Portfolio Manager Jobs in Bolton, MA
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.
Head of Project and Portfolio Management- Clinical Development (R&D)
- Cambridge, MA (24 miles from Bolton, MA)
- 3 days ago
- Cambridge, MA (24 miles from Bolton, MA)
- 3 days ago
Who you are: The Biogen Development Head of Project and Portfolio Management is responsible for leading and managing a team of project planners and project managers to ensure the successful...
- Newton, MA (22 miles from Bolton, MA)
- 5 days ago
- Newton, MA (22 miles from Bolton, MA)
- 5 days ago
Kforce has a client that is seeking a Payroll/Equity Manager in Newton, MA. Day-to-Day Responsibilities: Process payroll across multiple states, ensuring compliance with payroll regulations,...
Classified Digital Asset Manager (Hybrid)
- Tewksbury, MA (22 miles from Bolton, MA)
- 5 days ago
- Tewksbury, MA (22 miles from Bolton, MA)
- 5 days ago
Date Posted: 2025-06-05 Country: United States of America Location: TX190: 2501 West University, McKinney 2501 West University, McKinney, TX, 75070 USA Position Role Type: Hybrid U.S. Citizen,...
- Natick, MA (16 miles from Bolton, MA)
- 14 days ago
- Natick, MA (16 miles from Bolton, MA)
- 14 days ago
Overview The incumbent provides superior portfolio management for a moderate size commercial loan portfolio. This involves (i) working with 2-3 Loan Officers to interact regularly with assigned...
- Needham, MA (21 miles from Bolton, MA)
- 24 days ago
- Needham, MA (21 miles from Bolton, MA)
- 24 days ago
Department: Servicing - GSE We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their...
Remote WorkAnalyst, Specialty Underwriter & Portfolio Manager
- Cambridge, MA (24 miles from Bolton, MA)
- 26 days ago
- Cambridge, MA (24 miles from Bolton, MA)
- 26 days ago
Cambridge, MA: $127,500 - $145,500 for Analyst, Specialty Underwriter & Portfolio Manager McLean, VA: $127,500 - $145,500 for Analyst, Specialty Underwriter & Portfolio Manager Candidates hired to work...
CRE Portfolio Manager - Lowell
- Lowell, MA (21 miles from Bolton, MA)
- 30+ days ago
- Lowell, MA (21 miles from Bolton, MA)
- 30+ days ago
The Portfolio Manager (PM) role is a credit oriented role responsible for the preparation of effective analyses, risk administration, and making independent credit recommendations, with a particular...
- Southborough, MA (11 miles from Bolton, MA)
- 30+ days ago
- Southborough, MA (11 miles from Bolton, MA)
- 30+ days ago
Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, weve been committed to making dreams come true for independent car...
- Waltham, MA (17 miles from Bolton, MA)
- 45+ days ago
- Waltham, MA (17 miles from Bolton, MA)
- 45+ days ago
POSITION: Operational Risk Analyst Summary: At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well-being. We are committed...
INTERNAL CONTROLS RISK SPECIALIST (AUDITOR) JOB DESCRIPTION Title: Internal Controls Risk Specialist (Auditor) Id: 19389 Type: FullTime Location: Bolton, ON Husky TechnologiesTM a company with a...
- Newton, MA (22 miles from Bolton, MA)
- 60+ days ago
- Newton, MA (22 miles from Bolton, MA)
- 60+ days ago
Overview The Senior Living Asset Manager at The RMR Group will be a key member of the dynamic and fast-paced Senior Living Asset Management team, responsible for managing and optimizing a...
Senior Research Portfolio Manager
- Cambridge, MA (24 miles from Bolton, MA)
- 60+ days ago
- Cambridge, MA (24 miles from Bolton, MA)
- 60+ days ago
Bachelors degree or equivalent work experience required Minimum of 5 years relevant work experience Advanced knowledge of sponsored research regulations Knowledge of Microsoft Office Suite,...
- Waltham, MA (17 miles from Bolton, MA)
- 60+ days ago
- Waltham, MA (17 miles from Bolton, MA)
- 60+ days ago
POSITION: CRE Portfolio Manager Summary: At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well-being....
Demographic Data for Bolton, MA
Moving to Bolton, MA? Find some basic demographic data about Bolton, MA below.
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Title Synonyms
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Salary for Portfolio Manager Jobs in Bolton, MA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Bolton, MA 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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