1,178 portfolio jobs at 604 companies in San Jose, CA
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Portfolio Manager
Cupertino, California, United States
OnsiteFull Time
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.
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
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).
Beverly Hills or San Francisco or Los Angeles or Dallas or New York City
$170k-$300k/yrHybridFull Time
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.
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
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.
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.
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.
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.
Turing: AI-powered platform connecting companies with global remote software developers.
2+ YOERequires 2+ years of portfolio management experience, expertise in asset allocation, portfolio construction, risk management, and performance measurement, plus excellent written English communication.
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.
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.
Palo Alto or Miami or New Jersey or United Kingdom or Ireland
$200k-$235k/yrOnsiteFull Time
Summit TherapeuticsNASDAQ: SMMT: Developing oncology therapies to improve patient quality of life.
10+ YOE10+ years pharma/biotech experience in oncology market research and portfolio strategy; Bachelor's required (MS/PhD preferred); expertise in solid tumor markets (NSCLC, CRC); advanced forecasting, NPV, and market research skills; strong communication.
University of California, San Francisco: Public research university dedicated to health sciences and education.
3+ YOEBachelor's degree or equivalent, 3+ years related experience in research administration, strong financial analysis and reporting skills, familiarity with sponsor compliance and grant funding processes, spreadsheet/database proficiency, and strong writing.
PeopleSoft, MyReports, BearBuy, UCPath, PLUS Faculty Portfolio
Allspring Global Investments: Independent global asset management firm providing diverse investment solutions.
1+ YOEUndergraduate degree in finance-related field, 1+ years equity research experience, Excel and Word proficiency, strong analytical and communication skills, interest in emerging markets and ESG.
UCSF Health: Academic medical center providing advanced patient care and research.
3+ YOEBachelor's degree or equivalent, minimum 3 years research administration experience, knowledge of federal/non-federal sponsor guidelines, financial analysis and reporting, strong communication and writing skills.