Portfolio Manager Jobs in Williamsville, 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.
Real Property Asset Manager -Housing & Neighborhood Revitalization (Civil Service)
- Marilla, NY (13 miles from Williamsville, NY)
- 4 days ago
- Marilla, NY (13 miles from Williamsville, NY)
- 4 days ago
Welcome to the City of Dallas! The City of Dallas is one of the largest employers in the DFW Metroplex. We offer growth opportunities and a chance to make a difference in our community. What do we...
Senior Markets Financial Reporting Risk Analyst - Vice President - Hybrid
- Getzville, NY (3 miles from Williamsville, NY)
- 8 days ago
- Getzville, NY (3 miles from Williamsville, NY)
- 8 days ago
We support an extensive range of products and services including Fixed Income, Equity, Commodities and Syndicates....
Quantitative Risk Analyst Expert (Hybrid)
- Buffalo, NY (10 miles from Williamsville, NY)
- 13 days ago
- Buffalo, NY (10 miles from Williamsville, NY)
- 13 days ago
Overview: We are looking for a strategic and analytically driven Quantitative Risk Analyst Expert to join our First Line Credit Risk Management team. This role is ideal for a seasoned professional...
Senior Markets Financial Reporting Risk Analyst - Hybrid
- Getzville, NY (3 miles from Williamsville, NY)
- 14 days ago
- Getzville, NY (3 miles from Williamsville, NY)
- 14 days ago
We support an extensive range of products and services including Fixed Income, Equity, Commodities and Syndicates....
- Getzville, NY (3 miles from Williamsville, NY)
- 17 days ago
- Getzville, NY (3 miles from Williamsville, NY)
- 17 days ago
This position manages a portfolio of M&T owned properties to ensure timely resale in an effort to minimize loss to M&T. Primary Responsibilities: Maintain and liquidate a portfolio of M&T owned...
Are you a strategic thinker with a strong financial background and a passion to work in the real estate and development industry? Do you love financial analysis, budgeting, and managing...
RCC Senior Asset Manager (Bridge/Balance Sheet)
- Buffalo, NY (10 miles from Williamsville, NY)
- 28 days ago
- Buffalo, NY (10 miles from Williamsville, NY)
- 28 days ago
Location:** Hybrid in footprint preferred, but open to remote outside of footprint **M&T Realty Capital Corporation** is a wholly-owned subsidiary of M&T Bank. As a full-service mortgage banking...
- Buffalo, NY (10 miles from Williamsville, NY)
- 30+ days ago
- Buffalo, NY (10 miles from Williamsville, NY)
- 30+ days ago
Gain a thorough understanding of the borrowers' business model and industry trends in order to effectively evaluate sources of repayment and accurately assign risk rating....
Senior Commercial Credit Risk Analyst (Hybrid - Buffalo, NY)
- Buffalo, NY (10 miles from Williamsville, NY)
- 60+ days ago
- Buffalo, NY (10 miles from Williamsville, NY)
- 60+ days ago
Overview: Responsible for conducting ongoing credit performance monitoring on the Banks C&I and Specialty loan portfolios, including the preparation of trend analysis, emerging risk analytics,...
Demographic Data for Williamsville, NY
Moving to Williamsville, NY? Find some basic demographic data about Williamsville, NY below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Williamsville, NY
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Williamsville, 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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