234 portfolio manager jobs at 154 companies in San Clemente, CA
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Portfolio Manager
City of Industry, California, United States
$71k-$130k/yrOnsiteFull Time
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.
Century City or Chicago or Dallas or Houston or Los Angeles or Orange County or Del Mar or San Diego or San Francisco or Silicon Valley or Washington
$130k-$160k/yrHybridFull Time
Sheppard Mullin: A full-service global law firm providing legal counsel.
Bachelor's degree in business administration, project management, or related field; portfolio or project management experience; PMP preferred; strategic, analytical, organizational, leadership, and communication skills.
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
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
4+ YOEBachelor's degree in finance, business, or related field and at least 4 years of credit underwriting and portfolio management experience. Requires analytical, communication, collaboration, and risk management skills.
Pacific Rim Capital: Provides equipment leasing and financial advisory for large enterprises.
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
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
7+ YOERequires 7+ years in IT-related functions, a bachelor's degree, knowledge of Agile and traditional delivery, capacity planning, financial management, and strong analytical, organizational, communication, and reporting skills.
Planview, Azure DevOps, Clarity, ServiceNow PPM, Microsoft Excel
Irvine or San Diego or Los Angeles or South Jordan or Phoenix
$102k-$190k/yrOnsiteFull Time
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
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.
Senior Portfolio Community Manager - Orange County
Irvine, California, United States
$90k-$100k/yrHybridFull Time
Action Property Management: Provides management services for homeowner associations and residential communities.
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.
Los Angeles or Atlanta or Newport Beach or Charlotte or New York City or Dallas or Chicago or Minneapolis
$139k-$164k/yrHybridFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
8+ YOEBachelor's or equivalent, eight+ years relevant experience, ABL portfolio experience preferred, strong credit and relationship skills, ability to travel <10%, hybrid schedule with 3+ days in office.
Fairgrove Property Management: Residential property management services for Southern California real estate investors.
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.
Banc of CaliforniaNYSE: BANC: Commercial bank providing business lending and treasury management services.
5+ YOEBachelor's degree in accounting, finance, economics, or related field and/or 5+ years lending or portfolio management experience; requires commercial real estate lending and credit analysis expertise.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, LinkedIn Learning
Zions BancorporationNASDAQ: ZION: Provides commercial and consumer banking services in Western US.
6+ YOEBachelor's degree in Finance, Business, or related field and 6+ years of banking, relationship management, underwriting, and credit experience; requires advanced credit, analytical, communication, and problem-solving skills.