Portfolio Manager Jobs in Shelton, 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.
- Wilton, CT (17 miles from Shelton, CT)
- 11 days ago
- Wilton, CT (17 miles from Shelton, CT)
- 11 days 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...
- New Milford, CT (23 miles from Shelton, CT)
- 14 days ago
- New Milford, CT (23 miles from Shelton, CT)
- 14 days ago
Director of Portfolio Management Location: Northwestern Connecticut (Hybrid) A well-established financial institution with a strong regional footprint is seeking a Director of Portfolio Management...
- New Canaan, CT (21 miles from Shelton, CT)
- 18 days ago
- New Canaan, CT (21 miles from Shelton, CT)
- 18 days ago
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....
- Norwalk, CT (20 miles from Shelton, CT)
- 30+ days ago
- Norwalk, CT (20 miles from Shelton, CT)
- 30+ 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...
- New Haven, CT (10 miles from Shelton, CT)
- 30+ days ago
- New Haven, CT (10 miles from Shelton, CT)
- 30+ days ago
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 (23 miles from Shelton, CT)
- 60+ days ago
- Southington, CT (23 miles from Shelton, CT)
- 60+ 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,...
Demographic Data for Shelton, CT
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Title Synonyms
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Salary for Portfolio Manager Jobs in Shelton, CT
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Shelton, 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
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Foreign Exchange
- Wealth Management
- Investment Analysis
- Cash Flow Analysis
- Balance Sheets
- Fixed Income
- Commercial Real Estate
- Valuation
- Capital Markets
- Investment Management
- Credit Analysis
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Auditing
- Consulting
- Negotiation
- Written Communication
- Presentation
- Verbal Communication
- Collaboration
- Mentoring
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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