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.
Auto Fraud Investigator BL Risk Analyst II
- Providence, RI (22 miles from Middletown, RI)
- 1 day ago
- Providence, RI (22 miles from Middletown, RI)
- 1 day ago
General information** **Ref #** 20044 **Remote?** Yes **Ally and Your Career** * Ally Financial only succeeds when its people do - and thats more than some cliche people put on job postings. We...
- Johnston, RI (24 miles from Middletown, RI)
- 2 days ago
- Johnston, RI (24 miles from Middletown, RI)
- 2 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...
Senior Investment Portfolio Manager / Wealth Management
- Barrington, RI (15 miles from Middletown, RI)
- 3 days ago
- Barrington, RI (15 miles from Middletown, RI)
- 3 days ago
In-depth / expert knowledge of equity and fixed income markets. In-depth / expert understanding of tax-related issues affecting investments....
- Johnston, RI (24 miles from Middletown, RI)
- 11 days ago
- Johnston, RI (24 miles from Middletown, RI)
- 11 days ago
Description The Third-Party Vendor Assessment function adds value by providing specific business function assurance on vendors, in relation to customer, financial and reputational risks. We add...
Business Banking Ops UW Portfolio Manager I
- Johnston, RI (24 miles from Middletown, RI)
- 15 days ago
- Johnston, RI (24 miles from Middletown, RI)
- 15 days ago
Description As the Business Banking Operations Underwriter PM I (UW I), you will be responsible for the daily underwriting of Business Lending Products in accordance with the Business Banking...
Business Banking Ops UW Portfolio Manager III - Investment CRE
- Johnston, RI (24 miles from Middletown, RI)
- 18 days ago
- Johnston, RI (24 miles from Middletown, RI)
- 18 days ago
As the Commercial Real Estate Portfolio Manager, you will be responsible for credit underwriting, monitoring, and portfolio management of commercial banking relationships to ensure strong credit quality...
Oversight Operational Risk Manager
- Johnston, RI (24 miles from Middletown, RI)
- 30+ days ago
- Johnston, RI (24 miles from Middletown, RI)
- 30+ days ago
Description As the Oversight Manager supporting the Operational Risk Management (ORM) team, you will support designing, enhancing, and managing credible challenge processes, procedures, and...
- Johnston, RI (24 miles from Middletown, RI)
- 30+ days ago
- Johnston, RI (24 miles from Middletown, RI)
- 30+ days ago
Description The SBA Portfolio Manager IV position is responsible for effective credit and risk administration with particular emphasis on adherence to SBA Standard Operating Procedures contained in...
- Providence, RI (22 miles from Middletown, RI)
- 30+ days ago
- Providence, RI (22 miles from Middletown, RI)
- 30+ days ago
About Us: Washington Trust has an opportunity for an experienced Portfolio Manager in our Wealth Management division....
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...
Demographic Data for Middletown, RI
Moving to Middletown, RI? Find some basic demographic data about Middletown, RI below.
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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
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Treasury
- Credit Underwriting
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Wealth Management
- Balance Sheets
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Investment Banking
- Capital Markets
- Credit Analysis
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Asset Management
- Due Diligence
- Modeling
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Consulting
- Auditing
- Negotiation
- Presentation
- Written Communication
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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