Portfolio Manager Jobs in California
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.
This posting will remain open until a sufficient quantity of qualified applicants have been received and may close at any time without notice. Applicants are encouraged to apply early to ensure...
Join a team of renewable portfolio managers to manage a growing portfolio of wind and solar assets expected to reach 8GW+ of installed capacity in the coming years Develop and execute a strategy for...
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
- 1 hour ago
- San Francisco, CA
- 1 hour 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...
Director, Lease Accounting and Portfolio Management
- Santa Clara, CA
- 12 hours ago
- Santa Clara, CA
- 12 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....
Overview We are seeking a highly skilled, motivated, and entrepreneurial individual to join our Treasury team as a Senior Portfolio Manager....
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,...
AVP, Portfolio Management in US - CA - El Segundo (JR01628) Job Attributes Req ID JR01628 Job Category Operations Career Area Pelium Job Type Full time Job Location US - CA - El Segundo Type...
ASSOCIATE PORTFOLIO MANAGER Additional Documents Job Application Package Checklist Duty Statement Position Details Job Code #: JC-470136 Position #(s): ...-022 Working Title: Associate Portfolio Manager...
Principal Risk Specialist, Complaints & Insights - Business Cards & Payments
- San Francisco, CA
- 23 hours ago
- San Francisco, CA
- 23 hours 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
- 23 hours ago
- San Francisco, CA
- 23 hours 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...
GCIB - Portfolio Management, Power & Utilities - Analyst
- Los Angeles, CA
- 1 day ago
- Los Angeles, CA
- 1 day ago
Managers (PMs) in the development and analysis of financing structures/strategies to support/identify capital markets and corporate liability management opportunities Prescreen proposed transactions...
Remote WorkGCIB - Portfolio Management, Power & Utilities- Vice President
- Los Angeles, CA
- 1 day ago
- Los Angeles, CA
- 1 day ago
Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're...
Remote WorkDemographic Data for California
Moving to California? Find some basic demographic data about California 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 California
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in California 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
- Financial Modeling
- Commercial Lending
- Comprehensive Capital Analysis and Review
- Financial Statements
- Management Reporting
- Treasury Management
- Derivatives
- Foreign Exchange
- Capital Planning
- 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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