Portfolio Manager Jobs in Ontario, 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.
IT Services & Software Asset Manager
- Rosemead, CA (24 miles from Ontario, CA)
- 3 days ago
- Rosemead, CA (24 miles from Ontario, CA)
- 3 days ago
Hiring Manager: Erica Marquez Job Abbreviation: ITA935_M2_E Pay Grade: Exempt - 36 Pay Range: $157,800.00 -$236,700.00 Join the Clean Energy Revolution Become a IT Services & Software Asset...
Remote WorkVP, Senior Underwriter Portfolio Manager MMB - Irvine/Santa Monica
- Irvine, CA (22 miles from Ontario, CA)
- 4 days ago
- Irvine, CA (22 miles from Ontario, 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
- City of Industry, CA (21 miles from Ontario, CA)
- 8 days ago
- City of Industry, CA (21 miles from Ontario, CA)
- 8 days ago
W e are currently searching for a C&I Commercial Portfolio Manager to join our Emerging Middle Market, Southern California Team....
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 (22 miles from Ontario, CA)
- 11 days ago
- Irvine, CA (22 miles from Ontario, 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...
Portfolio Manager - Renewable Energy Assets
- Irvine, CA (22 miles from Ontario, CA)
- 13 days ago
- Irvine, CA (22 miles from Ontario, 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...
The Special Assets Portfolio Manager I is responsible for the collection and recovery, and management of past due and charged off commercial credits....
Fixed Income Portfolio Manager
- Irvine, CA (22 miles from Ontario, CA)
- 17 days ago
- Irvine, CA (22 miles from Ontario, 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 (21 miles from Ontario, CA)
- 17 days ago
- City of Industry, CA (21 miles from Ontario, CA)
- 17 days ago
Overview East West Bank is seeking a Portfolio Manager. Responsibilities Manages and oversees loan/deposit portfolio for relationship manager/team....
Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. Summary The “Credit Risk Analyst” supports Credit...
- Irvine, CA (22 miles from Ontario, CA)
- 26 days ago
- Irvine, CA (22 miles from Ontario, 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 (22 miles from Ontario, CA)
- 27 days ago
- Irvine, CA (22 miles from Ontario, 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...
Senior Commercial Banking Portfolio Manager
- West Covina, CA (16 miles from Ontario, CA)
- 29 days ago
- West Covina, CA (16 miles from Ontario, CA)
- 29 days ago
Ab out this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager in Middle Market Banking as part of the credit management team....
Consumer Protection and Risk Analyst
- Foothill Ranch, CA (24 miles from Ontario, CA)
- 30+ days ago
- Foothill Ranch, CA (24 miles from Ontario, CA)
- 30+ days ago
Kawasaki Motors Retail Finance is seeking a highly motivated and detail-oriented Consumer Protection and Risk Analyst with robust AML experience to join our dynamic, fast-growing startup captive...
- Santa Ana, CA (24 miles from Ontario, CA)
- 30+ days ago
- Santa Ana, CA (24 miles from Ontario, CA)
- 30+ days ago
AVP, Credit Risk Analyst Banc of California - 2.9 Santa Ana, CA Job Details Full-time $65,000 - $98,000 a year 17 hours ago Benefits Paid parental leave Health savings account AD&D insurance Paid...
Demographic Data for Ontario, CA
Moving to Ontario, CA? Find some basic demographic data about Ontario, 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 Ontario, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Ontario, 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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