Portfolio Manager Jobs in Santa Clara, 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.
Director, Lease Accounting and Portfolio Management
- Santa Clara, CA
- 19 hours ago
- Santa Clara, CA
- 19 hours ago
NVIDIA has been transforming computer graphics, PC gaming, and accelerated computing for more than 25 years. Its a unique legacy of innovation thats fueled by great technologyand amazing people....
- Redwood City, CA (17 miles from Santa Clara, CA)
- 1 day ago
- Redwood City, CA (17 miles from Santa Clara, 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...
- Sunnyvale, CA (4 miles from Santa Clara, CA)
- 1 day ago
- Sunnyvale, CA (4 miles from Santa Clara, CA)
- 1 day ago
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...
- Mountain View, CA (7 miles from Santa Clara, CA)
- 2 days ago
- Mountain View, CA (7 miles from Santa Clara, 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...
JR1995671 - Fraud Risk Manager, Unified Commerce Platform
- Santa Clara, CA
- 5 days ago
- Santa Clara, CA
- 5 days ago
JR1995671 - Fraud Risk Manager, Unified Commerce Platform Position Number: 6054628 Location: Santa Clara, CA Position Type: Business - Finance
Fraud Risk Manager, Unified Commerce Platform
- Santa Clara, CA
- 13 days ago
- Santa Clara, CA
- 13 days ago
The Fraud Risk Manager is a critical role within our organization. It is responsible for leading the development and implementation of strategies to prevent, detect, and mitigate fraud risks...
Associate Director, Risk Management
- Foster City, CA (22 miles from Santa Clara, CA)
- 18 days ago
- Foster City, CA (22 miles from Santa Clara, CA)
- 18 days ago
For Current Gilead Employees and Contractors: Please log onto your Internal Career Site to apply for this job. At Gilead, were creating a healthier world for all people. For more than 35 years,...
Team Lead - Portfolio Manager, Commercial (Emerging Middle Market)
- San Jose, CA (3 miles from Santa Clara, CA)
- 20 days ago
- San Jose, CA (3 miles from Santa Clara, CA)
- 20 days ago
Application Deadline: 03/30/2025 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...
- Fremont, CA (14 miles from Santa Clara, CA)
- 29 days ago
- Fremont, CA (14 miles from Santa Clara, CA)
- 29 days ago
The Utility Energy Asset Manager plays a pivotal role in the success and optimization of Tesla's expanding portfolio of utility-scale battery storage projects. This position serves as the main...
Energy Asset Manager, Commercial
- Fremont, CA (14 miles from Santa Clara, CA)
- 29 days ago
- Fremont, CA (14 miles from Santa Clara, CA)
- 29 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...
Market Asset Manager, Charging
- Palo Alto, CA (12 miles from Santa Clara, CA)
- 30+ days ago
- Palo Alto, CA (12 miles from Santa Clara, CA)
- 30+ days ago
Tesla sets the bar for a trustworthy & resilient charging network. The Charging Operations team ensures that Tesla continues to deliver the best possible charging customer experience through...
- San Jose, CA (3 miles from Santa Clara, CA)
- 30+ days ago
- San Jose, CA (3 miles from Santa Clara, CA)
- 30+ days ago
AVP/VP, Portfolio Manager San Jose, CA, USA Req #2544 Tuesday, January 28, 2025 People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic?...
Third-Party Security Risk Analyst
- Sunnyvale, CA (4 miles from Santa Clara, CA)
- 45+ days ago
- Sunnyvale, CA (4 miles from Santa Clara, CA)
- 45+ days ago
Id : 17779, Title : Third-Party Security Risk Analyst, Category : IT Compliance, RequisitionType : Professional, JobGrade : null, RequisitionId : ...422, ExternalPostedStartDate :...
Financial Crimes Compliance Risk Specialist - USDS
- Mountain View, CA (7 miles from Santa Clara, CA)
- 45+ days ago
- Mountain View, CA (7 miles from Santa Clara, CA)
- 45+ days ago
Responsibilities** About TikTok U.S. Data Security TikTok is the leading destination for short-form mobile video. Our mission is to inspire creativity and bring joy. U.S. Data Security ("USDS") is...
- San Jose, CA (3 miles from Santa Clara, CA)
- 45+ days ago
- San Jose, CA (3 miles from Santa Clara, CA)
- 45+ days ago
About ByteDanceFounded in 2012, ByteDance's mission is to inspire creativity and enrich life. With a suite of more than a dozen products, including TikTok as well as platforms specific to the...
Demographic Data for Santa Clara, CA
Moving to Santa Clara, CA? Find some basic demographic data about Santa Clara, CA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Santa Clara, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Santa Clara, 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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