Portfolio Manager Jobs in Beverly Hills, CA
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.
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 2 hours ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 2 hours ago
LOCATION Los Angeles, CA SALARY $28.85 EMPLOYMENT TYPE Temp CATEGORY Marketing DIVISION Syndicatebleu Digital Asset Manager A leading entertainment studio is seeking a highly organized and...
Intern - Portfolio Management (CorAmerica)
- El Segundo, CA (10 miles from Beverly Hills, CA)
- 2 hours ago
- El Segundo, CA (10 miles from Beverly Hills, CA)
- 2 hours ago
Intern - Portfolio Management (CorAmerica) Job Category: Investments Requisition Number: INTER002023 Posting Details Posted: April 4, 2025 Full-Time On-site Locations Showing 1 location CorAmerica...
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 6 hours ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 6 hours ago
Asset Manager II SBA Los Angeles, CA (Hybrid) Open-Ended Contract Job ID 25-09579 Solugenix is assisting a client in their search for an Asset Manager II SBA. This is an open-ended contract...
Portfolio Manager - Encino, CA
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 1 day ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 1 day ago
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets....
Senior Commercial Banking Portfolio Manager
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 1 day ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 1 day ago
About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager in Middle Market Banking as part of the credit management team....
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 1 day ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 1 day 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...
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 1 day ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 1 day ago
Job Summary Job Description WHAT IS THE OPPORTUNITY? The Combined US Operations (CUSO) Treasury is undertaking a complex enterprise-wide initiative as part of ongoing efforts to improve Interest...
Senior Fund Manager, Multifamily Capital
- Calabasas, CA (21 miles from Beverly Hills, CA)
- 2 days ago
- Calabasas, CA (21 miles from Beverly Hills, CA)
- 2 days ago
Preferred Skills Capital Management, Change Management, Credit Assessment, Equity Research, Financial Analysis, Investments, Management Reporting, Results-Oriented Competencies Accuracy and Attention...
Commercial Banking Portfolio Manager
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 2 days ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 2 days ago
About this role: Wells Fargo is seeking a Commercial Banking Portfolio Manager to support senior underwriters in the Gaming Group as part of Specialized Industries in the Commercial Bank....
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 2 days ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 2 days ago
Getty is committed to creating a welcoming workplace that reflects the various backgrounds of the communities we serve. We value differences in the pursuit of inquiry and knowledge, mutual...
Portfolio Manager - Encino, CA
- Encino, CA (9 miles from Beverly Hills, CA)
- 3 days ago
- Encino, CA (9 miles from Beverly Hills, CA)
- 3 days ago
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets....
Asset Manager - Director of Asset Management
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 3 days ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 3 days ago
Location: Los Angeles, CA MJW: Based in West Los Angeles, MJW Investments has a unique culture that combines an entrepreneurial spirit with institutional-level execution. The portfolio consists of...
Enterprise Risk Manager (Remote)
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 4 days ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 4 days ago
ABOUT THE ORGANIZATION** SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses,...
Remote Work- Torrance, CA (17 miles from Beverly Hills, CA)
- 4 days ago
- Torrance, CA (17 miles from Beverly Hills, CA)
- 4 days ago
The Associate Portfolio Manager works closely with Senior Portfolio Managers and advisors to manage investments of client accounts....
Asset Manager- Affordable Housing Real Estate
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 6 days ago
- Los Angeles, CA (11 miles from Beverly Hills, CA)
- 6 days ago
Posted: Apr 9, 2025 Asset Manager- Affordable Housing Real Estate Abode Communities - Los Angeles, CA business_center Full-time Salary: $70,000.00 - $80,000.00 Annually Application Deadline: May...
Demographic Data for Beverly Hills, CA
Moving to Beverly Hills, CA? Find some basic demographic data about Beverly Hills, CA 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 Beverly Hills, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Beverly Hills, CA 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
- Treasury
- Financial Modeling
- Financial Statements
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Treasury Management
- Derivatives
- BSA
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Investment Analysis
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Investment Banking
- Investment Management
- Lending
- Anti-Money Laundering
- Financial Analysis
- Client Relationships
- Financial Services
- Mortgage Processing
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Negotiation
- Written Communication
- Auditing
- Consulting
- Presentation
- Collaboration
- Documentation
- Reporting
- Interpersonal Skills
- Budgets
- Bachelor's Degree
- Regulations
- Policy Development
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Staff Supervision
- Organization
- Research Skills
- Scheduling
- Leadership
- Communication Skills
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