Portfolio Manager Jobs in Berkeley Heights, NJ
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.
Wealth Management Solutions, Portfolio Management Analyst/Associate
- JPMorgan Chase
- New York, NY (22 miles from Berkeley Heights, NJ)
- 1 hour ago
- New York, NY (22 miles from Berkeley Heights, NJ)
- 1 hour ago
Wealth Management Solutions, Portfolio Management Analyst/Associate JPMorgan Chase 3.3 ( ) New York, NY Why you should apply for a job to JPMorgan Chase : Ranked as one of the 61% say women are...
In PersonSenior Risk Analyst ERM/Financial Risk
- Oliver James
- New York, NY (22 miles from Berkeley Heights, NJ)
- 2 hours ago
- New York, NY (22 miles from Berkeley Heights, NJ)
- 2 hours ago
Senior Risk Analyst - ERM/Financial Risk Management About the Opportunity Our client is a highly sophisticated life insurance and reinsurance platform focused on risk management, capital...
In PersonPortfolio Manager - Asset Backed Finance
- Selby Jennings
- New York, NY (22 miles from Berkeley Heights, NJ)
- 2 hours ago
- New York, NY (22 miles from Berkeley Heights, NJ)
- 2 hours ago
Overview A leading digital lending and specialty finance platform is looking to hire a Senior Portfolio Manager to oversee a diverse portfolio of asset-backed credit exposures....
In PersonVP/SVP - Equities Market Risk Manager
- Selby Jennings
- New York, NY (22 miles from Berkeley Heights, NJ)
- 2 hours ago
- New York, NY (22 miles from Berkeley Heights, NJ)
- 2 hours ago
The ideal hire will have 6+ years of experience in a Market Risk or Trading seat with in-depth knowledge of equities markets....
In PersonOperational Risk Manager - Private Credit
- Selby Jennings
- New York, NY (22 miles from Berkeley Heights, NJ)
- 2 hours ago
- New York, NY (22 miles from Berkeley Heights, NJ)
- 2 hours ago
We are partnering with a leading global asset manager seeking to add a First Line Risk Manager to support its growing private credit platform. This individual will sit directly within the business...
In Person- Selby Jennings
- Summit, NJ (3 miles from Berkeley Heights, NJ)
- 2 hours ago
- Summit, NJ (3 miles from Berkeley Heights, NJ)
- 2 hours ago
Requirements 3+ years of experience in credit risk, portfolio analytics, or financial modeling within specialty finance, assetbased lending, or consumer/commercial credit....
In PersonGTP Treasury Portfolio Manager
- East West Bancorp
- New York, NY (22 miles from Berkeley Heights, NJ)
- 3 hours ago
- New York, NY (22 miles from Berkeley Heights, NJ)
- 3 hours ago
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our...
In PersonInstitutional Client Group Senior Portfolio Manager - Media & Telecom
- US Bank
- New York, NY (22 miles from Berkeley Heights, NJ)
- 6 hours ago
- New York, NY (22 miles from Berkeley Heights, NJ)
- 6 hours ago
Job Description Institutional Client Group Senior Portfolio Manager - Media & Telecom will oversee the underwriting and credit risk assessment of commercial loans within the Media & Telecom sector ensuring...
In PersonSenior Director Community Finance - Underwriting & Portfolio Management
- Capital One
- New York, NY (22 miles from Berkeley Heights, NJ)
- 6 hours ago
- New York, NY (22 miles from Berkeley Heights, NJ)
- 6 hours ago
Senior Director Community Finance - Underwriting & Portfolio Management Capital One, a Fortune 500 company and one of the nation's top 10 banks, offers a broad spectrum of financial products and...
In PersonMulti Asset Solutions, Portfolio Management, Associate
- BlackRock, Inc.
- New York, NY (22 miles from Berkeley Heights, NJ)
- 6 hours ago
- New York, NY (22 miles from Berkeley Heights, NJ)
- 6 hours ago
Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles,...
HybridPortfolio Manager - AMEX Ventures
- American Express
- New York, NY (22 miles from Berkeley Heights, NJ)
- 18 hours ago
- New York, NY (22 miles from Berkeley Heights, NJ)
- 18 hours ago
RESPONSIBILITIES In this exciting opportunity, the Portfolio Manager will work closely with the broader Ventures Team, and various teams across American Express to drive strategic portfolio management...
In PersonCredit Portfolio Manager II - C&I/CRE
- TD Bank
- New York, NY (22 miles from Berkeley Heights, NJ)
- 18 hours ago
- New York, NY (22 miles from Berkeley Heights, NJ)
- 18 hours ago
The Credit Portfolio Manager II manages a designated portfolio of commercial loans assuring all aspects of compliance with loan agreements, regulatory requirements and underwriting and risk rating policy...
In PersonVP - CIB Underwriting & Portfolio Management
- Santander Consumer Usa Inc.
- New York, NY (22 miles from Berkeley Heights, NJ)
- 19 hours ago
- New York, NY (22 miles from Berkeley Heights, NJ)
- 19 hours ago
Demonstrated knowledge in financial modeling and able to structure credit in modeling environment. Able to assist RM's on how to structure the credit relationship....
In PersonPrincipal Fraud and Risk Analyst - Fintech
- Energy BBDO
- New York, NY (22 miles from Berkeley Heights, NJ)
- 19 hours ago
- New York, NY (22 miles from Berkeley Heights, NJ)
- 19 hours ago
One out of every two small businesses fail within their first five years, most often due to running out of cash. Intuit QuickBooks is on a mission to provide small businesses access to all the...
In Person- Fidelity Investments
- Belleville, NJ (15 miles from Berkeley Heights, NJ)
- 19 hours ago
- Belleville, NJ (15 miles from Berkeley Heights, NJ)
- 19 hours ago
This role will expose you to the various facets of the financial services industry with a concentration in quantitative model validation and financial modeling, and develop your brand as a leader, mentor...
In PersonDemographic Data for Berkeley Heights, NJ
Moving to Berkeley Heights, NJ? Find some basic demographic data about Berkeley Heights, NJ 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 Berkeley Heights, NJ
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Berkeley Heights, NJ 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
Other Career Titles
Here are some other career titles that require similar skills
Portfolio Manager Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »