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.
Manager, Financial Risk & Regulatory - Multiple Positions
- San Jose, CA
- 2 hours ago
- San Jose, CA
- 2 hours ago
Manager, Financial Risk & Regulatory, PricewaterhouseCoopers Advisory Services LLC, San Jose, CA. Help business leaders adopt a proactive and dynamic risk management capability and mindset into...
Credit Risk Analyst San Jose, CA (Hybrid) 12+ Months LOCAL TO BAY AREA/WORK LOCATION-SAN JOSE. ASSIGNMENT IS HYBRID AND MOSTLY REMOTE BUT REQUIRED ON-SITE AS NEEDED IN SAN JOSE Pay Rate: 40 -...
- Cupertino, CA (11 miles from San Jose, CA)
- 5 days ago
- Cupertino, CA (11 miles from San Jose, CA)
- 5 days ago
AVP & Portfolio Manager We are seeking an AVP & Portfolio Manager to join our team. This is a full-time position. The work site is 19620 Stevens Creek Blvd., Cupertino, CA 95014....
- Sunnyvale, CA (7 miles from San Jose, CA)
- 5 days ago
- Sunnyvale, CA (7 miles from San Jose, CA)
- 5 days ago
Apply share linkCopy link emailEmail a friend Minimum qualifications: Bachelor's degree in Finance, Real Estate, Economics, Business Administration, or a related quantitative field, or equivalent...
Team Lead - Portfolio Manager, Commercial (Emerging Middle Market)
- San Jose, CA
- 6 days ago
- San Jose, 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...
- Mountain View, CA (10 miles from San Jose, CA)
- 8 days ago
- Mountain View, CA (10 miles from San Jose, CA)
- 8 days ago
Intuit QuickBooks is leading the charge in revolutionizing financial services for small businesses with its groundbreaking money movement platform. As part of our commitment to preventing fraud...
Senior Manager, Technology Operations - Portfolio Management & Intelligence
- Sunnyvale, CA (7 miles from San Jose, CA)
- 8 days ago
- Sunnyvale, CA (7 miles from San Jose, CA)
- 8 days ago
Position Summary... What you'll do... Sponsorship is not available for this role. As a Senior Manager of Portfolio Management & Intelligence, you will lead strategic execution, governance, and...
- Fremont, CA (16 miles from San Jose, CA)
- 8 days ago
- Fremont, CA (16 miles from San Jose, CA)
- 8 days ago
The Utility Energy Asset Manager plays a pivotal role in the success and optimization of Tesla's expanding portfolio of utility-scale battery storage projects. This position serves as the main...
- Mountain View, CA (10 miles from San Jose, CA)
- 10 days ago
- Mountain View, CA (10 miles from San Jose, CA)
- 10 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...
Risk Manager- City of San Jose, Department of Finance
- San Jose, CA
- 14 days ago
- San Jose, CA
- 14 days ago
The Risk Manager will plan, organize, coordinate, and execute a risk management program with the objective of conserving financial, physical, and natural assets against the effects of loss. The...
- Hayward, CA (24 miles from San Jose, CA)
- 16 days ago
- Hayward, CA (24 miles from San Jose, CA)
- 16 days ago
Field Risk Specialist Position Opportunity! We pay for drive time so candidates must live in the immediate area of Hayward, CA. This is a Field Based Position so you will not be assigned to a...
Allied Universal® is hiring a Enterprise Account Portfolio Manager Trainer for the largest logistics company....
- Santa Clara, CA (3 miles from San Jose, CA)
- 20 days ago
- Santa Clara, CA (3 miles from San Jose, CA)
- 20 days ago
Risk Manager NVIDIA 2.7 ( ) Santa Clara, CA # JR1989201 Position summary c environment that values your skills and fosters your professional development. We are now looking for a Risk Manager to...
- Mountain View, CA (10 miles from San Jose, CA)
- 20 days ago
- Mountain View, CA (10 miles from San Jose, CA)
- 20 days ago
We are seeking a Senior Loss Forecasting Analyst to lead the development, implementation, and monitoring of credit loss forecasting models across Intuit’s consumer and small business lending...
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 to design and deliver exceptional...
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
- 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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