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.
- The Washington Trust Company
- Providence, RI
- 22 days ago
- Providence, RI
- 22 days ago
Proficiency in financial modeling and investment analysis tools. Ability to work independently and as part of a team....
In PersonPrivate Wealth Portfolio Manager
- Citizens Financial Group, Inc.
- Johnston, RI
- 27 days ago
- Johnston, RI
- 27 days ago
manager performance....
In PersonVP, Portfolio Manager CENTREVILLE BANK - 2.2 West Warwick, RI Job Details 20 hours ago Qualifications Portfolio monitoring Commercial banking expertise Customer communication Customer relationship building...
In PersonOverview BankNewport, is at the forefront of managing the multifaceted risks facing financial institutions. The Bank's commitment to excellence requires that an adept Enterprise Risk Manager be in...
HybridOperational Risk Manager - Cybersecurity
- Citizens Bank
- Johnston, RI
- 30+ days ago
- Johnston, RI
- 30+ days ago
Description Operational Risk Manager - Cybersecurity Citizens currently has an opening for a Manager on our Operational Risk Management Oversight team focused on Cybersecurity risk. The role will...
In PersonSenior Risk Manager - Regulatory Risk
- Fidelity Investments
- Smithfield, RI
- 45+ days ago
- Smithfield, RI
- 45+ days ago
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role The Risk Assessment and Testing Center of Excellence (CoE) is seeking a passionate and...
In PersonDigital Assets Risk Manager - Crypto & Blockchain
- Fidelity Investments
- Smithfield, RI
- 90+ days ago
- Smithfield, RI
- 90+ days ago
Job Description: Manager, Asset Management Risk (Crypto) Note: Fidelity is not providing immigration sponsorship for this position. The Role The Manager, Asset Management Risk (Crypto) is...
In Person- Washington Trust Bancorp, Inc.
- Westerly, RI
- 90+ days ago
- Westerly, RI
- 90+ days ago
About Us: Washington Trust has an opportunity for an experienced Portfolio Manager in our Wealth Management division....
In PersonDemographic Data for Rhode Island
Moving to Rhode Island? Find some basic demographic data about Rhode Island below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job titles
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
- Freddie Mac
- Credit Underwriting
- Financial Statements
- Asset Allocation
- Financial Statement Analysis
- Financial Modeling
- Wealth Management
- Treasury
- Commercial Lending
- Investment Banking
- Treasury Management
- Cash Flow Analysis
- BSA
- Derivatives
- Valuation
- Fixed Income
- Credit Analysis
- Capital Markets
- Investment Management
- Capital Planning
- Anti-Money Laundering
- Financial Analysis
- Commercial Real Estate
- Lending
- Underwriting
- Risk Analysis
- Portfolio Management
- Financial Services
- Due Diligence
- Asset Management
- Modeling
- Real Estate
- Business Administration
- Finance
- Accounting
- Reimbursement
- Analytical Skills
- Risk Management
- Strategy Development
- Decision Making
- Negotiation
- Auditing
- Written Communication
- Presentation
- Documentation
- Mentoring
- Budgets
- Implementation
- Verbal Communication
- Reporting
- Policy Development
- Collaboration
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Staff Supervision
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Portfolio Manager Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »