Investment Portfolio Manager, Sr. jobs in San Jose, CA
Investment Portfolio Manager, Sr. manages the research and analysis of financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Implements policies and procedures to guide the analysis and evaluation of investment products and ensure investment activities comply with regulatory standards. Being an Investment Portfolio Manager, Sr. reviews economic data, financial metrics, and market conditions to evaluate financial models, forecasts, and investment strategies. Monitors and manages an organization's investment portfolio to ensure optimal performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Portfolio Manager, Sr. requires a bachelor's degree. Typically reports to a director. 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. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
Recently Added Investment Portfolio Manager, Sr. jobs
- Gotion, Inc.
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Fremont, CA
FULL_TIME
-
Essential Duties and Responsibilities:
Gotion is looking for an Investment Manager with Financial modelling ability and high proficiency in related computer languages. Ability to both learn, teach and guide junior analysts. The candidate must have advanced Excel modelling abilities. Proficiency in programming languages such as R or Python a plus. Versed in the field of investment management, with experience that covers the entirety of the investment cycle, with an emphasis on research, pre-investment analysis, execution to post-investment management.
Required Qualifications:
- Research and analytical background required, knowledge and experience across different asset class/deal and structure/industry preferred
- Financial modelling ability and high proficiency in related computer languages, ability to both learn and teach,
- Ability to guide junior analysts
- Must have advanced Excel modelling abilities
- Experience in the field of investment management, with experience that covers the entirety of the investment cycle, with an emphasis on research, pre-investment analysis, execution to post-investment management
- Experienced with risk management
- Capability to formulate thesis into an actual investment strategy
- Experience with Financial Modeling, Due Diligence and Transaction
Preferred Qualifications:
- 5 years of combined experience in relevant industry and investment
- Master’s degree
- Experience in overseas subsidiary is preferred
- Experience in post-deal integration is preferred
- 1 Day Ago
- Borelli Investment Company
-
San Jose, CA
FULL_TIME
- Job description Commercial Real Estate Assistant Property Manager Northern California Commercial/Industrial Full Service Real Estate Company, since (1955), seeks an experienced Assistant Property Mana...
- 18 Days Ago
- DynPro Inc.
-
Fremont, CA
FULL_TIME
- Job DetailsNeed Locals OnlyWe're looking for an experienced Sr. Manager, Portfolio Management to support our growing Information Technology team. In this role, you will be a key leader within our orga...
- 3 Days Ago
- Bank of America
-
Palo Alto, CA
FULL_TIME
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
- 1 Month Ago
- Gotion, Inc.
-
Fremont, CA
FULL_TIME
- · Responsible for the company's investment in North America, covering financial and strategic deals · Assist in financing plan, participation in domestic and overseas capital market activities · Post-...
- 1 Day Ago
- Santa Clara University
-
Santa Clara, CA
FULL_TIME
- Position Title: Investment and Financial Reporting Manager Position Type: Regular Salary Range: $92,500-$125,000 annually; commensurate with experience Pay Frequency: Annual POSITION PURPOSE This posi...
- 1 Month Ago
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0 Investment Portfolio Manager, Sr. jobs found in San Jose, CA area
- Yamaha Motor Ventures
-
Palo Alto, CA
- Sustainability- Partner Yamaha Motor Ventures ("YMV") exists to catalyze innovation by supporting entrepreneurs with Yam...
- 5/13/2024 12:00:00 AM
- Abbott
-
Santa Clara, CA
- Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
- 5/13/2024 12:00:00 AM
- Western Digital
-
San Jose, CA
- Company Description At Western Digital, our vision is to power global innovation and push the boundaries of technology t...
- 5/13/2024 12:00:00 AM
- Northwestern Mutual
-
San Jose, CA
- Financial Advisor - "Choose a Career That Lets You Live Life Differently!" Recognized by FORTUNE as one of the "World's ...
- 5/12/2024 12:00:00 AM
- LTD GLOBAL, LLC
-
Burlingame, CA
- Job Description Job Description About the organization A nonprofit organization dedicated to animal welfare and the prot...
- 5/12/2024 12:00:00 AM
- Nutanix
-
San Jose, CA
- Hungry, Humble, Honest, with Heart. The Opportunity We are seeking a highly motivated professional with exceptional anal...
- 5/11/2024 12:00:00 AM
- Advice Personnel
-
San Jose, CA
- Real Estate Acquisitions Associate – Multifamily (Semi-Remote) A prominent national real estate investment and managemen...
- 5/10/2024 12:00:00 AM
- Meta
-
Sunnyvale, CA
- Meta Reality Labs Team is a fast-growing team that manages the finances for Facebook's consumer hardware group, which in...
- 5/10/2024 12:00:00 AM
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