Portfolio Manager Jobs in San Francisco, 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.
Lead Commercial Real Estate Portfolio Manager
- San Francisco, CA
- 6 hours ago
- San Francisco, CA
- 6 hours ago
About this role: Wells Fargo is seeking a Lead Commercial Real Estate Portfolio Manager / Underwriter to manage a group of assigned relationships and commercial real estate loans....
Under limited supervision, the Associate Trust Portfolio Manager provides support to the Trust Portfolio Managers to assist with exceptional service to our Wealth Management clients....
VENDOR RISK SPECIALIST II* WHAT IS THE OPPORTUNITY? The Vendor Program Manager will be responsible for managing vendor relationships across the vendor life cycle phases. This role will be...
- Walnut Creek, CA (19 miles from San Francisco, CA)
- 6 days ago
- Walnut Creek, CA (19 miles from San Francisco, CA)
- 6 days ago
Asset Manager - Multifamily Real Estate Location: Walnut Creek, CA | Local Travel Required Full-Time | Newly Created Role Our client, a growing multifamily real estate investment and development...
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At Early Warning, we've powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle, Paze, and so much more. As a trusted name in payments, we...
Paid Strategy & Investment Manager II - Mobility
- San Francisco, CA
- 6 days ago
- San Francisco, CA
- 6 days ago
About the Role We're hiring a senior-level individual contributor to join our Mobility Paid Strategy & Investment team. You'll act as the strategic connector between global Paid marketing...
Senior Commercial Banking Portfolio Manager
- San Francisco, CA
- 6 days ago
- San Francisco, CA
- 6 days ago
About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager in Middle Market Banking as part of the credit management team....
Embedded Payments Oversight and Risk Manager
- San Francisco, CA
- 7 days ago
- San Francisco, CA
- 7 days ago
Embedded Payments Oversight and Risk Manager First Citizens Bank San Francisco, United States Posted 1 day ago Permanent Competitive Embedded Payments Oversight and Risk Manager First Citizens...
Director of Multifamily Asset Manager and Construction
- San Francisco, CA
- 7 days ago
- San Francisco, CA
- 7 days ago
About Granite Capital Group Granite Capital Group (GCG) is a twenty-two-year-old investment firm specializing in commercial real estate services for accredited investors. Our offerings include...
- San Francisco, CA
- 8 days ago
- San Francisco, CA
- 8 days ago
MBA, other advanced degree and/or CFA designation preferred. 10 years' professional experience in asset / wealth management, equity research, equity sales, or a related discipline....
- Walnut Creek, CA (19 miles from San Francisco, CA)
- 10 days ago
- Walnut Creek, CA (19 miles from San Francisco, CA)
- 10 days ago
ASSET MANAGER Contract type Full-Time Location Walnut Creek, CA Specialty Marketing Salary $90,000/year - $120,000/year Remote No Reference 486937 name Rob Tomlinson For This Job JOB DESCRIPTION...
At Early Warning, we've powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle, Paze, and so much more. As a trusted name in payments, we...
VP, Product Manager - Portfolio Management
- Sausalito, CA (7 miles from San Francisco, CA)
- 13 days ago
- Sausalito, CA (7 miles from San Francisco, CA)
- 13 days ago
About this role Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity...
ASSET MANAGER Summary The Asset Manager (AM) is responsible for a portfolio of approximately 40 properties and serves as the primary contact for the portfolio's investors and lenders. The...
Managers are required Prepare quarterly reports that present property performance along with progress on strategic initiatives Bottom line responsibility for asset performance against the associated...
Demographic Data for San Francisco, CA
Moving to San Francisco, CA? Find some basic demographic data about San Francisco, CA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in San Francisco, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in San Francisco, 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
- Capital Planning
- 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
- Portfolio Management
- Risk Analysis
- Asset Management
- Due Diligence
- Modeling
- Finance
- Real Estate
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Auditing
- Negotiation
- Presentation
- Verbal Communication
- Written Communication
- Collaboration
- Documentation
- Bachelor's Degree
- Reporting
- Budgets
- Regulations
- Sales
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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