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2,322 portfolio jobs at 1,181 companies in California

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Portfolio Manager
City of Industry, California, United States
$71k-$130k/yr OnsiteFull Time
East West Bank
East West BankNASDAQ: EWBC: Provides commercial and consumer banking services across US and Asia.
10+ YOE10+ years of banking experience with portfolio management, strong underwriting, financial analysis, Excel proficiency, ability to risk-rate and manage commercial credit portfolios.
Microsoft Excel
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3w
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Portfolio Manager
Cupertino, California, United States
OnsiteFull Time
Apple
AppleNASDAQ: AAPL: Designs and sells consumer electronics, software, and online services.
Experience in portfolio strategy, analysis, and execution; ability to assess portfolio health, risk, and opportunity; strong cross-functional collaboration and ability to drive complex work forward.
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1mo
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Portfolio Manager
Irvine or Orange County
$120k-$170k/yr HybridFull Time
Cerity Partners
Cerity Partners: Provides financial planning, investment advisory, and wealth management services.
7+ YOEBachelor's degree, Series 65, CFP/CFA or equivalent designation, 7+ years industry experience, investment research and portfolio construction expertise, strong communication and leadership skills.
e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook
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Portfolio Strategy
New York City or Chicago or San Francisco or Charlotte
$114k-$143k/yr OnsiteFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
3+ YOEUniversity degree preferred, 3+ years of experience required, FINRA Series 7 and Series 63 registrations, investment research and portfolio strategy skills, and strong analytical and communication abilities.
Bloomberg Analytics
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2mo
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Portfolio Manager
Chicago or Los Angeles or Milwaukee or Irvine
$89k-$166k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
5+ YOECredit analysis and loan structuring for commercial clients; portfolio monitoring; financial analysis; Bachelor’s degree required; 5+ years credit/lending experience preferred; Microsoft Office proficiency.
Microsoft Office
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Portfolio Associate
San Diego, California, United States
$75k-$100k/yr OnsiteFull Time
Axos Financial
Axos FinancialNYSE: AX: Provides digital-first banking and diverse financial services to customers.
3+ YOEBachelor's in finance/accounting/economics, 3+ years portfolio management or credit analysis/commercial lending, strong Excel, experience with nCino or credit systems preferred, attention to detail and organizational skills.
Microsoft Excel, nCino, Moody’s
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Portfolio Manaer
Fresno, California, United States
$75k-$104k/yr OnsiteFull Time
Access Plus Capital
Access Plus Capital: Providing accessible capital and training to underserved small businesses.
5+ YOE1+ MgmtBachelor's degree in business/finance required (experience may substitute); 5+ years in finance/banking with supervisory experience; 1+ year commercial loan portfolio management, restructuring, collections; proficiency with Microsoft Office; valid California driver’s license; background and credit check required.
Microsoft Office Suite
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3mo
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BVF Portfolio Manager
San Jose, California, United States
$88k-$125k/yr OnsiteFull Time
Citizens Business Bank
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
7+ YOEExperience managing commercial loan portfolios; ability to analyze customer finances; knowledge of credit and banking products.
Outlook, Excel, Word
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3mo
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Portfolio Services - Ops
San Francisco, California, United States
OnsiteContract
Andreessen Horowitz
Andreessen Horowitz: Global venture capital firm investing in technology companies.
Contract role in Portfolio Services Ops; 1-3 month duration; located in San Francisco; no compensation disclosed.
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RMS Senior Portfolio Manager
Yolo County, California, United States
$18k-$28k/mo HybridFull Time
State Controller's Office
State Controller's Office: California's fiscal controller managing state financial operations and assets.
Experienced portfolio manager with expertise in strategic overlays, derivatives execution, quantitative risk modeling, governance, and team leadership; Senior Portfolio Manager examination required.
