454 portfolio manager jobs at 273 companies in Sonoma, CA
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Portfolio Manager (Multiple Offices)
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.
Visalia or Bakersfield or Chico or Roseville or South San Francisco
$84k-$152k/yrOnsiteFull Time
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).
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
Terabase Energy: Digital and automation platform for utility-scale solar plants.
8+ YOE3+ MgmtBachelor's degree,8+ years in project delivery/construction/renewables,3+ years people leadership,portfolio management experience,PM tool proficiency,excellent communication,ability to travel up to 30%.
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
4+ YOEBachelor's degree, minimum 4 years investment management experience, Series 65 or 66 (or ability to obtain). PM mindset, strong market knowledge, analytical and communication skills, familiarity with firm trading and portfolio systems.
proprietary trading system, portfolio accounting system
Robert HalfNYSE: RHI: Provides specialized staffing and global business consulting services.
5+ YOEBS/BA required; 5+ years in corporate/commercial real estate, project or facilities management; MS Office/Outlook proficiency; experience with project management, property transactions, leasing, vendor management; strong communication skills.
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.
Kasa Living: Tech-enabled operator of boutique hotels and apartment rentals.
Experienced revenue manager with hospitality pricing and yield strategy skills, strong analytics, communication, and track record of driving RevPAR and profitability across portfolios.
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
4+ YOE4+ years portfolio management or related experience; Bachelor's degree or equivalent; intermediate knowledge of commercial credit, loan structuring, banking operations, and regulatory compliance; credit analyst training; strong communication skills.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
10+ YOERequires 10+ years of investment decision-making and financial consulting experience with high-net-worth clients, extensive investment and fiduciary knowledge, leadership skills, and superior client relationship management.
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
7+ YOEBachelor's degree or 7+ years related experience; ability to manage commercial loan and deposit relationships, analyze financials, present solutions, and meet sales goals.
Microsoft Outlook, Microsoft Excel, Microsoft Word
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
10+ YOERequires 10+ years of investment decision-making and financial consulting experience with high-net-worth clients, extensive investment and fiduciary knowledge, and strong leadership, negotiation, analytical, and relationship management skills.
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
8+ YOEBachelor's with 8 years credit analysis/underwriting experience OR HS/GED with 12 years; skilled in credit analysis, underwriting, and servicing commercial loans.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOERequires 2+ years of commercial banking portfolio management experience or equivalent experience, training, military experience, or education. Bachelor's degree in accounting, finance, or business preferred.
4+ YOEBachelor's degree required; 4–7 years in strategy, portfolio management, finance, or related work; healthcare, pharmaceutical, or biotechnology experience; financial analysis, resource planning, and senior leadership communication skills.
Austin or Menlo Park or Seattle or Washington or New York City or San Francisco or United States
$197k-$271k/yrHybridFull Time
MetaNASDAQ: META: Develops social networking platforms and virtual reality technologies.
10+ YOEBachelor's or equivalent,10+ years managing large-scale data center lease portfolios,financial modeling (NPV, sensitivity),cross-functional collaboration,contract and risk synthesis for executive recommendations.
insitro: Decodes biology using machine learning to discover new medicines
5+ YOE2+ MgmtBS in life science (MS/PhD preferred); 5+ years industry experience (8+ for Associate Director); 2+ years project/portfolio leadership; deep drug development knowledge; project management skills; PM certification preferred.
Google Workspace, Smartsheet, ChatGPT, Gemini, Perplexity
Richmond or New York City or San Diego or Scottsdale or San Francisco or Chicago or Alpharetta
$159k-$218k/yrOnsiteFull Time
Markel GroupNew York Stock Exchange: MKL: Global provider of insurance, reinsurance, and investment products.
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.