Investment Portfolio Manager, Sr. jobs in Connecticut

Investment Portfolio Manager, Sr. manages the research and analysis of financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Implements policies and procedures to guide the analysis and evaluation of investment products and ensure investment activities comply with regulatory standards. Being an Investment Portfolio Manager, Sr. reviews economic data, financial metrics, and market conditions to evaluate financial models, forecasts, and investment strategies. Monitors and manages an organization's investment portfolio to ensure optimal performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Portfolio Manager, Sr. requires a bachelor's degree. Typically reports to a director. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Assistant Portfolio Manager, Investment Management
  • Talcott Financial Group
  • Hartford, CT FULL_TIME
  • Overview:  The Assistant Portfolio Manager is a critical member of the Talcott Financial Investment team. This investment team is directly responsible for designing and implementing the strategic asset allocation for Talcott’s $50B general account portfolio. Our selected candidate shall directly support the implementation of hedging strategies for Talcott’s separate account and variable annuity businesses. This position is primarily responsible for working with external managers to maximize general account performance subject to various accounting, statutory and economic constraints while analyzing credit risk within the general account. The Assistant Portfolio Manager will furthermore oversee the external managers as part of Talcott’s multi-manager investment platform. Additionally, our selected talent will have the opportunity to contribute across the value chain in Talcott’s planned growth for its investment portfolio. Key accountabilities shall include:  Primary Responsibilities:   Monitor credit quality against risk tolerance and established limits Propose trading programs to enhance income, reduce capital and improve risk adjusted returns subject to constraints Support data review and aggregate information on investments Develop and implement guidelines for external managers, taking into consideration statutory, contractual and enterprise limits Identify and quantify emerging credit risks within the General Account Collaborate with external managers to understand investment rationale and relative value considerations. Contribute to the development of Talcott’s internal macroeconomic views relating to interest rates, credit spreads and equity markets Understand industry trends and regulatory developments which could pose risks or present opportunity for the General Account Potential to underwrite and surveil investments within Talcott’s Private Credit and Private Equity Alternatives portfolio Qualifications:    Bachelor’s Degree with a focus in finance, investment or risk management Minimum of 2 years of investment analytic experience Demonstrated ability to analyze and evaluate fixed income asset classes Possess an understanding of sectors’ characteristics, liquidity, spread drivers, etc. Proficiency in Excel/SQL, including review and presentation of data analysis, familiarity with programming languages (VBA/R/Python) is a plus! Understanding of U.S. statutory and Bermudan insurance regulations/requirements is a plus! *Note: This position can be located in our Connecticut or New York office. We offer a hybrid, contemporary work arrangement.
  • 24 Days Ago

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Operations Manager
  • Empire Portfolio Group
  • Stamford, CT FULL_TIME
  • Live your passion and change lives by joining the most successful fitness brand, Orangetheory Fitness! We are seeking fitness and wellness fanatics who are ready to soar to new heights – both professi...
  • 4 Days Ago

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Operations Manager
  • Empire Portfolio Group
  • Darien, CT FULL_TIME
  • Operations Manager: Role, Expectations, and ResponsibilitiesWho we are:Empire Portfolio Group™ was founded in 2013 with a vision to develop strong brands and supercharge their long-term growth. In an ...
  • 7 Days Ago

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Operations Manager
  • Empire Portfolio Group
  • Milford, CT FULL_TIME
  • Operations Manager: Role, Expectations, and ResponsibilitiesWho we are:Empire Portfolio Group™ was founded in 2013 with a vision to develop strong brands and supercharge their long-term growth. In an ...
  • 7 Days Ago

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Operations Manager
  • Empire Portfolio Group
  • Westport, CT FULL_TIME
  • Operations Manager: Role, Expectations, and ResponsibilitiesWho we are:Empire Portfolio Group™ was founded in 2013 with a vision to develop strong brands and supercharge their long-term growth. In an ...
  • 7 Days Ago

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Operations Manager
  • Empire Portfolio Group
  • Norwalk, CT FULL_TIME
  • Operations Manager: Role, Expectations, and ResponsibilitiesWho we are:Empire Portfolio Group™ was founded in 2013 with a vision to develop strong brands and supercharge their long-term growth. In an ...
  • 7 Days Ago

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Portfolio Manager
  • The Anderson Search Group
  • Las Vegas, NV
  • The Anderson Search Group has been engaged by the wealth management division of a 150 year old bank to identify an Inves...
  • 6/12/2024 12:00:00 AM

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Asset & Wealth Management - Investing & Portfolio Management - XIG -Administrative Assistant - New York
  • Goldman Sachs
  • New York, NY
  • Responsibilities: * Provides administrative support in a complex team environment to a senior group or executive * Coord...
  • 6/11/2024 12:00:00 AM

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Trust Advisor
  • gpac
  • Plano, TX
  • Job Description We are seeking an experienced trust officer to provide investment management and trust administration se...
  • 6/11/2024 12:00:00 AM

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Trust Advisor
  • gpac
  • San Antonio, TX
  • Job Description We are seeking an experienced trust officer to provide investment management and trust administration se...
  • 6/11/2024 12:00:00 AM

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Senior Financial Advisor
  • Baystate Financial
  • Wellesley, MA
  • About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
  • 6/11/2024 12:00:00 AM

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Family Office Manager
  • YMR
  • Jupiter, FL
  • Job Description Job Description We are looking to hire a Office Manager to join our small, focused investor/philanthropi...
  • 6/10/2024 12:00:00 AM

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Office Manager
  • YMR
  • Jupiter, FL
  • Job Description Job Description We are looking to hire a Office Manager to join our small, focused investor/philanthropi...
  • 6/9/2024 12:00:00 AM

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Cash Investment Portfolio Manager - Trader - Executive Director
  • JPMorgan Chase
  • New York, NY
  • The Cash Investment Desk is responsible for the investment of client cash collateral received against securities financi...
  • 6/8/2024 12:00:00 AM

Connecticut is bordered on the south by Long Island Sound, on the west by New York, on the north by Massachusetts, and on the east by Rhode Island. The state capital and fourth largest city is Hartford, and other major cities and towns (by population) include Bridgeport, New Haven, Stamford, Waterbury, Norwalk, Danbury, New Britain, Greenwich, and Bristol. Connecticut is slightly larger than the country of Montenegro. There are 169 incorporated towns in Connecticut.The highest peak in Connecticut is Bear Mountain in Salisbury in the northwest corner of the state. The highest point is just east...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$196,924 to $314,626

Investment Portfolio Manager, Sr. in Syracuse, NY
The sum total of your investments managed toward a specific goal.
January 19, 2020
Investment Portfolio Manager, Sr. in Temple, TX
Today we look at adding our portfolio to Morningstar.
January 27, 2020
Investment Portfolio Manager, Sr. in Phoenix, AZ
In fact, if you started with a solid investment plan, you'll be able to spend most of your time paying attention to your daily life, not your portfolio.
February 01, 2020