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Portfolio Manager II
Los Angeles, California, United States
$49-$83/hr OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
5+ YOEBachelor's in Finance/Business required; 5+ years credit underwriting and portfolio management experience; strong credit analysis, risk management, communication, and mentoring abilities.
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2w
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Senior Portfolio Manager
Sacramento, California, United States
$119k-$121k/yr RemoteFull Time
Golden 1 Credit Union
Golden 1 Credit Union: Member-owned cooperative providing banking and diverse lending services.
5+ YOEBachelor's degree preferred, 5+ years commercial portfolio management experience at a financial institution, strong analytical and communication skills, knowledge of compliance and risk management.
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1d
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Portfolio Management Expert
Seattle or San Francisco
$100-$200/hr RemoteContract
Turing
Turing: AI-powered platform connecting companies with global remote software developers.
2+ YOERequires 2+ years in portfolio management, expertise in asset allocation, portfolio construction, risk management, performance measurement, and excellent English written communication.
LLM
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2w
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SVP-Portfolio Manager
San Francisco or Menlo Park
$200k-$300k/yr OnsiteFull Time
Whittier Trust
Whittier Trust: Fiduciary wealth management and family office services for affluent families.
10+ YOE10+ MgmtBachelor's degree required; MBA and CFA preferred. 10+ years portfolio management and staff experience; strong investment research, client relationship, and business development skills.
Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Excel
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Portfolio Manager II or Senior Portfolio Manager
Visalia or Bakersfield or Chico or Roseville or South San Francisco
$84k-$152k/yr OnsiteFull Time
Tri Counties Bank
Tri Counties BankNASDAQ: TCBK: Provides commercial and retail banking services in California.
5+ YOEExperience with Farmer Mac, real estate lending, sales/business development, financial analysis and underwriting; strong credit analysis, covenant management, DSCR modeling, and presentation skills; 5+ years (Portfolio Manager II) or 7+ years (Senior).
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Senior Portfolio Advisor
Beverly Hills or San Francisco or Los Angeles or Dallas or New York City
$170k-$300k/yr HybridFull Time
Citi
CitiNYSE: C: A global financial services providing banking and credit services.
10+ YOE10+ years of investment strategy experience; expertise in markets and multi-asset portfolio construction; strong communication, collaboration, execution, and relationship management skills; bachelor's degree required.
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Senior Portfolio Manager
Napa, California, United States
$133k-$186k/yr OnsiteFull Time
Bank of Marin
Bank of MarinNASDAQ: BMRC: Provides commercial and retail banking, lending, and wealth management.
Responsible for credit analysis, underwriting, loan documentation and closing; risk grading and portfolio monitoring; strong accounting and credit analysis knowledge; excellent communication and organizational skills; proficiency with Microsoft Office.
Microsoft Office
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Senior Portfolio Advisor
Beverly Hills or San Francisco
$170k-$300k/yr HybridFull Time
Citi
CitiNYSE: C: Global diversified financial services holding.
10+ YOE10+ years experience in investment strategy and multi-asset portfolio construction; strong communication, strategic thinking, and collaboration skills; US securities exams (S7 & S66; SIE prerequisite); Bachelor’s required, Master’s preferred.
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Capacity Portfolio Representative
Orange, California, United States
$25-$31/hr OnsiteFull Time
C.H. Robinson
C.H. RobinsonNASDAQ: CHRW: Provides global freight transportation and supply chain services.
Role requires capacity portfolio responsibilities in logistics; specific qualifications not listed in posting.
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IT Application Portfolio Director
Santa Clara, California, United States
$177k-$243k/yr OnsiteFull Time
Applied Materials
Applied MaterialsNASDAQ: AMAT: Manufacturers of equipment for semiconductor and display production.
Director-level program and portfolio leadership for IT application portfolio; stakeholder management, program execution, product lifecycle and governance, portfolio value realization, Siemens PLM and SAP S/4 experience, mentoring PMs, managing risks and finances.
Siemens PLM, SAP S/4
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