Portfolio Manager Jobs in Hauppauge, NY
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.
Credit Portfolio Manager II - CRE PMG
- Melville, NY (12 miles from Hauppauge, NY)
- 5 hours ago
- Melville, NY (12 miles from Hauppauge, NY)
- 5 hours ago
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...
Associate Principal Risk Specialist: Fixed Income, Member Supervision - All FINRA Locations
- Jericho, NY (19 miles from Hauppauge, NY)
- 1 day ago
- Jericho, NY (19 miles from Hauppauge, NY)
- 1 day ago
Execute functions in support of fixed income specialized units missions including, but not limited to, examinations, investigations, consultations, advisory, knowledge sharing, and quality assurance...
- Hicksville, NY (18 miles from Hauppauge, NY)
- 8 days ago
- Hicksville, NY (18 miles from Hauppauge, NY)
- 8 days ago
Operational Risk Analyst Location Hicksville, NY 11801 Job Summary pay range: 64 - 102K Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: JOB SUMMARY The Operational Risk Analyst...
Asset Manager Brookhaven National Laboratory
- Upton, NY (15 miles from Hauppauge, NY)
- 14 days ago
- Upton, NY (15 miles from Hauppauge, NY)
- 14 days ago
Brookhaven National Laboratory is committed to employee success and we believe that a comprehensive employee benefits program is an important and meaningful part of the compensation employees...
Remote Work- Upton, NY (15 miles from Hauppauge, NY)
- 15 days ago
- Upton, NY (15 miles from Hauppauge, NY)
- 15 days ago
The Business Services Directorate (BSD) provides high-quality business services to support the Lab's research initiatives by participating in cross-functional teams with a focus on risk mitigation...
Remote WorkPCLC Senior Portfolio Risk Analyst
- Bridgeport, CT (24 miles from Hauppauge, NY)
- 16 days ago
- Bridgeport, CT (24 miles from Hauppauge, NY)
- 16 days ago
The CCM program the position is charged with carrying out includes, but is not limited to, annual reviews, interim update memos, CCAR (Comprehensive Capital Analysis and Review) compliance, post-closing...
11168 - Operational Risk Analyst
- Hicksville, NY (18 miles from Hauppauge, NY)
- 16 days ago
- Hicksville, NY (18 miles from Hauppauge, NY)
- 16 days ago
Position Title 11168 - Operational Risk Analyst Location Hicksville, NY 11801 Job Summary pay range: 64 - 102KPay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: JOB SUMMARY The...
Commercial Credit Senior Underwriter/Portfolio Manager I, ABL
- Hauppauge, NY
- 20 days ago
- Hauppauge, NY
- 20 days ago
Location: This position may be located within the M&T footprint. Overview: Evaluate and determine, monitor, and assess the credit risks of larger, more complex commercial clients through detailed...
Portfolio Management Team Leader - SVP
- Garden City, NY (24 miles from Hauppauge, NY)
- 23 days ago
- Garden City, NY (24 miles from Hauppauge, NY)
- 23 days ago
Position Title Portfolio Management Team Leader - SVP Location Garden City, NY 11530 Job Summary A Portfolio Manager Team Lead-Commercial Specialty Industries must be an analytical, organized, team-focused...
Portfolio Management Senior Associate - Private Bank
- Melville, NY (12 miles from Hauppauge, NY)
- 30+ days ago
- Melville, NY (12 miles from Hauppauge, NY)
- 30+ days ago
Job expectations include serving as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers....
Summary: Dime Community Bank is currently hiring for a Risk Analyst position based at its Headquarters in Hauppauge, Long Island. Under the direction of the Risk Manager, the Risk Analyst is...
Portfolio Manager II - Commercial Real Estate
- Hicksville, NY (18 miles from Hauppauge, NY)
- 30+ days ago
- Hicksville, NY (18 miles from Hauppauge, NY)
- 30+ days ago
Position Title Portfolio Manager II - Commercial Real Estate Location Hicksville, NY 11801 Job Summary A Portfolio Manager II-Commercial Real Estate is responsible for completing in-depth analysis of...
Senior Portfolio Manager - Strategic Enterprise Initiatives - Hybrid
- Bridgeport, CT (24 miles from Hauppauge, NY)
- 90+ days ago
- Bridgeport, CT (24 miles from Hauppauge, NY)
- 90+ days ago
Who We Are: Enterprise Transformation Delivery Engaged in the bank's most critical & strategic initiatives, leveraging modern delivery approaches A results-oriented team of 30+ diverse...
Demographic Data for Hauppauge, NY
Moving to Hauppauge, NY? Find some basic demographic data about Hauppauge, NY below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Hauppauge, NY
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Hauppauge, NY 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
- Modeling
- 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
- 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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