Portfolio Manager Jobs in Fremont, 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.
- Walnut Creek, CA (21 miles from Fremont, CA)
- 1 day ago
- Walnut Creek, CA (21 miles from Fremont, 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...
Executive Regional Portfolio Manager (REF8951A)
- Cupertino, CA (19 miles from Fremont, CA)
- 3 days ago
- Cupertino, CA (19 miles from Fremont, CA)
- 3 days ago
Executive Regional Portfolio Manager (REF8951A) 3.0 3.0 out of 5 stars Cupertino, CA Remote Company Description Multifamily Property Management Job Description The Executive Regional Portfolio Manager...
- Walnut Creek, CA (21 miles from Fremont, CA)
- 4 days ago
- Walnut Creek, CA (21 miles from Fremont, CA)
- 4 days ago
The Portfolio Manager I is an onsite position and does not have remote opportunities....
Dir., SMB Portfolio Management
- San Jose, CA (16 miles from Fremont, CA)
- 4 days ago
- San Jose, CA (16 miles from Fremont, CA)
- 4 days ago
The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and...
- Oakland, CA (19 miles from Fremont, CA)
- 4 days ago
- Oakland, CA (19 miles from Fremont, CA)
- 4 days ago
Credit Risk Specialist Oakland, CA 94612 3+ Months 100%Remote Effectively solve customer inquiries via email using a CRM tool Understand escalation paths to effectively triage a seller's needs...
Remote Work- Mountain View, CA (11 miles from Fremont, CA)
- 9 days ago
- Mountain View, CA (11 miles from Fremont, CA)
- 9 days ago
Intuit QuickBooks is on a mission to transform financial services for small and mid-market businesses through its money movement platform. To achieve this, the Analytics, Governance, and Sanctions...
Regional Portfolio Manager (REF8838N)
- South San Francisco, CA (24 miles from Fremont, CA)
- 10 days ago
- South San Francisco, CA (24 miles from Fremont, CA)
- 10 days ago
The Regional Portfolio Manager will be accountable for all operations of the assets in their inventory....
Sr Manager, Portfolio Management
- Foster City, CA (15 miles from Fremont, CA)
- 10 days ago
- Foster City, CA (15 miles from Fremont, CA)
- 10 days ago
Company Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and...
- Walnut Creek, CA (21 miles from Fremont, CA)
- 11 days ago
- Walnut Creek, CA (21 miles from Fremont, CA)
- 11 days ago
Job Description At Strategy & Consulting, we work closely with C-suite executives and industry leaders to drive transformation across all areas of their businesses. Our mission is to help...
Global Portfolio Manager, Emerging Transportation Platforms
- Fremont, CA
- 14 days ago
- Fremont, CA
- 14 days ago
We are looking for a Global Portfolio Manager to develop Managed Services with a focus on the North American Market....
Remote WorkSenior Treasury / Insurance Risk Analyst
- Moffett Field, CA (11 miles from Fremont, CA)
- 15 days ago
- Moffett Field, CA (11 miles from Fremont, CA)
- 15 days ago
Senior Treasury / Insurance Risk Analyst We are Omnissa! The world is evolving fast, and organizations everywhere-from corporations to schools-are under immense pressure to provide flexible,...
Regional Portfolio Manager (REF8796L)
- Dublin, CA (11 miles from Fremont, CA)
- 16 days ago
- Dublin, CA (11 miles from Fremont, CA)
- 16 days ago
The Regional Portfolio Manager will be accountable for all operations of the assets in their inventory....
- Oakland, CA (19 miles from Fremont, CA)
- 16 days ago
- Oakland, CA (19 miles from Fremont, CA)
- 16 days ago
SENIOR PORTFOLIO MANAGER Salary: $4,978.98 - $5,774.09 / Biweekly $129,453.48 - $150,126.34 / Annually (Appointment is generally made at one of the first three steps, depending on qualifications) CLOSING...
Vice President, Portfolio Management - Juris Banking
- San Jose, CA (16 miles from Fremont, CA)
- 23 days ago
- San Jose, CA (16 miles from Fremont, CA)
- 23 days ago
Job Title: Vice President, Portfolio Management - Juris Banking Location: CA - San Diego, 450 B St What you'll do: Our Juris Banking team is seeking a Commercial Underwriter to be responsible for...
Tech Portfolio Manager - Solutions Eng
- San Jose, CA (16 miles from Fremont, CA)
- 23 days ago
- San Jose, CA (16 miles from Fremont, CA)
- 23 days ago
Job Description Summary: What you need to know about the role: Technical Portfolio Managers within the Technology PMO partner with business unit PMO leaders to maximize investments in their assigned...
Demographic Data for Fremont, CA
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Title Synonyms
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Salary for Portfolio Manager Jobs in Fremont, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Fremont, 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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