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Portfolio Manager Jobs in Springfield, MA (NOW HIRING)

Munich RE

Senior Portfolio Underwriter

Hartford, CT · On-site

$99K - $117K/yr

The Senior Portfolio Underwriter at HSB holds the paramount responsibility for managing, monitoring, expanding, and optimizing the portfolio products for the company's largest and most critical ...

Munich Re

Senior Portfolio Underwriter

Hartford, CT · On-site

$99K - $117K/yr

The Senior Portfolio Underwriter at HSB holds the paramount responsibility for managing, monitoring, expanding, and optimizing the portfolio products for the company's largest and most critical ...

Munich Re

Senior Portfolio Underwriter

Hartford, CT

$99K - $117K/yr

The Senior Portfolio Underwriter at HSB holds the paramount responsibility for managing, monitoring, expanding, and optimizing the portfolio products for the company's largest and most critical ...

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All JobsPortfolio JobsPortfolio Manager JobsPortfolio Manager Jobs in Springfield, MA

Portfolio Manager information

See Springfield, MA salary details

$36.9K

$100.1K

$186.8K

How much do portfolio manager jobs pay per year?

As of Aug 9, 2026, the average yearly pay for portfolio manager in Springfield, MA is $100,107.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,300.00 and $129,500.00 per year, depending on experience, location, and employer.

What is the difference between Portfolio Manager vs Financial Analyst?

AspectPortfolio ManagerFinancial Analyst
Required CredentialsTypically CFA, CFP, or similar certificationsOften CFA, CPA, or relevant finance degrees
Work EnvironmentInvestment firms, asset management companies, banksCorporations, investment banks, consulting firms
Employer & Industry UsageFocus on managing investment portfolios for clients or firmsFocus on analyzing financial data to support investment decisions

While both roles require strong financial knowledge and certifications like CFA, Portfolio Managers primarily oversee investment portfolios and make strategic decisions, whereas Financial Analysts focus on analyzing data to inform those decisions. The roles often work closely but differ in scope and responsibilities.

Do you need a CFA to be a portfolio manager?

A CFA designation is not mandatory to become a portfolio manager, but it is highly valued and often preferred by employers for demonstrating expertise in investment analysis and portfolio management. Many portfolio managers also hold advanced degrees or relevant certifications, and strong analytical skills and experience are essential in this role.

What are some common challenges portfolio managers face when balancing multiple client portfolios?

Portfolio Managers often juggle multiple client accounts simultaneously, each with distinct investment goals, risk tolerances, and time horizons. One of the main challenges is maintaining clear communication with clients to understand their evolving objectives while ensuring that portfolio allocations remain aligned with market conditions and compliance standards. Additionally, Portfolio Managers must stay updated on market trends, manage performance reporting, and coordinate with analysts, traders, and compliance teams. Effective time management, strong analytical skills, and adaptability are essential to handle these complexities successfully.

What does a portfolio manager do?

A Portfolio Manager is responsible for making investment decisions and managing a collection of assets or securities on behalf of clients, such as individuals or institutions. They analyze market trends, assess risk, and develop strategies to achieve specific financial goals. Portfolio Managers regularly review and adjust investment holdings to maximize returns and minimize risks according to the client's objectives and constraints.

What are the key skills and qualifications needed to thrive as a portfolio manager, and why are they important?

To thrive as a Portfolio Manager, you need strong analytical abilities, financial modeling expertise, and a solid educational background in finance or economics, often complemented by a CFA or MBA. Familiarity with portfolio management software, Bloomberg Terminal, and risk assessment tools is crucial for effective asset allocation and performance tracking. Excellent communication, decision-making, and relationship-building skills help you interact with clients and stakeholders. These competencies are vital for making informed investment decisions, managing risk, and building client trust in a competitive financial environment.

How much do portfolio managers make?

Portfolio managers typically earn a median annual salary ranging from $80,000 to over $200,000, depending on experience, location, and the size of the managed assets. Compensation often includes bonuses and performance-based incentives, especially in investment firms or hedge funds. Senior or specialized portfolio managers tend to earn higher salaries and bonuses.

What does a portfolio manager do?

A portfolio manager manages funds and investment strategies on behalf of a client. They may research and develop strategies for individuals or institutional investors, such as pension funds, or governmental entities, such as states municipalities. Although a portfolio manager has some sales duties, their primary responsibilities are as a financial research analyst, as they determine the amount of risk to which a client is willing to be exposed. This position is commonly found at investment banks or similar financial institutions. Qualifications to become a portfolio manager include a bachelor’s degree in statistics, economics, finance, or a related field as well as any relevant professional licenses.

What is the role of a portfolio manager?

A portfolio manager is responsible for overseeing investment portfolios to meet clients' financial goals. They analyze market trends, select assets, and make buy or sell decisions, often using financial tools and analysis skills. Their work involves risk management, performance monitoring, and strategic planning to optimize returns.

Is a portfolio manager a high position?

