Portfolio Manager Jobs in Plymouth, 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.
- New Bedford, MA (22 miles from Plymouth, MA)
- 3 days ago
- New Bedford, MA (22 miles from Plymouth, MA)
- 3 days ago
Description Peabody Properties seeks an experienced Senior Portfolio Manager to join it's team for a portfolio on the South Coast of MA....
- Taunton, MA (24 miles from Plymouth, MA)
- 22 days ago
- Taunton, MA (24 miles from Plymouth, MA)
- 22 days ago
Position: Third-Party Risk Analyst Job Type: Full-Time Location: Taunton, MA Department: Enterprise Risk Management Reports To: 1 st VP Information Security Officer ABOUT US: Bristol County...
The Card Fraud Risk Analyst is responsible for the development, implementation, and ongoing management of fraud detection and prevention rules for card transactions. This role involves analyzing...
- Hingham, MA (24 miles from Plymouth, MA)
- 30+ days ago
- Hingham, MA (24 miles from Plymouth, MA)
- 30+ days ago
What We Need This Portfolio Manager will be within the Enterprise Technology (ET) team of BlueCross BlueShield of Massachusetts and will report into our Office of the CIO....
Demographic Data for Plymouth, MA
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Title Synonyms
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Salary for Portfolio Manager Jobs in Plymouth, MA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Plymouth, MA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Real Estate Management
- Loss Control
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Financial Statement Analysis
- Treasury
- Derivatives
- Financial Statements
- Financial Modeling
- Commercial Lending
- Treasury Management
- BSA
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Fixed Income
- Capital Markets
- Valuation
- Lending
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Financial Services
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Auditing
- Accounting
- Negotiation
- Written Communication
- Documentation
- Presentation
- Education Experience
- Reporting
- Collaboration
- Flexibility
- Budgets
- Bachelor's Degree
- Policy Development
- Project Management
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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