Portfolio Manager Jobs in Waltham, 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.
Lead Editor and Media Asset Manager
- Boston, MA (10 miles from Waltham, MA)
- 16 hours ago
- Boston, MA (10 miles from Waltham, MA)
- 16 hours ago
The opportunity The Boston Bruins are hiring a full-time Lead Editor and Media Asset Manager to join our team at TD Garden in Boston, Massachusetts. As a Lead Editor and Media Asset Manager, you...
Tax Analyst - People Advisory Services - Mobility Global Equity - Manager - MP - 1616516
- Boston, MA (10 miles from Waltham, MA)
- 1 day ago
- Boston, MA (10 miles from Waltham, MA)
- 1 day ago
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you...
Vice President, Portfolio Management (Upper Middle Market)
- Boston, MA (10 miles from Waltham, MA)
- 1 day ago
- Boston, MA (10 miles from Waltham, MA)
- 1 day 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 WorkAuto Fraud Investigator BL Risk Analyst II
- Boston, MA (10 miles from Waltham, MA)
- 1 day ago
- Boston, MA (10 miles from Waltham, MA)
- 1 day ago
General information** **Ref #** 20044 **Remote?** Yes **Ally and Your Career** *Ally Financial only succeeds when its people do - and that's more than some cliche people put on job postings. We...
Treasury Client Portfolio Manager
- Lynn, MA (16 miles from Waltham, MA)
- 1 day ago
- Lynn, MA (16 miles from Waltham, MA)
- 1 day ago
This role serves as a Portfolio Manager to the entirety of Treasury Services portfolio clients, ensuring seamless servicing while the Relationship Managers are engaged in proactive client calling....
Financial Services - Data Risk Management - Director
- Boston, MA (10 miles from Waltham, MA)
- 2 days ago
- Boston, MA (10 miles from Waltham, MA)
- 2 days ago
At PwC, we see and value your experience, your passion, your whole self. At PwC, we offer a comprehensive, flexible and competitive benefits program. Explore the wide range of benefits available...
Director, Manufacturing and Supply Chain (MSC) Technology Portfolio Management
- Boston, MA (10 miles from Waltham, MA)
- 2 days ago
- Boston, MA (10 miles from Waltham, MA)
- 2 days ago
Job Description General Summary Vertex's Data, Technology and Engineering (DTE) organization is seeking a Director, Manufacturing and Supply Chain (MSC) Technology Portfolio Management to join our...
Senior Manager - IT Agile Portfolio Mgmt - Enterprise & Corporate Solutions
- Quincy, MA (16 miles from Waltham, MA)
- 2 days ago
- Quincy, MA (16 miles from Waltham, MA)
- 2 days ago
Category/Area of Expertise: IT & Technology Job Requisition: 436557 Address: USA-MA-Quincy-1385 Hancock Street Store Code: Office of CIO - Project Managment (5145438) Ahold Delhaize USA, a...
- Boston, MA (10 miles from Waltham, MA)
- 2 days ago
- Boston, MA (10 miles from Waltham, MA)
- 2 days ago
Purpose and Job Summary: Boston Financial provides creative capital solutions for affordable housing developers and gives institutional investors an opportunity to achieve solid risk-adjusted...
Head of Project and Portfolio Management- Clinical Development (R&D)
- Cambridge, MA (6 miles from Waltham, MA)
- 3 days ago
- Cambridge, MA (6 miles from Waltham, 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 (4 miles from Waltham, MA)
- 5 days ago
- Newton, MA (4 miles from Waltham, 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 (14 miles from Waltham, MA)
- 5 days ago
- Tewksbury, MA (14 miles from Waltham, 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,...
- Boston, MA (10 miles from Waltham, MA)
- 8 days ago
- Boston, MA (10 miles from Waltham, MA)
- 8 days ago
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...
Senior Director of Risk Management Strategies
- Boston, MA (10 miles from Waltham, MA)
- 8 days ago
- Boston, MA (10 miles from Waltham, MA)
- 8 days ago
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 (16 miles from Waltham, MA)
- 9 days ago
- Canton, MA (16 miles from Waltham, MA)
- 9 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...
Demographic Data for Waltham, MA
Moving to Waltham, MA? Find some basic demographic data about Waltham, 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 Waltham, MA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Waltham, 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
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 »