Portfolio Manager Jobs in Upton, 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.
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 WorkThe 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 WorkCommercial Credit Senior Underwriter/Portfolio Manager I, ABL
- Hauppauge, NY (15 miles from Upton, NY)
- 20 days ago
- Hauppauge, NY (15 miles from Upton, 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...
- Hauppauge, NY (15 miles from Upton, NY)
- 60+ days ago
- Hauppauge, NY (15 miles from Upton, NY)
- 60+ days ago
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 Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Upton, NY
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Upton, 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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