Portfolio Manager Jobs in Irvine, 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.
- Newport Beach, CA (11 miles from Irvine, CA)
- 9 hours ago
- Newport Beach, CA (11 miles from Irvine, CA)
- 9 hours ago
Were actively seeking a talented Director to join our Structured Product Portfolio Management Team in Newport Beach, CA as a CLO (Collateralized Loan Obligations) Portfolio Manager....
Hardware Asset Manager, Service Excellence Team "I can succeed as a Hardware Asset Manager at Capital Group." The Hardware Asset Manager for the Service Excellence Team is responsible for...
Corporate Banking Portfolio Manager II (Municipal Finance)
- Irvine, CA
- 6 days ago
- Irvine, CA
- 6 days ago
This is an on-site position. Summary: This position is responsible for the daily management of assigned commercial portfolios. Duties and Responsibilities: Daily management of an assigned...
Senior Portfolio Manager - Emerging Middle Market (Pac Rim)
- Newport Beach, CA (11 miles from Irvine, CA)
- 7 days ago
- Newport Beach, CA (11 miles from Irvine, CA)
- 7 days ago
We are currently searching for a Senior Commercial Portfolio Manager to join our team in the Emerging Middle Market, Pac Rim Division....
Manager, Real Estate Portfolio Management
- Newport Beach, CA (11 miles from Irvine, CA)
- 8 days ago
- Newport Beach, CA (11 miles from Irvine, CA)
- 8 days ago
As a Manager, RE Portfolio Management, youll play a key role in Pacific Lifes growth and long-term success by leading a team of Portfolio Managers and monitoring the performance real estate commercial...
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 Portfolio Manager - Emerging Middle Market (Pac Rim)
- City of Industry, CA (23 miles from Irvine, CA)
- 8 days ago
- City of Industry, CA (23 miles from Irvine, CA)
- 8 days ago
We are currently searching for a Senior Commercial Portfolio Manager to join our team in the Emerging Middle Market, Pac Rim Division....
As a Middle Market Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing commercial banking relationships...
Portfolio Manager - Commercial (Emerging Middle Market)
- Newport Beach, CA (11 miles from Irvine, CA)
- 13 days ago
- Newport Beach, CA (11 miles from Irvine, CA)
- 13 days ago
Application Deadline: 09/18/2025 Address: 4400 MacArthur Blvd. Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with...
National Portfolio Manager/Trainer
- Anaheim, CA (13 miles from Irvine, CA)
- 17 days ago
- Anaheim, CA (13 miles from Irvine, CA)
- 17 days ago
Allied Universal is hiring a Enterprise Account Portfolio Manager Trainer for the largest logistics company....
Portfolio Manager, NextGear Capital (Inland Empire, CA)
- Corona, CA (13 miles from Irvine, CA)
- 19 days ago
- Corona, CA (13 miles from Irvine, CA)
- 19 days ago
NextGear Capital (a Cox Automotive company) is hiring a Portfolio Manager to support the assigned Inland Empire, CA Territory....
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...
For you NEW REF: BH-309876 Commercial Asset Manager NES Fircroft 501-2000 Staffing and Recruitment Visit website 134 Location Irvine Posted date 19 hours ago Minimum level No experience / No...
Vice President, IWM Portfolio Manager I
- Newport Beach, CA (11 miles from Irvine, CA)
- 30+ days ago
- Newport Beach, CA (11 miles from Irvine, CA)
- 30+ days ago
We're seeking a future team member for the role of Vice President, IWM Portfolio Manager I to join our Trust Real Estate team within Wealth Management. Hybrid four days a week in office....
- Foothill Ranch, CA (5 miles from Irvine, CA)
- 30+ days ago
- Foothill Ranch, CA (5 miles from Irvine, CA)
- 30+ days ago
We’re looking for a highly analytical and detail-oriented Risk Analyst to join our growing risk management team. This role is pivotal in assessing and managing the credit risk associated with our...
Demographic Data for Irvine, CA
Moving to Irvine, CA? Find some basic demographic data about Irvine, CA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Irvine, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Irvine, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Real Estate Management
- Loss Control
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Financial Statement Analysis
- Treasury
- Derivatives
- Financial Statements
- Financial Modeling
- Commercial Lending
- Treasury Management
- BSA
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Fixed Income
- Capital Markets
- Valuation
- Lending
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Credit Analysis
- Client Relationships
- Financial Services
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Auditing
- Accounting
- Negotiation
- Written Communication
- Documentation
- Presentation
- Education Experience
- Reporting
- Collaboration
- Flexibility
- Budgets
- Bachelor's Degree
- Policy Development
- Project Management
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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