Portfolio Manager Jobs in Vermont
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.
SW License & HW Maintenance Vendor Mgmt Lead / IT Asset Manager
- ASM Research, An Accenture Federal Services Company
- Montpelier, VT
- 6 days ago
- Montpelier, VT
- 6 days ago
Position Overview The ServiceNow Analyst provides analysis and configuration support for the enterprise ServiceNow platform, with a focus on documenting requirements and implementing lighterweight...
In PersonPrinciple, Enterprise Governance, Risk, and Compliance Specialist
- 940 Parsons Services Company
- Shelburne, VT
- 18 days ago
- Shelburne, VT
- 18 days ago
Extensive experience collaborating and facilitating discussions with senior and executive leaders Ability to clearly articulate and communicate complex risk topics Working knowledge of ERM frameworks (COSO...
In PersonAsset Manager - Spare Parts, Data Center Facilities - Michigan
- Oracle
- Montpelier, VT
- 19 days ago
- Montpelier, VT
- 19 days ago
Job Description You will work closely with logistics, facilities operations, compliance, procurement, finance, and site leadership to help manage assets throughout their lifecyclefrom receipt and...
In PersonSenior Portfolio Manager - Nottingham Trust (On-Si
- Community Financial System, Inc.
- Williston, VT
- 28 days ago
- Williston, VT
- 28 days ago
Advanced level of technical knowledge, as evidenced by the completion of Chartered Financial Analyst, Certified Financial Planner, Certified Financial Advisor, or related accreditation in order to obtain...
In PersonSenior Portfolio Manager - Nottingham Trust (On-Site)
- Community Financial System, Inc.
- Williston, VT
- 60+ days ago
- Williston, VT
- 60+ days ago
Advanced level of technical knowledge, as evidenced by the completion of Chartered Financial Analyst, Certified Financial Planner, Certified Financial Advisor, or related accreditation in order to obtain...
In PersonDemographic Data for Vermont
Moving to Vermont? Find some basic demographic data about Vermont below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Vermont
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Vermont 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
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