Portfolio Manager Jobs in San Francisco, 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.
About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager in Middle Market Banking as part of the credit management team....
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...
Senior Portfolio Manager, Community Development Finance
- San Francisco, CA
- 3 days ago
- San Francisco, CA
- 3 days ago
The Senior Portfolio Manager I - CDF plays a critical role in managing a robust Community Development Finance (CDF) loan and/or CDFI investment portfolio for all post-closing action items, including...
Current Employees of LendingClub: Please apply via your internal Workday Account LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We...
Current Employees of LendingClub: Please apply via your internal Workday Account LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We...
- Walnut Creek, CA (19 miles from San Francisco, CA)
- 4 days ago
- Walnut Creek, CA (19 miles from San Francisco, CA)
- 4 days ago
The Portfolio Manager I is an onsite position and does not have remote opportunities....
- Oakland, CA (11 miles from San Francisco, CA)
- 4 days ago
- Oakland, CA (11 miles from San Francisco, CA)
- 4 days ago
Credit Risk Specialist Oakland, CA 94612 3+ Months 100%Remote Effectively solve customer inquiries via email using a CRM tool Understand escalation paths to effectively triage a seller's needs...
Remote WorkSenior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms....
Regional Portfolio Manager (REF8838N)
- South San Francisco, CA (8 miles from San Francisco, CA)
- 10 days ago
- South San Francisco, CA (8 miles from San Francisco, CA)
- 10 days ago
The Regional Portfolio Manager will be accountable for all operations of the assets in their inventory....
Sr Manager, Portfolio Management
- Foster City, CA (17 miles from San Francisco, CA)
- 10 days ago
- Foster City, CA (17 miles from San Francisco, CA)
- 10 days ago
Company Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and...
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...
- Oakland, CA (11 miles from San Francisco, CA)
- 16 days ago
- Oakland, CA (11 miles from San Francisco, CA)
- 16 days ago
SENIOR PORTFOLIO MANAGER Salary: $4,978.98 - $5,774.09 / Biweekly $129,453.48 - $150,126.34 / Annually (Appointment is generally made at one of the first three steps, depending on qualifications) CLOSING...
Credit Sr. Officer/Credit Risk Manager-Technology, Media &Telecom
- San Francisco, CA
- 17 days ago
- San Francisco, CA
- 17 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Portfolio Manager Role We have an exciting opportunity to join our Derivatives and Digital Assets (DDA) team within BGM as a Portfolio Manager....
Portfolio Management - Analyst/Associate
- San Francisco, CA
- 21 days ago
- San Francisco, CA
- 21 days ago
Analyst/Associate, Real Estate Portfolio Management San Francisco, CA Stockbridge is a real estate investment management firm led by seasoned senior professionals averaging 25+ years of real...
Demographic Data for San Francisco, CA
Moving to San Francisco, CA? Find some basic demographic data about San Francisco, CA below.
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Title Synonyms
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Salary for Portfolio Manager Jobs in San Francisco, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in San Francisco, 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
- Mortgage Processing
- 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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