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.
Environmental Finance Asset Manager
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 4 hours ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 4 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 (18 miles from Walnut Creek, CA)
- 13 hours ago
- San Francisco, CA (18 miles from Walnut Creek, CA)
- 13 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 (19 miles from Walnut Creek, CA)
- 23 hours ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 23 hours 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 (19 miles from Walnut Creek, CA)
- 1 day ago
- San Francisco, CA (19 miles from Walnut Creek, 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 (19 miles from Walnut Creek, CA)
- 2 days ago
- San Francisco, CA (19 miles from Walnut Creek, 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...
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 days ago
Manager, Investment Banking Analyst/Associate, Strategic Finance Analyst/Associate, or related occupation....
Deals Delivering Deal Value Human Capital Manager
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 3 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 3 days ago
Industry/Sector Not Applicable Specialism People in Deals Management Level Manager Job Description & Summary At PwC, our people in workforce consulting focus on providing consulting services...
- San Mateo, CA (24 miles from Walnut Creek, CA)
- 3 days ago
- San Mateo, CA (24 miles from Walnut Creek, CA)
- 3 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 (24 miles from Walnut Creek, CA)
- 3 days ago
- San Mateo, CA (24 miles from Walnut Creek, CA)
- 3 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 (24 miles from Walnut Creek, CA)
- 3 days ago
- San Mateo, CA (24 miles from Walnut Creek, CA)
- 3 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...
- San Mateo, CA (24 miles from Walnut Creek, CA)
- 4 days ago
- San Mateo, CA (24 miles from Walnut Creek, CA)
- 4 days 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...
- San Pablo, CA (16 miles from Walnut Creek, CA)
- 4 days ago
- San Pablo, CA (16 miles from Walnut Creek, CA)
- 4 days ago
Asset Manager San Pablo, CA $95,000-$110,000 Direct, Full-Time Hybrid Real Estate/Housing ABOUT THE ROLE The Asset Manager position is hybrid and will report to upper management. Responsibilities...
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 4 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 4 days ago
Presidio Bay Ventures, Inc. ("PBV") is a real estate investment and development firm headquartered in San Francisco. Our team is focused on sourcing and structuring unique, value-add investment...
Risk Manager, Loss Forecasting
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 6 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 6 days 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...
Compliance Advisory Risk Manager - Payments
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 7 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 7 days 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...
Demographic Data for Walnut Creek, CA
Moving to Walnut Creek, CA? Find some basic demographic data about Walnut Creek, 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 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
- 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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