A portfolio manager is generally considered a high-level position within finance and investment firms, responsible for making investment decisions and managing client assets. The role often requires extensive experience, strong analytical skills, and relevant certifications such as the CFA. It is typically a senior role with significant responsibility and influence within an organization.
More about Portfolio Manager jobs
What are the most commonly searched types of Portfolio jobs in Springfield, MA? The most popular types of Portfolio jobs in Springfield, MA are:
What are popular job titles related to Portfolio Manager jobs in Springfield, MA? For Portfolio Manager jobs in Springfield, MA, the most frequently searched job titles are:
What job categories do people searching Portfolio Manager jobs in Springfield, MA look for? The top searched job categories for Portfolio Manager jobs in Springfield, MA are:
What cities near Springfield, MA are hiring for Portfolio Manager jobs? Cities near Springfield, MA with the most Portfolio Manager job openings:
Portfolio Manager jobs near you
Infographic showing various Portfolio Manager job openings in Springfield, MA as of August 2026, with employment types broken down into 90% Full Time, 9% Part Time, and 1% Contract. Highlights an 76% Physical, 2% Hybrid, and 22% Remote job distribution, with an average salary of $100,107 per year, or $48.1 per hour.

Stage-Gate & Claims Coordinator

Sun Gro Horticulture

Agawam, MA • On-site

Full-time

Posted 25 days ago

Job description

Sun Gro Horticulture is one of the most prominent North American horticultural companies, employing over 800 staff and serving customers worldwide. Since its humble beginnings in 1929, it has become the leading supplier of soilless growing mixes to North America’s top 100 greenhouse and nursery growers, shipping over 70,000 truckloads of product annually. Sun Gro products are made to exacting standards and conform to high product quality and performance criteria.

Sun Gro Horticulture recognizes that its success is due to the strength of its employees. The primary goal of Sun Gro® is to promote individual employees’ sense of accomplishment and contribution so that employees enjoy their association with Sun Gro Horticulture. The Company invests in its employees so that they are the most knowledgeable in the industry, and undertakes great efforts to nurture loyalty to, and teamwork at, Sun Gro.

Role: Stage-Gate & Claims Coordinator
Compensation: $55,000-$75,000
This is a fully onsite role in Agawam, Massachusetts. 
Job Summary 

The Portfolio & Claims Coordinator is a hybrid role responsible for supporting portfolio management processes and overseeing claims administration across professional growing media and retail product lines (IGC and big box channels).

Reporting to the Portfolio Manager – Stage-Gate Governance, this role ensures the smooth execution of stage-gate processes while also driving disciplined claims management, reporting, and resolution. The position plays a critical role in maintaining data accuracy, coordinating cross-functional activities, and supporting both product development and operational performance.
Responsibilities 

Stage-Gate Coordination

  • Support administration of the stage-gate process for product development, reformulations, and packaging initiatives
  • Schedule and coordinate gate reviews, ensuring all required deliverables are complete and accurate
  • Track project timelines, milestones, and action items across R&D, operations, and commercial teams
  • Maintain portfolio dashboards, tracking tools, and documentation
  • Assist in the preparation of executive portfolio reviews and pipeline updates

Claims Administration Coordination

  • Serve as the primary point of contact for claims system inquiries and support audits/internal stakeholders
  • Monitor and manage open claims, ensuring timely progression and resolution
  • Review claims in the Administration stage to ensure:
    • Accuracy of credit memos (pricing, quantities, ship-to/bill-to details)
    • Completion of required documentation and system fields
  • Complete final administrative approvals and close claims when appropriate
  • Track and follow up on key actions including:
    • Requests for additional information during discovery
    • Approval/rejection decisions from PMs, DMs, and RSMs

Cross-Functional Coordination

  • Act as a liaison between teams, including:
    • R&D, Operations / Supply Chain, Finance, Sales (RSMs, DMs), Regulatory, Marketing, Technical Services (TS), Grower Specialist (GS)
  • Facilitate alignment between technical product development and commercial execution
  • Coordinate and lead recurring cross-functional meetings (e.g., claims review, project updates)

Reporting & Analytics

Claims & Operational Reporting

  • Generate and distribute bi-weekly reports (e.g., SharePoint-based) detailing open claims and status
  • Lead bi-weekly Teams meetings to review claims, focusing on overdue items and escalation needs
  • Track claims KPIs including cycle time, aging, and resolution rates

Monthly & Quarterly Reporting

  • Prepare monthly Claims Integrated Business Planning (IBP) reporting and distribute to stakeholders
    • Compile and analyze quarterly data, including:
    • Operational Claims Investigation (OCI) metrics and master OCI
    • Finished goods (FG) and output trends
    • QC Data Entry Compliance by Site – Finished goods and raw materials at receipt
    • Cost impacts by site (e.g., MMCF dollars)
    • Financial summaries and claims trends

Develop executive-level reporting, including:

  • Board of Directors (BOD) presentations
  • Supporting analysis, graphs, and insights
  • Support portfolio reporting (pipeline health, launch readiness, KPI tracking)

Process & Data Management

  • Maintain accurate records across claims and stage-gate systems
  • Ensure data consistency across Planner, SharePoint, reporting tools, and tracking systems
  • Support continuous improvement of stage-gate and claims processes
  • Identify opportunities to streamline reporting, workflows, and communication

Education & Experience

  • Bachelor’s degree in Business, Horticulture, Agriculture, Operations, or related field (or equivalent experience)
  • 2–5+ years of experience in project coordination, claims administration, operations, or a product support role
  • Experience in horticulture, agriculture, or consumer/retail products preferred
  • Exposure to stage-gate processes and/or claims management systems is a strong plus
  • Familiarity with project management or workflow tools
  • Continuous improvement mindset with strong process orientation
  • Ability to translate operational and technical data into actionable insight

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