Portfolio Manager Jobs in Sunnyvale, 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.
35999975Digital Asset Manager - Asset Organization
- Monte Vista, CA (7 miles from Sunnyvale, CA)
- moments ago
- Monte Vista, CA (7 miles from Sunnyvale, CA)
- moments 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...
MAC (Moves, Adds, Changes) Program Manager, West, GREF Regional Portfolio Management (RPM) AMER
- Sunnyvale, CA
- 2 days ago
- Sunnyvale, 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
- 2 days ago
- Sunnyvale, 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...
- Cupertino, CA (7 miles from Sunnyvale, CA)
- 2 days ago
- Cupertino, CA (7 miles from Sunnyvale, 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 (7 miles from Sunnyvale, CA)
- 2 days ago
- Cupertino, CA (7 miles from Sunnyvale, 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...
- San Mateo, CA (20 miles from Sunnyvale, CA)
- 4 days ago
- San Mateo, CA (20 miles from Sunnyvale, CA)
- 4 days 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...
- San Mateo, CA (20 miles from Sunnyvale, CA)
- 4 days ago
- San Mateo, CA (20 miles from Sunnyvale, CA)
- 4 days ago
Wealth Advisor 50M+ Level Clientele Menlo Park or San Francisco Overview Ultra High Net Worth focused Multi-Family Office seeks a Wealth Advisor to collaborate with Senior Wealth Managers in...
- San Mateo, CA (20 miles from Sunnyvale, CA)
- 4 days ago
- San Mateo, CA (20 miles from Sunnyvale, CA)
- 4 days 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...
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...
- Santa Clara, CA (4 miles from Sunnyvale, CA)
- 4 days ago
- Santa Clara, CA (4 miles from Sunnyvale, CA)
- 4 days ago
Greetings for today! Looking for Fixed Asset Accounting Manager in Santa Clara, CA. Please see the attached job description below if you feel interesred feel free to apply. Job Title: Fixed Asset...
- San Jose, CA (7 miles from Sunnyvale, CA)
- 7 days ago
- San Jose, CA (7 miles from Sunnyvale, CA)
- 7 days ago
Our client is one of the largest Commercial Real Estate and Property Management companies in California managing commercial real estate in Northern California focused on converting and increasing...
- Mountain View, CA (2 miles from Sunnyvale, CA)
- 13 days ago
- Mountain View, CA (2 miles from Sunnyvale, CA)
- 13 days ago
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
Executive Regional Portfolio Manager (REF8951A)
- Cupertino, CA (7 miles from Sunnyvale, CA)
- 15 days ago
- Cupertino, CA (7 miles from Sunnyvale, CA)
- 15 days ago
Executive Regional Portfolio Manager (REF8951A) 3.0 3.0 out of 5 stars Cupertino, CA Remote Company Description Multifamily Property Management Job Description The Executive Regional Portfolio Manager...
Dir., SMB Portfolio Management
- San Jose, CA (7 miles from Sunnyvale, CA)
- 16 days ago
- San Jose, CA (7 miles from Sunnyvale, CA)
- 16 days ago
The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and...
- Mountain View, CA (2 miles from Sunnyvale, CA)
- 21 days ago
- Mountain View, CA (2 miles from Sunnyvale, CA)
- 21 days ago
Intuit QuickBooks is on a mission to transform financial services for small and mid-market businesses through its money movement platform. To achieve this, the Analytics, Governance, and Sanctions...
Demographic Data for Sunnyvale, CA
Moving to Sunnyvale, CA? Find some basic demographic data about Sunnyvale, CA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job titles
Salary for Portfolio Manager Jobs in Sunnyvale, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Sunnyvale, 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
Other Career Titles
Here are some other career titles that require similar skills
Portfolio Manager Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »