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.
- Hicksville, NY (18 miles from Hauppauge, NY)
- 30+ days ago
- Hicksville, NY (18 miles from Hauppauge, NY)
- 30+ days ago
Position Title Sr. CRE AML Risk Analyst Location Hicksville, NY 11801 Job Summary The Sr CRE AML Risk Analyst is responsible for performing a review and analysis of borrowing entities for...
Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of...
Senior Digital Payments Risk Management Associate
- Melville, NY (12 miles from Hauppauge, NY)
- 30+ days ago
- Melville, NY (12 miles from Hauppauge, NY)
- 30+ days ago
Senior Digital Payments Risk Management Associate Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We...
- Uniondale, NY (22 miles from Hauppauge, NY)
- 45+ days ago
- Uniondale, NY (22 miles from Hauppauge, NY)
- 45+ days ago
and Requirements General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to...
Portfolio Management Team Leader - SVP
- Garden City, NY (24 miles from Hauppauge, NY)
- 60+ days ago
- Garden City, NY (24 miles from Hauppauge, NY)
- 60+ 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...
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
- Asset Allocation
- FactSet
- Credit Underwriting
- Comprehensive Capital Analysis and Review
- Treasury
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Financial Modeling
- Derivatives
- Treasury Management
- Wealth 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
- 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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