Portfolio Manager Jobs in Massachusetts
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.
Investor Relations Associate Alternative Investment Manager
- Boston, MA
- 4 hours ago
- Boston, MA
- 4 hours ago
Job Summary Investor Relations Associate - Alternative Investment Manager We are supporting our client, a leading alternative investment manager, in their search for a highly motivated Investor Relations...
Responsibilities include, but are not limited to the following: Portfolio Management, including Financial Reporting and Covenant Tracking Obtaining annual financial information for files from...
Enterprise Risk Manager (Hybrid) 03/20/2025 Locations: East Berlin, Connecticut; Westwood, Massachusetts The Manager, Enterprise Risk Management (ERM) is responsible for overseeing the Enterprise...
Join us and make a difference in global investor protection. Who We Are The Public Company Accounting Oversight Board (PCAOB), a nonprofit organization established by Congress, oversees the audits...
The Portfolio Manager role is credit orientated reporting on a solid-line basis to the Commercial Credit Officer....
Commercial PM III (CRE - DM) The PM III will support an assigned portfolio within the Commercial Real Estate group. They will demonstrate the ability to complete financial risk analysis and credit...
Commercial Portfolio Management & Credit Analytics Senior Associate - Remote
- Boston, MA
- 3 days ago
- Boston, MA
- 3 days ago
Commercial Portfolio Management & Credit Analytics Senior Associate - RemoteBoston, United States of America Senior Associate, Commercial Portfolio Management & Credit Analytics Leverages their...
Quantitative Risk Analyst (State Street Bank and Trust Company; Boston, MA ): The Quantitative Risk Analyst will focus on delivering modeling and analytics solutions to business units across State...
Responsibilities include, but are not limited to the following: Portfolio Management, including Financial Reporting, Covenant Tracking and obtaining annual financial information for files from...
Race and Gender Equity Manager Job Details Job Location YWCA Central Massachusetts - Worcester, MA Position Type Full Time Education Level 4 Year Degree Salary Range $59,000.00 - $62,000.00...
Who We Are: Since 1906, New Balance has empowered people through sport and craftsmanship to create positive change in communities around the world. We innovate fearlessly, guided by our core...
The Client Portfolio Manager (CPM) role at Citizens Wealth Management (CWM) is at the crossroads of the construction and delivery of those investment and portfolio solutions....
GCIB Restaurant & Hospitality Finance Portfolio Manager Group - Director
- Boston, MA
- 6 days ago
- Boston, MA
- 6 days ago
The Portfolio Manager role involves the following: Perform underwriting activities for new transactions including identifying structural risks and mitigants, evaluating performance trends and repayment...
Remote WorkJoin us in this role where you'll manage the day-to-day aspects of all commercial requirements of your assigned assets, incl. coordination with all internal and external stakeholders on those...
Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our...
Demographic Data for Massachusetts
Moving to Massachusetts? Find some basic demographic data about Massachusetts below.
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Title Synonyms
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Salary for Portfolio Manager Jobs in Massachusetts
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Massachusetts offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- CAM Reconciliation
- Lease Negotiation
- Loss Control
- Asset Allocation
- FactSet
- Cash Forecasting
- Treasury
- Financial Modeling
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Financial Statements
- Treasury Management
- Derivatives
- Foreign Exchange
- Credit Underwriting
- Investment Analysis
- Capital Markets
- Fixed Income
- Credit Analysis
- Valuation
- Lending
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Anti-Money Laundering
- Underwriting
- Financial Services
- Portfolio Management
- Due Diligence
- Asset Management
- Risk Analysis
- Real Estate
- Finance
- Accounting
- Reimbursement
- Strategy Development
- Risk Management
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Negotiation
- Presentation
- Mentoring
- Written Communication
- Flexibility
- Collaboration
- Coaching
- Documentation
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Project Management
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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