Portfolio Manager Jobs in Sacramento, 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.
- Dixon, CA (21 miles from Sacramento, CA)
- 2 days ago
- Dixon, CA (21 miles from Sacramento, CA)
- 2 days ago
Basalite Building Products, LLC is one of the largest manufacturers of concrete masonry products in the Western United States. Product lines include structural block, interlocking paving stones,...
Job Description : Summary The Associate Real Estate Portfolio Manager will act as a team lead in the negotiation, financial evaluation, problem solving and legal research associated with Ryders' Real...
Remote WorkTeam Lead - Portfolio Manager, Commercial (Emerging Middle Market)
- Sacramento, CA
- 6 days ago
- Sacramento, CA
- 6 days ago
Application Deadline: 09/29/2025 Address: 2527 Camino Ramon Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with...
and Duties Under the direction of the Staff Services Manager I, the Associate Governmental Program Analyst is responsible for monitoring the fiscal management of a wide range of multifamily...
- Rancho Cordova, CA (12 miles from Sacramento, CA)
- 7 days ago
- Rancho Cordova, CA (12 miles from Sacramento, CA)
- 7 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...
Allied Universal is hiring a Enterprise Account Portfolio Manager Trainer for the largest logistics company....
As a CRE Portfolio Manager in the Commercial Real Estate Division you will contribute to the underwriting of commercial real estate loan activity and strong portfolio management performance....
Job Details Job Location : 164 - 1500 Expo Parkway - Sacramento, CA Salary Range : Undisclosed Description Compliance and Operational Risk Manager Department: Compliance Location: 1500 Expo Pkwy...
Investment Manager, Public Employees' Retirement System
- Sacramento, CA
- 30+ days ago
- Sacramento, CA
- 30+ days ago
managers to evaluate, execute, and implement investment strategies in an operationally efficient manner to mitigate risk Professional Certification (e.g....
- West Sacramento, CA (2 miles from Sacramento, CA)
- 45+ days ago
- West Sacramento, CA (2 miles from Sacramento, CA)
- 45+ days ago
Overview Who We Are The Raleys Companies is a private, family-owned, and purpose-driven retail company headquartered in West Sacramento, CA. Since our founding in 1935, our store operations have...
Application Deadline: 07/17/2025 Address: 500 Capitol Mall Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support lending...
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
Job Description At Strategy & Consulting, we work closely with C-suite executives and industry leaders to drive transformation across all areas of their businesses. Our mission is to help...
Demographic Data for Sacramento, CA
Moving to Sacramento, CA? Find some basic demographic data about Sacramento, CA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Sacramento, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Sacramento, 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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