Portfolio Manager Jobs in San Jose, 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.
We are seeking an experienced IT Asset Management (ITAM) Specialist to finalize the implementation of our FinTech client's IT asset management system. The ideal candidate will have a strong...
BACKGROUNDThe Centralized Modeling & Analytics and Operations(CMAO) team within State Street's Enterprise Risk Management (ERM) organization is looking for an experienced quantitative analyst to...
- Mountain View, CA (10 miles from San Jose, CA)
- 5 days ago
- Mountain View, CA (10 miles from San Jose, CA)
- 5 days ago
One out of every two small businesses fail within their first five years, most often due to running out of cash. Intuit QuickBooks is on a mission to provide small businesses access to all the...
Senior Treasury / Insurance Risk Analyst
- Moffett Field, CA (10 miles from San Jose, CA)
- 10 days ago
- Moffett Field, CA (10 miles from San Jose, CA)
- 10 days ago
Senior Treasury / Insurance Risk Analyst We are Omnissa! The world is evolving fast, and organizations everywhere-from corporations to schools-are under immense pressure to provide flexible,...
Energy Risk Manager OR Energy Risk Analyst
- Santa Cruz, CA (24 miles from San Jose, CA)
- 12 days ago
- Santa Cruz, CA (24 miles from San Jose, CA)
- 12 days ago
Central Coast Community Energy (3CE) is seeking an Energy Risk Manager OR Energy Risk Analyst to join our team! Apply immediately as this position will close once sufficient applications are...
Sr. Infrastructure Asset Manager Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need...
- Mountain View, CA (10 miles from San Jose, CA)
- 19 days ago
- Mountain View, CA (10 miles from San Jose, CA)
- 19 days ago
One out of every two small businesses fails within their first five years, most often due to running out of cash. QuickBooks Capital is on a mission to make a dent in that statistic, by providing...
- Mountain View, CA (10 miles from San Jose, CA)
- 19 days ago
- Mountain View, CA (10 miles from San Jose, CA)
- 19 days ago
One out of every two small businesses fails within their first five years, most often due to running out of cash. QuickBooks Capital is on a mission to make a dent in that statistic, by providing...
- Hayward, CA (24 miles from San Jose, CA)
- 21 days ago
- Hayward, CA (24 miles from San Jose, CA)
- 21 days ago
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships...
- Redwood City, CA (21 miles from San Jose, CA)
- 21 days ago
- Redwood City, CA (21 miles from San Jose, CA)
- 21 days ago
Mold Utility - C Shift at Becton Dickinson NA Mold Utility - C Shift at Becton Dickinson NA in Columbus, Nebraska Posted in Other 17 days ago. Job Description: Job Description Summary Job...
Portfolio Manager - Equity Fund Services
- Palo Alto, CA (15 miles from San Jose, CA)
- 21 days ago
- Palo Alto, CA (15 miles from San Jose, CA)
- 21 days ago
Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms....
- Mountain View, CA (10 miles from San Jose, CA)
- 30+ days ago
- Mountain View, CA (10 miles from San Jose, CA)
- 30+ days ago
Our client, a leader in financial software is hiring a Fraud & Risk Analyst to join their team in Mountain View, CA! You will have the opportunity to work a hybrid schedule (3 days onsite / 2 days...
Opex Portfolio Manager EPI (B4)
- Santa Clara, CA (3 miles from San Jose, CA)
- 30+ days ago
- Santa Clara, CA (3 miles from San Jose, CA)
- 30+ days ago
Who We Are Applied Materials is the global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service...
- Mountain View, CA (10 miles from San Jose, CA)
- 30+ days ago
- Mountain View, CA (10 miles from San Jose, CA)
- 30+ days ago
Our formula for innovation begins with agile, cross-functional teams that welcome diverse perspectives and embrace collaboration. Inspirational working environments help spark fresh ideas, with...
- Mountain View, CA (10 miles from San Jose, CA)
- 30+ days ago
- Mountain View, CA (10 miles from San Jose, CA)
- 30+ days ago
Intuit’s Consumer Group, including TurboTax, empowers millions of individuals to take control of their finances. TurboTax simplifies tax preparation and enables our customers to file with...
Demographic Data for San Jose, CA
Moving to San Jose, CA? Find some basic demographic data about San Jose, CA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in San Jose, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in San Jose, 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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