Portfolio Manager Jobs in New Canaan, 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.
U.S. Banks Conduct Risk Manager, Vice President
- Purchase, NY (14 miles from New Canaan, CT)
- 11 hours ago
- Purchase, NY (14 miles from New Canaan, CT)
- 11 hours 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 (4 miles from New Canaan, CT)
- 1 day ago
- Wilton, CT (4 miles from New Canaan, CT)
- 1 day 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 (18 miles from New Canaan, CT)
- 1 day ago
- Tarrytown, NY (18 miles from New Canaan, CT)
- 1 day 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 WorkAVP/VP - Convertible Bonds Asset Manager
- Purchase, NY (14 miles from New Canaan, CT)
- 2 days ago
- Purchase, NY (14 miles from New Canaan, CT)
- 2 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...
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....
Senior Lead Commercial Banking Portfolio Manager
- Shelton, CT (21 miles from New Canaan, CT)
- 9 days ago
- Shelton, CT (21 miles from New Canaan, CT)
- 9 days ago
About this role:** Wells Fargo Commercial Banking team is seeking a Senior Lead Commercial Banking Portfolio Manager to support its Middle Market banking practice as part of the Credit Portfolio Management...
IT Asset Manager - ONSITE ROLE - 242680
- White Plains, NY (16 miles from New Canaan, CT)
- 10 days ago
- White Plains, NY (16 miles from New Canaan, CT)
- 10 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 (17 miles from New Canaan, CT)
- 11 days ago
- Harrison, NY (17 miles from New Canaan, CT)
- 11 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...
Investment Counterparty Credit Risk Manager
- Stamford, CT (7 miles from New Canaan, CT)
- 16 days ago
- Stamford, CT (7 miles from New Canaan, CT)
- 16 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...
Enterprise Risk Management, Risk Analyst
- Stamford, CT (7 miles from New Canaan, CT)
- 21 days ago
- Stamford, CT (7 miles from New Canaan, CT)
- 21 days ago
Enterprise Risk Management, Risk Analyst Date: May 20, 2025 Location: Stamford, CT, US Company: Odyssey Odyssey Reinsurance Company (OdysseyRe) is the global reinsurance arm of Odyssey Group, one...
- White Plains, NY (16 miles from New Canaan, CT)
- 23 days ago
- White Plains, NY (16 miles from New Canaan, CT)
- 23 days ago
As a Project Portfolio Manager, you will play a crucial role in our mission to help enable people to live their lives to the fullest....
Remote WorkAVP, First Line Credit Risk Analyst
- Purchase, NY (14 miles from New Canaan, CT)
- 24 days ago
- Purchase, NY (14 miles from New Canaan, CT)
- 24 days ago
Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities Group ("ISG"), Asset Management ("AM") and...
- White Plains, NY (16 miles from New Canaan, CT)
- 25 days ago
- White Plains, NY (16 miles from New Canaan, CT)
- 25 days ago
Job Title: Enterprise Portfolio Manager Location(s): White plains, NY Project Overview The Enterprise Portfolio Manager is responsible for identifying, prioritizing, and coordinating project and program...
- Norwalk, CT (4 miles from New Canaan, CT)
- 27 days ago
- Norwalk, CT (4 miles from New Canaan, CT)
- 27 days ago
and Requirements General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to...
Global Portfolio Manager (Specialty Chemicals)
- Port Washington, NY (24 miles from New Canaan, CT)
- 30+ days ago
- Port Washington, NY (24 miles from New Canaan, CT)
- 30+ days ago
The salary range for the position of Global Portfolio Manager is $140,000 - $160,000 per year....
Demographic Data for New Canaan, CT
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Title Synonyms
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Salary for Portfolio Manager Jobs in New Canaan, CT
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in New Canaan, 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
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Wealth Management
- Balance Sheets
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Investment Banking
- Capital Markets
- Credit Analysis
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Asset Management
- Due Diligence
- Modeling
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Consulting
- Auditing
- Negotiation
- Presentation
- Written Communication
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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