Portfolio Manager Jobs in Purchase, 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.
Comm Bnkg Portfolio Mgr - New York, NY
- New York, NY (24 miles from Purchase, NY)
- 1 hour ago
- New York, NY (24 miles from Purchase, NY)
- 1 hour ago
Apply Job Overview We are seeking a highly skilled Commercial Portfolio Manager fluent in Hebrew The Portfolio Manager is responsible for monitoring and growing Commercial Loan customer relationships...
Healthcare Portfolio Manager - NYC, NY - New York, NY
- New York, NY (24 miles from Purchase, NY)
- 1 hour ago
- New York, NY (24 miles from Purchase, NY)
- 1 hour ago
Back Healthcare Portfolio Manager - NYC, NY #24-831 New York, New York, United States Apply Apply for this job now!...
Associate Principal Risk Specialist: Fixed Income, Member Supervision - All FINRA Locations
- New York, NY (24 miles from Purchase, NY)
- 6 hours ago
- New York, NY (24 miles from Purchase, NY)
- 6 hours 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...
Financial Crime Risk Manager - Reporting, Escalations, & Risk Appetite
- New York, NY (24 miles from Purchase, NY)
- 6 hours ago
- New York, NY (24 miles from Purchase, NY)
- 6 hours ago
Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $86,840 - $139,360 USD TD is committed to providing fair and equitable compensation opportunities to all...
Credit Portfolio Manager II - CRE PMG
- Melville, NY (23 miles from Purchase, NY)
- 6 hours ago
- Melville, NY (23 miles from Purchase, NY)
- 6 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...
- New York, NY (24 miles from Purchase, NY)
- 6 hours ago
- New York, NY (24 miles from Purchase, NY)
- 6 hours ago
RWE Trading Americas Inc., New York To start as soon as possible, full time / part time, permanent Functional area: Regulation / Risk Management Your future plans RWE Trading Americas Inc....
Portfolio Manager - Private Capital & Global Asset Management Group (PCGAM) - Leveraged Finance
- New York, NY (24 miles from Purchase, NY)
- 6 hours ago
- New York, NY (24 miles from Purchase, NY)
- 6 hours ago
Bank Leveraged Finance Group is seeking a motivated individual to add as a credit analyst or portfolio manager to the underwriting and portfolio management team....
Environmental Finance Asset Manager
- New York, NY (24 miles from Purchase, NY)
- 6 hours ago
- New York, NY (24 miles from Purchase, NY)
- 6 hours ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Group Portfolio Manager - Commercial Real Estate
- New York, NY (24 miles from Purchase, NY)
- 13 hours ago
- New York, NY (24 miles from Purchase, NY)
- 13 hours ago
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your...
Structured Finance (Securitization) Warehouse Underwriting & Portfolio Management Associate
- New York, NY (24 miles from Purchase, NY)
- 13 hours ago
- New York, NY (24 miles from Purchase, NY)
- 13 hours ago
Structured Finance (Securitization) Warehouse Underwriting & Portfolio Management AssociateCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in...
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
VENDOR RISK SPECIALIST II WHAT IS THE OPPORTUNITY? The Vendor Program Manager will be responsible for managing vendor relationships across the vendor life cycle phases. This role will be...
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
The position is located directly on the trading floor within the fixed income business lines....
- Stamford, CT (9 miles from Purchase, NY)
- 1 day ago
- Stamford, CT (9 miles from Purchase, NY)
- 1 day ago
In the role, you'll manage the fixed income assets allocated to one sector/asset class and conduct fixed income research independently; analysis may focus on individual securities, sectors, or the development...
- Union City, NJ (24 miles from Purchase, NY)
- 1 day ago
- Union City, NJ (24 miles from Purchase, NY)
- 1 day ago
The Portfolio Manager has the sole duty of the day-to-day operations, legal compliance and overall oversight of the associations and staff....
Analyst / Associate - Real Estate Portfolio Management
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our...
Demographic Data for Purchase, NY
Moving to Purchase, NY? Find some basic demographic data about Purchase, NY 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 Purchase, NY
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Purchase, 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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Here are some other career titles that require similar skills
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