192 portfolio manager jobs at 125 companies in Winchester, CA

6d
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Category Portfolio Manager
San Jose or United States or Irvine or Camas or Dallas or Texas
$102k-$220k/yr HybridFull Time
Logitech
LogitechNasdaq: LOGI: Designs and manufactures computer peripherals and hardware solutions.
Requires quantitative, P&L, portfolio management, business analysis, communication, presentation, collaboration, and consumer technology experience; English fluency required.
P&L
3d
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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/yr HybridFull Time
Sheppard Mullin
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.
Microsoft products, Monday.com
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
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
1mo
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Portfolio Manager I sp
Los Angeles or Irvine or La Jolla
$44-$75/hr OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
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.
3w
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Portfolio Manager
San Bernardino, California, United States
$74k-$103k/yr OnsiteFull Time
Citizens Business Bank
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
7+ YOEBachelor's degree or 7 years related experience; strong credit analysis, sales, and relationship management skills; proficient with Outlook, Excel; effective communication and math skills.
Microsoft Outlook, Microsoft Excel
3w
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Portfolio Manager
Irvine, California, United States
$30-$35/hr HybridFull Time
Pacific Rim Capital
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
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
Columbia Bank
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.
Microsoft Office, Microsoft Excel, Microsoft Word
1mo
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Senior Portfolio Community Manager - Orange County
Irvine, California, United States
$90k-$100k/yr HybridFull Time
Action Property Management
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.
1mo
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Portfolio Manager
Irvine, California, United States
$80k-$100k/yr OnsiteFull Time
Preferred Bank
Preferred BankNASDAQ: PFBC: Provides commercial banking and real estate lending services.
5+ YOEMinimum 5 years underwriting or commercial real estate lending experience, bachelor's degree preferred, strong analytical, communication, leadership, and decision-making skills.
Synergy
2d
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VP, Credit & Portfolio Manager
Los Angeles or Corona or Woodland Hills
$140k-$160k/yr OnsiteFull Time
American Business Bank
American Business BankOTCQX: AMBZ: Financial services for middle-market businesses and professionals.
Manages credit portfolios, performs complex credit analysis, makes lending recommendations, advises customers, ensures regulatory compliance, and supports commercial relationship development.
Credit Track
1mo
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Senior Portfolio Manager
Palo Alto or Irvine
$165k-$220k/yr OnsiteFull Time
Mechanics Bank
Mechanics BankNASDAQ: MCHB: Full-service community bank providing personal and business financial services.
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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Portfolio Manager - Asset Based Lending
Los Angeles or Atlanta or Newport Beach or Charlotte or New York City or Dallas or Chicago or Minneapolis
$139k-$164k/yr HybridFull Time
U.S. Bank
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.
3w
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Portfolio Manager (OC and Inland Empire)
Irvine, California, United States
$75k-$85k/yr FieldFull Time
Fairgrove Property Management
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.
Microsoft Office 365, AppFolio
5d
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VP, Portfolio Relationship Manager, CRE
Santa Ana, California, United States
$101k-$160k/yr OnsiteFull Time
Banc of California
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
1mo
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Project Portfolio Management Consultant
Newport Beach, California, United States
$168k-$205k/yr HybridFull Time
Pacific Life
Pacific Life: Provides life insurance, annuities, and investment products for financial security.
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
1mo
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Portfolio Manager II - Retail Petroleum & Convenience Store
Irvine, California, United States
$173k-$218k/yr OnsiteFull Time
Citizens Financial Group
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
8+ YOE8+ years underwriting and portfolio management experience, strong financial analysis and appraisal/environmental report knowledge, Bachelors degree required, strong verbal/written communication and industry-specific analysis skills.
1mo
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Real Estate Portfolio Manager
Carlsbad or Englewood or Tempe or Duluth
$107k-$169k/yr OnsiteFull Time
Viasat
ViasatNASDAQ: VSAT: Provider of global satellite-based connectivity and secure communication solutions.
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
1mo
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Real Estate Portfolio Manager
Carlsbad or Englewood or Tempe or Duluth
$107k-$169k/yr OnsiteFull Time
Viasat
ViasatNASDAQ: VSAT: Provides global satellite broadband and secure networking communication services.
5+ YOE5+ years corporate real estate experience managing multi-country portfolios, transaction execution, advanced financial modelling (Excel), CoStar experience, strong negotiation and stakeholder skills, ability to travel ~10–20%, US citizenship or permanent resident.
CoStar, Microsoft Excel, CAD
4d
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Senior Commercial Banking Portfolio Manager
Irvine or Fresno or West Covina or Portland or Salt Lake City or San Diego or Los Angeles or Bellevue
$100k-$196k/yr HybridFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
4+ YOERequires 4+ years of commercial banking portfolio management experience, with complex credit analysis, financial statement evaluation, risk management, compliance, and Microsoft Excel modeling skills.
Microsoft Office, Microsoft Excel