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.
Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, weve been committed to making dreams come true for independent car...
Assurance - Technology Risk - Manager - Multiple Positions - 1602958
- San Francisco, CA
- moments ago
- San Francisco, CA
- moments 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
- 10 hours ago
- San Francisco, CA
- 10 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...
General Atomics (GA), and its affiliated companies, is one of the worlds leading resources for high-technology systems development ranging from the nuclear fuel cycle to remotely piloted aircraft,...
Real Estate Asset Manager (Fiduciary Specialty Asset Manager)
- San Francisco, CA
- 1 day ago
- San Francisco, 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 PATHFINDER PARTNERS Candidates may be based in San Diego, CA, Denver, CO or Phoenix, AZ POSITION SUMMARY Pathfinder Partners is seeking an Asset Manager responsible for overseeing...
Remote WorkDo you enjoy designing and implementing solutions to ambiguous and complex problems? Are you looking to expand your scope of impact and influence VP level strategic decision making? Are you on the...
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...
Financial Risk Specialist (Job ID# FRS0103) sought by Lobel Financial Corporation in Anaheim, CA (offered wage: $92,706/yr): Build, maintain, & track performance of risk models; Dvlp & implmt...
Asset Manager Consultant - Midland Loan Services - Asset Management - Midland
- San Francisco, CA
- 1 day ago
- San Francisco, CA
- 1 day 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...
MAC (Moves, Adds, Changes) Program Manager, West, GREF Regional Portfolio Management (RPM) AMER
- Sunnyvale, CA
- 1 day ago
- Sunnyvale, CA
- 1 day ago
managers teams to align MAC activities with facilities operations and building nuance Coordinate with IT, Security, and other support functions Build strong partnerships with workplace strategy and...
Sr. Workplace Strategist Devices & Services, GREF: Regional Portfolio Management - AMER
- Sunnyvale, CA
- 1 day ago
- Sunnyvale, CA
- 1 day ago
The Global Real Estate and Facilities (GREF) team provides real estate transaction expertise, business partnering, space and occupancy planning, design and construction, capital investment program...
Manager, Investment Banking Analyst/Associate, Strategic Finance Analyst/Associate, or related occupation....
#201710 Digital Asset Manager HYBRID IN CUPERTINO, CA (WIFI SHUTTLE AVAILABLE) DATE: Yesterday Overview PLACEMENT TYPE: Temporary SALARY: $69.40 to $77.12 /hr + benfits START DATE: ASAP Our client...
Title : Sr Digital Asset Manager Duration: 12 Months Location: Cupertino, CA 95... Job Description The Client Health team is looking for a Digital Asset Manager to develop, lead, and manage...
Demographic Data for California
Moving to California? Find some basic demographic data about California 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 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
- 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
- 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
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Portfolio Manager Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »