Portfolio Manager Jobs in Walnut Creek, 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.
Collateralized Loan Obligations (CLOs), Senior Client Portfolio Managers - Nuveen, Structured Credit
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 1 day ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 1 day ago
Nuveen Global Fixed Income (Nuveen GFI) is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed income markets....
Enterprise and Operational Risk Manager
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 1 day ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 1 day ago
Current Employees of LendingClub: Please apply via your internal Workday Account LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We...
Community Association Manager / Portfolio (SRCA2025)
- San Ramon, CA (7 miles from Walnut Creek, CA)
- 4 days ago
- San Ramon, CA (7 miles from Walnut Creek, CA)
- 4 days ago
Job DetailsJob Location: San Ramon, CAPosition Type: Full TimeSalary Range: $75000.00 - $85000.00 Salary/yearJob Category: BPMGEN DescriptionImagine working for a dynamic, technology-driven HOA...
Associate, Technical Portfolio Manager, Multi-Asset Strategies & Solutions (MASS)
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 5 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 5 days ago
managers to translate investment workflows into scalable technology solutions to mitigate risk and improve efficiency Maintain and evolve existing applications including deployment, documentation,...
2026 International Portfolio Management Associate
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 6 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 6 days ago
Strong quantitative, analytical, and computer skills, including Excel, PowerPoint, Bloomberg, and FactSet. Familiarity with Python and/or Tableau is a plus....
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 6 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 6 days ago
investments, public equity strategies and fixed income strategies....
Team Lead - Portfolio Manager, Commercial (Emerging Middle Market)
- San Ramon, CA (7 miles from Walnut Creek, CA)
- 6 days ago
- San Ramon, CA (7 miles from Walnut Creek, 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...
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 6 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 6 days ago
We are Lightsource bp - and we're on a mission to become a global leader in onshore renewables, anchored by our proven track record in solar development. For over a decade we've been actively...
Senior Manager, Technology Operations - Portfolio Management & Intelligence
- San Mateo, CA (24 miles from Walnut Creek, CA)
- 8 days ago
- San Mateo, CA (24 miles from Walnut Creek, CA)
- 8 days ago
... 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 insights delivery...
- Fremont, CA (21 miles from Walnut Creek, CA)
- 8 days ago
- Fremont, CA (21 miles from Walnut Creek, 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...
Senior Staff Risk Analyst, Fraud Ops Strategy & Forensic Investigations
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 11 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 11 days ago
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance....
Portfolio Management Analyst, Senior
- Oakland, CA (10 miles from Walnut Creek, CA)
- 12 days ago
- Oakland, CA (10 miles from Walnut Creek, CA)
- 12 days ago
Requisition ID # 166754 Job Category: Accounting / Finance Job Level: Individual Contributor Business Unit: Engineering, Planning & Strategy Work Type: Hybrid Job Location: Oakland Department...
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 13 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 13 days ago
We are seeking a Senior Investment Manager with a focus on acquisitions to join the Investment team. The principal responsibility of the role is to implement the investment strategy that is in...
Sr Portfolio Manager - Private Asset Management
- Walnut Creek, CA
- 13 days ago
- Walnut Creek, CA
- 13 days ago
Mentor Associate and Portfolio Managers to elevate team capabilities. Contribute to team investment philosophy and tactical allocation decisions....
Portfolio Management Analyst, Senior
- Oakland, CA (11 miles from Walnut Creek, CA)
- 14 days ago
- Oakland, CA (11 miles from Walnut Creek, CA)
- 14 days ago
Requisition ID # 166754 Job Category: Accounting / Finance Job Level: Individual Contributor Business Unit: Engineering, Planning & Strategy Work Type: Hybrid Job Location: Oakland Department...
Demographic Data for Walnut Creek, CA
Moving to Walnut Creek, CA? Find some basic demographic data about Walnut Creek, CA below.
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Title Synonyms
Users interested in this job title also searched for the following job titles
Salary for Portfolio Manager Jobs in Walnut Creek, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Walnut Creek, 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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