Portfolio Manager Jobs in Mountain View, 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.
Director, Lease Accounting and Portfolio Management
- Santa Clara, CA (7 miles from Mountain View, CA)
- 19 hours ago
- Santa Clara, CA (7 miles from Mountain View, CA)
- 19 hours ago
NVIDIA has been transforming computer graphics, PC gaming, and accelerated computing for more than 25 years. Its a unique legacy of innovation thats fueled by great technologyand amazing people....
- Redwood City, CA (10 miles from Mountain View, CA)
- 1 day ago
- Redwood City, CA (10 miles from Mountain View, CA)
- 1 day ago
Judson Group has partnered with an independently held, fee-only RIA in the search for a Lead Wealth Manager. This individual will be leading larger and more complex client relationships through...
- San Mateo, CA (18 miles from Mountain View, CA)
- 1 day ago
- San Mateo, CA (18 miles from Mountain View, CA)
- 1 day ago
Based in San Francisco, Jackson Square Properties (JSP) is a private equity real estate investment company that specializes in multi-family properties. The company has grown to over seventy...
Senior Portfolio Asset Manager
- San Mateo, CA (18 miles from Mountain View, CA)
- 1 day ago
- San Mateo, CA (18 miles from Mountain View, CA)
- 1 day ago
Senior Portfolio Asset Manager About Us TDA Investment Group is an institutional real estate management firm providing asset, property and development management, portfolio management,...
Intuit QuickBooks is on a mission to help small businesses with their finances and eliminates drudgery so entrepreneurs can focus on what they do best: running their business. We are looking for a...
- San Mateo, CA (18 miles from Mountain View, CA)
- 2 days ago
- San Mateo, CA (18 miles from Mountain View, CA)
- 2 days ago
Allied Universal is currently seeking a Client Portfolio Manager to lead a business segment in a designated region....
JR1995671 - Fraud Risk Manager, Unified Commerce Platform
- Santa Clara, CA (7 miles from Mountain View, CA)
- 5 days ago
- Santa Clara, CA (7 miles from Mountain View, CA)
- 5 days ago
JR1995671 - Fraud Risk Manager, Unified Commerce Platform Position Number: 6054628 Location: Santa Clara, CA Position Type: Business - Finance
Commercial Real Estate Portfolio Manager
- San Ramon, CA (24 miles from Mountain View, CA)
- 7 days ago
- San Ramon, CA (24 miles from Mountain View, 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...
Staff ML Model Risk Specialist
- San Mateo, CA (18 miles from Mountain View, CA)
- 9 days ago
- San Mateo, CA (18 miles from Mountain View, CA)
- 9 days ago
The Team: Upstart's ML Model Risk team is responsible for ensuring that the risk of machine learning (ML) models at Upstart is well-understood, monitored, and mitigated, which requires deep...
Fraud Risk Manager, Unified Commerce Platform
- Santa Clara, CA (7 miles from Mountain View, CA)
- 13 days ago
- Santa Clara, CA (7 miles from Mountain View, CA)
- 13 days ago
The Fraud Risk Manager is a critical role within our organization. It is responsible for leading the development and implementation of strategies to prevent, detect, and mitigate fraud risks...
Associate Director, Risk Management
- Foster City, CA (15 miles from Mountain View, CA)
- 18 days ago
- Foster City, CA (15 miles from Mountain View, CA)
- 18 days ago
For Current Gilead Employees and Contractors: Please log onto your Internal Career Site to apply for this job. At Gilead, were creating a healthier world for all people. For more than 35 years,...
Team Lead - Portfolio Manager, Commercial (Emerging Middle Market)
- San Jose, CA (10 miles from Mountain View, CA)
- 20 days ago
- San Jose, CA (10 miles from Mountain View, CA)
- 20 days ago
Application Deadline: 03/30/2025 Address: 2527 Camino Ramon Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with...
Team Lead - Portfolio Manager, Commercial (Emerging Middle Market)
- San Ramon, CA (24 miles from Mountain View, CA)
- 21 days ago
- San Ramon, CA (24 miles from Mountain View, CA)
- 21 days ago
Application Deadline: 03/06/2025 Address: 2527 Camino Ramon Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with...
- Fremont, CA (11 miles from Mountain View, CA)
- 29 days ago
- Fremont, CA (11 miles from Mountain View, CA)
- 29 days ago
The Utility Energy Asset Manager plays a pivotal role in the success and optimization of Tesla's expanding portfolio of utility-scale battery storage projects. This position serves as the main...
Energy Asset Manager, Commercial
- Fremont, CA (11 miles from Mountain View, CA)
- 29 days ago
- Fremont, CA (11 miles from Mountain View, CA)
- 29 days ago
The Commercial Energy Asset Manager is responsible for the oversight of commercial and operational deliverables for deployed solar + battery storage energy projects portfolios. This position...
Demographic Data for Mountain View, CA
Moving to Mountain View, CA? Find some basic demographic data about Mountain View, 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 Mountain View, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Mountain View, 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
- Management Reporting
- Treasury Management
- Derivatives
- Foreign Exchange
- 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 »