Portfolio Manager Jobs in Mountain View, 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 (10 miles from Mountain View, CA)
- 1 day ago
- San Jose, CA (10 miles from Mountain View, 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 (10 miles from Mountain View, CA)
- 4 days ago
- San Jose, CA (10 miles from Mountain View, 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...
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...
Senior Treasury / Insurance Risk Analyst
- Moffett Field, CA
- 10 days ago
- Moffett Field, 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,...
Energy Risk Manager OR Energy Risk Analyst
- Santa Cruz, CA (24 miles from Mountain View, CA)
- 12 days ago
- Santa Cruz, CA (24 miles from Mountain View, CA)
- 12 days ago
Central Coast Community Energy (3CE) is seeking an Energy Risk Manager OR Energy Risk Analyst to join our team! Apply immediately as this position will close once sufficient applications are...
Sr. Infrastructure Asset Manager
- San Jose, CA (10 miles from Mountain View, CA)
- 13 days ago
- San Jose, CA (10 miles from Mountain View, 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...
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...
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 (17 miles from Mountain View, CA)
- 21 days ago
- Hayward, CA (17 miles from Mountain View, 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 (10 miles from Mountain View, CA)
- 21 days ago
- Redwood City, CA (10 miles from Mountain View, 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...
Portfolio Manager - Equity Fund Services
- Palo Alto, CA (5 miles from Mountain View, CA)
- 21 days ago
- Palo Alto, CA (5 miles from Mountain View, CA)
- 21 days ago
Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms....
- San Mateo, CA (18 miles from Mountain View, CA)
- 29 days ago
- San Mateo, CA (18 miles from Mountain View, CA)
- 29 days ago
City San Mateo State California Job Location San Mateo Corp Office Position Type Regular The Risk Analyst will be an integral member of the Risk Management team, which handles Essex's insurance...
Our client, a leader in financial software is hiring a Fraud & Risk Analyst to join their team in Mountain View, CA! You will have the opportunity to work a hybrid schedule (3 days onsite / 2 days...
Opex Portfolio Manager EPI (B4)
- Santa Clara, CA (7 miles from Mountain View, CA)
- 30+ days ago
- Santa Clara, CA (7 miles from Mountain View, CA)
- 30+ days ago
Who We Are Applied Materials is the global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service...
Our formula for innovation begins with agile, cross-functional teams that welcome diverse perspectives and embrace collaboration. Inspirational working environments help spark fresh ideas, with...
Demographic Data for Mountain View, CA
Moving to Mountain View, CA? Find some basic demographic data about Mountain View, CA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job titles
Salary for Portfolio Manager Jobs in Mountain View, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Mountain View, 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
- FactSet
- 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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Here are some other career titles that require similar skills
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