Portfolio Manager Jobs in Connecticut
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.
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...
Vice President, Portfolio Management (Upper Middle Market)
- Hartford, CT
- 1 day ago
- Hartford, CT
- 1 day ago
This individual should demonstrate leadership skills within credit underwriting and portfolio management; they may work somewhat independently, or in conjunction with other Portfolio Managers (PMs)...
Remote WorkGeneral information** **Ref #** 20044 **Remote?** Yes **Ally and Your Career** *Ally Financial only succeeds when its people do - and that's more than some cliche people put on job postings. We...
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...
Dir Risk Management - KR06AE Were determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity...
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....
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...
VENDOR RISK SPECIALIST II* WHAT IS THE OPPORTUNITY? The Vendor Program Manager will be responsible for managing vendor relationships across the vendor life cycle phases. This role will be...
tools Experience in SQL experience for data extraction, manipulation, and analyses, including complex joins Experience using financial/risk application/software, Bloomberg, MSCI Barra Risk Model, FactSet...
Portfolio Manager, Project Finance - Power & Renewable Energy
- Enfield, CT
- 19 days ago
- Enfield, CT
- 19 days ago
Responsibilities At CoBank, our Portfolio Manager - Project Finance provides relationship management and credit support to primary Relationship Managers, including origination, structuring, execution...
Job Title: Portfolio Manager – Individual securities focus in growth equity and fixed income investing....
Enterprise Risk Management, Risk Analyst Date: May 20, 2025 Location: Stamford, CT, US Company: Odyssey Odyssey Reinsurance Company (OdysseyRe) is the global reinsurance arm of Odyssey Group, one...
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...
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....
Fixed-income buy-side experience and insurance business knowledge is preferred....
Demographic Data for Connecticut
Moving to Connecticut? Find some basic demographic data about Connecticut 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 Connecticut
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Connecticut 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
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- 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 »