Portfolio Manager Jobs in San Mateo, 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.
Principal Risk Specialist, Events & Issues - Business Cards & Payments
- San Francisco, CA (15 miles from San Mateo, CA)
- 6 hours ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 6 hours ago
Principal Risk Specialist, Events & Issues - Business Cards & Payments The Business Cards & Payments (BC&P) organization is committed to fueling the courageous entrepreneurial spirit that's at the...
- San Francisco, CA (15 miles from San Mateo, CA)
- 9 hours ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 9 hours ago
Summary The Senior Asset Manager (SAM) is responsible for a portfolio of approximately 30-35 properties and serves as the primary contact for the portfolio's investors and lenders. The portfolio...
Director, Risk Management - First Line Risk, Zelle
- San Francisco, CA (15 miles from San Mateo, CA)
- 9 hours ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 9 hours ago
At Early Warning, we've powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle, Paze, and so much more. As a trusted name in payments, we...
- Redwood City, CA (8 miles from San Mateo, CA)
- 1 day ago
- Redwood City, CA (8 miles from San Mateo, CA)
- 1 day ago
Judson Group has partnered with an independently held, fee-only RIA in the search for a Lead Wealth Manager. This individual will be leading larger and more complex client relationships through...
Based in San Francisco, Jackson Square Properties (JSP) is a private equity real estate investment company that specializes in multi-family properties. The company has grown to over seventy...
Senior Portfolio Asset Manager About Us TDA Investment Group is an institutional real estate management firm providing asset, property and development management, portfolio management,...
Principal Risk Specialist, Complaints & Insights - Business Cards & Payments
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day ago
Principal Risk Specialist, Complaints & Insights - Business Cards & Payments The Business Cards & Payments (BC&P) organization is committed to fueling the courageous entrepreneurial spirit that's...
Principal Risk Specialist, Community Reinvestment Act Community Development Qualification
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day ago
Principal Risk Specialist, Community Reinvestment Act Community Development Qualification Within Capital One, External Affairs (EA) is an organization dedicated to delivering on Capital One's...
SF Operational Risk - Risk Management - Advisor (Flexible Hybrid)
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day ago
Company Description At Fannie Mae, futures are made. The inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to...
Director/Sr Director Client Portfolio Manager Leveraged Finance
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day ago
Nuveen GFI is seeking a client portfolio manager to support the ongoing growth of our platform....
- Mountain View, CA (18 miles from San Mateo, CA)
- 2 days ago
- Mountain View, CA (18 miles from San Mateo, CA)
- 2 days ago
Intuit QuickBooks is on a mission to help small businesses with their finances and eliminates drudgery so entrepreneurs can focus on what they do best: running their business. We are looking for a...
Associate Portfolio Manager - Values-Aligned Implementation
- Sausalito, CA (22 miles from San Mateo, CA)
- 2 days ago
- Sausalito, CA (22 miles from San Mateo, CA)
- 2 days ago
Our portfolio managers work with portfolio risk and optimization technologies....
Allied Universal is currently seeking a Client Portfolio Manager to lead a business segment in a designated region....
SVP, Sr. Retail Asset Manager- West Portfolio (hybrid)
- San Francisco, CA (15 miles from San Mateo, CA)
- 2 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 2 days ago
The NAM Retail branch network includes ~660 branches as well as stand-alone ATM sites and has as annual expense budget of ~$500MM over 3.8M square feet. The West portfolio consists of 282 branches...
Vice President, Multi Asset Portfolio Manager
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 days ago
The team works alongside Portfolio Managers and focuses on commercializing model portfolios for Financial Advisors and their clients....
Demographic Data for San Mateo, CA
Moving to San Mateo, CA? Find some basic demographic data about San Mateo, CA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in San Mateo, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in San Mateo, 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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