Portfolio Manager Jobs in Boston, 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.
Enterprise Risk Management Analyst
- Liberty Mutual Insurance
- Boston, MA
- 6 days ago
- Liberty Mutual Insurance
- Boston, MA
- 6 days ago
Schedule: Full-Time Salary Range: USD $66000.00 - $125000.00 Job Category: Risk Control The typical starting salary range for this role is determined by a number of factors including skills,...
Technology Portfolio Manager, Vice President
- Quincy, MA (8 miles from Boston, MA)
- 5 hours ago
- Quincy, MA (8 miles from Boston, MA)
- 5 hours ago
Who we are looking for State Street Global Technology Services (GTS) is seeking a skilled and proven Technology Portfolio Manager, Vice President to uplift its regulatory portfolio governance while...
- Newton, MA (6 miles from Boston, MA)
- 19 hours ago
- Newton, MA (6 miles from Boston, MA)
- 19 hours 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 (19 miles from Boston, MA)
- 19 hours ago
- Tewksbury, MA (19 miles from Boston, MA)
- 19 hours 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,...
/22607/594a8f2f-0936-4cca-b8c3-00de6fea3130.png&z=8&s=FIN&ih_t=6%2F12%2F2025+3%3A15%3A07+AM&utm_medium=internal%20referrer&utm_campaign=employer-fsa&utm_content=fsa-federal&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
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...
Relationship Management Lead, Affiliated Investment Managers - Manager Oversight Team
- Boston, MA
- 3 days ago
- Boston, MA
- 3 days ago
This role will contribute to the Manager Oversight team's asset manager oversight program and governance framework for affiliates, 3rd-party investment managers and private & alternative investment...
The Senior Director of Risk Management Strategies will partner with and report to the Chief Risk Officer (CRO) in managing the overall Risk Management functions, which include developing and...
- Canton, MA (12 miles from Boston, MA)
- 4 days ago
- Canton, MA (12 miles from Boston, MA)
- 4 days ago
Description Job Overview: As a Community Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will...
Financial Crime Risk Specialist - Transaction Monitoring Exam & Issue Management (US)
- Boston, MA
- 4 days ago
- Boston, MA
- 4 days ago
Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $86,840 - $139,360 USD TD is committed to providing fair and equitable compensation opportunities to all...
Senior Third Party Risk Management AssociateCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe...
Industry/Sector Banking and Capital Markets Specialism Financial Risk Management Level Manager Job Description & Summary A career in our Balance Sheet Management practice, within Financial Risk...
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...
Working knowledge of fixed income instruments andtheir valuation.? Intermediate skills with Python, SQL, and Power BI.?...
The Portfolio Manager II is responsible for credit and risk administration of an assigned portfolio of accounts in our Corporate Banking Team....
- Natick, MA (15 miles from Boston, MA)
- 9 days ago
- Natick, MA (15 miles from Boston, MA)
- 9 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...
Demographic Data for Boston, MA
Moving to Boston, MA? Find some basic demographic data about Boston, 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 Boston, MA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Boston, 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
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Capital Planning
- Derivatives
- Wealth Management
- Balance Sheets
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Capital Markets
- Credit Analysis
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Asset Management
- Due Diligence
- Modeling
- Finance
- Real Estate
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Auditing
- Negotiation
- Presentation
- Verbal Communication
- Written Communication
- Collaboration
- Documentation
- Bachelor's Degree
- Reporting
- Budgets
- Regulations
- Sales
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- 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 »