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.
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 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....
Senior Investment Portfolio Manager / Wealth Management
- Barrington, RI
- 12 days ago
- Barrington, RI
- 12 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...
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
- 27 days ago
- Johnston, RI
- 27 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...
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 WorkDescription 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...
We seek to hire a Portfolio Manager with 20 years of experience that holds a CFA designation....
Posting Number: SF01912 Job Title: Enterprise Risk Analyst Position Number: 109267 FTE: 1.00 FLSA: Exempt Position Type: Professional Staff Union: Non-Union Non-Classified Staff Pay Grade Level:...
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
- FactSet
- 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
- 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
- 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
- Microsoft PowerPoint
- Regulations
- Policy Development
- Project Management
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Portfolio Manager Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »