Portfolio Manager Jobs in Fremont, 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.
- San Jose, CA (16 miles from Fremont, CA)
- 1 day ago
- San Jose, CA (16 miles from Fremont, CA)
- 1 day ago
We are seeking an experienced IT Asset Management (ITAM) Specialist to finalize the implementation of our FinTech client's IT asset management system. The ideal candidate will have a strong...
Quantitative Risk Analyst, Assistant Vice President
- San Jose, CA (16 miles from Fremont, CA)
- 4 days ago
- San Jose, CA (16 miles from Fremont, CA)
- 4 days ago
BACKGROUNDThe Centralized Modeling & Analytics and Operations(CMAO) team within State Street's Enterprise Risk Management (ERM) organization is looking for an experienced quantitative analyst to...
- Mountain View, CA (11 miles from Fremont, CA)
- 5 days ago
- Mountain View, CA (11 miles from Fremont, CA)
- 5 days ago
One out of every two small businesses fail within their first five years, most often due to running out of cash. Intuit QuickBooks is on a mission to provide small businesses access to all the...
Associate Trust Portfolio Manager
- Walnut Creek, CA (21 miles from Fremont, CA)
- 9 days ago
- Walnut Creek, CA (21 miles from Fremont, CA)
- 9 days ago
Under limited supervision, the Associate Trust Portfolio Manager provides support to the Trust Portfolio Managers to assist with exceptional service to our Wealth Management clients....
Senior Treasury / Insurance Risk Analyst
- Moffett Field, CA (11 miles from Fremont, CA)
- 10 days ago
- Moffett Field, CA (11 miles from Fremont, CA)
- 10 days ago
Senior Treasury / Insurance Risk Analyst We are Omnissa! The world is evolving fast, and organizations everywhere-from corporations to schools-are under immense pressure to provide flexible,...
- Walnut Creek, CA (21 miles from Fremont, CA)
- 10 days ago
- Walnut Creek, CA (21 miles from Fremont, CA)
- 10 days ago
Asset Manager - Multifamily Real Estate Location: Walnut Creek, CA | Local Travel Required Full-Time | Newly Created Role Our client, a growing multifamily real estate investment and development...
Sr. Infrastructure Asset Manager
- San Jose, CA (16 miles from Fremont, CA)
- 13 days ago
- San Jose, CA (16 miles from Fremont, CA)
- 13 days ago
Sr. Infrastructure Asset Manager Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need...
- Walnut Creek, CA (21 miles from Fremont, CA)
- 14 days ago
- Walnut Creek, CA (21 miles from Fremont, CA)
- 14 days ago
ASSET MANAGER Contract type Full-Time Location Walnut Creek, CA Specialty Marketing Salary $90,000/year - $120,000/year Remote No Reference 486937 name Rob Tomlinson For This Job JOB DESCRIPTION...
- Mountain View, CA (11 miles from Fremont, CA)
- 19 days ago
- Mountain View, CA (11 miles from Fremont, CA)
- 19 days ago
One out of every two small businesses fails within their first five years, most often due to running out of cash. QuickBooks Capital is on a mission to make a dent in that statistic, by providing...
- Mountain View, CA (11 miles from Fremont, CA)
- 19 days ago
- Mountain View, CA (11 miles from Fremont, CA)
- 19 days ago
One out of every two small businesses fails within their first five years, most often due to running out of cash. QuickBooks Capital is on a mission to make a dent in that statistic, by providing...
- Hayward, CA (8 miles from Fremont, CA)
- 21 days ago
- Hayward, CA (8 miles from Fremont, CA)
- 21 days ago
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships...
- Redwood City, CA (15 miles from Fremont, CA)
- 21 days ago
- Redwood City, CA (15 miles from Fremont, CA)
- 21 days ago
Mold Utility - C Shift at Becton Dickinson NA Mold Utility - C Shift at Becton Dickinson NA in Columbus, Nebraska Posted in Other 17 days ago. Job Description: Job Description Summary Job...
Senior Credit Risk Manager, Student Loan
- Oakland, CA (19 miles from Fremont, CA)
- 21 days ago
- Oakland, CA (19 miles from Fremont, CA)
- 21 days ago
Senior Credit Risk Manager, Student Loan San Francisco, CA (Remote) Our mission is to make higher education accessible and affordable for everyone. We empower students with financial support and...
Remote WorkPortfolio Manager - Equity Fund Services
- Palo Alto, CA (12 miles from Fremont, CA)
- 21 days ago
- Palo Alto, CA (12 miles from Fremont, CA)
- 21 days ago
Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms....
Business Banking Portfolio Manager
- Oakland, CA (19 miles from Fremont, CA)
- 24 days ago
- Oakland, CA (19 miles from Fremont, CA)
- 24 days ago
Mechanics Bank is currently searching for a Business Banking Portfolio Manager to join our team....
Demographic Data for Fremont, CA
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Title Synonyms
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Salary for Portfolio Manager Jobs in Fremont, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Fremont, 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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