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.

1-15 of 27 Jobs

Commercial Asset Manager - Energy

  • Cerritos, CA (16 miles from Costa Mesa, CA)
  • 3 days ago
  • Cerritos, CA (16 miles from Costa Mesa, CA)
  • 3 days ago

Prologis, Inc. is the global leader in logistics real estate. In partnership with our customers and our communities, we develop modern, high-quality properties that set the standard for innovative...

VP, Senior Underwriter Portfolio Manager MMB - Irvine/Santa Monica

  • Irvine, CA (10 miles from Costa Mesa, CA)
  • 4 days ago
  • Irvine, CA (10 miles from Costa Mesa, CA)
  • 4 days ago

Overview As a Vice President, this is an opportunity to work within a growing group for a top 20 Bank with significant advancement opportunities both in the department and other functional areas...

Commercial Portfolio Manager (C&I) - Emerging Middle Market

  • Newport Beach, CA (7 miles from Costa Mesa, CA)
  • 8 days ago
  • Newport Beach, CA (7 miles from Costa Mesa, CA)
  • 8 days ago

We are currently searching for a C&I Commercial Portfolio Manager to join our Emerging Middle Market, Southern California Team....

Team Lead, Credit & Portfolio Management (Emerging Middle Market)

  • Downey, CA (22 miles from Costa Mesa, CA)
  • 8 days ago
  • Downey, CA (22 miles from Costa Mesa, CA)
  • 8 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....

Commercial Portfolio Manager (C&I) - Emerging Middle Market

  • City of Industry, CA (23 miles from Costa Mesa, CA)
  • 9 days ago
  • City of Industry, CA (23 miles from Costa Mesa, CA)
  • 9 days ago

W e are currently searching for a C&I Commercial Portfolio Manager to join our Emerging Middle Market, Southern California Team....

AVP, Regulatory Issues Risk Manager

  • Westminster, CA (7 miles from Costa Mesa, CA)
  • 11 days ago
  • Westminster, CA (7 miles from Costa Mesa, CA)
  • 11 days ago

GENERAL SUMMARY The AVP/VP, Regulatory Issues Risk Manager is a strategic position supporting and enhancing the effectiveness of the SVP, Regulatory Relations, Issue Management, Governance, and...

VP, Senior Underwriter Portfolio Manager MMB - San Diego

  • Irvine, CA (10 miles from Costa Mesa, CA)
  • 11 days ago
  • Irvine, CA (10 miles from Costa Mesa, CA)
  • 11 days ago

Overview As a Vice President, this is an opportunity to work within a growing group for a top 20 Bank with significant advancement opportunities both in the department and other functional areas...

Sr. Risk Analyst - Insurance

  • Stanton, CA (9 miles from Costa Mesa, CA)
  • 12 days ago
  • Stanton, CA (9 miles from Costa Mesa, CA)
  • 12 days ago

This is a hybrid role based out of our HQ office near Portland, Oregon. The expectation is for employees to be in-office 3 days or more per week, depending on business need. This in-office...

FSO Assurance-Technology Risk-Manager-Multiple Positions-1613153

  • Irvine, CA (4 miles from Costa Mesa, CA)
  • 13 days ago
  • Irvine, CA (4 miles from Costa Mesa, CA)
  • 13 days ago

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, youll have the chance to build a career as unique as you...

Portfolio Manager - Renewable Energy Assets

  • Irvine, CA (10 miles from Costa Mesa, CA)
  • 13 days ago
  • Irvine, CA (10 miles from Costa Mesa, CA)
  • 13 days ago

Portfolio Manager - Renewable Energy Assets 174 Power Global Location Irvine Posted date a day ago Minimum level N/A Employment type Full-time Job category Other COMPANY OVERVIEW 174 Power Global, headquartered...

Fixed Income Portfolio Manager

  • Irvine, CA (10 miles from Costa Mesa, CA)
  • 17 days ago
  • Irvine, CA (10 miles from Costa Mesa, CA)
  • 17 days ago

Zions Bancorporation is currently seeking a Fixed Income Portfolio Manager (PM) to join the Corporate Investments & Liquidity Management (CILM) team....

Portfolio Manager

  • City of Industry, CA (23 miles from Costa Mesa, CA)
  • 17 days ago
  • City of Industry, CA (23 miles from Costa Mesa, CA)
  • 17 days ago

Overview East West Bank is seeking a Portfolio Manager. Responsibilities Manages and oversees loan/deposit portfolio for relationship manager/team....

Treasury Risk & Capital Manager

  • Cypress, CA (12 miles from Costa Mesa, CA)
  • 21 days ago
  • Cypress, CA (12 miles from Costa Mesa, CA)
  • 21 days ago

Yamaha has an excellent opportunity for a Treasury Risk and Capital Manager to join our Finance team in Cypress, CA. The Treasury Risk and Capital Manager is a Treasury leadership position within...

Fund Manager

  • Irvine, CA (10 miles from Costa Mesa, CA)
  • 26 days ago
  • Irvine, CA (10 miles from Costa Mesa, CA)
  • 26 days ago

Chenco International Investment, Corp. seeks a Fund Manager (Irvine, CA): Master's in real estate, fin, or a reltd field. 6 mos exp in real estate fund mgmt. Proficient in Microsoft Excel &...

Personal Risk Specialist

  • Irvine, CA (10 miles from Costa Mesa, CA)
  • 27 days ago
  • Irvine, CA (10 miles from Costa Mesa, CA)
  • 27 days ago

and Requirements General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to...

Demographic Data for Costa Mesa, CA

Moving to Costa Mesa, CA? Find some basic demographic data about Costa Mesa, CA below.


Local
National
112,649
5,258
Medium/Lg

Portfolio Manager Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Portfolio Management
Develop core competencies in portfolio management. Learn how to conduct portfolio performance measurement and attribution. Review portfolio strategies for a variety of asset classes including...
Inventory and Portfolio Management
In this online course you will learn how to correctly store your products through a collaborative inventory management strategy which will allow you to have optimal processes at the time of...
Lean Product Portfolio Management
Build expertise in Lean Product Portfolio Management to create a high-performing enterprise focused on rapid delivery using Product approach, values, structure and culture. Todays organizations...

Title Synonyms

Users interested in this job title also searched for the following job titles


Salary for Portfolio Manager Jobs in Costa Mesa, CA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Portfolio Manager positions.



Highest Education Level

Portfolio Managers in Costa Mesa, CA offer the following education background
Bachelor's Degree
44.2%
Master's Degree
41.9%
Doctorate Degree
4.1%
High School or GED
3.3%
Associate's Degree
3.2%
Vocational Degree or Certification
2.6%
Some College
0.5%
Some High School
0.1%


Other Career Titles

Here are some other career titles that require similar skills



Portfolio Manager Related Career Advice Articles

Certified Financial Advisor discussing investment opportunities with clients
Impress Employers with These Finance Certifications

For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.

Read article »
team of finance professionals reviewing documents
Corporate Finance vs. Investment Banking: Which Career is Right for You?

Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.

Read article »
close up of a financial chart with finance professionals meeting in the background
5 Types of Finance Jobs: Which Is the Best Fit?

Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.

Read article »