Portfolio Manager Jobs in California
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.
Portfolio Manager - Tech and Life Sciences San Francisco
- San Francisco, CA
- 8 hours ago
- San Francisco, CA
- 8 hours ago
Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms....
The Northern California VP Asset Manager is a critical position within the retail real estate team. Together with the Asset Management team they're responsible for managing the relationship with,...
Director, Commercial Portfolio Management - Walnut Creek, CA
- Walnut Creek, CA
- 10 hours ago
- Walnut Creek, CA
- 10 hours ago
California Bank & Trust is currently looking for a Director, Commercial Portfolio Manager Job requirements: Manages a team of Portfolio Managers....
Requisition ID # 166270 Job Category: Energy Services / Trading Job Level: Individual Contributor Business Unit: Engineering, Planning & Strategy Work Type: Onsite Job Location: Oakland Department...
The Portfolio Manager will work with the Vice President, Commercial Banker to manage loans to ensure the credit risks are responsibly monitored and identified....
Job Title: Sr. Counter Party Risk Analyst Location: CA - Westlake Village What you'll do: As a Risk Analyst you'll conduct due diligence review and analysis of new prospective correspondent...
We’re looking for a highly analytical and detail-oriented Risk Analyst to join our growing risk management team. This role is pivotal in assessing and managing the credit risk associated with our...
Requisition ID # 166270 Job Category: Energy Services / Trading Job Level: Individual Contributor Business Unit: Engineering, Planning & Strategy Work Type: Onsite Job Location: Oakland Department...
Technology Payments Network Risk Manager-Enterprise Services Risk Office
- San Francisco, CA
- 1 day ago
- San Francisco, CA
- 1 day ago
Technology Payments Network Risk Manager-Enterprise Services Risk Office We are hiring! The Enterprise Services Business Risk Office provides risk management support to several lines of business...
Travis Credit Union's (TCU) Risk Analyst is responsible for identifying, analyzing, and mitigating fraud-related risks to protect the credit union and its members. The responsibility of the role...
Requisition ID # 166306 Job Category: Accounting / Finance Job Level: Individual Contributor Business Unit: Engineering, Planning & Strategy Work Type: Hybrid Job Location: Oakland Department...
Build Your Career. Build America’s Future. Vulcan Materials Company is the nation’s largest producer of construction aggregates and a major producer of aggregates-based construction materials...
Job Title: Jr. Counterparty Risk Analyst Location: CA - Westlake Village What you'll do: This role is responsible for annual due diligence recertification review, analysis, and ongoing monitoring...
Job Title: Jr Counterpary Risk Analyst Location: CA - Westlake Village What you'll do: This role is responsible for annual due diligence recertification review, analysis, and ongoing monitoring of...
The Product Portfolio Manager will own product catalog accuracy and effectiveness over time....
Demographic Data for California
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Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in California
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in California 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
- Comprehensive Capital Analysis and Review
- Credit Underwriting
- Treasury
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Financial Modeling
- Foreign Exchange
- Derivatives
- BSA
- Treasury Management
- Balance Sheets
- Wealth Management
- Cash Flow Analysis
- Commercial Real Estate
- Capital Markets
- Fixed Income
- Valuation
- Lending
- Investment Management
- Credit Analysis
- Financial Analysis
- Financial Services
- Client Relationships
- Anti-Money Laundering
- Mortgage Processing
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Real Estate
- Finance
- Reimbursement
- Risk Management
- Accounting
- Strategy Development
- Decision Making
- Implementation
- Auditing
- Analytical Skills
- Negotiation
- Consulting
- Written Communication
- Presentation
- Mentoring
- Budgets
- Documentation
- Reporting
- Collaboration
- Policy Development
- Bachelor's Degree
- Regulations
- Microsoft Office
- Project Management
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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