Portfolio Manager Jobs in New Haven, 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.
- Liberty Bank
- Middletown, CT (21 miles from New Haven, CT)
- 13 days ago
- Middletown, CT (21 miles from New Haven, CT)
- 13 days ago
SUMMARY OF THE JOB : The Portfolio Manager is responsible for managing assigned relationships in the portfolio in order to minimize risk, validate appropriateness of risk ratings, maximize cross selling...
In Personmodeling is required Good interpersonal skills with the ability to interface with relationship managers, portfolio managers, credit officers, clients, and senior management The ability to answer unstructured...
Hybrid- Petra Construction Corp
- North Haven, CT (6 miles from New Haven, CT)
- 20 days ago
- North Haven, CT (6 miles from New Haven, CT)
- 20 days ago
Petra Construction Corporation is a 70+ year-old mid-sized construction management/general contracting firm based in North Haven, CT. We are seeking to hire an experienced and detail-oriented...
In Personmodeling is required Good interpersonal skills with the ability to interface with relationship managers, portfolio managers, credit officers, clients, and senior management The ability to answer unstructured...
Hybrid- Webster Bank
- Southington, CT (20 miles from New Haven, CT)
- 45+ days ago
- Southington, CT (20 miles from New Haven, CT)
- 45+ days ago
Provide direction, oversight, and training as necessary to a team of portfolio managers in their execution of the above tasks for their assigned portfolios....
In PersonDemographic Data for New Haven, CT
Moving to New Haven, CT? Find some basic demographic data about New Haven, 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 Haven, CT
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in New Haven, 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 »