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.
- Sacramento, CA (3 miles from Sacramento, CA)
- 3 days ago
- Sacramento, CA (3 miles from Sacramento, CA)
- 3 days ago
This posting will remain open until a sufficient quantity of qualified applicants have been received and may close at any time without notice. Applicants are encouraged to apply early to ensure...
ASSOCIATE PORTFOLIO MANAGER Additional Documents Job Application Package Checklist Duty Statement Position Details Job Code #: JC-470136 Position #(s): ...-022 Working Title: Associate Portfolio Manager...
Associate Portfolio Manager, Fixed Income
- Yolo, CA (19 miles from Sacramento, CA)
- 1 day ago
- Yolo, CA (19 miles from Sacramento, CA)
- 1 day ago
The CalSTRS Investments Branch is seeking an experienced individual to work as an Associate Portfolio Manager (APM) on the Fixed Income team....
Associate Investment Manager,Public Employees` Retirement System
- Sacramento, CA
- 12 days ago
- Sacramento, CA
- 12 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
- 14 days ago
- Sacramento, CA
- 14 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...
Team Lead - Portfolio Manager, Commercial (Emerging Middle Market)
- Sacramento, CA
- 20 days ago
- Sacramento, 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...
Affordable Housing Regional Portfolio Manager (REF8133K)
- Folsom, CA (19 miles from Sacramento, CA)
- 28 days ago
- Folsom, CA (19 miles from Sacramento, CA)
- 28 days ago
The Regional Portfolio Manager will be accountable for all operations of the assets in their inventory....
- Roseville, CA (16 miles from Sacramento, CA)
- 60+ days ago
- Roseville, CA (16 miles from Sacramento, CA)
- 60+ days ago
We are looking for a Regional Portfolio Manager as we grow in the Sacramento Region!...
Treasury & Financial Risk Management Manager
- Sacramento, CA
- 60+ days ago
- Sacramento, CA
- 60+ days 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...
Location: Sacramento, CA Salary: $81,000.00 USD Annually - $114,000.00 USD Annually Description: Risk Management Specialist REMOTE in CA FTE/Direct Hire GENERAL DESCRIPTION: The Risk Management...
At the American Cancer Society, we're leading the fight for a world without cancer. Our employees and 1.5 million volunteers are raising the bar every single day. We actively seek candidates from...
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
Users interested in this job title also searched for the following job titles
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
- 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 »