Portfolio Manager Jobs in Costa Mesa, 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.
Community Association Manager - Portfolio (ACA2025-7972)
- Anaheim, CA (12 miles from Costa Mesa, CA)
- 11 hours ago
- Anaheim, CA (12 miles from Costa Mesa, CA)
- 11 hours ago
Overview Imagine working for a dynamic, technology-driven HOA management company that is rapidly expanding, offering abundant opportunities for career advancement, and fostering a company culture...
Commercial Banking Portfolio Manager
- Long Beach, CA (22 miles from Costa Mesa, CA)
- 1 day ago
- Long Beach, CA (22 miles from Costa Mesa, CA)
- 1 day ago
About this role: Wells Fargo is seeking a Portfolio Manager within the Commercial Banking Group. This is a great opportunity to work with one of the top commercial banking lenders in the U.S....
Portfolio Manager - Encino, CA
- Tustin, CA (6 miles from Costa Mesa, CA)
- 2 days ago
- Tustin, CA (6 miles from Costa Mesa, CA)
- 2 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....
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 3 days ago
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 3 days ago
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your...
Consumer Banking Business Risk Control Manager
- Santa Ana, CA (5 miles from Costa Mesa, CA)
- 5 days ago
- Santa Ana, CA (5 miles from Costa Mesa, CA)
- 5 days ago
Consumer Banking Business Risk Control Manager Consumer Banking Business Risk Control Manager remote type Hybrid locations Main Office Camp Hill Corp Cuyahoga Falls Bldg time type Full time posted...
- Irvine, CA (10 miles from Costa Mesa, CA)
- 5 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 5 days ago
Portfolio Manager Associate Irvine, CA Trading Department Job Type Full-time Description The Portfolio Manager Associate plays a crucial role in supporting the portfolio management team in building,...
- City of Industry, CA (23 miles from Costa Mesa, CA)
- 5 days ago
- City of Industry, CA (23 miles from Costa Mesa, CA)
- 5 days ago
Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms....
Affordable Housing Regional Portfolio Manager (REF8920S)
- City of Industry, CA (23 miles from Costa Mesa, CA)
- 6 days ago
- City of Industry, CA (23 miles from Costa Mesa, CA)
- 6 days ago
The Regional Portfolio Manager will be accountable for all operations of the assets in their inventory....
Asset Manager- Associate (Senior Housing)
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 10 days ago
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 10 days ago
CANDIDATES MUST HAVE PREVIOUS SENIOR HOUSING EXPERIENCE* RETS, on behalf of our client, a prominent Real Estate Private Equity Company with a total capitalization in excess of $3 billion, is...
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 14 days ago
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 14 days ago
As an IT Risk Manager, you will get the opportunity to grow and contribute to our clients' business needs by helping them understand their business risks and assist in addressing risk in both...
Now that youve found the job description, whats next? Vans is the original brand rooted in the authentic lifestyle of skateboarding. We are driven by our mission to inspire and empower everyone to...
Manager, Credit & Portfolio Management (Emerging Middle Market)
- Downey, CA (22 miles from Costa Mesa, CA)
- 15 days ago
- Downey, CA (22 miles from Costa Mesa, CA)
- 15 days ago
Application Deadline: 04/29/2025 Address: 13300 Crossroads Parkway North Job Family Group: Commercial Sales & Service This position will manage a team of Portfolio Managers to support the Emerging Middle...
- Orange, CA (8 miles from Costa Mesa, CA)
- 15 days ago
- Orange, CA (8 miles from Costa Mesa, CA)
- 15 days ago
Supervise and lead site-level staff including Property Managers, ensuring they meet operational, financial, and compliance goals for each property Develop and implement portfolio-wide strategies...
Asset Manager, Related California
- Irvine, CA (10 miles from Costa Mesa, CA)
- 16 days ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 16 days ago
Responsibilities Related California is seeking an Asset Manager to oversee 25 affordable housing properties in Southern California. The position is full-time located in Related’s Irvine office....
Managers are required Prepare quarterly reports that present property performance along with progress on strategic initiatives Bottom line responsibility for asset performance against the associated...
Demographic Data for Costa Mesa, CA
Moving to Costa Mesa, CA? Find some basic demographic data about Costa Mesa, CA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Costa Mesa, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Costa Mesa, 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
- 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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