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.
Review and debate credits with industry teams, trading desk, and other portfolio managers; expected to have a view on which credits to add or reduce within the portfolio....
Principal Objective To manage existing portfolios of commercial customers. Analyze and underwrite credit risk for Bank prospects and customers, assist with due diligence activities, assist with...
Operational Risk Management Officer, Capital Partners
- Boston, MA
- 18 hours ago
- Boston, MA
- 18 hours ago
At BBH, Partnership is more than a form of ownershipits our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients...
We are seeking an Asset Manager to safeguard the financial and physical health of a 1,200-unit portfolio of affordable housing and commercial real estate. Reporting to the Director of Finance and...
Director Of Risk Management, Insurance Employer Williams College Location Massachusetts, United States Salary Salary Not specified Date posted Aug 12, 2025 View more categories Job Details Company...
Remote WorkLine of Business: Personal & Commercial Banking Job Description: The Credit Portfolio Manager I (CPM) is responsible to gather financial and general business information pertaining to customer and prospect...
Description This role is an Insider Threat Program Analyst working in the Data Protection and Security Program. The Program Analyst is responsible for supporting, developing, and enhancing the...
Division: Commercial Department: Middle Market Reports to: Various Status: Exempt/Officer Grade: 12 Salary Range: $80,083 - $170,031 Actual compensation within the pay range will be decided based...
Division: Retail Banking Department: My Banker Reports to: VP, MyBanker Portfolio Manager Status: Exempt Grade: 9 Pay range: $52,000 - $87,568 Actual compensation within the pay range will be decided...
What are the ongoing responsibilities of a Portfolio Manager?...
Description Peabody Properties seeks an experienced Senior Portfolio Manager to join it's team for a portfolio on the South Coast of MA....
Description At Citizens, we're more than a bank and as a part of our team you're made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself! Job Summary:...
Head of Wealth Portfolio Management and Capital Markets (US)
- Boston, MA
- 4 days ago
- Boston, MA
- 4 days ago
with advisors, investment strategists and portfolio managers to align execution with portfolio construction and planning Collaborates with the tax and estate planning teams for transaction specific...
Description As the SBA Underwriter PM III (UW III), you will be responsible for reviewing and underwriting loan requests under the Commercial Credit Policy up to TCL $1MM. Underwriting and...
Responsible for ongoing portfolio management in the C&I Lending area as well as managing and growing a portfolio of C&I clients with loan and non-loan related business. ESSENTIAL DUTIES &...
Demographic Data for Massachusetts
Moving to Massachusetts? Find some basic demographic data about Massachusetts below.
Portfolio Manager Online Courses and Training Opportunities
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
- 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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