Portfolio Manager Jobs in San Diego, 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.
General Atomics (GA), and its affiliated companies, is one of the worlds leading resources for high-technology systems development ranging from the nuclear fuel cycle to remotely piloted aircraft,...
ASSET MANAGER PATHFINDER PARTNERS Candidates may be based in San Diego, CA, Denver, CO or Phoenix, AZ POSITION SUMMARY Pathfinder Partners is seeking an Asset Manager responsible for overseeing...
Remote WorkDo you enjoy designing and implementing solutions to ambiguous and complex problems? Are you looking to expand your scope of impact and influence VP level strategic decision making? Are you on the...
Industry/Sector Not Applicable Specialism People in Deals Management Level Manager Job Description & Summary At PwC, our people in workforce consulting focus on providing consulting services...
COMPANY AAA Management is a fast-growing multifamily real estate development group with a passion for quality and an eye for detail. We apply our creativity to build living environments...
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...
Accounts Receivable and Portfolio Manager, Federal Contracts - Hybrid
- San Diego, CA
- 13 days ago
- San Diego, CA
- 13 days ago
Job Description Summary As Accounts Receivable and Portfolio Manager, Federal Contracts, you will be responsible for overseeing all Federal customer accounts....
Energy Risk Analyst #25-71203 San Diego, California, United States Job Description Primary Purpose Responsible for developing and performing a broad spectrum of quantitative analyses in support of...
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...
pSemi Corporation is a Murata company driving semiconductor integration. pSemi builds on Peregrine Semiconductors 30-year legacy of technology advancements and strong IP portfolio but with a new...
Summary As Portfolio Manager, Government, you will be responsible for overseeing all Federal customer accounts....
Vice President, Portfolio Management - Juris Banking
- San Diego, CA
- 30+ days ago
- San Diego, CA
- 30+ days ago
Job Title: Vice President, Portfolio Management - Juris Banking Location: CA - San Diego, 450 B St What you'll do: Our Juris Banking team is seeking a Commercial Underwriter to be responsible for...
GCIB Restaurant & Hospitality Finance Portfolio Manager Group - Director
- San Diego, CA
- 45+ days ago
- San Diego, CA
- 45+ days ago
The Portfolio Manager role involves the following: Perform underwriting activities for new transactions including identifying structural risks and mitigants, evaluating performance trends and repayment...
Remote WorkDescription Hi, We're AppFolio. We're innovators, changemakers, and collaborators. We're more than just a software company - we're a cloud-based powerhouse that creates products to make our...
Axos Bank Target Range: $80,000.00/Yr. - $110,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and...
Demographic Data for San Diego, CA
Moving to San Diego, CA? Find some basic demographic data about San Diego, CA below.
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Title Synonyms
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Salary for Portfolio Manager Jobs in San Diego, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in San Diego, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Loss Control
- Asset Allocation
- Treasury
- Financial Modeling
- Financial Statements
- Comprehensive Capital Analysis and Review
- Treasury Management
- Derivatives
- BSA
- Commercial Lending
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Mortgage Processing
- Client Relationships
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Written Communication
- Auditing
- Presentation
- Negotiation
- Collaboration
- Mentoring
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Sales
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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