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.
At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. As the nation's leading...
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...
Senior Lead- Business Operations and Risk Manager
- Providence, RI
- 7 days ago
- Providence, RI
- 7 days ago
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...
SAP - Plant Maintenance - Asset Manager - EAM - Senior Manager - Consulting - Location OPEN
- Providence, RI
- 12 days ago
- Providence, RI
- 12 days ago
As a Senior Manager in our Technology practice, you will play a pivotal role in interacting with business stakeholders to evaluate and analyze business models, processes, and operations....
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...
Application Deadline: 07/31/2025 Address: 201 S Grove Avenue Job Family Group: Wealth Sales & Service Provides high quality sales and service to investment clients to deliver an exceptional client...
Overview: We are seeking a successful portfolio manager for our C&I Commercial Banking Group and Private Banking Group....
Enterprise Market Risk Manager - Liquidity Risk Oversight
- Johnston, RI
- 19 days ago
- Johnston, RI
- 19 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...
_What Portfolio Management contributes to Cardinal Health_** Portfolio management is responsible for assessing customer needs, market conditions and competition to inform business strategy. This...
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
- 22 days ago
- Johnston, RI
- 22 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...
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...
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.
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
- Loss Control
- Asset Allocation
- FactSet
- Credit Underwriting
- Comprehensive Capital Analysis and Review
- Treasury
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Financial Modeling
- Derivatives
- Treasury Management
- Wealth Management
- Cash Flow Analysis
- Balance Sheets
- Fixed Income
- Commercial Real Estate
- Valuation
- Capital Markets
- Investment Management
- Credit Analysis
- Lending
- Financial 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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