Portfolio Manager jobs in Alameda, CA

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

Recently Added Portfolio Manager jobs

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Portfolio Manager
  • Empirical Wealth Management
  • Walnut Creek, CA FULL_TIME
  • Job Description For Portfolio Manager

    Job Category: Portfolio Manager

    Job Type: Full Time

    Job Location: Bay Area CA Bay Area CA Bilingual Los Gatos CA San Francisco CA San Mateo CA Walnut Creek CA

    Empirical is an independent RIA managing almost $6 billion in AUM and operating with offices in Seattle, Portland, Bellevue, Irvine, San Francisco, San Mateo, Los Gatos and Fort Worth. Empirical provides financial guidance and execution of an integrated strategy of investments tax financial planning to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic and empirical research and years of hands-on experience to help investors grow and protect their wealth.

    Empirical Wealth Management is one of the fastest growing financial services firms on the west coast, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Our market is comprised of high-income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value.

    Job Description

    We are seeking a talented Portfolio Manager to join the firm’s Seattle, Portland and Bay area offices. As a Portfolio Manager, you will work with the executive leadership team, trading team, financial advisors and clients. You should feel comfortable talking directly with clients.

    Key Responsibilities

    • Portfolio rebalancing and trading,
    • Communication with high-net worth individuals, including:
      • Working with financial advisors to design client investment strategies
      • Direct client communication regarding execution of trades and any investment/portfolio questions
    • Performance calculation and reporting
    • Analysis of prospective client’s investment portfolios
    • Conducting investment research
      • Assisting the CIO and Investment Team in evaluating new investments/strategies
      • Helping conduct due diligence on private/alternative investments
    • Notifying advisor/client of cash flow issues, account restrictions, etc.
    Qualifications

    • 4 – 8 years work experience in finance and investments required
    • Fluent in Mandarin and/or Cantonese
    • Bachelors in Finance, Economics or Statistics or related subject required; Master’s preferred
    • Obtained, or progress towards, CFA required
    • CAIA or CFP is a plus
    • Ability to do independent research and strong attention to detail
    • Excellent written and verbal communication skills. The ability to communicate with advisors and clients is critical to the position
    • Advance knowledge of Microsoft Excel
    • Friendly, strong desire to learn and ability to take direction
    • Ability to work in a team environment

    Compensation

    • Competitive salary, opportunities to participate in client asset growth, as well as bonus potential
    • Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company
    • 401(k) Plan with match

    Our Culture

    Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them. We are a hard-working, high performance, no-excuse team of 30 professionals who together want to take charge of our careers alongside the opportunity that Empirical offers.
  • 14 Days Ago
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Portfolio Manager
  • CCH - (Christian Church Homes)
  • Walnut Creek, CA FULL_TIME
  • (Full-time, Exempt, $86,200 - $120,700) Based on CCH’s Compensation philosophy, the majority of new hires are brought in at the minimum of the salary range.Our MissionCCH builds and manages quality, a...
  • 21 Days Ago
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C
Portfolio Manager
  • Christian Church Homes
  • Walnut Creek, CA FULL_TIME
  • Portfolio Manager (Full-time, Exempt, $86,200 - $120,700) Based on CCH’s Compensation philosophy, the majority of new hires are brought in at the minimum of the salary range. Our Mission CCH builds an...
  • 1 Month Ago
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Portfolio Manager, Initiatives and Programs
  • Black Cultural Zone
  • Oakland, CA FULL_TIME
  • Position SummaryThe Portfolio Manager is entrusted with the coordination of a portfolio of initiatives and programs. Collaborating closely with initiative/program specialists, coordinators, stakeholde...
  • 15 Days Ago
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Assistant Portfolio Manager
  • Robert Half
  • San Leandro, CA OTHER
  • We are offering a contract employment opportunity for a Property Administrator in the Real Estate & Property industry. You will be an integral part of the team, primarily focused on leasing and proper...
  • 17 Days Ago
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Senior Portfolio Manager
  • MAI Capital Management
  • San Ramon, CA FULL_TIME
  • GENERAL JOB DESCRIPTIONThe Senior Portfolio Manager will implement MAI’s investment strategy for high-net worth clients and families. This person may also participate in various committees that compri...
  • 1 Day Ago
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0 Portfolio Manager jobs found in Alameda, CA area

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Commercial Portfolio Manager
  • Windsor Management
  • Lafayette, CA
  • Commercial Portfolio Manager – Growth Position An Ideal Candidate You’re the one people go to when nobody else can solve...
  • 6/23/2024 12:00:00 AM
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CPG Project / Portfolio Manager
  • Robert Half
  • Concord, CA
  • CPG Project Manager - Full Time Employment Location: East Bay, CA Salary Range: $150,000-$200,000 annually Job Descripti...
  • 6/23/2024 12:00:00 AM
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Portfolio Manager
  • Gaetani Real Estate
  • San Francisco, CA
  • JOB TITLE: Portfolio Manager DEPARTMENT: Property Management REPORTS TO: Director of Operations Company Background: Gaet...
  • 6/22/2024 12:00:00 AM
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Procurement Portfolio Manager
  • Penumbra
  • Alameda, CA
  • The Procurement Portfolio Manager is responsible for leading the development and implementation of sourcing strategies t...
  • 6/22/2024 12:00:00 AM
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Portfolio Manager - Wine Sales
  • levage
  • Brisbane, CA
  • Job Description About Us: Elevage is the marriage of Rosenthal Wine Merchant, The Rare Wine Co., Diamond Wine Importers,...
  • 6/22/2024 12:00:00 AM
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Portfolio Manager (HOA)
  • CitiScape Property Management Group, LLC
  • San Francisco, CA
  • Job Description Job Description We have an immediate opening for a Portfolio Manager (HOA). A successful candidate will ...
  • 6/21/2024 12:00:00 AM
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Executive Regional Portfolio Manager (REF4926K)
  • FPI Management, Inc.
  • San Jose, CA
  • Job Description Job Description Company Description Multifamily Property Management Job Description • Property Name: Sof...
  • 6/19/2024 12:00:00 AM
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Registered or Un Registered Sales Associate
  • Thriving Asset Management LLC
  • Palo Alto, CA
  • Job Description Job Description In search of a Registered Sales Associate. Experienced with account maintenance and out ...
  • 6/19/2024 12:00:00 AM
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About Alameda, California

Alameda (/ˌæləˈmiːdə/ AL-ə-MEE-də; Spanish: [ala'meða]) is a city in Alameda County, California, United States. It is located on Alameda Island and Bay Farm Island, and is adjacent to and south of Oakland and east of San Francisco across the San Francisco Bay. Bay Farm Island, a portion of which is also known as "Harbor Bay Isle", is not actually an island, and is part of the mainland adjacent to the Oakland International Airport. The city's estimated 2017 population was 79,928. Alameda is a charter city, rather than a general law city, allowing the city to provide for any form of government. ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$140,925 to $195,337
Alameda, California area prices
were up 4.5% from a year ago
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