Portfolio Manager Jobs in San Jose, 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.
- Mountain View, CA (10 miles from San Jose, CA)
- 11 hours ago
- Mountain View, CA (10 miles from San Jose, CA)
- 11 hours 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...
Executive Regional Portfolio Manager (REF8951A)
- Cupertino, CA (11 miles from San Jose, CA)
- 2 days ago
- Cupertino, CA (11 miles from San Jose, CA)
- 2 days ago
Executive Regional Portfolio Manager (REF8951A) 3.0 3.0 out of 5 stars Cupertino, CA Remote Company Description Multifamily Property Management Job Description The Executive Regional Portfolio Manager...
The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and...
- Hayward, CA (24 miles from San Jose, CA)
- 4 days ago
- Hayward, CA (24 miles from San Jose, CA)
- 4 days ago
A growing, entrepreneurial Real Estate investment firm is looking for a Portfolio Management Analyst to join their team in San Francisco. This role is perfect for someone with strong analytical...
- Mountain View, CA (10 miles from San Jose, CA)
- 8 days ago
- Mountain View, CA (10 miles from San Jose, CA)
- 8 days ago
Intuit QuickBooks is on a mission to transform financial services for small and mid-market businesses through its money movement platform. To achieve this, the Analytics, Governance, and Sanctions...
- Mountain View, CA (10 miles from San Jose, CA)
- 10 days ago
- Mountain View, CA (10 miles from San Jose, CA)
- 10 days ago
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...
Global Portfolio Manager, Emerging Transportation Platforms
- Fremont, CA (16 miles from San Jose, CA)
- 13 days ago
- Fremont, CA (16 miles from San Jose, CA)
- 13 days ago
We are looking for a Global Portfolio Manager to develop Managed Services with a focus on the North American Market....
Remote WorkSenior Treasury / Insurance Risk Analyst
- Moffett Field, CA (10 miles from San Jose, CA)
- 14 days ago
- Moffett Field, CA (10 miles from San Jose, CA)
- 14 days ago
Senior Treasury / Insurance Risk Analyst We are Omnissa! The world is evolving fast, and organizations everywhere-from corporations to schools-are under immense pressure to provide flexible,...
Vice President, Portfolio Management - Juris Banking
- San Jose, CA
- 22 days ago
- San Jose, 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...
Job Description Summary: What you need to know about the role: Technical Portfolio Managers within the Technology PMO partner with business unit PMO leaders to maximize investments in their assigned...
Team Lead - Portfolio Manager, Commercial (Emerging Middle Market)
- San Jose, CA
- 45+ days ago
- San Jose, 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...
Energy Asset Manager, Commercial
- Fremont, CA (16 miles from San Jose, CA)
- 60+ days ago
- Fremont, CA (16 miles from San Jose, CA)
- 60+ days ago
The Commercial Energy Asset Manager is responsible for the oversight of commercial and operational deliverables for deployed solar + battery storage energy projects portfolios. This position...
- Pleasanton, CA (20 miles from San Jose, CA)
- 90+ days ago
- Pleasanton, CA (20 miles from San Jose, CA)
- 90+ days ago
Allied Universal is hiring a Enterprise Account Portfolio Manager with GSOC experience....
Grant Thornton Healthcare Process Risk Manager (Internal Audit) in San Jose , California As a Process Risk Manager, you will have the opportunity to grow and contribute to our clients' success by...
Sr. Manager, BT Portfolio Management
- Pleasanton, CA (20 miles from San Jose, CA)
- 29 days ago
- Pleasanton, CA (20 miles from San Jose, CA)
- 29 days ago
A critical aspect of this role is cultivating and empowering a high-performing team of portfolio managers through mentorship and development....
Demographic Data for San Jose, CA
Moving to San Jose, CA? Find some basic demographic data about San Jose, CA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in San Jose, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in San Jose, 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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