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.
Enterprise Risk Management Analyst
- Liberty Mutual Insurance
- Boston, MA
- 1 day ago
- Liberty Mutual Insurance
- Boston, MA
- 1 day 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,...
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
OVERVIEW Global Treasury Risk Management (GTRM), a team within State Streets Enterprise Risk Management (ERM) department, is looking for an experienced treasury risk professional. The primary...
Global Treasury Risk Management (GTRM), a team within State Streets Enterprise Risk Management (ERM) department, is looking for an experienced treasury risk professional. The primary focus for the...
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...
Facilitates restaurant transactions and provides solutions for non-compliant Development Agreements to help strengthen each of our brands and foster strong restaurant growth. RESPONSIBILITIES Act...
Job Title: Vice President, Portfolio Manager - Sponsor Finance Location: IL - Chicago LPO What you'll do: As Vice President, Portfolio Manager you'll be responsible for analyzing, structuring, underwriting...
C&I Underwriter & Portfolio Manager Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry....
Portfolio Manager III Rockland Trust dental insurance, life insurance, tuition assistance, 401(k) United States, Massachusetts, Hanover 58 Main Street (Show on map) Jun 17, 2025 The Portfolio Manager...
_What Portfolio Management contributes to Cardinal Health_** Portfolio management is responsible for assessing customer needs, market conditions and competition to inform business strategy. This...
Knowledge/Skills Basic knowledge of fixed income instruments and their valuation. Ability to work within defined time frames to meet internal and external reporting deadlines....
Who We Are: Financial Architects Partners (part of NFP, an Aon company) is a highly specialized life insurance firm focusing on generational wealth preservation for super affluent clients and...
Enterprise Market Risk Manager - Liquidity Risk Oversight
- Westwood, MA
- 2 days ago
- Westwood, MA
- 2 days ago
Description Citizens Enterprise Market Risk Management, a second line Risk Management function, is looking to hire a Treasury Oversight Vice President. The candidate will be part of a team...
Financial Crime Risk Specialist - Regulatory Response and Oversight Manager
- Boston, MA
- 2 days ago
- Boston, MA
- 2 days 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...
Quantitative Risk Analyst (multiple positions)(State Street Bank and Trust Company; Boston, MA ): The Quantitative Risk Analyst will focus on delivering modeling and analytics solutions to...
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
- Loan Review
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Treasury
- Credit Underwriting
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Foreign Exchange
- Wealth Management
- Balance Sheets
- Investment Analysis
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Capital Markets
- Credit Analysis
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Negotiation
- Consulting
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Collaboration
- Mentoring
- Reporting
- Documentation
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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