Portfolio Manager Jobs in Sacramento, 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.
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...
We are seeking a detail-oriented and analytical Risk Analyst II Responsibilities: -Complex liability insurance claim investigations. - Handle bodily injury claims -Conduct thorough financial...
As a CRE Portfolio Manager II you will assist CRE Relationship Managers in more complex, commercial real estate loan activity and the underwriting and funding of loans....
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...
Investment Manager, Public Employees' Retirement System
- Sacramento, CA
- 11 days ago
- Sacramento, CA
- 11 days ago
Job Description and Duties In addition to completing your online job application, you must provide a Statement of Qualifications (SOQ) for the hiring manager's review. Please see the Special...
and Duties Anticipated Interview Dates: We anticipate virtual interviews to be held one month from the final file date. We look forward to meeting with you! In addition to completing your online...
Team Lead - Portfolio Manager, Commercial (Emerging Middle Market)
- Sacramento, CA
- 45+ days ago
- Sacramento, CA
- 45+ days ago
Application Deadline: 04/29/2025 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...
Associate Investment Manager,Public Employees` Retirement System
- Sacramento, CA
- 45+ days ago
- Sacramento, CA
- 45+ days ago
managers to evaluate, design and implement technology solutions Ability to communicate complex subjects effectively Ability to define and oversee technology and process improvements as needed Advanced...
Director Of Risk Management And Project Controls
- Sacramento, CA
- 45+ days ago
- Sacramento, CA
- 45+ days ago
Job Description and Duties Under the administrative direction of the Chief Executive Officer, the Director of Risk Management and Project Controls (Chief of Project Controls) has full...
Demographic Data for Sacramento, CA
Moving to Sacramento, CA? Find some basic demographic data about Sacramento, CA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Sacramento, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Sacramento, 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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