Portfolio Manager Remote & Hybrid Only 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.
Senior Manager, Portfolio & Program Pricing
- Galderma Laboratories, LP
- CA
- 19 hours ago
- CA
- 19 hours ago
Galderma is the emerging pure-play dermatology category leader, present in approximately 90 countries. We deliver an innovative, science-based portfolio of premium flagship brands and services...
In PersonVP, Portfolio Manager Commercial Banking Dealer Finance
- BMO (Bank of Montreal)
- Los Angeles, CA
- 23 hours ago
- Los Angeles, CA
- 23 hours ago
Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements....
In PersonPatient Safety & Risk Manager(PSRM)-San Diego
- Loyal Source
- San Diego, CA
- 23 hours ago
- San Diego, CA
- 23 hours ago
Helping Those Who Need it Most We offer full-time positions with excellent benefits and an opportunity to make a real difference in the lives of those that need it most. Experienced professionals...
In PersonJob Type Full-time Description As a member of ACOFs Asset Management Department, the Asset Manager will manage a portfolio of Affordable Housing developments through the oversight of property...
In PersonRisk Consulting - Digital Risk - Manager - Multiple Positions - 1713916
- Ernst & Young
- San Francisco, CA
- 1 day ago
- San Francisco, CA
- 1 day ago
At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help...
In PersonWealth Management Risk Analyst
- East West Bancorp
- Los Angeles, CA
- 1 day ago
- Los Angeles, CA
- 1 day ago
Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and...
In PersonSenior Manager, Financial Risk Management
- OpenAI
- San Francisco, CA
- 2 days ago
- San Francisco, CA
- 2 days ago
About the Team The Internal Controls function sits within the broader Finance Risk Management (FRM) organization and plays a key role in strengthening the integrity, scalability, and reliability...
RemoteJR Financial Analyst Los Angeles, CA | On-Site Westlake Flooring Services was established in 2013 as a division of Westlake Financial Services – the leading lender for independent and franchise...
In PersonJunior Analyst - Portfolio Management
- StepStone Group Inc.
- La Jolla, CA
- 5 days ago
- La Jolla, CA
- 5 days ago
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our...
HybridIntroduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our...
In PersonDigital Asset Manager, Amazon MGM Studios Asset Management
- Amazon
- Culver City, CA
- 6 days ago
- Culver City, CA
- 6 days ago
Amazon MGM Studios is the home for talent, creating and producing Original films and television series for a global audience. Original series premiere exclusively on Prime Video, which is...
In PersonPrivate Equity Associate Investment Manager
- Public Employees Retirement System
- Sacramento, CA
- 6 days ago
- Sacramento, CA
- 6 days ago
and Duties Anticipated Interview Dates: We anticipate holding virtual interviews approximately one month after the final filing date. We look forward to meeting with you! Come join the CalPERS...
HybridABOUT SONATA SOFTWARE Sonata Software, with over $1.2 Billion Revenue, is a leading AI-first Modernization Engineering company, powered by our unique Platformation TM framework. Our 6400+ AI...
In PersonCalpine, a business unit of Constellation Energy Corporation (Nasdaq: CEG), is America's largest generator of electricity from natural gas and geothermal resources with operations in competitive...
In Person- Early Warning Services, LLC
- San Francisco, CA
- 6 days ago
- San Francisco, CA
- 6 days ago
At 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...
HybridDemographic 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
- Freddie Mac
- Credit Underwriting
- Financial Statements
- Asset Allocation
- Financial Statement Analysis
- Financial Modeling
- Wealth Management
- Treasury
- Commercial Lending
- Investment Banking
- Treasury Management
- Cash Flow Analysis
- BSA
- Derivatives
- Valuation
- Fixed Income
- Credit Analysis
- Capital Markets
- Investment Management
- Capital Planning
- Anti-Money Laundering
- Financial Analysis
- Commercial Real Estate
- Lending
- Underwriting
- Risk Analysis
- Portfolio Management
- Financial Services
- Due Diligence
- Asset Management
- Modeling
- Real Estate
- Business Administration
- Finance
- Accounting
- Reimbursement
- Analytical Skills
- Risk Management
- Strategy Development
- Decision Making
- Negotiation
- Auditing
- Written Communication
- Presentation
- Documentation
- Mentoring
- Budgets
- Implementation
- Verbal Communication
- Reporting
- Policy Development
- Collaboration
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Staff Supervision
- Scheduling
- Leadership
- Communication Skills
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