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.
VP, Portfolio Manager - Franchise Finance, Commercial Banking
- Irvine, CA
- 3 hours ago
- Irvine, CA
- 3 hours ago
Application Deadline: 07/31/2025 Address: 7700 Irvine Center Drive Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support...
Vice President, Portfolio Manager - Sponsor Finance
- Costa Mesa, CA (10 miles from Irvine, CA)
- 5 days ago
- Costa Mesa, CA (10 miles from Irvine, CA)
- 5 days ago
Job Title: Vice President, Portfolio Manager - Sponsor Finance Location: IL - Chicago LPO What you'll do: As Vice President, Portfolio Manager you'll be responsible for analyzing, structuring, underwriting...
Job Description: Summary BD Advanced Patient Monitoring (APM) is seeking a strategic and hands-on Digital Asset Manager to lead the day-to-day management of our digital asset management (DAM)...
Corporate Banking Portfolio Manager II (Municipal Finance)
- Irvine, CA
- 7 days ago
- Irvine, CA
- 7 days ago
Summary: This position is responsible for the daily management of assigned commercial portfolios. Duties and Responsibilities: Daily management of an assigned Corporate Loan Portfolio focusing on...
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VP, Senior Underwriter Portfolio Manager MMB - (Hybrid) Irvine/Santa Monica
- Irvine, CA
- 8 days ago
- Irvine, CA
- 8 days ago
Overview This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. As a Vice President, this is an opportunity to work within a...
Commercial Asset Manager - Energy
- Cerritos, CA (20 miles from Irvine, CA)
- 12 days ago
- Cerritos, CA (20 miles from Irvine, CA)
- 12 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
- 13 days ago
- Irvine, CA
- 13 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 (11 miles from Irvine, CA)
- 17 days ago
- Newport Beach, CA (11 miles from Irvine, CA)
- 17 days ago
We are currently searching for a C&I Commercial Portfolio Manager to join our Emerging Middle Market, Southern California Team....
Commercial Portfolio Manager (C&I) - Emerging Middle Market
- City of Industry, CA (23 miles from Irvine, CA)
- 18 days ago
- City of Industry, CA (23 miles from Irvine, CA)
- 18 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 (14 miles from Irvine, CA)
- 20 days ago
- Westminster, CA (14 miles from Irvine, CA)
- 20 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...
Special Assets Portfolio Manager II
- Ontario, CA (22 miles from Irvine, CA)
- 20 days ago
- Ontario, CA (22 miles from Irvine, CA)
- 20 days ago
The Special Assets Portfolio Manager II is responsible for the collection and recovery, and management of past due and charged off commercial credits....
VP, Senior Underwriter Portfolio Manager MMB - San Diego
- Irvine, CA
- 20 days ago
- Irvine, CA
- 20 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 (14 miles from Irvine, CA)
- 21 days ago
- Stanton, CA (14 miles from Irvine, CA)
- 21 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 (7 miles from Irvine, CA)
- 22 days ago
- Irvine, CA (7 miles from Irvine, CA)
- 22 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...
Special Assets Portfolio Manager I
- Ontario, CA (22 miles from Irvine, CA)
- 26 days ago
- Ontario, CA (22 miles from Irvine, CA)
- 26 days ago
The Special Assets Portfolio Manager I is responsible for the collection and recovery, and management of past due and charged off commercial credits....
Demographic Data for Irvine, CA
Moving to Irvine, CA? Find some basic demographic data about Irvine, CA below.
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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
- Loan Review
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Treasury
- Credit Underwriting
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Foreign Exchange
- Wealth Management
- Balance Sheets
- Investment Analysis
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Capital Markets
- Investment Management
- Credit Analysis
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Finance
- Real Estate
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Auditing
- Consulting
- Negotiation
- Written Communication
- Presentation
- Verbal Communication
- Collaboration
- Mentoring
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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