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.
Overview Who We Are The Raleys Companies is a private, family-owned, and purpose-driven retail company headquartered in West Sacramento, CA. Since our founding in 1935, our store operations have...
Investment Manager - Private Wealth Management
- San Francisco, CA
- 10 hours ago
- San Francisco, CA
- 10 hours ago
manager research on individual securities, ETFs, mutual funds, portfolio construction, and business cycle positioning to achieve superior pre- and after-tax returns consistent with the SAIs investment...
Risk Analyst III Job#: 2080150 Job Description: Job Title: Sr Operational Risk Analyst II (Non-Financial Risk Lead) Location: Hybrid in Newport Beach, CA Type: 6-month contract to hire Job...
Skills Strategic Portfolio Manager...
About this role: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...
Associate Trading Analyst, Overlay Portfolio Management
- San Diego, CA
- 23 hours ago
- San Diego, CA
- 23 hours ago
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business...
Understand the Bank's business model, financial statements and associated risks. Develop expertise in ERM policies and awareness of expanding monitoring and reporting capabilities....
Assurance - Technology Risk - Manager - Multiple Positions - 1623936
- San Jose, CA
- 1 day ago
- San Jose, CA
- 1 day ago
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you...
DIRECTOR - INVESTMENTS AND PORTFOLIO MANAGEMENT The Director, Investments will work directly with both a locally focused team and senior management at all levels within the organization. The...
Analyst - Investments And Portfolio Management
- San Francisco, CA
- 1 day ago
- San Francisco, CA
- 1 day ago
ANALYST - INVESTMENTS AND PORTFOLIO MANAGEMENT Kilroy Realty Corporation is seeking an individual interested in pursuing a career in real estate with a focus on investments and finance at a...
About this role: Wells Fargo is seeking a Lead Commercial Banking Portfolio Manager within the Commercial Auto Group....
Kforce has a client that is immediately seeking an experienced Strategic Portfolio Manager in Roseville, CA....
Assurance - Technology Risk - Manager - Multiple Positions - 1623936
- San Jose, CA
- 2 days ago
- San Jose, CA
- 2 days 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...
. ________________________________________________________________________________________________________________________________________________________ Job Summary: The Regional Portfolio Manager...
The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and...
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
- FactSet
- Credit Underwriting
- Comprehensive Capital Analysis and Review
- Treasury
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Financial Modeling
- Foreign Exchange
- Derivatives
- BSA
- Treasury Management
- Balance Sheets
- Cash Flow Analysis
- Commercial Real Estate
- Fixed Income
- Valuation
- Capital Markets
- Investment Management
- Credit Analysis
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Analytical Skills
- Auditing
- Negotiation
- Consulting
- Written Communication
- Presentation
- Verbal Communication
- Mentoring
- Collaboration
- Reporting
- Budgets
- Documentation
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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