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.
Multifamily Commercial Real Estate Portfolio Management
- Santander Consumer Usa Inc.
- Boston, MA (10 miles from Waltham, MA)
- moments ago
- Boston, MA (10 miles from Waltham, MA)
- moments ago
Job Responsibilities Include: Assist Senior Portfolio Manager with: Conducting Borrower outreach to obtain updated loan information Preparing initial drafts of annual loan reviews including financial...
HybridCredit Portfolio Manager II - Metro CRE
- TD Bank
- Boston, MA (10 miles from Waltham, MA)
- 4 hours ago
- Boston, MA (10 miles from Waltham, MA)
- 4 hours ago
The Credit Portfolio Manager II (CPM) performs the financial analysis needed to make credit decisions on new and existing business, supports the commercial banking team and recommends credit solutions...
In PersonCommunity Development Investment Manager
- Citizens Bank
- Boston, MA (10 miles from Waltham, MA)
- 1 day ago
- Boston, MA (10 miles from Waltham, MA)
- 1 day ago
models and projections for tax-advantaged equity investments, with a primary focus on LIHTC equity, and exposure to other programs such as Historic Tax Credits (HTC), New Markets Tax Credits (NMTC)...
In Person- Bank of America Corporation
- Boston, MA (10 miles from Waltham, MA)
- 1 day ago
- Boston, MA (10 miles from Waltham, MA)
- 1 day ago
construction, security/manager selection, trade execution, risk management and compliance, and investment reviews Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities...
In PersonVice President, Portfolio Management (Commercial and Industrial Upper Middle Market)
- KeyBank National Association
- Boston, MA (10 miles from Waltham, MA)
- 6 days ago
- Boston, MA (10 miles from Waltham, MA)
- 6 days 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)...
HybridVice President, Alternative Data Strategy & Execution - Portfolio Management Group
- BlackRock, Inc.
- Boston, MA (10 miles from Waltham, MA)
- 7 days ago
- Boston, MA (10 miles from Waltham, MA)
- 7 days ago
As part of PMGTech, you will work directly with investment researchers, portfolio managers, and platform teams to source, scale, and optimise alternative data that enhances research workflows and drives...
HybridVice President, Portfolio Management (Co
- Keybank
- Boston, MA (10 miles from Waltham, MA)
- 7 days ago
- Boston, MA (10 miles from Waltham, MA)
- 7 days 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)...
In Person- Rockland Trust- Corporate & Call Center
- Lowell, MA (17 miles from Waltham, MA)
- 12 days ago
- Lowell, MA (17 miles from Waltham, MA)
- 12 days ago
CRE Portfolio Manager - Lowell/NH Lowell, MA, United States and 2 more Job Description The Portfolio Manager position is a credit oriented role responsible for the preparation of effective analyses,...
In Person- Shannon Life Sciences, LLC
- Watertown, MA (4 miles from Waltham, MA)
- 12 days ago
- Watertown, MA (4 miles from Waltham, MA)
- 12 days ago
Portfolio Manager-FT position with Shannon Life Science LLC in Watertown, MA....
In PersonSecuritized Portfolio Manager, VP II - State Street Investment Management
- State Street Corporation
- Quincy, MA (16 miles from Waltham, MA)
- 13 days ago
- Quincy, MA (16 miles from Waltham, MA)
- 13 days ago
We are seeking a highly skilled and motivated Securitized Portfolio Manager to join our Global Fixed Income platform in Boston....
In PersonFinance - Asset Manager (Hybrid - Andove
- ENEL NORTH AMERICA
- Andover, MA (18 miles from Waltham, MA)
- 13 days ago
- Andover, MA (18 miles from Waltham, MA)
- 13 days ago
Description and Requirements Who We Are: Enel is a globally recognized leader in sustainable energy and is consistently named one of Fortune Magazine's "Companies that are Changing the World." It...
Hybrid- Oasis Systems LLC
- Bedford, MA (7 miles from Waltham, MA)
- 13 days ago
- Bedford, MA (7 miles from Waltham, MA)
- 13 days ago
Overview Asset Manager LOCATION:Hanscom AFB, Bedford, MA Salary Range:$110-120,000 annually* *depending on experience, certifications, and qualifications JOB STATUS: Full-time; salaried CLEARANCE:...
In PersonAlternatives Client Portfolio Manager
- CIBC
- Boston, MA (10 miles from Waltham, MA)
- 14 days ago
- Boston, MA (10 miles from Waltham, MA)
- 14 days ago
You will raise awareness and educate advisors, business development officers, clients, and prospects about private equity, private credit, hedge funds, real assets, alternative solutions, and portfolio...
In PersonSenior Quantitative Portfolio Manager
- Massachusetts Mutual Life Insurance Co
- Boston, MA (10 miles from Waltham, MA)
- 16 days ago
- Boston, MA (10 miles from Waltham, MA)
- 16 days ago
Senior Quantitative Portfolio Manager Full-Time Boston, MA The Opportunity The Senior Quantitative Portfolio Manager will oversee broad derivatives responsibilities across equity, interest rate, and...
In PersonThird Party Risk Management Analyst
- Bain Capital
- Boston, MA (10 miles from Waltham, MA)
- 16 days ago
- Boston, MA (10 miles from Waltham, MA)
- 16 days ago
Title: Third Party Risk Management Analyst Reports to: Cyber Risk Director Department: Information Technology Location: Boston, MA Type: Full time BAIN CAPITAL OVERVIEW With approximately $225...
In PersonDemographic Data for Waltham, MA
Moving to Waltham, MA? Find some basic demographic data about Waltham, MA below.
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Title Synonyms
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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
- Freddie Mac
- Credit Underwriting
- Financial Statements
- Asset Allocation
- Financial Statement Analysis
- Financial Modeling
- Wealth Management
- Treasury
- Commercial Lending
- Investment Banking
- Treasury Management
- Cash Flow Analysis
- BSA
- Derivatives
- Valuation
- Fixed Income
- Credit Analysis
- Capital Markets
- Investment Management
- Capital Planning
- Anti-Money Laundering
- Financial Analysis
- Commercial Real Estate
- Lending
- Underwriting
- Risk Analysis
- Portfolio Management
- Financial Services
- Due Diligence
- Asset Management
- Modeling
- Real Estate
- Business Administration
- Finance
- Accounting
- Reimbursement
- Analytical Skills
- Risk Management
- Strategy Development
- Decision Making
- Negotiation
- Auditing
- Written Communication
- Presentation
- Documentation
- Mentoring
- Budgets
- Implementation
- Verbal Communication
- Reporting
- Policy Development
- Collaboration
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Staff Supervision
- Scheduling
- Leadership
- Communication Skills
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