Portfolio Manager Jobs in Windsor, 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.
Manager, Portfolio Practice Management & Capacity
- Hartford, CT (4 miles from Windsor, CT)
- 2 hours ago
- Hartford, CT (4 miles from Windsor, CT)
- 2 hours ago
Managers, and IT Directors to drive initiatives through process and extend leadership including driving decisions. + Identify and resolve capacity concerns that may lead to project portfolio delivery...
Investment Product Owner (Fixed Income Portfolio Management)
- Springfield, MA (17 miles from Windsor, CT)
- 4 days ago
- Springfield, MA (17 miles from Windsor, CT)
- 4 days ago
the Fixed Income Portfolio Management team....
Investment Product Owner (Quantitative Portfolio Management)
- Springfield, MA (17 miles from Windsor, CT)
- 4 days ago
- Springfield, MA (17 miles from Windsor, CT)
- 4 days ago
The Product Owner is not a Portfolio Manager or Portfolio Analyst but instead works closely with Front Office teams to improve processes, technology, and data....
Commercial Portfolio Manager-Healthcare
- Hartford, CT (4 miles from Windsor, CT)
- 7 days ago
- Hartford, CT (4 miles from Windsor, CT)
- 7 days ago
Comercial Portfolio Manager-Healthcare** **Denver, CO or Chicago, IL** The Senior Commercial Portfolio Manager manages the credit risk at with the UMB specialized verticals....
Model Risk Management, Director
- Plantsville, CT (23 miles from Windsor, CT)
- 10 days ago
- Plantsville, CT (23 miles from Windsor, CT)
- 10 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,...
What you will do: The Renewal Portfolio Manager (RPM) is a revenue generating role that is responsible for the renewal process and owns the renewal results for Sun Life's block of business for u150...
- Hartford, CT (4 miles from Windsor, CT)
- 13 days ago
- Hartford, CT (4 miles from Windsor, CT)
- 13 days ago
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
Model Risk Management, Director
- Southington, CT (21 miles from Windsor, CT)
- 14 days ago
- Southington, CT (21 miles from Windsor, CT)
- 14 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,...
- Torrington, CT (24 miles from Windsor, CT)
- 16 days ago
- Torrington, CT (24 miles from Windsor, CT)
- 16 days ago
A Long-standing, reputable name in the banking industry, is seeking a Commercial Portfolio Manager....
- Hartford, CT (4 miles from Windsor, CT)
- 23 days ago
- Hartford, CT (4 miles from Windsor, CT)
- 23 days ago
Job Description At Strategy & Consulting, we work closely with C-suite executives and industry leaders to drive transformation across all areas of their businesses. Our mission is to help...
Real Estate Asset Manager / Rented Real Estate General
- Hartford, CT (4 miles from Windsor, CT)
- 23 days ago
- Hartford, CT (4 miles from Windsor, CT)
- 23 days ago
Work where every moment matters. Every day, more than 40,000 Hartford HealthCare colleagues come to work with one thing in common: Pride in what we do, knowing every moment matters here. We invite...
Commercial Credit Senior Portfolio Manager C&I II
- Hartford, CT (4 miles from Windsor, CT)
- 45+ days ago
- Hartford, CT (4 miles from Windsor, CT)
- 45+ days ago
Works independently with minimal supervision MANAGEMENT RESPONSBILITIES Input into training of junior/newly hired Portfolio Managers EDUCATION AND EXPERIENCE REQUIRED Bachelors degree in Accounting,...
Investment Manager Oversight Consultant
- Springfield, MA (17 miles from Windsor, CT)
- 60+ days ago
- Springfield, MA (17 miles from Windsor, CT)
- 60+ days ago
Investment Manager Oversight Consultant Investment Management Strategy and Planning Full-Time, Hybrid (3 days/week in office) Springfield, MA or Boston, MA The Opportunity Investment Management...
- Springfield, MA (17 miles from Windsor, CT)
- 60+ days ago
- Springfield, MA (17 miles from Windsor, CT)
- 60+ days ago
We're looking for an experienced and ambitious Client Portfolio Manager to join our growing wealth management organization!...
Manager Portfolio Management BCC
- Southington, CT (21 miles from Windsor, CT)
- 60+ days ago
- Southington, CT (21 miles from Windsor, CT)
- 60+ 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 Windsor, CT
Moving to Windsor, CT? Find some basic demographic data about Windsor, 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 Windsor, CT
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Windsor, CT offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Loss Control
- Asset Allocation
- Treasury
- Financial Modeling
- Financial Statements
- Comprehensive Capital Analysis and Review
- Treasury Management
- Derivatives
- BSA
- Commercial Lending
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Mortgage Processing
- Client Relationships
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Written Communication
- Auditing
- Presentation
- Negotiation
- Collaboration
- Mentoring
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Sales
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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