Investment Portfolio Manager, Sr. jobs in San Francisco, CA
Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Investment Portfolio Manager, Sr. jobs
VP/Head of Investment Risk Management & Portfolio Analytics
- F1104 Franklin Advisers, Inc.
-
San Mateo, CA
FULL_TIME
- At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team. Franklin Equity Group is an investment advisory unit of Franklin Templeton managing in excess of $160 billion across a variety of mutual funds and other investment vehicles. The Franklin Equity Group brings together more than six decades of investment experience offering in-depth expertise in managing global, U.S., sector and thematic equity strategies across the style and market-capitalization spectrum. We believe that attractive risk-adjusted returns can be achieved over time by using a team-oriented collaborative approach and disciplined, bottom-up fundamental research. About the Opportunity The VP/Head of Investment Risk Management and Portfolio Analytics plays a critical role in overseeing the risk management strategies and portfolio analytics of Franklin Equity Group. This role requires strong quantitative skills, a deep understanding of risk management principles, advanced analytical techniques to ensure optimal decision making in investment strategies and risk mitigation, and proven leadership capabilities. What are the ongoing responsibilities of this role? Oversee development of tools and techniques to analyze and display portfolio risks and their integration into portfolio construction and management. Collaborate with investment teams to ensure risk metrics align with investment objectives and regulatory requirements. Present our risk management philosophy and processes to clients and internal partners. Ensure all direct investment portfolios conform to performance expectations, investment guidelines, risk parameters, and regulatory requirements. Serve as the key contact for FT’s independent risk team, and other investment professionals. Manage team of investment risk management professionals What ideal qualifications, skills & experience would help someone to be successful? 10 years’ experience in management of investment risk, portfolio analytics, or related field within financial services industry. Master's or doctoral degree in finance, economics, quantitative finance, or a related field. Additional certifications such as CFA or FRM preferred. Proficiency in Northfield, Barra, FactSet, Bloomberg or similar investment data. Demonstrated experience in leadership or managerial role required. Advanced knowledge of statistical theory and a good understanding of financial instruments and markets. Strong quantitative skills, with the ability to adjust and manipulate data to discover trends and relationships. Experience communicating complex financial topics with the ability to successfully articulate quantitative concepts to audience(s) unfamiliar with those same concepts. Experience consulting with financial professionals, including Portfolio Managers and Chief Investment Officers. Excellent communication and interpersonal skills to effectively interact with stakeholders at all levels. Proven leadership abilities to lead, inspire, and challenge team toward shared objectives. Compensation Range: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. The salary, benefits and variable rewards will reflect the seniority of the position and a competitive market rate. We expect the annual salary for this position to range between $225,000.00 to $260,000.00. When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed. What makes Franklin Templeton unique? In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results. . Highlights of our benefits include: Three weeks paid time off the first year Medical, dental and vision insurance 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits Employee Stock Investment Program Tuition Assistance Program Purchase of company funds with no sales charge Onsite fitness center and recreation center Onsite cafeteria We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success. We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at Franklin Templeton Careers to learn more about our company, career opportunities and recruitment process. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to accommodations@FranklinTempleton.com . In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response. When you become part of Franklin Templeton, you’ll join a company dedicated to progress. A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees. From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours. At Franklin Templeton, we embrace individual differences and value perspectives brought by global diversity. And, although we are all different, we have one thing in common: we are dedicated to what we do. So whether you're starting your career journey, are well on your way, or are seeking a new direction, you'll find the support you need to grow your career with us. Come, join us, and help us shape the future of the global asset management industry! Get to know us better
- 9 Days Ago
Wealth Advisor/Portfolio Manager
- Robert Half
-
San Francisco, CA
PER_DIEM
- Jeff Abrams with Robert Half is thrilled to partner with an exceptional company in the search for a Wealth Advisor/Portfolio Manager to join their esteemed team. Our client is dedicated to providing u...
- 19 Days Ago
Manager, Portfolio Finance
- Clearway Energy
-
San Francisco, CA
FULL_TIME
- What The Role Is Reporting to the Senior Director of Portfolio Finance, the Manager of Portfolio Finance is responsible for managing commercial matters with financing parties for multiple construction...
- 9 Days Ago
Program Manager, Portfolio Engagements
- Foresite Labs
-
San Francisco, CA
FULL_TIME
- Responsibilities Independently ensure effective, accurate, appropriate and timely communication between Foresite Labs and assigned portfolio companies Act as the point of contact for assigned companie...
- 1 Month Ago
Technical Portfolio Manager 3
- U.S. Bank National Association
-
San Francisco, CA
FULL_TIME
- At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
- 1 Month Ago
Portfolio Rehabilitation Manager
- Bridge Housing Corporation
-
San Francisco, CA
FULL_TIME
- Summary The Portfolio Rehabilitation Manager will report to the VP of Development – Design and Construction and will be responsible for the physical review, rehabilitation oversight & reserve planning...
- 1 Month Ago
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0 Investment Portfolio Manager, Sr. jobs found in San Francisco, CA area
Acquisition Analyst/Associate
- Riaz Capital
-
Oakland, CA
- Our Company: Riaz Capital is an Oakland, California based fully integrated development, investment, and asset management...
- 4/24/2024 12:00:00 AM
Regulatory Affairs Specialist – Digital Health Technologies
- Abbott
-
Alameda, CA
- Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
- 4/24/2024 12:00:00 AM
Financial Risk Analyst
- Insight Global
-
San Francisco, CA
- **This is a 4-month contract for someone on maternity leave** Must be currently living in San Francisco or comfortable c...
- 4/22/2024 12:00:00 AM
Director of the Bureau of Delinquent Revenue - Office of the Treasurer & Tax Collector (0933) - (138870)
- City and County of San Francisco
-
San Francisco, CA
- Department: Office of the Treasurer & Tax Collector Job Class: 0933 - Manager V Starting salary range: $167,908.00 - $21...
- 4/22/2024 12:00:00 AM
Regional Financial Analyst-Services
- Franklin Energy
-
San Francisco, CA
- COMPANY Summary As a combined organization, Franklin Energy and AM Conservation Group is undertaking what is perhaps the...
- 4/21/2024 12:00:00 AM
Financial Planner
- Hanover
-
San Francisco, CA
- Our San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point ...
- 4/20/2024 12:00:00 AM
Financial Advisor
- Hanover
-
San Francisco, CA
- Our San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point ...
- 4/20/2024 12:00:00 AM
CFP or CFA Wealth Advisor - Wealth Advisory / Financial Planning Experience Required
- Analog Capital Partners
-
- Company Description Analog Capital Partners centralizes investments, planning, and professional services for individuals...
- 4/20/2024 12:00:00 AM
About San Francisco, California
San Francisco is located on the West Coast of the United States at the north end of the San Francisco Peninsula and includes significant stretches of the Pacific Ocean and San Francisco Bay within its boundaries. Several picturesque islands—Alcatraz, Treasure Island and the adjacent Yerba Buena Island, and small portions of Alameda Island, Red Rock Island, and Angel Island—are part of the city. Also included are the uninhabited Farallon Islands, 27 miles (43 km) offshore in the Pacific Ocean. The mainland within the city limits roughly forms a "seven-by-seven-mile square", a common local collo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$180,575 to $299,876
San Francisco, California area prices
were up 4.5% from a year ago
were up 4.5% from a year ago
What does an Investment Portfolio Manager, Sr. do?
Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020