Portfolio Manager Jobs in Vermont
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.
Credit Portfolio Manager II (US) - State & Municipal
- Burlington, VT
- 13 days ago
- Burlington, VT
- 13 days ago
Line of Business: Personal & Commercial Banking Job Description: This Credit Portfolio Manager II position is within TD's specialized State & Municipal Credit Management vertical and will be on the...
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...
VAS - Quality & Risk Management Director (Institutional/Funds)
- Montpelier, VT
- 26 days ago
- Montpelier, VT
- 26 days ago
VAS - Quality & Risk Management Director (Institutional/Funds) Job ID 197526 Posted 17-Jan-2025 Service line Advisory Segment Role type Full-time Areas of Interest Valuations/Appraisal Location(s)...
SVP, Technology Portfolio Management & Transformation (Remote)
- Burlington, VT
- 30+ days ago
- Burlington, VT
- 30+ days ago
Cengage Group SVP, Technology Portfolio Management & Transformation (Remote) in Burlington , Vermont We believe in the power and joy of learning At Cengage Group, our employees have a direct...
Remote WorkAre you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career thats making a bigger impact on the world? At OneDigital, we are on a...
Remote WorkDirector, Risk Management Services Position Overview Company Name Vermont League of Cities and Towns Job Title Director, Risk Management Services Description The Vermont League of Cities and Towns...
Demographic Data for Vermont
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Title Synonyms
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Salary for Portfolio Manager Jobs in Vermont
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Vermont 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
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