Portfolio Manager Jobs in Beverly Hills, CA
A Portfolio Manager in the finance industry is responsible for managing investment portfolios for individuals or institutions. They make decisions about investment mix and policy, matching investments to objectives, asset allocation, and balancing risk against performance. Portfolio Managers also conduct research and analysis, select appropriate investments and manage day-to-day portfolio operations. This role requires a thorough understanding of financial markets, strong analytical skills, and the ability to make informed investment decisions.
Key skills for a Portfolio Manager include advanced mathematical abilities, strategic planning, financial acumen, and excellent communication skills. They should possess relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Investment Counselor (CIC). Before becoming a Portfolio Manager, a professional might work as a Financial Analyst, Investment Analyst, or a Trader to gain the necessary experience and expertise in the field.
Associate Principal Risk Specialist: Fixed Income, Member Supervision - All FINRA Locations
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 4 hours ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 4 hours ago
Execute functions in support of fixed income specialized units missions including, but not limited to, examinations, investigations, consultations, advisory, knowledge sharing, and quality assurance...
Chief Risk Officer (Risk Manager)
- Long Beach, CA (18 miles from Beverly Hills, CA)
- 8 hours ago
- Long Beach, CA (18 miles from Beverly Hills, CA)
- 8 hours ago
THE PORT OF LONG BEACH IS SEEKING A CHIEF RISK OFFICER (RISK MANAGER) (This is an at-will position) Salary Range: $157,128 219,980 ABOUT US The Port of Long Beach, one of the world's busiest...
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 1 day ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 1 day ago
VENDOR RISK SPECIALIST II WHAT IS THE OPPORTUNITY? The Vendor Program Manager will be responsible for managing vendor relationships across the vendor life cycle phases. This role will be...
Deals Delivering Deal Value Human Capital Manager
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 3 days ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 3 days ago
Industry/Sector Not Applicable Specialism People in Deals Management Level Manager Job Description & Summary At PwC, our people in workforce consulting focus on providing consulting services...
Corporate Banking Portfolio Manager II
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 3 days ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 3 days ago
Summary: This position is responsible for the daily management of assigned commercial portfolios. Salary Range: The salary range budgeted for this position is $100,000/yr to $130,000/yr and...
MAC (Moves, Adds, Changes) Program Manager, West, GREF Regional Portfolio Management (RPM) AMER
- Culver City, CA (5 miles from Beverly Hills, CA)
- 3 days ago
- Culver City, CA (5 miles from Beverly Hills, CA)
- 3 days ago
managers teams to align MAC activities with facilities operations and building nuance Coordinate with IT, Security, and other support functions Build strong partnerships with workplace strategy and...
Digital Asset Manager (Production)
- Culver City, CA (5 miles from Beverly Hills, CA)
- 5 days ago
- Culver City, CA (5 miles from Beverly Hills, CA)
- 5 days ago
Digital Asset Manager (Production) Culver City, CA 90232 Posted: 02/27/2025 Employment Type: Contract Job Category: Content & Copywriting Job Number: 630402 Country: United States Is job remote?:...
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 5 days ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 5 days ago
Insight Global is looking for a Digital Asset Manager to join the Marketing organization for a leader in the retail industry. This person will be responsible for conducting a deep dive analysis of...
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 5 days ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 5 days ago
Job Summary The Sr Portfolio Manager is a key member of the banking team and is responsible for managing an assigned portfolio's underwriting quality, portfolio administration, and credit quality....
Team Lead, Credit & Portfolio Management (Emerging Middle Market)
- City of Industry, CA (21 miles from Beverly Hills, CA)
- 6 days ago
- City of Industry, CA (21 miles from Beverly Hills, CA)
- 6 days ago
This position will manage a team of Portfolio Managers to support the Emerging Middle Market C&I portfolio in Southern California....
- Calabasas, CA (21 miles from Beverly Hills, CA)
- 7 days ago
- Calabasas, CA (21 miles from Beverly Hills, CA)
- 7 days ago
Department: Affordable Housing | Equity - Asset Management We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate...
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 7 days ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 7 days ago
COMPANY BH Properties is a privately held commercial real estate investment firm focused on value-add acquisitions in office, industrial, retail and multi-family properties throughout the Western...
Compliance Advisory Risk Manager - Payments
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 8 days ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 8 days ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 12 days ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 12 days ago
LOCATION Los Angeles, CA SALARY $28.85 EMPLOYMENT TYPE Temp CATEGORY Marketing DIVISION Syndicatebleu Digital Asset Manager A leading entertainment studio is seeking a highly organized and...
Intern - Portfolio Management (CorAmerica)
- El Segundo, CA (10 miles from Beverly Hills, CA)
- 12 days ago
- El Segundo, CA (10 miles from Beverly Hills, CA)
- 12 days ago
income Working knowledge of Bloomberg a plus Excellent attention to detail, analytical and problem-solving ability Ability to multitask Self-starter with strong communication skills Compensation Nassau...
Demographic Data for Beverly Hills, CA
Moving to Beverly Hills, CA? Find some basic demographic data about Beverly Hills, CA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job titles
Salary for Portfolio Manager Jobs in Beverly Hills, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Beverly Hills, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Loss Control
- Asset Allocation
- Treasury
- Financial Modeling
- Financial Statements
- Comprehensive Capital Analysis and Review
- Treasury Management
- Derivatives
- BSA
- Commercial Lending
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Mortgage Processing
- Client Relationships
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Written Communication
- Auditing
- Presentation
- Negotiation
- Collaboration
- Mentoring
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Sales
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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