Portfolio Manager Jobs in San Diego, 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.
Company Overview: A publicly traded company in the real estate industry is seeking an Asset Accountant at the Accounting Manager level to support financial reporting, property accounting, and...
2025 Portfolio Management Internship - Quantitative Research & AI
- La Jolla, CA (10 miles from San Diego, CA)
- 3 days ago
- La Jolla, CA (10 miles from San Diego, CA)
- 3 days ago
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our...
2025 Portfolio Management & Investment Research Internship
- La Jolla, CA (10 miles from San Diego, CA)
- 3 days ago
- La Jolla, CA (10 miles from San Diego, CA)
- 3 days ago
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our...
Portfolio Management Specialist Monday-Friday, 7:30-4:00 Hybrid Position: 3-days Onsite, 2-days Remote Non-exempt/Hourly Pay Rate: $20.00-25.00 + Bonus National Funding is continuing to grow and...
Our Story: From South Africa to Southern California, the ColRich story is a decades-long journey of growth, continuous reinvention and a culture of caring which we call "ColRich Thrive." Through...
Description Hi, We're AppFolio. We're innovators, changemakers, and collaborators. We're more than just a software company - we're a cloud-based powerhouse that creates products to make our...
Position Summary The Director of Sales Technology Portfolio Manager plays an important role in the organization by performing a number of activities related to the company’s Retail Sales Division....
Job Number: R0214718 Cybersecurity Risk Analyst, Senior The Opportunity: Are you looking for an opportunity to share your experience in cybersecurity and security engineering to safeguard our...
Deals Delivering Deal Value Human Capital Manager
- San Diego, CA
- 10 days ago
- San Diego, CA
- 10 days ago
Industry/Sector Not Applicable Specialism Delivering Deal Value Management Level Manager Job Description & Summary A career within Delivering Deal Value will provide you with the opportunity to...
Description Hi, We're AppFolio. We're innovators, changemakers, and collaborators. We're more than just a software company - we're a cloud-based powerhouse that creates products to make our...
Role Description This is a full-time hybrid role for a Senior Asset Manager at Property Income Advisors, Inc. The role is located in San Diego, CA, with some flexibility to work from home. The...
Remote WorkRegional Portfolio Manager (Affordable) - San Diego, CA
- San Diego, CA
- 23 days ago
- San Diego, CA
- 23 days ago
As a Regional Portfolio Manager (Affordable) with CONAM, you will oversee many properties in a portfolio....
Amazon Risk Manager, RISC Program in San Diego , California Description The Regulatory Intelligence, Safety and Compliance (RISC) team's charter is to protect Amazon customers from products that...
Fund Manager/Lead Fund Manager - 134315
- La Jolla, CA (10 miles from San Diego, CA)
- 30+ days ago
- La Jolla, CA (10 miles from San Diego, CA)
- 30+ days ago
Payroll Title: RSCH ADM 3 Department: SCH OF PHARMACY AND PHARM. SCI Hiring Pay Scale $80,000.00 - $127,000.00 /Year Worksite: La Jolla Appointment Type: Career Appointment Percent: 100% Union:...
Energy Risk Analyst #25-71203 San Diego, CA REQ NUM 25-71203 Job Description Primary Purpose Responsible for developing and performing a broad spectrum of quantitative analyses in support of the...
Demographic Data for San Diego, CA
Moving to San Diego, CA? Find some basic demographic data about San Diego, CA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in San Diego, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in San Diego, 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
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