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.
About this role: Wells Fargo is seeking a Commercial Banking Portfolio Manager....
Grayscale is a crypto-focused asset manager. We have over a decade of operational experience managing crypto funds and pioneered the model of offering exposure to cryptocurrencies in the form of a...
SAP - Plant Maintenance - Asset Manager - EAM - Senior Manager - Consulting - Location OPEN
- Hartford, CT
- 2 days ago
- Hartford, CT
- 2 days ago
Location: Anywhere in Country At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you...
Dir Data Science - GD06AE 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 to...
Company: Founded in 1977, Kennedy Wilson is global real estate investment company headquartered in Beverly Hills, CA with 13 global offices. We own, operate and invest in real estate on our own...
Enterprise Market Risk Manager - Liquidity Risk Oversight
- Stamford, CT
- 11 days ago
- Stamford, CT
- 11 days ago
Description Citizens Enterprise Market Risk Management, a second line Risk Management function, is looking to hire a Treasury Oversight Vice President. The candidate will be part of a team...
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
- 15 days ago
- Hartford, CT
- 15 days 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 WorkDirector of Portfolio Management Location: Northwestern Connecticut (Hybrid) A well-established financial institution with a strong regional footprint is seeking a Director of Portfolio Management...
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....
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
- 30+ days ago
- Enfield, CT
- 30+ days ago
Responsibilities At CoBank, our Portfolio Manager - Project Finance provides relationship management and credit support to primary Relationship Managers, including origination, structuring, execution...
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...
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
- FactSet
- Comprehensive Capital Analysis and Review
- Treasury
- Credit Underwriting
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- 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
- Mentoring
- Collaboration
- Documentation
- Reporting
- Budgets
- Bachelor's Degree
- 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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