Portfolio Manager
Buffalo, NY · On-site
$66K - $108K/yr
Pursuing or completed CFA Charter. Experience: * A minimum of 3 years of experience required in securities analysis and portfolio management.
Quick apply
Buffalo, NY · On-site
$66K - $108K/yr
Pursuing or completed CFA Charter. Experience: * A minimum of 3 years of experience required in securities analysis and portfolio management.
Quick apply
Buffalo, NY · On-site
$66K - $108K/yr
Pursuing or completed CFA Charter. Experience: * A minimum of 3 years of experience required in securities analysis and portfolio management.
Plano, TX · On-site
$120K - $150K/yr
Portfolio Manager The Portfolio Manager plays a critical role in supporting the Vice President of ... CFA certification * Exceptional ability to assess and monitor portfolio risk exposures * Knowledge ...
Plano, TX · On-site
$120K - $150K/yr
Portfolio Manager The Portfolio Manager plays a critical role in supporting the Vice President of ... CFA certification * Exceptional ability to assess and monitor portfolio risk exposures * Knowledge ...
Independence, OH · On-site
GENERAL The Portfolio Manager implements MAI's investment strategy for high net worth clients and ... Bachelor's degree in Finance or Economics preferred. * MBA or CFA preferred. COMPETENCIES
Quick apply
Independence, OH · On-site
GENERAL The Portfolio Manager implements MAI's investment strategy for high net worth clients and ... Bachelor's degree in Finance or Economics preferred. * MBA or CFA preferred. COMPETENCIES
Portland, OR · On-site
$160K - $200K/yr
The CFA designation * 5+ years of experience in investment management and/or financial advisory services with the demonstrated ability to manage investment portfolios for client familiesThe desire to ...
Portland, OR · On-site
$160K - $200K/yr
The CFA designation * 5+ years of experience in investment management and/or financial advisory services with the demonstrated ability to manage investment portfolios for client familiesThe desire to ...
Portland, OR · Hybrid
$160/hr
The CFA designation * 5+ years of experience in investment management and/or financial advisory services with the demonstrated ability to manage investment portfolios for client familiesThe desire to ...
Quick apply
Portland, OR · Hybrid
$160/hr
The CFA designation * 5+ years of experience in investment management and/or financial advisory services with the demonstrated ability to manage investment portfolios for client familiesThe desire to ...
Los Angeles, CA · On-site
Certified Financial Analyst (CFA) designation required. * 5?10 years of experience in managing and selling portfolios. * Solid understanding of financial data types, management, and analysis.
Los Angeles, CA · On-site
Certified Financial Analyst (CFA) designation required. * 5?10 years of experience in managing and selling portfolios. * Solid understanding of financial data types, management, and analysis.
CFA designation or progress toward completion of the CFA program; CAIA or similar credentials also ... management, standard deviation, quartile analysis, and portfolio optimization concepts.
CFA designation or progress toward completion of the CFA program; CAIA or similar credentials also ... management, standard deviation, quartile analysis, and portfolio optimization concepts.
Independence, OH · On-site
GENERAL The Portfolio Manager implements MAI's investment strategy for high-net-worth clients and ... CFA charter holder or candidaterequired COMPETENCIES * Extensive knowledge of financial markets ...
Quick apply
Independence, OH · On-site
GENERAL The Portfolio Manager implements MAI's investment strategy for high-net-worth clients and ... CFA charter holder or candidaterequired COMPETENCIES * Extensive knowledge of financial markets ...
VP - SVP Portfolio Manager Seattle, WA On-site A distinguished independent wealth management firm ... CFA #WealthManagementCareers #Hiring
Quick apply
VP - SVP Portfolio Manager Seattle, WA On-site A distinguished independent wealth management firm ... CFA #WealthManagementCareers #Hiring
Austin, TX · Hybrid
About this PositionThe Portfolio Manager supports the Investments department in managing the ... CFA and/or CAIA designation Flex-Hybrid Work Environment: Texas Mutual's flex-hybrid schedule ...
Austin, TX · Hybrid
About this PositionThe Portfolio Manager supports the Investments department in managing the ... CFA and/or CAIA designation Flex-Hybrid Work Environment: Texas Mutual's flex-hybrid schedule ...
Plano, TX · On-site
Job Posting TitlePortfolio Manager Full Time, Permanent Opportunity for Portfolio Manager (Must be ... CFA designation * Experience with SQL, PowerAutomate, PowerBI or similar data and reporting tools ...
Quick apply
Plano, TX · On-site
Job Posting TitlePortfolio Manager Full Time, Permanent Opportunity for Portfolio Manager (Must be ... CFA designation * Experience with SQL, PowerAutomate, PowerBI or similar data and reporting tools ...
