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.
Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, weve been committed to making dreams come true for independent car...
investment products, such as direct lending, crypto, and real estate a plus Confirmed problem solving, analytical, organizational, and project management skills Demonstrated ability to lead working...
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory,...
As the Commercial Real Estate (CRE) Portfolio Manager II within our Data Center platform, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing CRE...
POSITION: Operational Risk Analyst Summary: At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well-being. We are committed...
Rockland Trust is currently seeking a Special Assets Portfolio Manager to join our Special Asset Group....
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...
Commercial Portfolio Manager, Full Time, Hybrid Marlboro MA
- Marlborough, MA
- 1 day ago
- Marlborough, MA
- 1 day ago
The Commercial Portfolio Manager is responsible for dealing with the assigned portfolio of existing Commercial Member Business Loans....
Compliance & Risk Manager RICAR Business Consulting LLC Cambridge, Massachusetts Description: The Compliance & Risk Manager ensures RBCs operations adhere to JTAs Investment Policy Guidelines....
Work Location: New York, New York, United States of America Hours: 40 Pay Details: $76,128 - $124,800 USD TD is committed to providing fair and equitable compensation opportunities to all...
Financial Crime Risk Specialist - Regulatory Response and Oversight Manager
- Boston, MA
- 1 day ago
- Boston, MA
- 1 day ago
Work Location: New York, New York, United States of America Hours: 40 Pay Details: $86,840 - $139,360 USD TD is committed to providing fair and equitable compensation opportunities to all...
Commercial Credit Underwriter/Portfolio Manager II - Leveraged Lending
- Boston, MA
- 2 days ago
- Boston, MA
- 2 days ago
Overview: Evaluate, monitor, and assess the credit risks of complex commercial clients and higher dollar loans (typically $10MM and greater) through detailed financial statement analysis, industry...
Asset Manager Bedford / Hanscom AFB, Massachusetts Configuration/Data Management 20134 Asset Manager Be the Difference Astrion offers comprehensive services that boost preparedness, optimize...
INTERNAL CONTROLS RISK SPECIALIST (AUDITOR) JOB DESCRIPTION Title: Internal Controls Risk Specialist (Auditor) Id: 19389 Type: FullTime Location: Bolton, ON Husky TechnologiesTM a company with a...
Comercial Portfolio Manager-Healthcare Denver, CO or Chicago, IL The Senior Commercial Portfolio Manager manages the credit risk at with the UMB specialized verticals....
Demographic Data for Massachusetts
Moving to Massachusetts? Find some basic demographic data about Massachusetts 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 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
- Loss Control
- Asset Allocation
- Treasury
- Financial Modeling
- Financial Statements
- Comprehensive Capital Analysis and Review
- Treasury Management
- Derivatives
- BSA
- Commercial Lending
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Mortgage Processing
- Client Relationships
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Written Communication
- Auditing
- Presentation
- Negotiation
- Collaboration
- Mentoring
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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