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.
The Opportunity Summary Establishing portfolio frameworks to evaluate investment and capital allocation decisions related to KOEs. Develop key metrics to drive portfolio construction and exit...
Commercial Lending Portfolio Manager II Commercial Lending Portfolio Manager II Quincy, MA Commercial Lending Job Type Full-time Description SUMMARY South Shore Bank is seeking an experienced Commercial...
Fixed Income Portfolio Manager, Emerging Markets Debt
- Boston, MA
- 10 hours ago
- Boston, MA
- 10 hours ago
LOCATION The Fixed Income Portfolio Manager, Emerging Markets Debt will be based in Wellingtons Global Headquarters in Boston, MA or the London, UK office....
Remote WorkDescription As the SBA Underwriter PM IV (UW IV), you will be responsible for reviewing and underwriting loan requests under Commercial Credit Policy up to TCL $10MM. The incumbent will be...
Summary The ABL Underwriter & Portfolio Manager focuses on underwriting, structuring, servicing and documenting new and renewal credits....
Middle Market Underwriter & Portfolio ManagerBoston, United States of America WHAT YOU WILL BE DOING USA Job Family Description: Reviews, analyzes and evaluates risks in order to renew existing...
About Lumen** Lumen connects the world. We are igniting business growth by connecting people, data and applications quickly, securely, and effortlessly. Together, we are building a culture and...
SAP - Plant Maintenance - Asset Manager - EAM - Senior Manager - Consulting - Location OPEN
- Salem, MA
- 4 days ago
- Salem, MA
- 4 days ago
Job Listing ID: 4300026 Job Title: SAP - Plant Maintenance - Asset Manager - EAM - Senior Manager - Consulting - Location OPEN Application Deadline: Open Until FilledJob Location: Salem Date...
Overview Guardian Life, a provider of employer benefits and insurance products to 29M people, is seeking a transformational leader to join our team as a Portfolio Manager for our Data, Analytics and...
POSITION SUMMARY: The EHR Portfolio Manager is responsible for day-to-day coordination and ongoing development of the BMC EHR IT Teams Portfolio. Reporting directly to the ITS Sr....
Asset Manager Job Description: Date Posted: 2025-06-10 Country: Australia Location: AUSWA117: NCC-H WA, 103 Quill Way, Henderson, WA, 6166, Australia Position Role Type: Unspecified Opportunity...
The team is responsible for credit risk assessments for new and existing clients including but not limited to banks, broker/dealers, hedge funds, registered investment advisers and corporations....
SAP - Plant Maintenance - Asset Manager - EAM - Senior Manager - Consulting - Location OPEN
- Boston, MA
- 7 days ago
- Boston, MA
- 7 days ago
Location: Anywhere in Country At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you...
Description The Operational Risk Management (ORM) Methodology Team is seeking a Senior Operational Risk Manager who will be responsible for strengthening, overseeing, and managing of the bank's...
Position Description : Identifies risk by performing readiness assessments for externally audited systems. Provides technical assistance on risk related systems issues and serves as a liaison for...
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
- Asset Allocation
- FactSet
- Credit Underwriting
- Comprehensive Capital Analysis and Review
- Treasury
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Financial Modeling
- Derivatives
- Treasury Management
- Cash Flow Analysis
- Balance Sheets
- Fixed Income
- Commercial Real Estate
- Valuation
- Capital Markets
- Investment Management
- Credit Analysis
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Quantitative Analysis
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Analytical Skills
- Auditing
- Negotiation
- Written Communication
- Presentation
- Verbal Communication
- Mentoring
- Collaboration
- Flexibility
- Reporting
- Documentation
- Budgets
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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