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.
- Sapta Global Inc
- Signal Hill, CA (17 miles from Costa Mesa, CA)
- moments ago
- Signal Hill, CA (17 miles from Costa Mesa, CA)
- moments 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 PersonPortfolio Manager, Private Corporate Strategies Newport Beach, CA, USA
- PIMCO
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 14 days ago
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 14 days ago
Responsibilities Underwriting & Structuring: Lead comprehensive due diligence, build and audit financial models, assess collateral packages, structure covenants and intercreditor arrangements, and price...
In PersonVP, Portfolio Manager - Commercial Real Estate
- BMO (Bank of Montreal)
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 15 days ago
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 15 days ago
The Portfolio Manager is responsible for preparing well-reasoned credit proposals in accordance with sound credit-granting principles and in compliance with Bank policy & procedures....
In Person- BNY
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 15 days ago
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 15 days ago
Were seeking a future team member for the role of Senior Specialist, IWM Portfolio Analyst (Associate Portfolio Manager) to join our Wealth Management team....
In Person- Ingram Micro
- Irvine, CA (10 miles from Costa Mesa, CA)
- 16 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 16 days ago
Strong knowledge of SOX, ICFR, and COSO frameworks, with familiarity of ITGC concepts and access control principles in support of financial reporting controls....
In PersonPortfolio Manager I - Private Banking Commercial Real Estate
- City National Bank
- Irvine, CA (10 miles from Costa Mesa, CA)
- 21 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 21 days ago
PORTFOLIO MANAGER I-Private Banking Commercial Real Estate WHAT IS THE OPPORTUNITY?...
RemoteSenior Specialist, Associate Portfolio Manager
- The Bank of New York Mellon
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 27 days ago
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 27 days ago
We're seeking a future team member for the role of Senior Specialist, IWM Portfolio Analyst (Associate Portfolio Manager) to join our Wealth Management team....
In Person- ProLogis
- Cerritos, CA (16 miles from Costa Mesa, CA)
- 29 days ago
- Cerritos, CA (16 miles from Costa Mesa, CA)
- 29 days ago
At Prologis, we don't just lead the industry-we define it with a 1.3 billion square foot portfolio and an annual throughput of approximately $3.2 trillion. We create the intelligent infrastructure...
In PersonCommercial Banking - Technology Vertical Portfolio Manager
- BMO (Bank of Montreal)
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 30+ days ago
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 30+ days ago
Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements....
In PersonEmerging Technology Risk Manager - Consumer & Business
- US Bank
- Irvine, CA (10 miles from Costa Mesa, CA)
- 30+ days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 30+ 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...
In Person- Ameriprise Financial
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 30+ days ago
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 30+ days ago
About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000...
In PersonVice President, Portfolio Management, Innovation/Tech ABL
- Western Alliance Bancorporation
- Costa Mesa, CA
- 30+ days ago
- Costa Mesa, CA
- 30+ 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 PersonDirector, Enterprise Project & IT Portfolio Management
- Hyundai Capital America
- Irvine, CA (10 miles from Costa Mesa, CA)
- 30+ days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 30+ 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...
In PersonSenior Enterprise Risk Manager
- True Anomaly
- Long Beach, CA (22 miles from Costa Mesa, CA)
- 30+ days ago
- Long Beach, CA (22 miles from Costa Mesa, CA)
- 30+ days ago
A new space race has begun. True Anomaly seeks those with the talent and ambition to build innovative technology that solves the next generation of engineering, manufacturing, and operational...
In Person- PIMCO
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 30+ days ago
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 30+ days ago
PIMCO is seeking an associate or VP level CMBS/CRE Portfolio Manager to be part of its opportunistic investment team based in Newport Beach, CA....
In PersonDemographic Data for Costa Mesa, CA
Moving to Costa Mesa, CA? Find some basic demographic data about Costa Mesa, CA below.
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Title Synonyms
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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
- 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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