Portfolio Manager Jobs in Middletown, RI
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.
First Line Risk Manager - GenAI
- Johnston, RI (24 miles from Middletown, RI)
- 3 hours ago
- Johnston, RI (24 miles from Middletown, RI)
- 3 hours ago
Description As a First Line Risk Manager, you will represent the First Line of Defense and support the enterprise development and execution of policies and procedures that mitigate various types...
Portfolio Manager / Relationship Manager
- Providence, RI (22 miles from Middletown, RI)
- 1 day ago
- Providence, RI (22 miles from Middletown, RI)
- 1 day ago
We seek to hire a Portfolio Manager with 20 years of experience that holds a CFA designation....
Business Banking Operations Underwriting Portfolio Mgr. IV
- Johnston, RI (24 miles from Middletown, RI)
- 5 days ago
- Johnston, RI (24 miles from Middletown, RI)
- 5 days ago
Description As the Business Banking Operations Underwriter PM IV (UW IV), you will be responsible for reviewing and underwriting loan requests under Commercial Credit Policy up to TCL $10MM. The...
First Line Sr Risk Manager - Mortgage Originations
- Johnston, RI (24 miles from Middletown, RI)
- 6 days ago
- Johnston, RI (24 miles from Middletown, RI)
- 6 days ago
Description At Citizens, we're more than a bank and as a part of our team you're made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself! As the First...
Commercial Portfolio Manager-Healthcare
- Providence, RI (22 miles from Middletown, RI)
- 7 days ago
- Providence, RI (22 miles from Middletown, RI)
- 7 days ago
Comercial Portfolio Manager-Healthcare** **Denver, CO or Chicago, IL** The Senior Commercial Portfolio Manager manages the credit risk at with the UMB specialized verticals....
NMCI Asset Manager/System Administrator (NUWC Code 34/Navy/DoD)
- Middletown, RI
- 13 days ago
- Middletown, RI
- 13 days ago
THOR Solutions is actively seeking a junior-to-mid level Asset Manager/System Administrator to support NMCI hardware and software asset management activities for Code 34 at the Naval Undersea...
CRE Portfolio Manager - Providence
- Providence, RI (22 miles from Middletown, RI)
- 22 days ago
- Providence, RI (22 miles from Middletown, RI)
- 22 days ago
The Portfolio Manager (PM) role is a credit oriented role responsible for the preparation of effective analyses, risk administration, and making independent credit recommendations, with a particular...
- Johnston, RI (24 miles from Middletown, RI)
- 23 days ago
- Johnston, RI (24 miles from Middletown, RI)
- 23 days ago
Description As a Third-Party Risk Manager, you will be part of the team that manages and maintains the Third-Party Risk Management (TPRM) Program. Building relationships with business lines...
First Line Risk Manager Consumer Marketing and Communications
- Johnston, RI (24 miles from Middletown, RI)
- 26 days ago
- Johnston, RI (24 miles from Middletown, RI)
- 26 days ago
Description As a First Line Risk Manager, supporting the Marketing and Communications activities, you will represent the First Line of Defense and support the business development and execution of...
Enterprise Market Risk Manager Liquidity Risk Oversight
- Johnston, RI (24 miles from Middletown, RI)
- 27 days ago
- Johnston, RI (24 miles from Middletown, RI)
- 27 days ago
Description Citizens Enterprise Market Risk Management, a second line Risk Management function, is looking to hire a Treasury Oversight Vice President. The candidate will be part of a team...
- Providence, RI (22 miles from Middletown, RI)
- 27 days ago
- Providence, RI (22 miles from Middletown, RI)
- 27 days ago
A Long-standing, reputable name in the banking industry, is seeking a Portfolio Manager....
Third-Party Risk Manager Location: Middletown, RI (hybrid 3 days in office) Department: Information Security General Business Hours: M-F 9:00 a.m. – 5:00 p.m. Shift: 8 hours, M-F. Managed by...
Operational Risk Manager - Third Party
- Johnston, RI (24 miles from Middletown, RI)
- 30+ days ago
- Johnston, RI (24 miles from Middletown, RI)
- 30+ days ago
Description Citizens currently has an opening on the Operational Risk Management (ORM) team focused on Third Party Risk Management. The role will provide independent oversight, review, and...
- Providence, RI (22 miles from Middletown, RI)
- 45+ days ago
- Providence, RI (22 miles from Middletown, RI)
- 45+ days ago
Overview Gilbane Development Company is seeking an Assistant Asset Manager to assist, develop, and implement best practices to its Purpose-Built Student Housing (PBSH) portfolio. The Assistant...
Operational Risk Manager for Data
- Johnston, RI (24 miles from Middletown, RI)
- 45+ days ago
- Johnston, RI (24 miles from Middletown, RI)
- 45+ days ago
Description Citizens currently has an opening for on our Operational Risk Management (ORM) Oversight team focused on Data risks. The role will provide independent oversight, review, and challenge...
Demographic Data for Middletown, RI
Moving to Middletown, RI? Find some basic demographic data about Middletown, RI below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Middletown, RI
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Middletown, RI 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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