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.
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 recommendations...
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! Job Summary:...
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...
Job Description : Summary The Associate Real Estate Portfolio Manager will act as a team lead in the negotiation, financial evaluation, problem solving and legal research associated with Ryders' Real...
Remote WorkOverview: We are seeking a successful portfolio manager for our C&I Commercial Banking Group and Private Banking Group....
About Us: Washington Trust has an opportunity for an experienced Portfolio Manager in our Wealth Management division....
The Client Portfolio Manager ("CPM") role at Citizens Wealth Management ("CWM") is at the crossroads of the construction and delivery of those investment and portfolio solutions....
investment experience 5+ years of fixed income management experience in an insurance client environment Background in Research, Trading, and/or Portfolio Management Chartered Financial Analyst (CFA...
Remote WorkLeasing Credit Manager-Portfolio Management Group
- Providence, RI
- 16 days ago
- Providence, RI
- 16 days ago
Leasing Credit Manager-Portfolio Management Group Chicago, Illinois;Providence, Rhode Island **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend...
Operational Risk Manager Fraud Where Strategy Meets Security
- Johnston, RI
- 26 days ago
- Johnston, RI
- 26 days ago
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...
About Us: Washington Trust has an opportunity for an experienced Portfolio Manager in our Wealth Management division....
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....
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...
Demographic Data for Rhode Island
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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
- Real Estate Management
- Loss Control
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Financial Statement Analysis
- Treasury
- Derivatives
- Financial Statements
- Financial Modeling
- Commercial Lending
- Treasury Management
- BSA
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Fixed Income
- Capital Markets
- Valuation
- Lending
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Financial Services
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Auditing
- Accounting
- Negotiation
- Written Communication
- Documentation
- Presentation
- Education Experience
- Reporting
- Collaboration
- Flexibility
- Budgets
- Bachelor's Degree
- Policy Development
- Project Management
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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