Portfolio Manager Jobs in Rhode Island
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.
- Smithfield, RI
- 3 hours ago
- Smithfield, RI
- 3 hours ago
The Role Are you passionate about product marketing that resonates? If so, join the Portfolio & Advisory Solutions Marketing team where our mission is to champion the investment talents and...
Description The Manager of Fraud Risk Oversight will support the independent Risk Oversight of the Fraud and Claims divisions and all aspects of Fraud risk across the organization. Independent...
Enterprise Market Risk Manager Interest Rate & Liquidity Risk Oversight
- Johnston, RI
- 6 days ago
- Johnston, RI
- 6 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...
About Us: Washington Trust has an opportunity for an experienced Portfolio Manager in our Wealth Management division....
Description As the SBA Underwriter PM IV (UW IV), you will be responsible for reviewing and underwriting loan requests under Commercial Credit Policy up to TCL $10MM. The incumbent will be...
Description As the SBA Underwriter PM III (UW III), you will be responsible for reviewing and underwriting loan requests under the Commercial Credit Policy up to TCL $1MM. Underwriting and...
SAP - Plant Maintenance - Asset Manager - EAM - Senior Manager - Consulting - Location OPEN
- Providence, RI
- 21 days ago
- Providence, RI
- 21 days ago
Salary Not Available SAP - Plant Maintenance - Asset Manager - EAM - Senior Manager - Consulting - Location OPEN EY Location: Providence, RI - 02919 Positions available: 1 Job #: 278185532 Source:...
Description The Operational Risk Management (ORM) Methodology Team is seeking a Senior Operational Risk Manager who will be responsible for strengthening, overseeing, and managing of the bank's...
In-depth / expert knowledge of equity and fixed income markets. In-depth / expert understanding of tax-related issues affecting investments....
Overview: We are seeking a successful portfolio manager for our C&I Commercial Banking Group and Private Banking Group....
Enterprise Market Risk Manager Interest Rate & Liquidity Risk Oversight
- Johnston, RI
- 28 days ago
- Johnston, RI
- 28 days ago
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 supporting our...
Senior Risk Manager, Enterprise Payments Strategy
- Johnston, RI
- 30+ days ago
- Johnston, RI
- 30+ days ago
Description The Senior Risk Manager, Enterprise Payments Strategy is a pivotal role within the Commercial Banking Risk team, which operates as a front-line unit risk function. The Senior Risk...
Senior Risk Manager Digital Strategy & Enterprise Automation
- Johnston, RI
- 30+ days ago
- Johnston, RI
- 30+ days ago
Description As a Senior Risk Manager in the First Line of Defense, you will play a pivotal role in managing risks across digital banking platforms and emerging technologiesincluding AI and...
Coastal1 Credit Union is seeking a Commercial Banking Portfolio Manager who's primary responsibilities include all aspects of portfolio management for an assigned group of lending relationships (normally...
Risk Manager, Wealth Risk As Risk Manager within Wealth Risk, you will work with the team to support core risk activities for the Fidelity Wealth business. This includes alignment with corporate...
Demographic Data for Rhode Island
Moving to Rhode Island? Find some basic demographic data about Rhode Island below.
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Title Synonyms
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Salary for Portfolio Manager Jobs in Rhode Island
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Rhode Island 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
- FactSet
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Treasury
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Financial Modeling
- Foreign Exchange
- Derivatives
- BSA
- Treasury Management
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Commercial Real Estate
- Capital Markets
- Fixed Income
- Valuation
- Investment Management
- Credit Analysis
- Lending
- Financial Analysis
- Financial Services
- Underwriting
- Anti-Money Laundering
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Real Estate
- Finance
- Reimbursement
- Risk Management
- Accounting
- Strategy Development
- Decision Making
- Implementation
- Auditing
- Analytical Skills
- Negotiation
- Consulting
- Written Communication
- Presentation
- Mentoring
- Budgets
- Collaboration
- Documentation
- Reporting
- Policy Development
- Bachelor's Degree
- Regulations
- Microsoft Office
- Project Management
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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