Portfolio Manager jobs in Berkeley, 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)

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Regional Lending Manager
  • Consumer Portfolio Services, Inc.
  • Oakland, CA FULL_TIME
  • About the Company:

    Consumer Portfolio Services, Inc. is a leader in the sub-prime auto finance industry, is a fast-paced, aggressive mid-sized company that has shown consistent revenue growth year after year. We pride ourselves on delivering the highest level of service in the Financial Services Industry.

    About the Position:

    Regional Sales Manager

    Do you like meeting people, developing business relationships and helping your customers succeed? The CPS Rep position may be the right fit for you!

    We are looking for smart, dynamic, motivated professionals. The preferred prior experience is working in a retail auto environment or prior representation of retail automotive dealer products.

    This is a hands-on position. You are active everyday educating dealers about our loan programs, promoting loan growth, collaborating with our Originations team and giving guidance to dealers as needed.

    Job Responsibilities:

    • Develop and maintain dealer relationships
    • Increase application and loan volume in assigned territory
    • Increase dealer activity
    • Onboard new dealers
    • Effectively be able to promote and sell the value of CPS’s finance program
    • 25 weekly dealer visits
    • Daily usage of Salesforce CRM

    Employment Requirements:

    • Must be able to pass a criminal background check

    Experience:

    • B2B sales related to auto retailing or auto finance is preferred, but not necessary.
    • Minimum 5 years lending experience.

    Work Location:

    • From your home office and field visits within a certain radius of your home address.

    Benefits:

    We recognize people as our most valuable asset. Our competitive salary commission, monthly bonuses and benefits package include 401(k), medical, dental and vision insurance, life insurance, disability insurance, Company paid holidays, vacation and sick benefits.

    Employer Notice:

    Consumer Portfolio Services, Inc. is an equal opportunity employer that is committed to workforce diversity. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), or any other basis or characteristics protected by law.

    This job advertisement does not list all the duties of the job; it is merely a summary and other duties may be assigned.

    Please be advised this job advertisement is not a contract for employment. If you are hired, your employment will be at-will. Your employment and compensation can be terminated without cause or notice, for any reason, at any time, at the option of either the Company or you. Also, no management representative of the Company, except the President, has any authority to enter into any agreement contrary to that of at- will employment.

    We are a nationwide Auto Finance Company. Check our website at CPS Careers - Opportunities (consumerportfolio.com) and apply!

    Job Type: Full-time

    Pay: From $63,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Tuition reimbursement
    • Vision insurance

    Application Question(s):

    • Do you have an open loan with Consumer Portfolio Services, Inc.?

    Education:

    • High school or equivalent (Required)

    Experience:

    • Auto Lending Sales Rep: 5 years (Preferred)

    License/Certification:

    • Driver's License (Required)

    Work Location: On the road

  • 24 Days Ago

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Portfolio Manager
  • MAI Wealth Management, Inc.
  • San Ramon, CA FULL_TIME
  • GENERAL JOB DESCRIPTION The Portfolio Manager implements MAI’s investment strategy for high net worth clients and families. This person may also participate in various committees that comprise MAI’s i...
  • 10 Days Ago

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Manager, Portfolio Management
  • Nonprofit Finance Fund
  • Oakland, CA FULL_TIME
  • Position Reports to: Director, Portfolio Management Location: Preference is for the position to be in commutable distance to one of NFF’s office locations which are Boston, Los Angeles, New York, Oakl...
  • 6 Days Ago

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VP, Portfolio Manager
  • cathaybank
  • Oakland, CA FULL_TIME
  • People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your asp...
  • 11 Days Ago

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Senior Manager, IT (Cybersecurity Portfolio Delivery)
  • Ross Stores
  • Dublin, CA FULL_TIME
  • Our values start with our people, join a team that values you!We are the nation’s largest off-price retailer with over 2,000 stores, and a strong track record of success and growth. Our focus has alwa...
  • 1 Month Ago

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Technical Coach
  • Sport Clips - Manager - CA821
  • Walnut Creek, CA FULL_TIME
  • Sport Clips Haircuts is Hiring! Do What You Love. Love What You Do. JOB DESCRIPTION As an Technical Coach (Hair Stylist Educator), you play an important role in developing our Teams by ensuring every ...
  • 7 Days Ago

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0 Portfolio Manager jobs found in Berkeley, CA area

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Associate, Aperio Portfolio Manager
  • BlackRock
  • San Francisco, CA
  • **About this role** **About Aperio:** At Aperio (part of BlackRock), our strategies are designed to put our clients and ...
  • 4/23/2024 12:00:00 AM

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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...
  • 4/22/2024 12:00:00 AM

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Technical Portfolio Manager
  • U.S. Bank
  • San Francisco, CA
  • At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
  • 4/22/2024 12:00:00 AM

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Regional Portfolio Manager
  • FPI Management, Inc.
  • Antioch, CA
  • Company Description Multifamily Property Management Job Description The Regional Portfolio Manager is the individual dir...
  • 4/22/2024 12:00:00 AM

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Regional Portfolio Manager (Northern California)
  • Bozzuto
  • San Francisco, CA
  • At Bozzuto, it’s all about experience. Whether it’s the experience you bring, gain or give, we want your journey to be e...
  • 4/21/2024 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 ...
  • 4/20/2024 12:00:00 AM

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Vice President AML Solutions Delivery Portfolio Manager
  • First Republic
  • San Francisco, CA
  • **Vice President AML Solutions Delivery Portfolio Manager** **Overview** At First Republic, we care about our people. We...
  • 4/20/2024 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...
  • 4/19/2024 12:00:00 AM

Berkeley (/ˈbɜːrkli/ BURK-lee) is a city on the east shore of San Francisco Bay in northern Alameda County, California. It is named after the 18th-century Irish bishop and philosopher George Berkeley. It borders the cities of Oakland and Emeryville to the south and the city of Albany and the unincorporated community of Kensington to the north. Its eastern border with Contra Costa County generally follows the ridge of the Berkeley Hills. The 2010 census recorded a population of 112,580. Berkeley is home to the oldest campus in the University of California system, the University of California, B...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$140,200 to $194,331
Berkeley, California area prices
were up 4.5% from a year ago