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.
Education & Outdoor Equity Manager (Elementary)
- TreePeople
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 2 hours ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 2 hours ago
The Education & Outdoor Equity Manager (Elementary) is responsible for the leadership, management, and continuous improvement of TreePeople's elementary school environmental education programs,...
In Person- Sapta Global Inc
- Signal Hill, CA (22 miles from Beverly Hills, CA)
- 2 hours ago
- Signal Hill, CA (22 miles from Beverly Hills, CA)
- 2 hours ago
Full Job DescriptionStrategic Analytics Risk - Associate Salary: 85 Hr. Jersey City, NJ Main Job Description As part of Risk Management and Compliance, you are at the center of keeping JPMorgan...
In PersonInstitutional Client Group Senior Portfolio Manager - Media & Telecom
- US Bank
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 6 hours ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 6 hours ago
Job Description Institutional Client Group Senior Portfolio Manager - Media & Telecom will oversee the underwriting and credit risk assessment of commercial loans within the Media & Telecom sector ensuring...
In PersonVP, Portfolio Manager Commercial Banking Dealer Finance
- BMO (Bank of Montreal)
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 1 day ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 1 day ago
Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements....
In Person- A Community of Friends
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 1 day ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 1 day ago
Job Type Full-time Description As a member of ACOFs Asset Management Department, the Asset Manager will manage a portfolio of Affordable Housing developments through the oversight of property...
In PersonWealth Management Risk Analyst
- East West Bancorp
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 2 days ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 2 days ago
Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and...
In Person- Westlake Financial
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 2 days ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 2 days ago
JR Financial Analyst Los Angeles, CA | On-Site Westlake Flooring Services was established in 2013 as a division of Westlake Financial Services – the leading lender for independent and franchise...
In PersonGTP Treasury Portfolio Manager
- East West Bancorp
- Pasadena, CA (15 miles from Beverly Hills, CA)
- 5 days ago
- Pasadena, CA (15 miles from Beverly Hills, CA)
- 5 days ago
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our...
In PersonDigital Asset Manager, Amazon MGM Studios Asset Management
- Amazon
- Culver City, CA (5 miles from Beverly Hills, CA)
- 6 days ago
- Culver City, CA (5 miles from Beverly Hills, CA)
- 6 days ago
Amazon MGM Studios is the home for talent, creating and producing Original films and television series for a global audience. Original series premiere exclusively on Prime Video, which is...
In Person- TalentBurst
- Culver City, CA (5 miles from Beverly Hills, CA)
- 8 days ago
- Culver City, CA (5 miles from Beverly Hills, CA)
- 8 days ago
Post-Production Media and Data Manager, Client TV+ Marketing (Level 3) Culver City, CA-90232 9+ months Hybrid role (3 days in office/week) Summary We are looking for a detail-oriented...
In PersonHealthcare Process Risk Manager Los Angeles, CA, USA
- Grant Thornton
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 9 days ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 9 days ago
Healthcare Process Risk Manager Job Description As a Healthcare Process Risk Manager, you will have the opportunity to grow and contribute to our clients' success by helping them identify and...
HybridCredit Portfolio Manager - Insurance Premium Finance
- US Bank
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 11 days ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 11 days ago
The Credit Portfolio Manager partners with Relationship Managers to successfully manage and grow IPF credit relationships....
In Person- CTBC Investments Company, LTD
- San Gabriel, CA (17 miles from Beverly Hills, CA)
- 11 days ago
- San Gabriel, CA (17 miles from Beverly Hills, CA)
- 11 days ago
POSITION SUMMARY: Monitor and maintain the standard loan portfolio processes, procedures, and practices in the assigned team, which include credit risk, interest rate risk, liquidity risk, price...
In Person- Collabera
- Los Angeles, CA (8 miles from Beverly Hills, CA)
- 13 days ago
- Los Angeles, CA (8 miles from Beverly Hills, CA)
- 13 days ago
Title: Compliance and Risk Analyst Location: Los Angeles, CA 90071 (Full Onsite) Duration: 4 months (Possibility of Extension) Max PR: $50/hr - $52/hr Note: Only local candidates. Role...
In PersonVice President, Portfolio Management - Corporate Finance
- Western Alliance Bank
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 15 days ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 15 days ago
The Portfolio Manager will work with the Vice President, Commercial Banker to manage loans to ensure the credit risks are responsibly monitored and identified....
In PersonDemographic 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
- Freddie Mac
- Credit Underwriting
- Financial Statements
- Asset Allocation
- Financial Statement Analysis
- Financial Modeling
- Wealth Management
- Treasury
- Commercial Lending
- Investment Banking
- Treasury Management
- Cash Flow Analysis
- BSA
- Derivatives
- Valuation
- Fixed Income
- Credit Analysis
- Capital Markets
- Investment Management
- Capital Planning
- Anti-Money Laundering
- Financial Analysis
- Commercial Real Estate
- Lending
- Underwriting
- Risk Analysis
- Portfolio Management
- Financial Services
- Due Diligence
- Asset Management
- Modeling
- Real Estate
- Business Administration
- Finance
- Accounting
- Reimbursement
- Analytical Skills
- Risk Management
- Strategy Development
- Decision Making
- Negotiation
- Auditing
- Written Communication
- Presentation
- Documentation
- Mentoring
- Budgets
- Implementation
- Verbal Communication
- Reporting
- Policy Development
- Collaboration
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Staff Supervision
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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