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.
This posting will remain open until a sufficient quantity of qualified applicants have been received and may close at any time without notice. Applicants are encouraged to apply early to ensure...
Manager, Portfolio Strategist - AMER, AMER Strategy and Planning
- Culver City, CA
- 2 hours ago
- Culver City, CA
- 2 hours ago
Amazon Manager, Portfolio Strategist - AMER, AMER Strategy and Planning in Culver City , California Description Work hard, have fun, make history. That's what we do every day at Amazon. As a key...
A critical aspect of this role is cultivating and empowering a high-performing team of portfolio managers through mentorship and development....
Associate Portfolio Manager, Real Estate State Teachers' Retirement System JC-471068 - Associate Portfolio Manager, Real Estate ASSOCIATE PORTFOLIO MANAGER $11,667.00 - $17,500.00 per Month Final Filing...
Portfolio Manager Santa Clara, CA, United States and 2 more JOB DESCRIPTION Pay:$230,000 - $245,000 The pay listed is the salary rate for this position....
SAP SAM(Service and Asset Manager) Expert Oakland CA - Onsite
- Oakland, CA
- 4 hours ago
- Oakland, CA
- 4 hours ago
SAP SAM(Service and Asset Manager) Expert || Oakland CA - Onsite Job Title: SAP Service and Asset Manager (SSAM) Expert Location: Oakland, CA 94612 Onsite Contract Duration: Long Term Description:...
Senior Commercial Banking Portfolio Manager - Agribusiness
- Visalia, CA
- 4 hours ago
- Visalia, CA
- 4 hours ago
About this role: Wells Fargo is seeking a Senior Portfolio Manager within Commercial Banking's Agribusiness Specialized Industry Group....
Communicates directly with the Regional Vice Presidents, Regional Portfolio Managers, Area Managers, and Community Managers of CONAM owned assets. 3....
Sr. Risk Manager, HR Risk Management- Tech and Cyber Risk
- San Francisco, CA
- 5 hours ago
- San Francisco, CA
- 5 hours ago
Sr. Risk Manager, HR Risk Management- Tech and Cyber Risk Tech Risk Guides (TRG) at Capital One are highly motivated tech and cyber risk management professionals with strong analytical,...
Nuveen Associate Portfolio Manager, Target-Date Multi-Asset (TDMA)
- Los Angeles, CA
- 7 hours ago
- Los Angeles, CA
- 7 hours ago
Assoc Portfolio Mgr, Target-Date Multi-Asset The Associate Portfolio Manager, Target-Date Multi-Asset forges a link between the portfolio management process and the broader asset management infrastructure...
LEAD CREDIT OFFICER PORTFOLIO MGMT CREB WHAT IS THE OPPORTUNITY? Participates in the portfolio management process by providing credit and loan underwriting expertise to a team of Commercial Real...
About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager in Middle Market Banking as part of the credit management team....
Music Space Program Manager AMER, GREF Regional Portfolio Management (RPM)
- San Francisco, CA
- 12 hours ago
- San Francisco, CA
- 12 hours ago
Work hard, have fun, make history. That's what we do every day at Amazon. As a key leader within Amazon's Global Real Estate & Facilities (GREF) team, the regional Music Sr. Space Program Manager...
Position Title Senior Portfolio Manager - Healthcare Location Beverly Hills, NY 90212 Job Summary A Portfolio Manager must be an analytical, organized, team-focused individual with good verbal and written...
Healthcare Process Risk Manager (Internal Audit)
- Los Angeles, CA
- 1 day ago
- Los Angeles, CA
- 1 day ago
As a Process Risk Manager, you will have the opportunity to grow and contribute to our clients' success by helping them identify and understand their business risks. You will play a key role in...
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
- CAM Reconciliation
- Lease Negotiation
- Loss Control
- Asset Allocation
- FactSet
- Cash Forecasting
- Treasury
- Financial Modeling
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Financial Statements
- Treasury Management
- Derivatives
- Foreign Exchange
- Credit Underwriting
- Investment Analysis
- Capital Markets
- Fixed Income
- Credit Analysis
- Valuation
- Lending
- Commercial Real Estate
- Financial Analysis
- Investment Management
- Anti-Money Laundering
- Underwriting
- Financial Services
- Portfolio Management
- Due Diligence
- Asset Management
- Risk Analysis
- Real Estate
- Finance
- Accounting
- Reimbursement
- Strategy Development
- Risk Management
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Negotiation
- Presentation
- Mentoring
- Written Communication
- Flexibility
- Collaboration
- Coaching
- Documentation
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Project Management
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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