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.
The Portfolio Manager I is an onsite position and does not have remote opportunities....
The Associate Portfolio Manager works closely with Senior Portfolio Managers and advisors to manage investments of client accounts....
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...
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 WorkA 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...
Our purpose a Opening up a world of opportunity a explains why we exist.Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our...
The Department of Family Medicine is currently seeking an experienced and detail-oriented Senior Fund Manager.Reporting to the Department Chair, Chief Administrative Officer (CAO), Chief Financial...
Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms....
Posted: Apr 9, 2025 Asset Manager- Affordable Housing Real Estate Abode Communities - Los Angeles, CA business_center Full-time Salary: $70,000.00 - $80,000.00 Annually Application Deadline: May...
Consumer Banking Business Risk Control Manager Consumer Banking Business Risk Control Manager remote type Hybrid locations Main Office Camp Hill Corp Cuyahoga Falls Bldg time type Full time posted...
Portfolio Manager Associate Irvine, CA Trading Department Job Type Full-time Description The Portfolio Manager Associate plays a crucial role in supporting the portfolio management team in building,...
Provides assistance and training of junior loan officers within the department in coordination with the Portfolio Manager Team Leader....
Affordable Housing Regional Portfolio Manager (REF8920S)
- City of Industry, CA
- 2 days ago
- City of Industry, CA
- 2 days ago
The Regional Portfolio Manager will be accountable for all operations of the assets in their inventory....
It all begins with you About this role: Wells Fargo is seeking a Senior Portfolio Manager within the Commercial Banking Group....
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our...
Demographic Data for California
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Title Synonyms
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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
- Treasury
- Financial Modeling
- Financial Statements
- Commercial Lending
- Derivatives
- BSA
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Investment Analysis
- Balance Sheets
- Internal Control
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Anti-Money Laundering
- Financial Services
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Negotiation
- Written Communication
- Auditing
- Presentation
- Documentation
- Reporting
- Collaboration
- Interpersonal Skills
- Budgets
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Policy Development
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Staff Supervision
- Organization
- Research Skills
- Scheduling
- Leadership
- Communication Skills
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