Portfolio Manager Jobs in Irvine, 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.
SVP, Sr. Retail Asset Manager- West Portfolio (hybrid)
- Fountain Valley, CA (11 miles from Irvine, CA)
- 2 days ago
- Fountain Valley, CA (11 miles from Irvine, CA)
- 2 days ago
The NAM Retail branch network includes ~660 branches as well as stand-alone ATM sites and has as annual expense budget of ~$500MM over 3.8M square feet. The West portfolio consists of 282 branches...
Commercial Asset Manager Description POSITION DESCRIPTION: The Commercial Asset Manager will be responsible for maximizing the financial and operational performance of our distributed energy...
City Irvine State California Job Location Irvine Regional Office (Derian) Position Type Regular The Private Equity Manager will play a key role in Essex's private equity portfolio, in structuring...
We are looking for a Conflicts & Risk Analyst to join our growing Intake & Conflicts Team. The Conflicts & Risk Analyst will be responsible for identifying and resolving potential conflicts of...
- Cypress, CA (17 miles from Irvine, CA)
- 6 days ago
- Cypress, CA (17 miles from Irvine, CA)
- 6 days ago
Yamaha has an excellent opportunity for a Risk Analyst II to join our Finance team in Cypress, CA. The Risk Analyst II will serve as a seasoned analyst in aggregating, analyzing, and interpreting...
Who We Are Through our service brands Hyundai Motor Finance, Genesis Finance, and Kia Finance, Hyundai Capital America offers a wide range of financial products tailored to meet the needs of...
Commercial Real Estate Portfolio Manager
- Newport Beach, CA (11 miles from Irvine, CA)
- 7 days ago
- Newport Beach, CA (11 miles from Irvine, CA)
- 7 days ago
Application Deadline: 03/27/2025 Address: 2527 Camino Ramon Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support lending...
- Foothill Ranch, CA (5 miles from Irvine, CA)
- 10 days ago
- Foothill Ranch, CA (5 miles from Irvine, CA)
- 10 days ago
Key Responsibilities: Support Design, development and maintenance of KMRF’s Risk Management Framework Assist Risk Manager or VP-Risk in developing and refining Credit Risk strategies and...
- Newport Beach, CA (11 miles from Irvine, CA)
- 16 days ago
- Newport Beach, CA (11 miles from Irvine, CA)
- 16 days ago
JOB DESCRIPTION PIMCO is seeking a portfolio manager for its Newport Beach based Global and EM teams....
Third Party Risk Manager Description POSITION DESCRIPTION: Third party risk management/vendor management is a key function for ensuring proper management of risk for any company as it relates to...
IT Project Portfolio Management Associate
- Newport Beach, CA (11 miles from Irvine, CA)
- 18 days ago
- Newport Beach, CA (11 miles from Irvine, CA)
- 18 days ago
Who We Are Through our service brands Hyundai Motor Finance, Genesis Finance, and Kia Finance, Hyundai Capital America offers a wide range of financial products tailored to meet the needs of...
Residential Insurance Risk Specialist
- Huntington Beach, CA (14 miles from Irvine, CA)
- 19 days ago
- Huntington Beach, CA (14 miles from Irvine, CA)
- 19 days ago
Residential Insurance Risk Specialist Job Locations US-CA-Huntington Beach Requisition Post Information* : Posted Date 3 days ago (2/19/2025 4:29 AM) Requisition ID 2025-16932 # of Openings 1...
Vice President, Portfolio Management - Asset Based Lending
- Costa Mesa, CA (10 miles from Irvine, CA)
- 20 days ago
- Costa Mesa, CA (10 miles from Irvine, CA)
- 20 days ago
The Portfolio Manager will work alongside the Relationship Manager to manage loans to ensure the credit risks are responsibly identified, mitigated, and monitored....
- Newport Beach, CA (11 miles from Irvine, CA)
- 22 days ago
- Newport Beach, CA (11 miles from Irvine, CA)
- 22 days ago
Collaborating with portfolio managers in the review of portfolio construction and concentrations....
2025 Summer Internship PhD Quant Research Analyst, Portfolio Management Analytics
- Newport Beach, CA (11 miles from Irvine, CA)
- 27 days ago
- Newport Beach, CA (11 miles from Irvine, CA)
- 27 days ago
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+...
Demographic Data for Irvine, CA
Moving to Irvine, CA? Find some basic demographic data about Irvine, 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 Irvine, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Irvine, 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
- Cash Forecasting
- Treasury
- Wealth Management
- Financial Modeling
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Financial Statements
- Treasury Management
- Derivatives
- Foreign Exchange
- Capital Planning
- Credit Underwriting
- Balance Sheets
- Investment Analysis
- Capital Markets
- Fixed Income
- Credit Analysis
- Valuation
- Lending
- Investment Management
- Financial Analysis
- Commercial Real Estate
- Anti-Money Laundering
- Underwriting
- Financial Services
- Portfolio Management
- Due Diligence
- Asset Management
- Risk Analysis
- Finance
- Real Estate
- Reimbursement
- Accounting
- Strategy Development
- Risk Management
- Implementation
- Decision Making
- Auditing
- Negotiation
- Presentation
- Mentoring
- Written Communication
- Flexibility
- Collaboration
- Coaching
- Documentation
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Project Management
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Portfolio Manager Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »