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.
Enterprise Risk Management Analyst
- Liberty Mutual Insurance
- Los Angeles, CA
- 10 days ago
- Liberty Mutual Insurance
- Los Angeles, CA
- 10 days ago
Schedule: Full-Time Salary Range: USD $66000.00 - $125000.00 Job Category: Risk Control The typical starting salary range for this role is determined by a number of factors including skills,...
Remote WorkCommercial Banking Portfolio Manager (Government)
- San Francisco, CA
- 1 day ago
- San Francisco, 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....
General information** **Ref #** 20044 **Remote?** Yes **Ally and Your Career** *Ally Financial only succeeds when its people do - and that's more than some cliche people put on job postings. We...
We are seeking an experienced IT Asset Management (ITAM) Specialist to finalize the implementation of our FinTech client's IT asset management system. The ideal candidate will have a strong...
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...
Portfolio Manager III- Private Banking The Portfolio Manager is responsible for managing a portfolio of existing relationship for customers within Private Banking to ensure ongoing profitability and...
REQUIRED QUALIFICATIONS Well-versed in fixed income markets and work experience of at least 2-5 years in portfolio management or related field....
Job Description Description SAIC is seeking a highly qualified Asset Management professional to support the USSOCOM SITEC 3 Enterprise Operations and Maintenance (EOM) contract. Your career at...
Risk Management Manager: Product and Payment Services Risk (PPSR) - Strategy & Operations
- CA
- 2 days ago
- CA
- 2 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 Trading Analyst, Overlay Portfolio Management
- San Diego, CA
- 2 days ago
- San Diego, CA
- 2 days ago
Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things...
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...
Impact Finance - Affordable Housing Asset Manager
- Los Angeles, CA
- 2 days ago
- Los Angeles, CA
- 2 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...
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....
Hiring Manager: Erica Marquez Job Abbreviation: ITA935_M2_E Pay Grade: Exempt - 36 Pay Range: $157,800.00 -$236,700.00 Join the Clean Energy Revolution Become a IT Services & Software Asset...
Remote WorkAt 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...
Demographic Data for California
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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
- 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
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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