Portfolio Manager Jobs in City Of Industry, 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.
Hardware Asset Manager, Service Excellence Team
- Irvine, CA (23 miles from City Of Industry, CA)
- 10 hours ago
- Irvine, CA (23 miles from City Of Industry, CA)
- 10 hours ago
Hardware Asset Manager, Service Excellence Team "I can succeed as a Hardware Asset Manager at Capital Group." The Hardware Asset Manager for the Service Excellence Team is responsible for...
- West Los Angeles, CA (24 miles from City Of Industry, CA)
- 1 day ago
- West Los Angeles, CA (24 miles from City Of Industry, CA)
- 1 day ago
Looking for a Junior level Asset Manager with affordable housing / low income experience. Great company with opportunities to learn and grow. Full time and direct hire. Equal Opportunity Employer...
ICG Portfolio Mgr 6 (Senior Underwriter) - Consumer and Retail
- Los Angeles, CA (12 miles from City Of Industry, CA)
- 1 day ago
- Los Angeles, CA (12 miles from City Of Industry, CA)
- 1 day ago
Job Description The Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage Consumer and Retail Institutional Client Group credit account relationships....
Portfolio Manager - Power and Project Finance
- Los Angeles, CA (12 miles from City Of Industry, CA)
- 1 day ago
- Los Angeles, CA (12 miles from City Of Industry, CA)
- 1 day ago
Partner with relationship manager(s) in underwriting, structuring, closing and managing cash flow, ABL and real estate loans in the healthcare space (SNF, pharma, medical devices, specialty...
- El Monte, CA (5 miles from City Of Industry, CA)
- 2 days ago
- El Monte, CA (5 miles from City Of Industry, CA)
- 2 days ago
What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Portfolio Manager (“PM”) is responsible for maintaining and monitoring...
Senior Portfolio Manager -Diversified Industries
- Torrance, CA (20 miles from City Of Industry, CA)
- 3 days ago
- Torrance, CA (20 miles from City Of Industry, CA)
- 3 days ago
Provide assistance and training of junior loan officers within the department in coordination with the Portfolio Manager Team Lead....
Capital Markets Real Estate Portfolio Manager
- Pasadena, CA (11 miles from City Of Industry, CA)
- 6 days ago
- Pasadena, CA (11 miles from City Of Industry, CA)
- 6 days ago
Job Description: At Regions, the Capital Markets Real Estate Portfolio Manager works within the Real Estate Capital Markets Project Finance Group (RECMPF) to manage due diligence, monitor loan and property...
- Torrance, CA (20 miles from City Of Industry, CA)
- 6 days ago
- Torrance, CA (20 miles from City Of Industry, CA)
- 6 days ago
Legal Entity: American Honda Finance Corp. Business Unit: American Honda Finance Corp Division: Financial Services Division Work Location: Torrance - Main Campus Location Workstyle: Onsite Salary...
Corporate Banking Portfolio Manager II (Municipal Finance)
- Los Angeles, CA (12 miles from City Of Industry, CA)
- 6 days ago
- Los Angeles, CA (12 miles from City Of Industry, CA)
- 6 days ago
This is an on-site position. Summary: This position is responsible for the daily management of assigned commercial portfolios. Duties and Responsibilities: Daily management of an assigned...
- Los Angeles, CA (12 miles from City Of Industry, CA)
- 6 days ago
- Los Angeles, CA (12 miles from City Of Industry, CA)
- 6 days ago
This position is located within the Enhanced Use Lease (EUL) Service, Office of Asset Enterprise Management, Department of Veterans Affairs which serves as the lead for the corporate-level capital...
Principal, Portfolio Management
- El Segundo, CA (22 miles from City Of Industry, CA)
- 7 days ago
- El Segundo, CA (22 miles from City Of Industry, CA)
- 7 days ago
Our Benefits Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family...
Senior Portfolio Manager - Emerging Middle Market (Pac Rim)
- Los Angeles, CA (12 miles from City Of Industry, CA)
- 7 days ago
- Los Angeles, CA (12 miles from City Of Industry, CA)
- 7 days ago
We are currently searching for a Senior Commercial Portfolio Manager to join our team in the Emerging Middle Market, Pac Rim Division....
Sr Portfolio Manager - Private Asset Management
- Los Angeles, CA (12 miles from City Of Industry, CA)
- 8 days ago
- Los Angeles, CA (12 miles from City Of Industry, CA)
- 8 days ago
Mentor Associate and Portfolio Managers to elevate team capabilities. Contribute to team investment philosophy and tactical allocation decisions....
Portfolio Manager - Private Asset Management
- Los Angeles, CA (12 miles from City Of Industry, CA)
- 8 days ago
- Los Angeles, CA (12 miles from City Of Industry, CA)
- 8 days ago
ID: R250700265 Portfolio Manager The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering...
Sr. Manager, Cybersecurity SDLC Risk Manager
- Irvine, CA (23 miles from City Of Industry, CA)
- 8 days ago
- Irvine, CA (23 miles from City Of Industry, CA)
- 8 days ago
Who We Are Through our service brands Hyundai Motor Finance, Genesis Finance, and Kia Finance, Hyundai Capital America offers a wide range of financial products tailored to meet the needs of...
Demographic Data for City Of Industry, CA
Moving to City Of Industry, CA? Find some basic demographic data about City Of Industry, CA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in City Of Industry, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in City Of Industry, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Real Estate Management
- Loss Control
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Financial Statement Analysis
- Treasury
- Derivatives
- Financial Statements
- Financial Modeling
- Commercial Lending
- Treasury Management
- BSA
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Fixed Income
- Capital Markets
- Valuation
- Lending
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Financial Services
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Auditing
- Accounting
- Negotiation
- Written Communication
- Documentation
- Presentation
- Education Experience
- Reporting
- Collaboration
- Flexibility
- Budgets
- Bachelor's Degree
- Policy Development
- Project Management
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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