Portfolio Manager Jobs in Melville, 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.
- Greenwich, CT (21 miles from Melville, NY)
- 22 hours ago
- Greenwich, CT (21 miles from Melville, NY)
- 22 hours ago
Successful Portfolio Managers are able to build and manage a strong and dynamic commodity vertical-focused portfolio....
VP Portfolio Manager Tailored Lending Liquid Products
- Purchase, NY (23 miles from Melville, NY)
- 1 day ago
- Purchase, NY (23 miles from Melville, NY)
- 1 day ago
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees...
Manager, Portfolio Consultants
- Stamford, CT (19 miles from Melville, NY)
- 7 days ago
- Stamford, CT (19 miles from Melville, NY)
- 7 days ago
Grayscale is a crypto-focused asset manager. We have over a decade of operational experience managing crypto funds and pioneered the model of offering exposure to cryptocurrencies in the form of a...
SAP - Plant Maintenance - Asset Manager - EAM - Senior Manager - Consulting - Location OPEN
- Stamford, CT (19 miles from Melville, NY)
- 8 days ago
- Stamford, CT (19 miles from Melville, NY)
- 8 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...
Enterprise Market Risk Manager - Liquidity Risk Oversight
- Stamford, CT (19 miles from Melville, NY)
- 16 days ago
- Stamford, CT (19 miles from Melville, NY)
- 16 days ago
Description Citizens Enterprise Market Risk Management, a second line Risk Management function, is looking to hire a Treasury Oversight Vice President. The candidate will be part of a team...
- Queens Village, NY (18 miles from Melville, NY)
- 17 days ago
- Queens Village, NY (18 miles from Melville, NY)
- 17 days ago
Field Risk Specialist Position Opportunity! We pay for drive time so candidates must live in the immediate area of either Brooklyn or Queens, NY. This is a Field Based Position so you will not be...
U.S. Banks Conduct Risk Manager, Vice President
- Purchase, NY (23 miles from Melville, NY)
- 19 days ago
- Purchase, NY (23 miles from Melville, NY)
- 19 days ago
Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Global Wealth Management via Wealth...
AVP/VP - Convertible Bonds Asset Manager
- Harrison, NY (21 miles from Melville, NY)
- 30+ days ago
- Harrison, NY (21 miles from Melville, NY)
- 30+ days ago
The team executes on a variety of private financing transactions, such as growth equity, structured equity, private investments in public equities (PIPEs), co-invest equity and growth / venture debt...
OCIO Endowments & Foundations Portfolio Manager, Executive Director, Global Investment Office
- Purchase, NY (23 miles from Melville, NY)
- 30+ days ago
- Purchase, NY (23 miles from Melville, NY)
- 30+ days ago
funds, ETFs, separate accounts, and alternative investments Experience and knowledge in global capital markets, technical expertise across asset classes preferred Firm understanding of portfolio management...
- Hicksville, NY (6 miles from Melville, NY)
- 30+ days ago
- Hicksville, NY (6 miles from Melville, 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...
Investment Counterparty Credit Risk Manager
- Stamford, CT (19 miles from Melville, NY)
- 30+ days ago
- Stamford, CT (19 miles from Melville, NY)
- 30+ days ago
tools Experience in SQL experience for data extraction, manipulation, and analyses, including complex joins Experience using financial/risk application/software, Bloomberg, MSCI Barra Risk Model, FactSet...
Enterprise Risk Management, Risk Analyst
- Stamford, CT (19 miles from Melville, NY)
- 30+ days ago
- Stamford, CT (19 miles from Melville, NY)
- 30+ days ago
Enterprise Risk Management, Risk Analyst Date: May 20, 2025 Location: Stamford, CT, US Company: Odyssey Odyssey Reinsurance Company (OdysseyRe) is the global reinsurance arm of Odyssey Group, one...
- Hauppauge, NY (12 miles from Melville, NY)
- 30+ days ago
- Hauppauge, NY (12 miles from Melville, NY)
- 30+ days ago
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
- 30+ days ago
- Melville, 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...
- Norwalk, CT (23 miles from Melville, NY)
- 45+ days ago
- Norwalk, CT (23 miles from Melville, 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...
Demographic Data for Melville, NY
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Title Synonyms
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Salary for Portfolio Manager Jobs in Melville, NY
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Melville, 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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