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.
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...
Accounts Receivable and Portfolio Manager, Federal Contracts - Hybrid
- San Diego, CA
- 9 hours ago
- San Diego, CA
- 9 hours ago
Job Description Summary As Accounts Receivable and Portfolio Manager, Federal Contracts, you will be responsible for overseeing all Federal customer accounts....
Day-to-Day A company in San Diego is looking for a Quantitative Risk Manager to join their team! This individual will be responsible for leading and managing the quantitative risk team. In the...
Energy Risk Analyst #25-71203 San Diego, California, United States Job Description Primary Purpose Responsible for developing and performing a broad spectrum of quantitative analyses in support of...
Overview The Michaels Organization is a national leader in residential real estate offering full-service capabilities in development, property management, construction, and investment. At...
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...
pSemi Corporation is a Murata company driving semiconductor integration. pSemi builds on Peregrine Semiconductors 30-year legacy of technology advancements and strong IP portfolio but with a new...
Research Administrator/Fund Manager - Hybrid - 133787
- San Diego, CA
- 15 days ago
- San Diego, CA
- 15 days ago
Research Administrator/Fund Manager - Hybrid - 133787 University of California, San Diego, United States about 2 hours ago Location: La Jolla, CALIFORNIA Deadline: ; UCSD Layoff from Career...
Summary As Portfolio Manager, Government, you will be responsible for overseeing all Federal customer accounts....
Vice President, Portfolio Management - Juris Banking
- San Diego, CA
- 22 days ago
- San Diego, CA
- 22 days ago
Job Title: Vice President, Portfolio Management - Juris Banking Location: CA - San Diego, 450 B St What you'll do: Our Juris Banking team is seeking a Commercial Underwriter to be responsible for...
Community Association Manager / Portfolio (SDCA2025-8125)
- San Diego, CA
- 22 days ago
- San Diego, CA
- 22 days ago
Overview Imagine working for a dynamic, technology-driven HOA management company that is rapidly expanding, offering abundant opportunities for career advancement, and fostering a company culture...
Axos Bank Target Range: $68,640.00/Yr. - $70,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and...
GCIB Restaurant & Hospitality Finance Portfolio Manager Group - Director
- San Diego, CA
- 30+ days ago
- San Diego, CA
- 30+ days ago
The Portfolio Manager role involves the following: Perform underwriting activities for new transactions including identifying structural risks and mitigants, evaluating performance trends and repayment...
Remote WorkDescription 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...
Axos Bank Target Range: $80,000.00/Yr. - $110,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and...
Demographic Data for San Diego, CA
Moving to San Diego, CA? Find some basic demographic data about San Diego, CA below.
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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
- 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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