Portfolio Manager Jobs in Greenwich, CT
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.
SAP - Plant Maintenance - Asset Manager - EAM - Senior Manager - Consulting - Location OPEN
- Stamford, CT (4 miles from Greenwich, CT)
- 8 hours ago
- Stamford, CT (4 miles from Greenwich, CT)
- 8 hours ago
Location: Anywhere in Country At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you...
Ice Cream Regional Insurance & Risk Manager - Americas
- Englewood Cliffs, NJ (19 miles from Greenwich, CT)
- 3 days ago
- Englewood Cliffs, NJ (19 miles from Greenwich, CT)
- 3 days ago
Looking for Your Dream Job? Join The Magnum Ice Cream Company! Job Title: Ice Cream Regional Insurance & Risk Manager - Americas Location: Englewood Cliffs, NJ Terms & Conditions: Full time,...
Commercial Credit Senior Underwriter/Portfolio Manager II - Leveraged Lending
- Tarrytown, NY (12 miles from Greenwich, CT)
- 4 days ago
- Tarrytown, NY (12 miles from Greenwich, CT)
- 4 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,...
Enterprise Market Risk Manager - Liquidity Risk Oversight
- Stamford, CT (4 miles from Greenwich, CT)
- 8 days ago
- Stamford, CT (4 miles from Greenwich, CT)
- 8 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...
- Queens Village, NY (22 miles from Greenwich, CT)
- 9 days ago
- Queens Village, NY (22 miles from Greenwich, CT)
- 9 days ago
Field Risk Specialist Position Opportunity! We pay for drive time so candidates must live in the immediate area of either Brooklyn or Queens, NY. This is a Field Based Position so you will not be...
U.S. Banks Conduct Risk Manager, Vice President
- Purchase, NY (4 miles from Greenwich, CT)
- 11 days ago
- Purchase, NY (4 miles from Greenwich, CT)
- 11 days ago
Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Global Wealth Management via Wealth...
- Wilton, CT (15 miles from Greenwich, CT)
- 12 days ago
- Wilton, CT (15 miles from Greenwich, CT)
- 12 days ago
Develop and implement strategies to mitigate exposure to market risks, including price volatility, liquidity, and country or regulatory risks, in connection with the international trading and...
Vice President, Portfolio Management (Upper Middle Market)
- Tarrytown, NY (12 miles from Greenwich, CT)
- 12 days ago
- Tarrytown, NY (12 miles from Greenwich, CT)
- 12 days ago
This individual should demonstrate leadership skills within credit underwriting and portfolio management; they may work somewhat independently, or in conjunction with other Portfolio Managers (PMs)...
Remote Work- New Canaan, CT (10 miles from Greenwich, CT)
- 19 days ago
- New Canaan, CT (10 miles from Greenwich, CT)
- 19 days ago
Summary of Position: The Portfolio Manager supports the Private Client Team in managing and growing existing C & I client relationships and assisting with new client relationships....
IT Asset Manager - ONSITE ROLE - 242680
- White Plains, NY (7 miles from Greenwich, CT)
- 21 days ago
- White Plains, NY (7 miles from Greenwich, CT)
- 21 days ago
IT Asset Manager - ONSITE ROLE - 242680 Position Type: Contract to Hire or Direct Hire Duration: 6+ Months CTH Compensation Target Range: $52 - $55 / hour | $110 - $120K / year Work Location:...
AVP/VP - Convertible Bonds Asset Manager
- Harrison, NY (6 miles from Greenwich, CT)
- 22 days ago
- Harrison, NY (6 miles from Greenwich, CT)
- 22 days ago
Interact with a variety of investors, including venture capital funds, growth equity funds, private equity funds, hybrid capital funds, co-investment funds, insurance companies, hedge funds, asset managers...
OCIO Endowments & Foundations Portfolio Manager, Executive Director, Global Investment Office
- Purchase, NY (4 miles from Greenwich, CT)
- 22 days ago
- Purchase, NY (4 miles from Greenwich, CT)
- 22 days ago
funds, ETFs, separate accounts, and alternative investments Experience and knowledge in global capital markets, technical expertise across asset classes preferred Firm understanding of portfolio management...
- Paramus, NJ (24 miles from Greenwich, CT)
- 22 days ago
- Paramus, NJ (24 miles from Greenwich, CT)
- 22 days ago
Completes special projects as directed by the CRE Portfolio Manager Team Leader. MINIMUM QUALIFICATIONS: Bachelor's degrees in Finance, Accounting or Economics required....
- Hicksville, NY (19 miles from Greenwich, CT)
- 24 days ago
- Hicksville, NY (19 miles from Greenwich, CT)
- 24 days ago
Position Title Sr. CRE AML Risk Analyst Location Hicksville, NY 11801 Job Summary The Sr CRE AML Risk Analyst is responsible for performing a review and analysis of borrowing entities for...
Investment Counterparty Credit Risk Manager
- Stamford, CT (4 miles from Greenwich, CT)
- 27 days ago
- Stamford, CT (4 miles from Greenwich, CT)
- 27 days ago
tools Experience in SQL experience for data extraction, manipulation, and analyses, including complex joins Experience using financial/risk application/software, Bloomberg, MSCI Barra Risk Model, FactSet...
Demographic Data for Greenwich, CT
Moving to Greenwich, CT? Find some basic demographic data about Greenwich, CT below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Greenwich, CT
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Greenwich, CT offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Treasury
- Credit Underwriting
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Foreign Exchange
- Wealth Management
- Cash Flow Analysis
- Balance Sheets
- Fixed Income
- Commercial Real Estate
- Valuation
- Capital Markets
- Investment Management
- Credit Analysis
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Auditing
- Consulting
- Negotiation
- Written Communication
- Presentation
- Verbal Communication
- Mentoring
- Collaboration
- Documentation
- Reporting
- Budgets
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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