Portfolio Manager Jobs in Costa Mesa, 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.
Chief Risk Officer (Risk Manager)
- Long Beach, CA (22 miles from Costa Mesa, CA)
- 11 hours ago
- Long Beach, CA (22 miles from Costa Mesa, CA)
- 11 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...
- Anaheim, CA (12 miles from Costa Mesa, CA)
- 2 days ago
- Anaheim, CA (12 miles from Costa Mesa, CA)
- 2 days ago
Financial Risk Specialist (Job ID# FRS0103) sought by Lobel Financial Corporation in Anaheim, CA (offered wage: $92,706/yr): Build, maintain, & track performance of risk models; Dvlp & implmt...
- Irvine, CA (10 miles from Costa Mesa, CA)
- 2 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 2 days ago
IT Asset Manager (Atlanta or Irvine, Full-time Hybrid) Fisher Phillips, a premier international labor and employment law firm, is seeking a skilled and experienced IT Applications Manager to join...
Corporate Banking Portfolio Manager II
- Irvine, CA (10 miles from Costa Mesa, CA)
- 3 days ago
- Irvine, CA (10 miles from Costa Mesa, 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...
IT Project Portfolio Management Associate
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 6 days ago
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 6 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...
Team Lead, Credit & Portfolio Management (Emerging Middle Market)
- City of Industry, CA (23 miles from Costa Mesa, CA)
- 6 days ago
- City of Industry, CA (23 miles from Costa Mesa, 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....
Sr. Manager, Portfolio Risk Management
- Irvine, CA (10 miles from Costa Mesa, CA)
- 6 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 6 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...
Senior Operational Risk Management Analyst
- Seal Beach, CA (11 miles from Costa Mesa, CA)
- 7 days ago
- Seal Beach, CA (11 miles from Costa Mesa, CA)
- 7 days ago
Job Summary The Senior Operational Risk Management (ORM) Analyst falls within the Second Line of Defense (2 LOD) and supports the Bank’s Enterprise Risk Management Framework. The Senior ORM...
Team Lead, Credit & Portfolio Management (Emerging Middle Market)
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 7 days ago
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 7 days ago
Job Family Group: Commercial Sales & Service This position will manage a team of Portfolio Managers to support the Emerging Middle Market C&I portfolio in Southern California....
Asset Manager/Senior Remarketing Program Manager
- Irvine, CA (10 miles from Costa Mesa, CA)
- 9 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 9 days ago
Job Summary As a Senior Remarketing Program Manager, you will leverage your analytical, communication, and asset management skills. Expertise of asset management, including asset risk of new...
Sr Real Estate Portfolio Manager II
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 10 days ago
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 10 days ago
Were actively seeking a talented Senior Real Estate Portfolio Manager to join our Debt Asset Management in Newport Beach, CA. This role is hybrid....
Portfolio Manager - Encino, CA
- Tustin, CA (6 miles from Costa Mesa, CA)
- 15 days ago
- Tustin, CA (6 miles from Costa Mesa, CA)
- 15 days ago
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets....
Consumer Banking Business Risk Control Manager
- Santa Ana, CA (5 miles from Costa Mesa, CA)
- 18 days ago
- Santa Ana, CA (5 miles from Costa Mesa, CA)
- 18 days ago
Consumer Banking Business Risk Control Manager Consumer Banking Business Risk Control Manager remote type Hybrid locations Main Office Camp Hill Corp Cuyahoga Falls Bldg time type Full time posted...
Affordable Housing Regional Portfolio Manager (REF8920S)
- City of Industry, CA (23 miles from Costa Mesa, CA)
- 19 days ago
- City of Industry, CA (23 miles from Costa Mesa, CA)
- 19 days ago
The Regional Portfolio Manager will be accountable for all operations of the assets in their inventory....
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 27 days ago
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 27 days ago
As an IT Risk Manager, you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business risks and assist in addressing risk in both...
Demographic Data for Costa Mesa, CA
Moving to Costa Mesa, CA? Find some basic demographic data about Costa Mesa, 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 Costa Mesa, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Costa Mesa, 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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