2w
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Portfolio Manager
Irvine, California, United States
$90k-$115k/yr OnsiteFull Time
5+ YOE5+ years banking experience in relationship/portfolio management and commercial lending; BA preferred; strong financial analysis, credit underwriting, communication, and business development skills.
1mo
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Manager, Portfolio Strategy
Irvine, California, United States
$121k-$171k/yr OnsiteFull Time
6+ YOEBachelor's +8 years or Master's +6 years in strategic marketing, healthcare, or consulting; skilled in portfolio strategy, financial/market modeling, stakeholder communication, and Microsoft Office.
Microsoft Office Suite
2mo
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VP, Portfolio Manager
San Diego, California, United States
$135k-$150k/yr OnsiteFull Time
10+ YOE10+ years in commercial lending or portfolio management; Bachelor's in Finance/Accounting; strong analytical, communication, and regulatory knowledge.
Financial Modeling, Risk Assessment, Credit Analysis, Regulatory Knowledge
1mo
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Portfolio Manager
Irvine or Orange County
$120k-$170k/yr HybridFull Time
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
1mo
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Portfolio Manager I sp
Los Angeles or Irvine or La Jolla
$44-$75/hr OnsiteFull Time
4+ YOEBachelor's in Finance/Business or equivalent, minimum 4 years credit underwriting and portfolio management experience, strong credit analysis, risk management, communication, and leadership skills.
2mo
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Product Portfolio Manager
Irvine, California, United States
$138k-$242k/yr OnsiteFull Time
10+ YOE8+ Mgmt10+ years product management; 8+ years leadership; engineering or business degree; MBA preferred; strong communication and analytical skills; proficient with MS Office and Salesforce; travel up to 25%.
Salesforce, Microsoft Office
1w
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Portfolio Manager
Irvine, California, United States
$30-$35/hr HybridFull Time
3+ YOEBachelor's or equivalent experience; 3+ years in sales/account management/customer service; proficiency with Microsoft Office and CRM (Creatio); strong communication, KPI focus, and client relationship skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Creatio
4d
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Vice President, Portfolio Manager
La Mesa, California, United States
$122k-$151k/yr OnsiteFull Time
6+ YOE6+ years portfolio management experience, bachelor\u0002s or equivalent, credit analyst training, strong commercial credit and loan structuring knowledge, regulatory/compliance knowledge, and advanced communication skills.
2mo
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Trust Portfolio Manager
Irvine or San Diego or Los Angeles or South Jordan or Phoenix
$102k-$190k/yr OnsiteFull Time
5+ YOEBachelor's in finance/accounting or equivalent, 5+ years industry experience, trust software experience preferred, strong portfolio management, fiduciary and asset allocation knowledge, and excellent communication skills.
Microsoft Office, Microsoft Excel, Microsoft Word
1mo
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Assistant Portfolio Manager
San Diego, California, United States
$110k-$125k/yr OnsiteFull Time
3+ YOEBachelor's in finance/business/economics, 3+ years asset management or fixed income experience, advanced Excel and Bloomberg proficiency, Clearwater/portfolio systems experience, SQL/VBA preferred, strong credit analysis and communication skills.
Microsoft Excel, Bloomberg, Clearwater, SQL, VBA
2w
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Portfolio Manager - Commercial and Industrial
Newport Beach or Los Angeles or Downey or City of Industry
$89k-$166k/yr OnsiteFull Time
Experience in commercial credit and portfolio management, credit risk assessment, financial analysis, deal structuring, and relationship management; bachelor’s degree required; deep technical proficiency and problem-solving skills.
Microsoft Office
1mo
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Senior Portfolio Community Manager - Orange County
Irvine, California, United States
$90k-$100k/yr HybridFull Time
5+ YOE5+ years HOA portfolio management experience, CMCA (or obtain within 6 months), evening availability for board meetings, budget and audit knowledge, strong written/verbal and presentation skills.
1mo
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Portfolio Manager
Irvine, California, United States
$80k-$100k/yr OnsiteFull Time
5+ YOEMinimum 5 years underwriting or commercial real estate lending experience, bachelor's degree preferred, strong analytical, communication, leadership, and decision-making skills.
Synergy
1mo
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Associate Portfolio Manager Franchise Finance
Irvine or United States
$97k-$106k/yr OnsiteFull Time
Experience in credit and risk administration, financial analysis/modeling, credit underwriting, portfolio management, loan modifications, covenant compliance, and client engagement in restaurant finance or retail petroleum preferred.
1mo
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Senior Portfolio Manager
Palo Alto or Irvine
$165k-$220k/yr OnsiteFull Time
7+ YOEMinimum 7 years investment/wealth management experience, in-depth investment and trust knowledge, Bachelor’s preferred, CFA/CFP/CIMA preferred, strong communication, analytical, and compliance skills.
1mo
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Commercial Banking Portfolio Manager - Franchise Finance
Carlsbad or Charlotte
$77k-$145k/yr HybridFull Time
2+ YOE2+ years commercial banking portfolio management experience; experience with complex credit, underwriting, and restaurant lending preferred; formal credit training and bachelor's in accounting/finance/business preferred; strong communication and risk-management skills.
1w
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Portfolio Manager (OC and Inland Empire)
Irvine, California, United States
$75k-$85k/yr FieldFull Time
Scattered-site and multi-owner portfolio management experience, supervisory experience, strong communication and organizational skills, knowledge of CA landlord-tenant law, proficient with Microsoft Office 365 and AppFolio, reliable transportation.
Microsoft Office 365, AppFolio
2w
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Project Portfolio Management Consultant
Newport Beach, California, United States
$168k-$205k/yr HybridFull Time
10+ YOE10+ years portfolio/program/project management experience; expertise in portfolio governance, roadmapping, capacity planning, financial stewardship, risk management, and executive communication.
Planview, Smartsheet, Azure DevOps, Jira, Confluence, Microsoft Project, SharePoint, Teams, OneNote, PowerPoint, Clarity
5d
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Director, Portfolio Management Lead
Richmond or New York City or San Diego or Scottsdale or San Francisco or Chicago or Alpharetta
$159k-$218k/yr OnsiteFull Time
8+ YOE8+ years in analytics/pricing/underwriting or portfolio management in US Commercial/Specialty insurance; strong analytics, actuarial understanding, stakeholder engagement, and leadership experience; bachelor’s degree required; advanced degree preferred.
2w
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Real Estate Portfolio Manager
Carlsbad or Englewood or Tempe or Duluth
$107k-$169k/yr OnsiteFull Time
5+ YOE5+ years corporate real estate experience across multi-country portfolios; end-to-end transaction experience; advanced Excel modelling; lease accounting familiarity; strong negotiation and stakeholder management skills.
Microsoft Excel, CoStar, CAD
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