Portfolio Manager Jobs in Walnut Creek, 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.
Senior Commercial Banking Portfolio Manager
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 8 hours ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 8 hours ago
About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager in Middle Market Banking as part of the credit management team....
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 9 hours ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 9 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...
Senior Portfolio Manager, Community Development Finance
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 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...
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 days ago
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...
Enterprise and Operational Risk Manager
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 2 days ago
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...
The Portfolio Manager I is an onsite position and does not have remote opportunities....
- Oakland, CA (10 miles from Walnut Creek, CA)
- 3 days ago
- Oakland, CA (10 miles from Walnut Creek, CA)
- 3 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 Work- Hayward, CA (13 miles from Walnut Creek, CA)
- 4 days ago
- Hayward, CA (13 miles from Walnut Creek, 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...
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 5 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 5 days ago
Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms....
Risk Management -Credit Risk Analyst- Technology, Media, and Telecom
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 8 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 8 days ago
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a...
Commercial Banking Portfolio Manager
- Concord, CA (6 miles from Walnut Creek, CA)
- 8 days ago
- Concord, CA (6 miles from Walnut Creek, CA)
- 8 days ago
It all begins with you About this role: Wells Fargo is seeking a Senior Portfolio Manager within the Commercial Banking Group....
Regional Portfolio Manager (REF8838N)
- South San Francisco, CA (24 miles from Walnut Creek, CA)
- 9 days ago
- South San Francisco, CA (24 miles from Walnut Creek, CA)
- 9 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 (24 miles from Walnut Creek, CA)
- 9 days ago
- Foster City, CA (24 miles from Walnut Creek, CA)
- 9 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...
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 10 days ago
- San Francisco, CA (19 miles from Walnut Creek, 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 (21 miles from Walnut Creek, CA)
- 13 days ago
- Fremont, CA (21 miles from Walnut Creek, 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 WorkDemographic Data for Walnut Creek, CA
Moving to Walnut Creek, CA? Find some basic demographic data about Walnut Creek, CA below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job titles
Salary for Portfolio Manager Jobs in Walnut Creek, CA
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Walnut Creek, 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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