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 Credit Portfolio Manager II (CPM) performs the financial analysis needed to make credit decisions on new and existing business, supports the commercial banking team and recommends credit solutions...
In Personmodels and projections for tax-advantaged equity investments, with a primary focus on LIHTC equity, and exposure to other programs such as Historic Tax Credits (HTC), New Markets Tax Credits (NMTC)...
In Personconstruction, security/manager selection, trade execution, risk management and compliance, and investment reviews Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities...
In PersonVice President, Portfolio Management (Commercial and Industrial Upper Middle Market)
- KeyBank National Association
- Boston, MA
- 6 days ago
- Boston, MA
- 6 days ago
This individual should demonstrate leadership skills within credit underwriting and portfolio management; they may work somewhat independently, or in conjunction with other Portfolio Managers (PMs)...
HybridVice President, Alternative Data Strategy & Execution - Portfolio Management Group
- BlackRock, Inc.
- Boston, MA
- 7 days ago
- Boston, MA
- 7 days ago
As part of PMGTech, you will work directly with investment researchers, portfolio managers, and platform teams to source, scale, and optimise alternative data that enhances research workflows and drives...
HybridThis individual should demonstrate leadership skills within credit underwriting and portfolio management; they may work somewhat independently, or in conjunction with other Portfolio Managers (PMs)...
In Person- Rockland Trust- Corporate & Call Center
- Lowell, MA
- 12 days ago
- Lowell, MA
- 12 days ago
CRE Portfolio Manager - Lowell/NH Lowell, MA, United States and 2 more Job Description The Portfolio Manager position is a credit oriented role responsible for the preparation of effective analyses,...
In PersonPortfolio Manager-FT position with Shannon Life Science LLC in Watertown, MA....
In PersonSecuritized Portfolio Manager, VP II - State Street Investment Management
- State Street Corporation
- Quincy, MA
- 13 days ago
- Quincy, MA
- 13 days ago
We are seeking a highly skilled and motivated Securitized Portfolio Manager to join our Global Fixed Income platform in Boston....
In PersonFinance - Asset Manager (Hybrid - Andove
- ENEL NORTH AMERICA
- Andover, MA
- 13 days ago
- Andover, MA
- 13 days ago
Description and Requirements Who We Are: Enel is a globally recognized leader in sustainable energy and is consistently named one of Fortune Magazine's "Companies that are Changing the World." It...
HybridOverview Asset Manager LOCATION:Hanscom AFB, Bedford, MA Salary Range:$110-120,000 annually* *depending on experience, certifications, and qualifications JOB STATUS: Full-time; salaried CLEARANCE:...
In PersonYou will raise awareness and educate advisors, business development officers, clients, and prospects about private equity, private credit, hedge funds, real assets, alternative solutions, and portfolio...
In PersonSenior Quantitative Portfolio Manager
- Massachusetts Mutual Life Insurance Co
- Boston, MA
- 15 days ago
- Boston, MA
- 15 days ago
Senior Quantitative Portfolio Manager Full-Time Boston, MA The Opportunity The Senior Quantitative Portfolio Manager will oversee broad derivatives responsibilities across equity, interest rate, and...
In PersonTitle: Third Party Risk Management Analyst Reports to: Cyber Risk Director Department: Information Technology Location: Boston, MA Type: Full time BAIN CAPITAL OVERVIEW With approximately $225...
In Person- Factory Mutual Insurance Company
- Waltham, MA
- 16 days ago
- Waltham, MA
- 16 days ago
modeling and market insights that shape portfolio direction Improve asset-level financial health through effective budget oversight and performance optimization Deliver strong deal outcomes across...
In PersonDemographic 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
- Freddie Mac
- Credit Underwriting
- Financial Statements
- Asset Allocation
- Financial Statement Analysis
- Financial Modeling
- Wealth Management
- Treasury
- Commercial Lending
- Investment Banking
- Treasury Management
- Cash Flow Analysis
- BSA
- Derivatives
- Valuation
- Fixed Income
- Credit Analysis
- Capital Markets
- Investment Management
- Capital Planning
- Anti-Money Laundering
- Financial Analysis
- Commercial Real Estate
- Lending
- Underwriting
- Risk Analysis
- Portfolio Management
- Financial Services
- Due Diligence
- Asset Management
- Modeling
- Real Estate
- Business Administration
- Finance
- Accounting
- Reimbursement
- Analytical Skills
- Risk Management
- Strategy Development
- Decision Making
- Negotiation
- Auditing
- Written Communication
- Presentation
- Documentation
- Mentoring
- Budgets
- Implementation
- Verbal Communication
- Reporting
- Policy Development
- Collaboration
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Staff Supervision
- Scheduling
- Leadership
- Communication Skills
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