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.
- Waltham, MA (17 miles from Bolton, MA)
- 1 day ago
- Waltham, MA (17 miles from Bolton, MA)
- 1 day 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...
Commercial Portfolio Manager, Full Time, Hybrid Marlboro MA
- Marlborough, MA (6 miles from Bolton, MA)
- 1 day ago
- Marlborough, MA (6 miles from Bolton, MA)
- 1 day ago
The Commercial Portfolio Manager is responsible for dealing with the assigned portfolio of existing Commercial Member Business Loans....
- Cambridge, MA (24 miles from Bolton, MA)
- 1 day ago
- Cambridge, MA (24 miles from Bolton, MA)
- 1 day ago
Compliance & Risk Manager RICAR Business Consulting LLC Cambridge, Massachusetts Description: The Compliance & Risk Manager ensures RBCs operations adhere to JTAs Investment Policy Guidelines....
- Bedford, MA (17 miles from Bolton, MA)
- 3 days ago
- Bedford, MA (17 miles from Bolton, MA)
- 3 days ago
Asset Manager Bedford / Hanscom AFB, Massachusetts Configuration/Data Management 20134 Asset Manager Be the Difference Astrion offers comprehensive services that boost preparedness, optimize...
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...
Asset Manager - Loan Portfolios
- Bedford, MA (17 miles from Bolton, MA)
- 5 days ago
- Bedford, MA (17 miles from Bolton, MA)
- 5 days ago
un Asset Manager - Loan Portfolios (Bedford) Premier Capital LLC compensation: Please send your salary requirements for our consideration employment type: experience level: mid level job title:...
Senior Asset Manager - Executive Level
- Bedford, MA (17 miles from Bolton, MA)
- 5 days ago
- Bedford, MA (17 miles from Bolton, MA)
- 5 days ago
un Senior Asset Manager - Executive Level (Bedford) Premier Capital LLC compensation: Please send your salary requirements for our consideration employment type: experience level: senior level job...
Corporate Banking Portfolio Manager
- Waltham, MA (17 miles from Bolton, MA)
- 5 days ago
- Waltham, MA (17 miles from Bolton, MA)
- 5 days ago
POSITION: Corporate Banking 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....
Associate, Specialty Underwriter & Portfolio Manager
- Cambridge, MA (24 miles from Bolton, MA)
- 5 days ago
- Cambridge, MA (24 miles from Bolton, MA)
- 5 days ago
Cambridge, MA: $158,400 - $180,800 for Associate, Specialty Underwriter & Portfolio Manager McLean, VA: $158,400 - $180,800 for Associate, Specialty Underwriter & Portfolio Manager Candidates hired...
- Newton Highlands, MA (21 miles from Bolton, MA)
- 8 days ago
- Newton Highlands, MA (21 miles from Bolton, MA)
- 8 days ago
This is a full-time, exempt (salaried) individual contributor position eligible for a hybrid work arrangement (office and work from home), based out of the corporate office in Newton,...
- Wellesley Hills, MA (19 miles from Bolton, MA)
- 13 days ago
- Wellesley Hills, MA (19 miles from Bolton, MA)
- 13 days ago
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...
- Newton, MA (22 miles from Bolton, MA)
- 16 days ago
- Newton, MA (22 miles from Bolton, MA)
- 16 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...
- Cambridge, MA (24 miles from Bolton, MA)
- 24 days ago
- Cambridge, MA (24 miles from Bolton, MA)
- 24 days ago
Position Description The Senior Research Portfolio Manager (SRPM) is responsible for managing a high-volume portfolio of complex sponsored and non-sponsored funds for a group of Principal Investigators...
Senior Research Portfolio Manager
- Cambridge, MA (24 miles from Bolton, MA)
- 24 days ago
- Cambridge, MA (24 miles from Bolton, MA)
- 24 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,...
- Lowell, MA (21 miles from Bolton, MA)
- 27 days ago
- Lowell, MA (21 miles from Bolton, MA)
- 27 days ago
Company Overview With 80,000 customers across 150 countries, UKG is the largest U.S.-based private software company in the world. And we're only getting started. Ready to bring your bold ideas and...
Demographic Data for Bolton, MA
Moving to Bolton, MA? Find some basic demographic data about Bolton, MA 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 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
- 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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