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Portfolio Manager Jobs in Connecticut

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7 days ago

Hartford, CT
  • $91,000–$141,000 / year

We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world. The Portfolio Program Manager sits within the Portfolio & Organic Growth Office, acting as the central governance and program management lead for TELUS Health's product portfolio.

30+ days ago

CT

p>Qualifications/Requirements:

  • Bachelor's degree and 4+ years of experience in a strategic analytical role, and/or commercial Credit/Risk, Finance, or Analytics role; or in lieu of a bachelor's degree, 8+ years of experience in strategic analytical role.

    Essential Responsibilities:

    • Support development and enhancement of new and existing credit strategies across revolving and installment credit products, utilizing advanced underwriting techniques to balance risk-reward tradeoff and drive profitable growth.

15 days ago

Stamford, CT
  • $176,000–$220,000 / year

Acting as both a strategic insights leader and a cross-functional operator, this role drives alignment across Brand, Innovation, Commercial, and Strategy teams, enabling more effective planning, stronger portfolio decisions, and a future-focused view on where growth will come from. Since 2008, PMI has invested $12.5 billion globally to develop, scientifically substantiate and commercialize innovative smoke-free products for adults who would otherwise continue to smoke with the goal of transitioning legal-age consumers who smoke to better alternatives.

21 days ago

HARTFORD, CT
  • $170,000–$190,000 / year

Company Benefits: The Company provides a competitive benefits package that includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Life Insurance, AD&D, Work/Life Resources (including Employee Assistance Program), and more. Responsibilities: • Underwriting Strategy: Support PSG by identifying target specialty classes of business that complement our various direct underwriting operations and align with the desired mix of businesses between short, medium, and long tail business.

30+ days ago

Hartford, Connecticut

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The Director, Portfolio Management role will work within the Commercial Banking Middle Market division and will partner with portfolio and relationship managers to support (i) underwriting new commercial loans for private and publicly owned businesses and (ii) the ongoing portfolio management of existing lending relationships. Responsibilities will include conducting underwriting due diligence, financial analysis of borrowers and guarantors, preparation of internal credit memos, presentation of underwriting diligence and portfolio management results to credit committee, monitoring covenant compliance, risk ratings and credit quality of the portfolio, and other activities in support of the region's overall goals.

30+ days ago

Stamford, CT
  • $170,000–$282,500 / year

As the Global Head of Portfolio Management Engineering - Fixed Income, you will be responsible for defining and executing the strategic vision for the tools and platforms-both proprietary and third-party that support the full investment lifecycle, from portfolio construction to implementation. You will act as a key strategic partner to portfolio managers, investment oversight, and trading leadership, while also serving as a critical liaison to enterprise architecture, data teams, and external vendors across the firm.

30+ days ago

Norwalk, CT
  • $125,000–$200,000 / year

Graham harnesses the synergies between its discretionary and quantitative trading businesses to offer a broad suite of complementary alpha strategies, each built on the principles of thoughtful portfolio construction, active risk management, and diversification by design. As one of the industrys longest-standing global macro and trend-following managers, Graham remains committed to innovation, evolving its strategies through a robust investment, technology, and operational infrastructure.

30+ days ago
New

Connecticut

Tasks include all functions related to maintaining internal credit and collateral monitoring protocols, which includes performing periodic credit file reviews, responding to customer inquiries, and managing end of term loan and line of credit maturities. This position requires significant customer contact (written, phone and in-person), and partners with a team of Relationship Managers to cross-sell new products and services to help deliver an industry-leading customer experience.

2 days ago

New Haven, CT
  • $140,000–$175,000 / year

Responsibilities will include conducting underwriting due diligence, financial analysis of borrowers and guarantors, preparation of internal credit memos, presentation of underwriting diligence and portfolio management results to credit committee, monitoring covenant compliance, risk ratings and credit quality of the portfolio, and other activities in support of the region's overall goals. The Director, Portfolio Management role will work within the Commercial Banking Middle Market division and will partner with portfolio and relationship managers to support (i) underwriting new commercial loans for private and publicly owned businesses and (ii) the ongoing portfolio management of existing lending relationships.

