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.
Vice President- Head of Real Estate Transactions & Portfolio Management
- Rye, NY (5 miles from Greenwich, CT)
- 2 hours ago
- Rye, NY (5 miles from Greenwich, CT)
- 2 hours ago
Overview Founded in 1964, New York Blood Center (NYBC) has served the tri-state area for more than 60 years, delivering 500,000 lifesaving blood products annually to 150+ hospitals, EMS and...
- Norwalk, CT (11 miles from Greenwich, CT)
- 9 hours ago
- Norwalk, CT (11 miles from Greenwich, CT)
- 9 hours ago
Job Description: Title: Risk Management A nalyst Reports to: Sr. Director of Risk Management Location: Norwalk, CT Relocation: No Travel: Minimal to no travel is expected About the Position: We...
Portfolio Management & Execution Strategy Chief of Staff, AVP
- Purchase, NY (4 miles from Greenwich, CT)
- 11 hours ago
- Purchase, NY (4 miles from Greenwich, CT)
- 11 hours ago
Morgan Stanley is a global financial services firm and a market leader in investment banking, investment management and wealth management services. Morgan Stanley is an equal opportunities...
- White Plains, NY (7 miles from Greenwich, CT)
- 1 day ago
- White Plains, NY (7 miles from Greenwich, CT)
- 1 day ago
Responsibilities include but are not limited to: Underwrites and structures new prospective transactions as well as renewals, extensions, increases, and material modifications and amendments for...
- Stamford, CT (4 miles from Greenwich, CT)
- 4 days ago
- Stamford, CT (4 miles from Greenwich, CT)
- 4 days ago
Description At Citizens, we're more than a bank and as a part of our team you're made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself! Job Summary:...
- Hicksville, NY (19 miles from Greenwich, CT)
- 6 days ago
- Hicksville, NY (19 miles from Greenwich, CT)
- 6 days ago
Position Title Insurance Risk Analyst Lead Location Hicksville, NY 11801 Job Summary The Lead Insurance Risk Analyst works under minimal supervision and with appreciable latitude for actions and...
- Englewood, NJ (20 miles from Greenwich, CT)
- 7 days ago
- Englewood, NJ (20 miles from Greenwich, CT)
- 7 days ago
Overview We are seeking an experienced Asset Manager to oversee a national portfolio of industrial warehouse properties. The Asset Manager will be responsible for financial performance,...
Treasury Risk Analyst, Assistant Vice President
- Stamford, CT (4 miles from Greenwich, CT)
- 7 days ago
- Stamford, CT (4 miles from Greenwich, CT)
- 7 days ago
OVERVIEW Global Treasury Risk Management (GTRM), a team within State Street's Enterprise Risk Management (ERM) department, is looking for an experienced treasury risk professional. The primary...
Portfolio Manager - Private Asset Management
- Stamford, CT (4 miles from Greenwich, CT)
- 9 days ago
- Stamford, CT (4 miles from Greenwich, CT)
- 9 days ago
Portfolio Manager The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized...
- Stamford, CT (4 miles from Greenwich, CT)
- 11 days ago
- Stamford, CT (4 miles from Greenwich, CT)
- 11 days ago
The Client Portfolio Manager ("CPM") role at Citizens Wealth Management ("CWM") is at the crossroads of the construction and delivery of those investment and portfolio solutions....
Quantitative Risk Analyst Expert (Hybrid)
- Bridgeport, CT (23 miles from Greenwich, CT)
- 12 days ago
- Bridgeport, CT (23 miles from Greenwich, CT)
- 12 days ago
Overview: We are looking for a strategic and analytically driven Quantitative Risk Analyst Expert to join our First Line Credit Risk Management team. This role is ideal for a seasoned professional...
Associate, CRE Portfolio Management
- Fort Lee, NJ (22 miles from Greenwich, CT)
- 22 days ago
- Fort Lee, NJ (22 miles from Greenwich, CT)
- 22 days ago
What We're Looking For Cross River's Commercial Banking Group is looking for an experienced Commercial Real Estate Portfolio Manager to join the team....
- Bridgeport, CT (23 miles from Greenwich, CT)
- 23 days ago
- Bridgeport, CT (23 miles from Greenwich, CT)
- 23 days ago
A Long-standing, reputable name in the banking industry, is seeking a Commercial Portfolio Manager....
RCC Senior Asset Manager (Bridge/Balance Sheet)
- Bridgeport, CT (23 miles from Greenwich, CT)
- 28 days ago
- Bridgeport, CT (23 miles from Greenwich, CT)
- 28 days ago
Location:** Hybrid in footprint preferred, but open to remote outside of footprint **M&T Realty Capital Corporation** is a wholly-owned subsidiary of M&T Bank. As a full-service mortgage banking...
Photo Retoucher & Digital Asset Manager
- Port Chester, NY (2 miles from Greenwich, CT)
- 30+ days ago
- Port Chester, NY (2 miles from Greenwich, CT)
- 30+ days ago
ABOUT THE SHADE STORE At The Shade Store, we have handcrafted the finest Shades, Blinds, and Drapery for 75 years. We believe designing beautiful custom window treatments should be an effortless...
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
- Real Estate Management
- Loss Control
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Financial Statement Analysis
- Treasury
- Derivatives
- Financial Statements
- Financial Modeling
- Commercial Lending
- Treasury Management
- BSA
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Fixed Income
- Capital Markets
- Valuation
- Lending
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Financial Services
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Auditing
- Accounting
- Negotiation
- Written Communication
- Documentation
- Presentation
- Education Experience
- Reporting
- Collaboration
- Flexibility
- Budgets
- Bachelor's Degree
- Policy Development
- Project Management
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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