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.
Senior Lead Commercial Banking Portfolio Manager
- Shelton, CT (10 miles from New Haven, CT)
- 9 days ago
- Shelton, CT (10 miles from New Haven, 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...
Job Title: Portfolio Manager – Individual securities focus in growth equity and fixed income investing....
Webster Bank is looking for a Portfolio Manager, in our Commercial Banking team, to assist with the management of the team's commercial real estate loan portfolio....
Model Risk Management, Director
- Southington, CT (20 miles from New Haven, CT)
- 45+ days ago
- Southington, CT (20 miles from New Haven, CT)
- 45+ days ago
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families,...
Manager Portfolio Management BCC
- Southington, CT (20 miles from New Haven, CT)
- 90+ days ago
- Southington, CT (20 miles from New Haven, CT)
- 90+ days ago
If youre looking for a meaningful career, youll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families,...
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
- 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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