience:...
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...
We are currently seeking a Portfolio Manager to join the team in our Turks Head office in Providence, RI....
Overview FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property...
Demographic Data for Rhode Island
Moving to Rhode Island? Find some basic demographic data about Rhode Island 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 Rhode Island
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Rhode Island 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
- Derivatives
- BSA
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Investment Analysis
- Balance Sheets
- Internal Control
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Anti-Money Laundering
- Financial Services
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Negotiation
- Written Communication
- Auditing
- Presentation
- Documentation
- Reporting
- Collaboration
- Interpersonal Skills
- Budgets
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Policy Development
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Staff Supervision
- Organization
- Research Skills
- Scheduling
- Leadership
- Communication Skills
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