Portfolio Manager Jobs in San Mateo, 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.
- Alameda, CA (13 miles from San Mateo, CA)
- 3 hours ago
- Alameda, CA (13 miles from San Mateo, CA)
- 3 hours ago
We're looking for an experienced Wealth Manager to join our team and play a key role in managing high-net-worth client relationships, delivering holistic financial planning, and contributing to...
- Alameda, CA (13 miles from San Mateo, CA)
- 3 hours ago
- Alameda, CA (13 miles from San Mateo, CA)
- 3 hours 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...
35999975Digital Asset Manager - Asset Organization
- Monte Vista, CA (22 miles from San Mateo, CA)
- 3 hours ago
- Monte Vista, CA (22 miles from San Mateo, CA)
- 3 hours ago
Digital Asset ManagerPosition OverviewThe Digital Asset Manager will collaborate with internal and external creative and development teams as well as subject matter experts to guide projects to...
- Alameda, CA (13 miles from San Mateo, CA)
- 3 hours ago
- Alameda, CA (13 miles from San Mateo, CA)
- 3 hours ago
We are a privately held real estate investment firm focused on the acquisition and management of multifamily assets across the U.S. We are looking for a motivated and analytical Asset Manager to...
- Alameda, CA (13 miles from San Mateo, CA)
- 3 hours ago
- Alameda, CA (13 miles from San Mateo, CA)
- 3 hours ago
7B+ AUM Independent Wealth Management Firm Overview Dynamic, fast growing 7B+ Independent RIA is seeking a Senior Wealth Manager to advise clients with regards to comprehensive wealth management...
Environmental Finance Asset Manager
- San Francisco, CA (15 miles from San Mateo, CA)
- 7 hours ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 7 hours ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Assurance - Technology Risk - Manager - Multiple Positions - 1602958
- San Francisco, CA (15 miles from San Mateo, CA)
- 16 hours ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 16 hours ago
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, youll have the chance to build a career as unique as you...
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day ago
About this role:Wells Fargo is seeking a Lead Community Development Financial Institution Portfolio Manager (technical job title: Lead Commercial Real Estate Portfolio Manager) to help manage a large...
Real Estate Asset Manager (Fiduciary Specialty Asset Manager)
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day ago
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a...
Asset Manager Consultant - Midland Loan Services - Asset Management - Midland
- San Francisco, CA (15 miles from San Mateo, CA)
- 2 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 2 days ago
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work...
MAC (Moves, Adds, Changes) Program Manager, West, GREF Regional Portfolio Management (RPM) AMER
- Sunnyvale, CA (20 miles from San Mateo, CA)
- 2 days ago
- Sunnyvale, CA (20 miles from San Mateo, CA)
- 2 days ago
managers teams to align MAC activities with facilities operations and building nuance Coordinate with IT, Security, and other support functions Build strong partnerships with workplace strategy and...
Sr. Workplace Strategist Devices & Services, GREF: Regional Portfolio Management - AMER
- Sunnyvale, CA (20 miles from San Mateo, CA)
- 2 days ago
- Sunnyvale, CA (20 miles from San Mateo, CA)
- 2 days ago
The Global Real Estate and Facilities (GREF) team provides real estate transaction expertise, business partnering, space and occupancy planning, design and construction, capital investment program...
- San Francisco, CA (15 miles from San Mateo, CA)
- 2 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 2 days ago
Manager, Investment Banking Analyst/Associate, Strategic Finance Analyst/Associate, or related occupation....
- Cupertino, CA (22 miles from San Mateo, CA)
- 2 days ago
- Cupertino, CA (22 miles from San Mateo, CA)
- 2 days ago
#201710 Digital Asset Manager HYBRID IN CUPERTINO, CA (WIFI SHUTTLE AVAILABLE) DATE: Yesterday Overview PLACEMENT TYPE: Temporary SALARY: $69.40 to $77.12 /hr + benfits START DATE: ASAP Our client...
- Cupertino, CA (22 miles from San Mateo, CA)
- 2 days ago
- Cupertino, CA (22 miles from San Mateo, CA)
- 2 days ago
Title : Sr Digital Asset Manager Duration: 12 Months Location: Cupertino, CA 95... Job Description The Client Health team is looking for a Digital Asset Manager to develop, lead, and manage...
Demographic Data for San Mateo, CA
Moving to San Mateo, CA? Find some basic demographic data about San Mateo, CA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in San Mateo, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in San Mateo, 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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Here are some other career titles that require similar skills
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