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.
Portfolio Management Operations - Analyst / Associate Greenwich, CT, USA
- AQR
- Greenwich, CT (10 miles from New Canaan, CT)
- 8 days ago
- Greenwich, CT (10 miles from New Canaan, CT)
- 8 days ago
Portfolio Management Operations - Analyst / Associate About AQR Capital Management: AQR is a global investment management firm built at the intersection of financial theory and practical...
In Person- PepsiCo
- Purchase, NY (14 miles from New Canaan, CT)
- 11 days ago
- Purchase, NY (14 miles from New Canaan, CT)
- 11 days ago
Overview The TS&EP Associate Portfolio Manager plays a critical role in enabling effective governance, planning, and execution across the Tech Strategy & Enterprise Product (TS&EP) organization....
In PersonDigital Asset Manager Librarian (DAM) (Contract to Hire)
- 24 Seven Inc
- Stamford, CT (7 miles from New Canaan, CT)
- 12 days ago
- Stamford, CT (7 miles from New Canaan, CT)
- 12 days ago
Digital Asset Manager Librarian (Potential Contract to Hire) We are seeking an execution-focused Asset Librarian to support day-to-day asset library administration within a fast-paced creative and...
Hybrid ContractPortfolio Management Operations - Analyst / Associate
- AQR
- Greenwich, CT (10 miles from New Canaan, CT)
- 16 days ago
- Greenwich, CT (10 miles from New Canaan, CT)
- 16 days ago
About AQR Capital Management: AQR is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results...
In PersonLead Portfolio Manager - Option Strategies
- Focus Financial Partners
- Stamford, CT (7 miles from New Canaan, CT)
- 18 days ago
- Stamford, CT (7 miles from New Canaan, CT)
- 18 days ago
NorthCoast Asset Management is looking for a Lead Portfolio Manager - Option Strategies to join our team in our Stamford, CT office in a trade execution role....
In PersonSolutions Portfolio Manager - FTIS
- Franklin Resources
- Stamford, CT (7 miles from New Canaan, CT)
- 26 days ago
- Stamford, CT (7 miles from New Canaan, CT)
- 26 days ago
Franklin Templeton Investment Solutions (FTIS) is an investment management unit of Franklin Templeton managing in excess of $100 billion across a variety of mutual funds and other investment vehicles...
Hybrid- Charter Oak Communities
- Stamford, CT (7 miles from New Canaan, CT)
- 28 days ago
- Stamford, CT (7 miles from New Canaan, CT)
- 28 days ago
Reports To: Asset Management Department: Rippowam Corporation FLSA Status: Exempt Date Adopted: July 11, 2025 Revision Dates: Position Summary The Asset Manager is a key member of the Rippowam...
In Person- Citadel
- Greenwich, CT (10 miles from New Canaan, CT)
- 30+ days ago
- Greenwich, CT (10 miles from New Canaan, CT)
- 30+ days ago
Successful Portfolio Managers are able to build and manage a strong and dynamic commodity vertical-focused portfolio....
In Person- BNP Paribas
- Stamford, CT (7 miles from New Canaan, CT)
- 30+ days ago
- Stamford, CT (7 miles from New Canaan, CT)
- 30+ days ago
Risk and compliance standards pro-active interaction and checks Are you our next Portfolio Manager?...
In PersonPortfolio Management Associate
- Morgan Stanley
- Harrison, NY (17 miles from New Canaan, CT)
- 45+ days ago
- Harrison, NY (17 miles from New Canaan, CT)
- 45+ days ago
, bonds, options, mutual funds, annuities, insurance, and managed accounts Technically proficient and quick learner of new and updated platforms Morgan Stanley EOE committed to diversifying its workforce...
In PersonPortfolio Management - Options Strategy Intern
- Focus Financial Partners
- Stamford, CT (7 miles from New Canaan, CT)
- 45+ days ago
- Stamford, CT (7 miles from New Canaan, CT)
- 45+ days ago
Primary Responsibilities automate and streamline reports through Python or Excel VBA improve portfolio monitoring and trading tools assist portfolio managers with ad-hoc assignments and research engage...
In Person InternshipVP Commercial Lending Portfolio Manager I
- Union Savings Bank
- Danbury, CT (15 miles from New Canaan, CT)
- 60+ days ago
- Danbury, CT (15 miles from New Canaan, CT)
- 60+ days ago
The VP Commercial Lending Portfolio Manager I, manages the various aspects of an assigned loan portfolio within the Commercial Services Department consisting primarily of lines of credit, loans, and...
In PersonUHNW Lending Portfolio Management - Liquid Products Vice President
- Morgan Stanley
- Harrison, NY (17 miles from New Canaan, CT)
- 60+ days ago
- Harrison, NY (17 miles from New Canaan, CT)
- 60+ days ago
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees...
In PersonWM Global Investment Office, Portfolio Manager UHNW International Team, Assistant Vice President
- Morgan Stanley
- Harrison, NY (17 miles from New Canaan, CT)
- 60+ days ago
- Harrison, NY (17 miles from New Canaan, CT)
- 60+ days ago
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees...
In Person- Deloitte
- Stamford, CT (7 miles from New Canaan, CT)
- 60+ days ago
- Stamford, CT (7 miles from New Canaan, CT)
- 60+ days ago
Position Summary Financial Services Manager - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment...
In PersonDemographic Data for New Canaan, CT
Moving to New Canaan, CT? Find some basic demographic data about New Canaan, CT 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 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
- Freddie Mac
- Credit Underwriting
- Financial Statements
- Asset Allocation
- Financial Statement Analysis
- Financial Modeling
- Wealth Management
- Treasury
- Commercial Lending
- Investment Banking
- Treasury Management
- Cash Flow Analysis
- BSA
- Derivatives
- Valuation
- Fixed Income
- Credit Analysis
- Capital Markets
- Investment Management
- Capital Planning
- Anti-Money Laundering
- Financial Analysis
- Commercial Real Estate
- Lending
- Underwriting
- Risk Analysis
- Portfolio Management
- Financial Services
- Due Diligence
- Asset Management
- Modeling
- Real Estate
- Business Administration
- Finance
- Accounting
- Reimbursement
- Analytical Skills
- Risk Management
- Strategy Development
- Decision Making
- Negotiation
- Auditing
- Written Communication
- Presentation
- Documentation
- Mentoring
- Budgets
- Implementation
- Verbal Communication
- Reporting
- Policy Development
- Collaboration
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Staff Supervision
- 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 »