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.
Risk Consulting - Digital Risk - Manager - Multiple Positions - 1713916
- ey
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 hours ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 hours ago
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and...
In PersonDirector OR AVP Portfolio Management and Operations
- Healthpeak Properties, Inc.
- Brisbane, CA (22 miles from Walnut Creek, CA)
- 2 hours ago
- Brisbane, CA (22 miles from Walnut Creek, CA)
- 2 hours ago
Strong PowerPoint, financial modeling, and analytical capabilities. Excellent written and verbal communication skills....
In Person- Bank of Marin
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 6 hours ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 6 hours ago
The Portfolio Manager supports the respective Commercial Banking Office....
In PersonRisk Consulting - Digital Risk - Manager - Multiple Positions - 1713916
- Ernst & Young
- San Francisco, CA (18 miles from Walnut Creek, CA)
- 1 day ago
- San Francisco, CA (18 miles from Walnut Creek, CA)
- 1 day ago
At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help...
In PersonSenior Manager, Financial Risk Management
- OpenAI
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 days ago
About the Team The Internal Controls function sits within the broader Finance Risk Management (FRM) organization and plays a key role in strengthening the integrity, scalability, and reliability...
Remote- Early Warning Services, LLC
- 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 Early Warning, we've powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle, Paze, and so much more. As a trusted name in payments, we...
HybridAssociate, Multi-Asset Portfolio Manager
- BlackRock, Inc.
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 7 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 7 days ago
Collaborate with other portfolio managers to translate investment workflows into scalable technology solutions to mitigate risk and improve efficiency....
Hybrid- Early Warning Services, LLC
- 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 Early Warning, we've powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle, Paze, and so much more. As a trusted name in payments, we...
Hybrid- BlackRock, Inc.
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 8 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 8 days ago
Our portfolio managers work with leading-edge portfolio risk and optimization technologies....
HybridCredit Portfolio Manager - Insurance Premium Finance
- US Bank
- Walnut Creek, CA
- 11 days ago
- Walnut Creek, CA
- 11 days ago
The Credit Portfolio Manager partners with Relationship Managers to successfully manage and grow IPF credit relationships....
In PersonSenior Director Portfolio Management
- ACADIA Pharmaceuticals Inc.
- South San Francisco, CA (24 miles from Walnut Creek, CA)
- 11 days ago
- South San Francisco, CA (24 miles from Walnut Creek, CA)
- 11 days ago
About Acadia Pharmaceuticals Acadia is committed to turning scientific promise into meaningful innovation that makes the difference for underserved neurological and rare disease communities around...
Hybrid- WorldQuant
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 12 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 12 days ago
Manager Opportunity: Transparent and formula-based compensation Meaningful allocation with growth potential based on performance and scalability Access to a deep and broad menu of datasets supported...
In Person- WorldQuant
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 12 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 12 days ago
Manager Opportunity: Transparent and formula-based compensation Opportunities to contribute to other research and strategy initiatives Access to WorldQuant's alpha pool, portfolio management tools...
In PersonAssociate Fund Manager, Private Investment Funds
- Forge Global
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 13 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 13 days ago
At Forge, we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of...
In Person- Roofstock
- Oakland, CA (10 miles from Walnut Creek, CA)
- 15 days ago
- Oakland, CA (10 miles from Walnut Creek, CA)
- 15 days ago
modeling leveraging large datasets Experience building ad hoc KPI reports to derive actionable insights Strong negotiation skills and an ability to interface with high-level institutional investors...
HybridDemographic 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
- Freddie Mac
- Credit Underwriting
- Financial Statements
- Asset Allocation
- Financial Statement Analysis
- Financial Modeling
- Wealth Management
- Treasury
- Commercial Lending
- Investment Banking
- Treasury Management
- Cash Flow Analysis
- BSA
- Derivatives
- Valuation
- Fixed Income
- Credit Analysis
- Capital Markets
- Investment Management
- Capital Planning
- Anti-Money Laundering
- Financial Analysis
- Commercial Real Estate
- Lending
- Underwriting
- Risk Analysis
- Portfolio Management
- Financial Services
- Due Diligence
- Asset Management
- Modeling
- Real Estate
- Business Administration
- Finance
- Accounting
- Reimbursement
- Analytical Skills
- Risk Management
- Strategy Development
- Decision Making
- Negotiation
- Auditing
- Written Communication
- Presentation
- Documentation
- Mentoring
- Budgets
- Implementation
- Verbal Communication
- Reporting
- Policy Development
- Collaboration
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Staff Supervision
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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