Portfolio Manager - San Antonio Responsibilities The primary role of the Portfolio Manager will be ... Preference will be given to candidates who hold the CFA designation program Candidate skills
Quick apply
Portfolio Manager - San Antonio Responsibilities The primary role of the Portfolio Manager will be ... Preference will be given to candidates who hold the CFA designation program Candidate skills
Fort Wayne, IN · On-site
This position will manage portfolios and provide analysis and selection of securities as ... Chartered Financial Analyst (CFA) * Certified Financial Planner (CFP) First Merchants offers the ...
Fort Wayne, IN · On-site
This position will manage portfolios and provide analysis and selection of securities as ... Chartered Financial Analyst (CFA) * Certified Financial Planner (CFP) First Merchants offers the ...
Minimum of five years of Portfolio Management experience with a Trust Department or Asset ... Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred.
Minimum of five years of Portfolio Management experience with a Trust Department or Asset ... Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred.
As a Portfolio Manager you will contribute to and support the management of the investment ... CFA, progress toward CFA, MBA, or similar designation preferred. * Highly analytical with strong ...
As a Portfolio Manager you will contribute to and support the management of the investment ... CFA, progress toward CFA, MBA, or similar designation preferred. * Highly analytical with strong ...
As a Portfolio Manager you will contribute to and support the management of the investment ... CFA, progress toward CFA, MBA, or similar designation preferred. * Highly analytical with strong ...
As a Portfolio Manager you will contribute to and support the management of the investment ... CFA, progress toward CFA, MBA, or similar designation preferred. * Highly analytical with strong ...
Austin, TX · On-site
About this Position The Portfolio Manager supports the Investments department in managing the ... CFA and/or CAIA designation Flex-Hybrid Work Environment: Texas Mutual's flex-hybrid schedule ...
Austin, TX · On-site
About this Position The Portfolio Manager supports the Investments department in managing the ... CFA and/or CAIA designation Flex-Hybrid Work Environment: Texas Mutual's flex-hybrid schedule ...
Irvine, CA · On-site
$120K - $170K/yr
The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction ... Completion of CFP or CFA designation- CPA, JD, CHFC, or another approved advanced designation ...
Irvine, CA · On-site
$120K - $170K/yr
The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction ... Completion of CFP or CFA designation- CPA, JD, CHFC, or another approved advanced designation ...
As a Portfolio Manager you will contribute to and support the management of the investment ... CFA, progress toward CFA, MBA, or similar designation preferred. * Highly analytical with strong ...
As a Portfolio Manager you will contribute to and support the management of the investment ... CFA, progress toward CFA, MBA, or similar designation preferred. * Highly analytical with strong ...
Associate Portfolio Manager Position Description TheAssociate Portfolio Manager is responsible for ... CFA or progress towards completion preferred. The successful candidatewill possess a minimum of two ...
Associate Portfolio Manager Position Description TheAssociate Portfolio Manager is responsible for ... CFA or progress towards completion preferred. The successful candidatewill possess a minimum of two ...
$37K - $50.7K
9% of jobs
$50.7K - $64.4K
15% of jobs
$65.8K is the 25th percentile. Wages below this are outliers.
$64.4K - $78K
15% of jobs
The median wage is $88.8K / yr.
$78K - $91.7K
15% of jobs
$91.7K - $105.4K
10% of jobs
$105.4K - $119.1K
9% of jobs
$123.9K is the 75th percentile. Wages above this are outliers.
$119.1K - $132.8K
11% of jobs
$132.8K - $146.5K
10% of jobs
$146.5K - $160.1K
5% of jobs
$160.1K - $173.8K
2% of jobs
$173.8K - $187.5K
1% of jobs
$37K
$100.5K
$187.5K
| Aspect | Cfa Portfolio Manager | Cfa Financial Analyst |
|---|---|---|
| Certifications | CFA Charter, possibly other certifications | CFA Charter, possibly other certifications |
| Work Environment | Investment firms, asset management companies | Financial institutions, research firms, banks |
| Primary Responsibilities | Managing investment portfolios, asset allocation | Analyzing securities, financial data, and market trends |
| Employer & Industry Usage | Asset management, hedge funds, pension funds | Investment banks, research firms, corporate finance |
The main difference is that a Cfa Portfolio Manager oversees investment portfolios and makes asset allocation decisions, while a Cfa Financial Analyst focuses on analyzing securities and providing investment insights. Both roles require the CFA Charter and are integral to investment firms, but they differ in daily responsibilities and scope of work.

$66K - $108K/yr
Full-time
Posted 8 days ago
Overview
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
This position will support the firm’s Investment Policy Committee (IPC), the group responsible for the firm’s investment decision-making. The role is designed to provide meaningful contributions throughout the entire portfolio management process.
Essential Duties:
Ancillary Duties:
Qualifications
Education, Training and Requirements:
Skills:
Experience:
Sourced by ZipRecruiter
Finance and insurance
1,001 - 5,000 Employees
DeWitt, NY, US