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.
Director Portfolio Management - Middle Market Banking
- Plantsville, CT (18 miles from New Haven, CT)
- 10 hours ago
- Plantsville, CT (18 miles from New Haven, CT)
- 10 hours ago
Throughout the process the Portfolio Manager will interact with multiple internal and external stakeholders, including credit professionals, capital markets, company management, legal counsel, and operations...
Portfolio Manager - Private Asset Management
- Hamden, CT (4 miles from New Haven, CT)
- 8 days ago
- Hamden, CT (4 miles from New Haven, CT)
- 8 days ago
2025-09-06-07:00 Job ID: R250800182 Portfolio Manager The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment...
Senior IT Risk Manager, Operational Risk Management
- New Haven, CT
- 9 days ago
- New Haven, CT
- 9 days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand...
Quantitative Risk Analyst Expert (Hybrid)
- Bridgeport, CT (17 miles from New Haven, CT)
- 12 days ago
- Bridgeport, CT (17 miles from New Haven, 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...
- Bridgeport, CT (17 miles from New Haven, CT)
- 23 days ago
- Bridgeport, CT (17 miles from New Haven, 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 (17 miles from New Haven, CT)
- 28 days ago
- Bridgeport, CT (17 miles from New Haven, 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...
Demographic Data for New Haven, CT
Moving to New Haven, CT? Find some basic demographic data about New Haven, CT below.
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Title Synonyms
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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
- 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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