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.
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...
- 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....
- 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...
- 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 &...
- 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.
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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
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Treasury
- Credit Underwriting
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Wealth Management
- Balance Sheets
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Investment Banking
- Capital Markets
- Credit Analysis
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Asset Management
- Due Diligence
- Modeling
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Consulting
- Auditing
- Negotiation
- Presentation
- Written Communication
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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