Portfolio Manager Jobs in New York
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.
Corporate Banking Underwriter/Portfolio ManagerCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe...
In Strategy & Consulting we work with C-suite executives, leaders and boards of the worlds leading organizations, helping them reinvent every part of their enterprise to drive greater growth,...
At Strategy & Consulting, we work closely with C-suite executives and industry leaders to drive transformation across all areas of their businesses. Our mission is to help organizations realize...
Executive Director, Business Cards Portfolio Management and Strategy
- New York, NY
- 15 hours ago
- New York, NY
- 15 hours ago
JobID: 210630468 Category: Marketing Strategy JobSchedule: Full time Posted Date: 2025-06-30T13:17:43+00:00 JobShift: Day Base Pay/Salary: New York,NY $171,000.00-$260,000.00 Join us at Chase Card...
Vice President of Underwriting & Portfolio Management Diversified Industrials
- New York, NY
- 1 day ago
- New York, NY
- 1 day ago
Vice President of Underwriting & Portfolio Management Diversified IndustrialsNew York, United States of America WHAT YOU WILL BE DOING Responsibilities: Become the subject matter expert of an...
Commercial Banking Middle Market Underwriter/Portfolio Manager
- New York, NY
- 1 day ago
- New York, NY
- 1 day ago
Commercial Banking Middle Market Underwriter/Portfolio ManagerNew York, United States of America WHAT YOU WILL BE DOING USA Job Family Description: Reviews, analyzes and evaluates risks in order...
Commercial Middle Market Underwriter & Portfolio Manager
- New York, NY
- 1 day ago
- New York, NY
- 1 day ago
Commercial Middle Market Underwriter & Portfolio ManagerNew York, United States of America WHAT YOU WILL BE DOING USA Job Family Description: Reviews, analyzes and evaluates risks in order to...
Analyst, Underwriting & Portfolio Management - Financial Institutions Group
- New York, NY
- 1 day ago
- New York, NY
- 1 day ago
Analyst, Underwriting & Portfolio Management - Financial Institutions GroupNew York, United States of America WHAT YOU WILL BE DOING The Analyst, Underwriting & Portfolio Management - Financial...
Portfolio Manager to join the Payments team to manage the credit performance of the North America Lending portfolio....
Portfolio Manager - Asset Based Lending Location New York, NY 10018 Job Summary The ABL Portfolio Manager is responsible for the ongoing credit and relationship management of a portfolio of asset-based...
About Lumen** Lumen connects the world. We are igniting business growth by connecting people, data and applications quickly, securely, and effortlessly. Together, we are building a culture and...
Summary Purpose for the Position The Asset Manager provides comprehensive asset management oversight. The asset manager is responsible for assuring the long-range achievement of financial,...
Associate Director - Portfolio Management (IC) - Asset Liability Management
- New York, NY
- 2 days ago
- New York, NY
- 2 days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Enterprise is a national nonprofit that exists to make a good home possible for the millions of families without one. We support community development organizations on the ground, aggregate and...
Job Order Number: DG0211227 Job Title: Actuarial Manager * Financial & Risk Analytics Company: Acara Solutions Location: Buffalo, NY Salary: Education: Bachelor's Degree Experience: Information...
Demographic Data for New York
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Title Synonyms
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Salary for Portfolio Manager Jobs in New York
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in New York 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
- Comprehensive Capital Analysis and Review
- Treasury
- Credit Underwriting
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Financial Modeling
- Derivatives
- Treasury Management
- Cash Flow Analysis
- Balance Sheets
- Fixed Income
- Commercial Real Estate
- Valuation
- Capital Markets
- Investment Management
- Credit Analysis
- Lending
- Financial Analysis
- Quantitative 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
- Consulting
- Negotiation
- Written Communication
- Presentation
- Verbal Communication
- Mentoring
- Collaboration
- 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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