Portfolio Manager jobs in Springfield, MA

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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portfolio admin
  • Robert Half
  • Miami, FL PER_DIEM
  • We are seeking an exceptional Executive Assistant to provide comprehensive support to an Ultra High Net Worth Individual (UHNWI) in the finance sector in Miami Beach. This role requires a highly organized, discreet, and proactive individual who can anticipate needs, manage complex schedules, and handle sensitive information with the utmost confidentiality. The ideal candidate will thrive in a fast-paced environment and possess exceptional communication and problem-solving skills.Responsibilities:Calendar Management: Coordinate and manage the executive's complex schedule, including meetings, appointments, travel arrangements, and personal commitments.Travel Arrangements: Plan and organize domestic and international travel, including flights, accommodations, transportation, and visas, ensuring efficiency and comfort.Communication: Serve as the primary point of contact for internal and external communications, screening and prioritizing emails, phone calls, and other correspondence.Information Management: Maintain accurate records, files, and databases, ensuring easy access to critical information and documents.Financial Management: Assist with personal financial matters, such as expense tracking, budgeting, and bill payments, while maintaining the highest level of confidentiality.Project Support: Provide administrative support for special projects, including research, data analysis, and presentation preparation.Event Coordination: Organize and coordinate events, both professional and personal, including meetings, dinners, and social gatherings.Confidentiality: Handle sensitive information with discretion and confidentiality, maintaining the highest standards of professionalism and ethics.Relationship Management: Build and maintain strong relationships with key stakeholders, including colleagues, clients, vendors, and family members.Miscellaneous Tasks: Perform various ad hoc tasks and errands as needed to support the executive and ensure smooth operations.If you are interested, qualified, and local, please apply and then text Stefanie Furniss 786-897-7903 with name and position of interest.
  • 28 Days Ago

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Store Manager
  • Garage clothing-Store Manager-Holyoke Mall-...
  • Holyoke, MA FULL_TIME
  • Seize the opportunity to join a global fashion retailer with two brands at the heart of its success, Garage and Dynamite, selected as one of Montreal's Top Employers 2020 and as one of Canada’s Top em...
  • 15 Days Ago

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(Junior) Market Data Management Analist / Data Steward Portfolio’s & Accounts
  • Varrlyn
  • Amsterdam, MA OTHER
  • Beschrijving van het bedrijfAt Varrlyn we believe that if it is possible, it will be done. If it is not possible, Varrlyn will look for ways to do it anyway. Turning impossible questions into possible...
  • 22 Days Ago

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Manager
  • Dunkin' - Franchisee Of Dunkin Donuts
  • Hadley, MA FULL_TIME
  • As a Dunkin' franchisee, we are committed to our employees as much as we are committed to our customers. We value hardworking and enthusiastic employees and we make it a priority to ensure their succe...
  • 2 Days Ago

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Manager
  • Dunkin' - Franchisee Of Dunkin Donuts
  • Hadley, MA FULL_TIME
  • In 1950, Bill Rosenberg opened the first Dunkin' shop in Quincy, Massachusetts. Dunkin' licensed the first of many franchises in 1955. It is now the world's leading baked goods and coffee chain, servi...
  • 2 Days Ago

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Manager
  • Upfront Staffing
  • West Springfield, MA FULL_TIME
  • Are you ready to lead a team, develop new skills, and be paid what your worth? The premier beauty services studio in the Springfield, MA area is seeking a full-time Manager to join our leadership team...
  • 3 Days Ago

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0 Portfolio Manager jobs found in Springfield, MA area

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Financial Planner - Paraplanner
  • Hartford Financial Management Inc./HFM Wealth Management
  • Hartford, CT
  • Job Description Job Description We are seeking a dedicated Financial Planner/Paraplanner to join our team in providing c...
  • 4/26/2024 12:00:00 AM

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Regional Vice President of Wealth Sales
  • Staffing in Motion
  • Hartford, CT
  • Job Description Firm: Large global portfolio management firm with over 200 billion in assets under management. Each clie...
  • 4/26/2024 12:00:00 AM

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AVP, IT Delivery Lead
  • Chubb
  • Simsbury, CT
  • Job Description We are searching for an experienced Technology Delivery Lead to join our team. As Delivery Lead your foc...
  • 4/25/2024 12:00:00 AM

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PORTFOLIO MANAGEMENT ANALYST, DEBT INVESTMENT GROUP
  • Kennedy Wilson
  • Farmington, CT
  • Founded in 1977, Kennedy Wilson is global real estate investment company headquartered in Beverly Hills, CA with 13 glob...
  • 4/24/2024 12:00:00 AM

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Regional Vice President of Wealth Sales
  • Staffing In Motion
  • Hartford, CT
  • Job DescriptionFirm: Large global portfolio management firm with over 200 billion in assets under management. Each clien...
  • 4/23/2024 12:00:00 AM

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Travel CT Technologist - $2,900 per week
  • Hiring Now!
  • Hartford, CT
  • TalentBurst, Inc is seeking a travel CT Technologist for a travel job in Hartford, Connecticut. Job Description & Requir...
  • 4/23/2024 12:00:00 AM

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Client Relationship Specialist
  • Bradley, Foster & Sargent, Inc.
  • Hartford, CT
  • Client Relationship Specialist At Bradley, Foster & Sargent Hartford, CT Bradley, Foster & Sargent is an independently o...
  • 4/22/2024 12:00:00 AM

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Financial Control Consultant 5
  • HonorVet Technologies
  • Springfield, MA
  • Title: Financial Control Consultant 5 Duration: 6+ months Location: Springfield, MA We are seeking an experienced Financ...
  • 4/22/2024 12:00:00 AM

Springfield is located at 42°6′45″N 72°32′51″W / 42.11250°N 72.54750°W / 42.11250; -72.54750 (42.112411, −72.547455). According to the United States Census Bureau, the city has a total area of 33.1 square miles (85.7 km2), of which 31.9 square miles (82.5 km2) are land and 1.2 square miles (3.1 km2), or 3.65%, are water. Once nicknamed "The City in a Forest," Springfield features over 4.0 square miles (10.4 km2) of urban parkland, 12% of its total land area. Located in the fertile Connecticut River Valley, surrounded by mountains, bluffs, and rolling hills in all cardinal directions, Spring...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$119,860 to $166,137
Springfield, Massachusetts area prices
were up 1.6% from a year ago