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
- 1 day ago
- Liberty Mutual Insurance
- Los Angeles, CA
- 1 day 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 WorkEnterprise and Operational Risk Manager
- San Francisco, CA
- 12 hours ago
- San Francisco, CA
- 12 hours ago
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...
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...
Finance Risk Compliance - Credit Risk Manager
- Walnut Creek, CA
- 16 hours ago
- Walnut Creek, CA
- 16 hours ago
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
Senior Portfolio Manager , GREF Regional Portfolio Management (RPM) AMER
- Culver City, CA
- 21 hours ago
- Culver City, CA
- 21 hours ago
The Global Real Estate and Facilities (GREF) team provides real estate transaction expertise, business partnering, space & occupancy planning, design and construction, capital investment program...
Culver Studios Portfolio Manager, GREF Regional Portfolio Management (RPM) AMER
- Culver City, CA
- 21 hours ago
- Culver City, CA
- 21 hours ago
Portfolio Manager....
The Portfolio Manager will work with the Vice President, Commercial Banker to manage loans to ensure the credit risks are responsibly monitored and identified....
RETS Associates on behalf of our client, a Beverly Hills-based private real estate firm is seeking a qualified Asset Manager to oversee the day-to-day management of the companys real estate...
FSO Assurance - Technology Risk - Manager - Multiple Positions - 1618159
- Los Angeles, CA
- 1 day ago
- Los Angeles, 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, youll have the chance to build a career as unique as you...
Vice President, Portfolio Manager - Sponsor Finance
- Costa Mesa, CA
- 1 day ago
- Costa Mesa, CA
- 1 day ago
Job Title: Vice President, Portfolio Manager - Sponsor Finance Location: IL - Chicago LPO What you'll do: As Vice President, Portfolio Manager you'll be responsible for analyzing, structuring, underwriting...
Job Title: Vice President, Portfolio Manager Location: CityScape What you'll do: As a Vice President, Portfolio Manager, you'll be responsible for analyzing, structuring, underwriting, and coordinating...
Private Wealth Management Portfolio Management Associate Director
- San Francisco, CA
- 1 day ago
- San Francisco, CA
- 1 day ago
POSITION SUMMARY: The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and...
Director, Risk Management Williams-Sonoma, Inc. - 3.4 San Francisco, CA Job Details Full-time $150,000 - $160,000 a year 16 hours ago Benefits Wellness program Commuter assistance Partner benefits...
Affordable Housing Regional Portfolio Manager (REF9701O)
- Sacramento, CA
- 2 days ago
- Sacramento, CA
- 2 days ago
The Regional Portfolio Manager will be accountable for all operations of the assets in their inventory....
_What Portfolio Management contributes to Cardinal Health_** Portfolio management is responsible for assessing customer needs, market conditions and competition to inform business strategy. This...
Demographic Data for California
Moving to California? Find some basic demographic data about California below.
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
- Loan Review
- Asset Allocation
- Comprehensive Capital Analysis and Review
- Treasury
- Credit Underwriting
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Foreign Exchange
- Wealth Management
- Balance Sheets
- Investment Analysis
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Capital Markets
- Credit Analysis
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Negotiation
- Consulting
- Auditing
- Written Communication
- Presentation
- Verbal Communication
- Collaboration
- Mentoring
- Reporting
- Documentation
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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