30+ days ago

CT
  • $145,000–$155,000 / year

Tasks include all functions related to maintaining internal credit and collateral monitoring protocols, which includes performing periodic credit file reviews, responding to customer inquiries, and managing end of term loan and line of credit maturities. This position requires significant customer contact (written, phone and in-person), and partners with a team of Relationship Managers to cross-sell new products and services to help deliver an industry-leading customer experience.

30+ days ago

Greenwich, CT
  • $140,000–$160,000 / year

Portfolio Implementation works closely with researchers to bring to market new systematic investment strategies and refine existing ones, applying a practical understanding of markets to portfolio management decisions. Enhancing portfolio implementation: Work on projects with senior portfolio managers, researchers, developers, and traders to improve systematic portfolio management practices.

14 days ago

Greenwich, CT
  • $140,000–$160,000 / year

Portfolio Implementation works closely with researchers to bring to market new systematic investment strategies and refine existing ones, applying a practical understanding of markets to portfolio management decisions.

  • Enhancing portfolio implementation:

  • Work on projects with senior portfolio managers, researchers, developers, and traders to improve systematic portfolio management practices.

    • 15 days ago

    Greenwich, CT
    • $165,000–$185,000 / year

    p>Your Role:

    As a Senior Software Engineer in Portfolio Implementation, you will operate with broad ownership and technical authority across core investment systems, including:

    • Leading the design and implementation of portfolio implementation platforms that consume research outputs, perform constrained optimizations, and generate orders. Working closely with researchers, portfolio managers, and engineering peers, you will drive large-scale technical initiatives while mentoring engineers and raising the bar for engineering excellence across the team.

    8 days ago

    CT
    • $96,000–$181,000 / year

    Additionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products.

    • Gather and analyze all relevant financial data for, often high value, clients or prospects, including spreading financial statements and/or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, and assessing creditworthiness, etc.

    29 days ago

    Stamford, CT
    • $130,000–$150,000 / year

    We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program.

    The Business Development Group (BDG) partners with Franklin Templeton's Global Client Group to promote and position Templeton Global Investments (TGI) capabilities focused on a robust range of global, international, and emerging market equities while also supporting client service needs.

    7 days ago

    Greenwich, Connecticut

    Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.

    • Create benchmarking views to compare portfolios vs peer managers/vehicles (risk posture, quality metrics, concentrations, tail risk, trading cadence, performance drivers) and respond to ad hoc investor and internal questions quickly with data.

    28 days ago

    Greenwich, CT
    • $200,000–$250,000 / year

    Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Create benchmarking views to compare portfolios vs peer managers/vehicles (risk posture, quality metrics, concentrations, tail risk, trading cadence, performance drivers) and respond to ad hoc investor and internal questions quickly with data.

    27 days ago

    Stamford, Connecticut
    • $74,400–$100,800 / year

    With over $18 billion in assets under management, Spectrum manages portfolios of preferred and capital securities for an international universe of corporate, pension fund; insurance and endowment clients; open-end and closed-end mutual funds domiciled in the United States, Ireland and Japan, and separately managed account programs for high net worth individual investors sponsored by a variety of broker-dealers. Spectrum’s Stamford office is located 15 minutes from the Metro-North Railroad (New Haven Line) and there city buses that runs daily between the Stamford Metro-North Station and the office park at which Spectrum is located.

