Portfolio Manager Jobs in Uniondale, 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.
Vice President- Head of Real Estate Transactions & Portfolio Management
- Rye, NY (19 miles from Uniondale, NY)
- 2 hours ago
- Rye, NY (19 miles from Uniondale, NY)
- 2 hours ago
Overview Founded in 1964, New York Blood Center (NYBC) has served the tri-state area for more than 60 years, delivering 500,000 lifesaving blood products annually to 150+ hospitals, EMS and...
Sr. Quantitative Eng [Retail Portfolio Mgmt]
- Hoboken, NJ (23 miles from Uniondale, NY)
- 5 hours ago
- Hoboken, NJ (23 miles from Uniondale, NY)
- 5 hours ago
SENIOR QUANTITATIVE ENGINEER [RETAIL WEALTH] WHAT IS THE OPPORTUNITY? This position is responsible for developing logic-intensive components of the digital wealth management platform. Works on...
- New York, NY (21 miles from Uniondale, NY)
- 9 hours ago
- New York, NY (21 miles from Uniondale, NY)
- 9 hours ago
This individual is responsible for helping to manage a multi-asset portfolio and will report to the Portfolio Manager of the Total Portfolio Management business....
Senior Lead Commercial Banking Portfolio Manager
- New York, NY (21 miles from Uniondale, NY)
- 10 hours ago
- New York, NY (21 miles from Uniondale, NY)
- 10 hours ago
About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager within the Commercial Banking Group....
Hardware Asset Manager, Service Excellence Team
- New York, NY (21 miles from Uniondale, NY)
- 10 hours ago
- New York, NY (21 miles from Uniondale, NY)
- 10 hours ago
Hardware Asset Manager, Service Excellence Team "I can succeed as a Hardware Asset Manager at Capital Group." The Hardware Asset Manager for the Service Excellence Team is responsible for...
Portfolio Management & Execution Strategy Chief of Staff, AVP
- Purchase, NY (23 miles from Uniondale, NY)
- 11 hours ago
- Purchase, NY (23 miles from Uniondale, NY)
- 11 hours ago
Morgan Stanley is a global financial services firm and a market leader in investment banking, investment management and wealth management services. Morgan Stanley is an equal opportunities...
Collateralized Loan Obligations (CLOs), Senior Client Portfolio Managers - Nuveen, Structured Credit
- New York, NY (21 miles from Uniondale, NY)
- 1 day ago
- New York, NY (21 miles from Uniondale, NY)
- 1 day ago
Nuveen Global Fixed Income (Nuveen GFI) is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed income markets....
Senior Risk Management Consultant
- New York, NY (21 miles from Uniondale, NY)
- 1 day ago
- New York, NY (21 miles from Uniondale, NY)
- 1 day ago
Healthcare Risk Advisors is seeking a Senior Risk Management Consultant to join our Risk Management team. This is a hybrid opportunity located at our New York City office. Position Mission We are...
Portfolio Management Program - Program Manager
- Weehawken, NJ (22 miles from Uniondale, NY)
- 1 day ago
- Weehawken, NJ (22 miles from Uniondale, NY)
- 1 day ago
Do you enjoy helping Financial Advisors implement investment strategies? Do you enjoy working across multiple business groups to deliver new products and services? We are looking for someone who...
- New York, NY (21 miles from Uniondale, NY)
- 1 day ago
- New York, NY (21 miles from Uniondale, NY)
- 1 day ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Senior Financial Crime Risk Analyst -Global Sanctions, Anti-Bribery, Anti-Corruption (ABAC)
- New York, NY (21 miles from Uniondale, NY)
- 1 day ago
- New York, NY (21 miles from Uniondale, NY)
- 1 day ago
Work Location: New York, New York, United States of America Hours: 40 Pay Details: $33.00 - $54.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues....
Senior Financial Crime Risk Analyst - Policy and Training
- New York, NY (21 miles from Uniondale, NY)
- 1 day ago
- New York, NY (21 miles from Uniondale, NY)
- 1 day ago
Work Location: New York, New York, United States of America Hours: 40 Pay Details: $33.00 - $54.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues....
- New York, NY (21 miles from Uniondale, NY)
- 1 day ago
- New York, NY (21 miles from Uniondale, NY)
- 1 day ago
JOB DESCRIPTION Job title: Market Risk Analyst/Associate Corporate Title: Analyst/Associate Department: Risk ManagementLocation: New York The pay range for this position at commencement of...
ICG Portfolio Mgr 6 (Senior Underwriter) - Consumer and Retail
- New York, NY (21 miles from Uniondale, NY)
- 1 day ago
- New York, NY (21 miles from Uniondale, NY)
- 1 day ago
Job Description The Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage Consumer and Retail Institutional Client Group credit account relationships....
Portfolio Manager - Sports Finance
- New York, NY (21 miles from Uniondale, NY)
- 1 day ago
- New York, NY (21 miles from Uniondale, NY)
- 1 day ago
Overview East West Bank is seeking a Sports Finance Portfolio Manager (PM)....
Demographic Data for Uniondale, NY
Moving to Uniondale, NY? Find some basic demographic data about Uniondale, NY below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Uniondale, NY
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Uniondale, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Real Estate Management
- Loss Control
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Financial Statement Analysis
- Treasury
- Derivatives
- Financial Statements
- Financial Modeling
- Commercial Lending
- Treasury Management
- BSA
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Fixed Income
- Capital Markets
- Valuation
- Lending
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Financial Services
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Auditing
- Accounting
- Negotiation
- Written Communication
- Documentation
- Presentation
- Education Experience
- Reporting
- Collaboration
- Flexibility
- Budgets
- Bachelor's Degree
- Policy Development
- Project Management
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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