Portfolio Manager Jobs in Westwood, 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 (11 miles from Westwood, MA)
- 7 days ago
- Liberty Mutual Insurance
- Boston, MA (11 miles from Westwood, MA)
- 7 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 (9 miles from Westwood, MA)
- 1 day ago
- Quincy, MA (9 miles from Westwood, MA)
- 1 day 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 (9 miles from Westwood, MA)
- 1 day ago
- Newton, MA (9 miles from Westwood, MA)
- 1 day 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,...
- Boston, MA (11 miles from Westwood, MA)
- 4 days ago
- Boston, MA (11 miles from Westwood, MA)
- 4 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...
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Senior Director of Risk Management Strategies
- Boston, MA (11 miles from Westwood, MA)
- 4 days ago
- Boston, MA (11 miles from Westwood, MA)
- 4 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 (4 miles from Westwood, MA)
- 5 days ago
- Canton, MA (4 miles from Westwood, MA)
- 5 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...
Senior Third Party Risk Management Associate
- Boston, MA (11 miles from Westwood, MA)
- 6 days ago
- Boston, MA (11 miles from Westwood, MA)
- 6 days ago
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...
Financial Credit Risk, Manager
- Boston, MA (11 miles from Westwood, MA)
- 6 days ago
- Boston, MA (11 miles from Westwood, MA)
- 6 days ago
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...
Sr Credit & Collateral Risk Analyst
- Boston, MA (11 miles from Westwood, MA)
- 7 days ago
- Boston, MA (11 miles from Westwood, MA)
- 7 days ago
Working knowledge of fixed income instruments andtheir valuation.? Intermediate skills with Python, SQL, and Power BI.?...
Corporate Banking Portfolio Manager II - Technology
- Boston, MA (11 miles from Westwood, MA)
- 8 days ago
- Boston, MA (11 miles from Westwood, MA)
- 8 days ago
The Portfolio Manager II is responsible for credit and risk administration of an assigned portfolio of accounts in our Corporate Banking Team....
- Natick, MA (9 miles from Westwood, MA)
- 10 days ago
- Natick, MA (9 miles from Westwood, MA)
- 10 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...
Senior Credit & Collateral Risk Analyst & Supervisor
- Boston, MA (11 miles from Westwood, MA)
- 10 days ago
- Boston, MA (11 miles from Westwood, MA)
- 10 days ago
Experience with models germane to fixed income instrument analysis is preferred....
Description As the Business Banking Operations Underwriter PM I (UW I), you will be responsible for the daily underwriting of Business Lending Products in accordance with the Business Banking...
- Boston, MA (11 miles from Westwood, MA)
- 13 days ago
- Boston, MA (11 miles from Westwood, MA)
- 13 days ago
The Portfolio Manager makes investment decisions on portfolios for affluent to high net worth individuals and small/mid-sized institutions....
- Boston, MA (11 miles from Westwood, MA)
- 13 days ago
- Boston, MA (11 miles from Westwood, MA)
- 13 days ago
WinnCompanies is looking for an Asset Manager to join our team. In this role, you will support the company in connection with its investment and asset management activities. You will also be...
Demographic Data for Westwood, MA
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Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Westwood, MA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Westwood, 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
- FactSet
- 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
- 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
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