    9 days ago

    Stamford, CT
    • $74,400–$100,800 / year

    Competent skills with Python and SQL Strong Excel skills, including PivotTables, advanced formulas (e.g., INDEX/MATCH or XLOOKUP), and analysis of large datasets for reporting and reconciliation Skills That Will Help You Stand Out Work experience in institutional asset management, operations, client support, or finance Experience with and knowledge of AI assisted code writing tools Knowledge of preferred and capital securities FINRA SIE, Series 7 and Series 63 preferred or ability to obtain within 180 days Experience with Bloomberg Terminal; including AIM, CMGR, PORT, and SQL database queries Excellent communication, writing, and organizational skills Salary Range Information Salary ranges below reflect targeted base salaries. Monitor and maintain client account performance and attribution reporting, internal composites, benchmarks and indices Analyze and maintain market constituents, and other strategic data for the firm Communicate and disseminate information to sales and marketing teams regarding portfolio, credit and market performance Design and implement systems to make client service data related activities more efficient Design, test, monitor, and internally report upon portfolio guideline compliance rules Coordinate and consolidate responses to requests for proposals Interface with portfolio managers and credit analysts, clients and affiliated compliance personnel regarding portfolio compliance and coordination Spectrum is a registered institutional advisor, with a subsidiary broker-dealer.

    8 days ago

    Stamford, CT
    • $85,000–$117,000 / year

    The Portfolio Analyst will contribute to liaison efforts between Portfolio Management Teams and our Asset Managers and associates in regards to overall asset allocation and market updates while performing due diligence on specific investment choices and vendors.

    Participating member of the firm's Investment Committee Participating member of the firm's Annuity Committee Participating member of the firm's Complex Product Committee Contributing member of large (up to 150 participants) market update and training calls.

    30+ days ago

    Hartford, CT
    • $177,000–$280,000 / year

    The role works with the Alternative Markets Leadership Team, Product Management and Group Corporate Underwriting (GCU) to implement and communicate underwriting policies and procedures and provide underwriting expertise to the Portfolio Underwriting staff for all product offerings. Our offerings include equipment breakdown insurance and other specialty coverages (cyber, EPLI, service line, home appliances), along with a suite of risk management services powered by 1,200 engineers and inspectors, IoT sensors, AI, and predictive analytics.

    14 days ago

    CT
    • $120,540–$133,930 / year

    li>

    Negotiates NAESB agreements with new counterparties, consulting with Treasury and Legal departments as needed to enable documents for gas transactions.

  • Keeps current with all pipeline tariffs, rate cases and other filings.

  • Supports the Manager of Gas Supply by performing special analysis as needed in areas of Gas Supply portfolio management, regulatory proceedings and gas market analysis.

    • 30+ days ago

    Hartford, CT

    These presentations are designed to effectively communicate financial results, data analyses, rate assessments, and evolving loss trends, positioning the Senior Portfolio Underwriter as the technical authority for both clients and the Client Integration Team. In collaboration with Product Managers and the Underwriting Lead, the Senior Portfolio Underwriter utilizes creative data analysis methods, such as diagnostic and predictive analytics, to gain a deep understanding and optimization of product performance.

    30+ days ago

    CT
    Remote
    • $129,000–$177,000 / year

    Key objectives of the Structural Discipline Leader role are to: represent the discipline within the Portfolio delivery team, ensure the discipline has the resources to deliver all design projects in the Portfolio, support the client portfolio and Portfolio Design Manager to ensure successful project delivery and support the Portfolio Chief Engineer to ensure successful quality assurance and control of project deliverables. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and approved engagement request with Brown and Caldwell, Brown and Caldwell reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.

    27 days ago

    New Haven, CT
    • $68,000–$120,500 / year

    The Accountant plans, organizes, and prioritizes actions across multiple awards and portfolios; ensures appropriate charging of expenses and integration of data; advises and counsels principal investigators and program leadership on financial issues; and recommends alternatives for allocating effort and adjusting spending patterns consistent with sponsor and Yale policy. Responsible for all financial analysis and budget activities, which includes multiple budgets with various funding levels, staggered budget periods and end dates, varying overhead rates, differing policies regarding allowable costs, and management of the acquisition and loss of sponsor funding.

    22 days ago

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