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.
Job Summary General Atomics (GA), and its affiliated companies, is one of the world's leading resources for high-technology systems development ranging from the nuclear fuel cycle to remotely...
Payroll Title: RSCH ADM 3 Department: OB/GYN & REPRODUCTIVE SCIENCES Hiring Pay Scale $80,000 - $99,999 / Year Worksite: Remote Appointment Type: Career Appointment Percent: 100% Union: Uncovered...
Remote Work- Lakeside, CA (22 miles from San Diego, CA)
- 12 days ago
- Lakeside, CA (22 miles from San Diego, CA)
- 12 days ago
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly...
Portfolio Manager, NextGear Capital (San Diego East Territory)
- Del Mar, CA (17 miles from San Diego, CA)
- 13 days ago
- Del Mar, CA (17 miles from San Diego, CA)
- 13 days ago
The Portfolio Manager manages and grows a portfolio of dealer clients across the San Diego East territory with lines of credit ranging from $50,000 to $2.5M within an assigned geographic territory....
9Become a Pattern Day Trading Fund Manager - Work From Anywhere!
- San Diego, CA
- 18 days ago
- San Diego, CA
- 18 days ago
9Become a Pattern Day Trading Fund Manager - Work From Anywhere! (Online) TEAMDayTrade image 1 of 3 compensation: $0 to $150,000+ employment type: experience level: no experience required job...
Senior Risk Analyst Department: Analytics, Risk Reports to: Sr. Director of Risk Hours: Monday- Friday, 8:00-5:00, Hybrid schedule working onsite 2-days per week. Full Time/Exempt: $90,000-110,000...
Join Our Team as a Capital (Residential Construction) Manager! What You Will Do: At H.G. Fenton Company, our Purpose is to create lifestyle opportunities where employees flourish, residents live...
Portfolio Manager, NextGear Capital (San Diego East Territory)
- San Diego, CA
- 30+ days ago
- San Diego, CA
- 30+ days ago
Company Cox Automotive - USA Job Family Group Customer Care Group Job Profile Portfolio Manager III - NGC Management Level Individual Contributor Flexible Work Option Can work remotely but need to live...
Remote WorkAVP or VP, Portfolio Manager - Leveraged Lending
- San Diego, CA
- 30+ days ago
- San Diego, CA
- 30+ days ago
About This Job The AVP or VP, Portfolio Manager - Leveraged Lending is responsible for overseeing the performance, risk, and strategic development of a commercial loan portfolio....
Portfolio Management Associate - Leveraged Lending
- San Diego, CA
- 30+ days ago
- San Diego, CA
- 30+ days ago
Axos Bank Target Range: $68,640.00/Yr. - $95,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and...
The Portfolio Manager will work with the Vice President, Commercial Banker to manage loans to ensure the credit risks are responsibly monitored and identified....
Realty Income aims to be a globally recognized leader in the S&P 100, committed to creating long-term value for all stakeholders. These stakeholders include our dedicated team members, who embody...
Build Your Career. Build America’s Future. Vulcan Materials Company is the nation’s largest producer of construction aggregates and a major producer of aggregates-based construction materials...
Director - Investments And Portfolio Management
- San Diego, CA
- 45+ days ago
- San Diego, CA
- 45+ days ago
DIRECTOR - INVESTMENTS AND PORTFOLIO MANAGEMENT The Director, Investments will work directly with both a locally focused team and senior management at all levels within the organization. The...
Do 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...
Demographic Data for San Diego, CA
Moving to San Diego, CA? Find some basic demographic data about San Diego, CA below.
Portfolio Manager Online Courses and Training Opportunities
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
- 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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