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.
Commercial Banking Portfolio Manager (Government)
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 1 day ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 1 day ago
**About this role:** We are seeking a Commercial Banking Portfolio Manager covering Government Banking at Wells Fargo as part of Commercial Middle Market Specialized Industry....
Asset Manager, Real Estate Equity
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 1 day ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 1 day ago
Enterprise is a national nonprofit that exists to make a good home possible for the millions of families without one. We support community development organizations on the ground, aggregate and...
Money Market Portfolio Manager
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 days ago
REQUIRED QUALIFICATIONS Well-versed in fixed income markets and work experience of at least 2-5 years in portfolio management or related field....
Model Risk Management Director
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 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...
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 days ago
This is Adyen Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice....
Sr Risk Manager - Zelle Fraud Risk
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 3 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 3 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...
Data Scientist / Portfolio Risk 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
Application Deadline: 06/17/2025 Address: 1625 W. Fountainhead Parkway Job Family Group: Data Analytics & Reporting This role is based out of Tempe, Arizona or Chicago, Illinois. Applicants must...
Risk Management Manager: Product and Payment Services Risk (PPSR) Strategy & Operations
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 3 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 3 days ago
Company Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and...
Associate Trust Portfolio Manager
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 8 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 8 days ago
Under limited supervision, the Associate Trust Portfolio Manager provides support to the Trust Portfolio Managers to assist with exceptional service to our Wealth Management clients....
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 9 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 9 days ago
VENDOR RISK SPECIALIST II* WHAT IS THE OPPORTUNITY? The Vendor Program Manager will be responsible for managing vendor relationships across the vendor life cycle phases. This role will be...
Asset Manager - Multifamily Real Estate Location: Walnut Creek, CA | Local Travel Required Full-Time | Newly Created Role Our client, a growing multifamily real estate investment and development...
Sr. Risk Management Manager - LOD1
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 10 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 10 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...
Paid Strategy & Investment Manager II - Mobility
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 10 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 10 days ago
About the Role We're hiring a senior-level individual contributor to join our Mobility Paid Strategy & Investment team. You'll act as the strategic connector between global Paid marketing...
Embedded Payments Oversight and Risk Manager
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 11 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 11 days ago
Embedded Payments Oversight and Risk Manager First Citizens Bank San Francisco, United States Posted 1 day ago Permanent Competitive Embedded Payments Oversight and Risk Manager First Citizens...
Director of Multifamily Asset Manager and Construction
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 11 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 11 days ago
About Granite Capital Group Granite Capital Group (GCG) is a twenty-two-year-old investment firm specializing in commercial real estate services for accredited investors. Our offerings include...
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
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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
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Treasury
- Credit Underwriting
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Wealth Management
- Balance Sheets
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Investment Banking
- Capital Markets
- Credit Analysis
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Asset Management
- Due Diligence
- Modeling
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Consulting
- Auditing
- Negotiation
- Presentation
- Written Communication
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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