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Portfolio Management Associate Jobs in California

Associate Portfolio Manager Jobs
By Insight Investment At San Francisco Bay Area, United States
Experience in fixed income portfolio management, trading, or operations helpful
Trade construction and implementation to invest cash flows and rebalance portfolios, including working with portfolio managers, traders, operations, and compliance teams
Excellent communication skills, both written and verbal
Strong quantitative skills, preferably including python, Bloomberg, and Excel
Managing/assisting with investment grade and high yield portfolios
Daily analysis of portfolio risk on multiple systems
Associate, Portfolio Management - Fundamental Products
By BlackRock At San Francisco, CA, United States
Demonstrated ability implementing technology solutions related to portfolio management, trading and data analytics. Python/SQL capabilities preferred.
Enhance and streamline portfolio management processes within the Rates and Multi-Sector teams and across the broader IFI platform.
Ability to grasp quantitative concepts and its application to portfolio management.
Experience with Aladdin tools and applications; knowledge of Aladdin data sources a plus.
4 – 6 years of relevant experience.
Knowledge of fixed income markets and an ability to recognize subtleties of different issue types / structures.
Associate Marketing Manager, Dolls Portfolio
By Mattel, Inc. At El Segundo, CA, United States
Lead cross-functional teams with adept project management skills for flawless execution of high-profile, global campaigns.
Demonstrated leadership, project management and strategic thinking skills.
Excellent written/verbal, time management and quantitative/analytical skills required.
Minimum of 4 years (2 years with MBA) specifically either brand marketing experience or consumer marketing experience
Associate Manager of Global Brand Marketing
Translate consumer and business insights into strategic, clear marketing briefs
Associate/Senior Associate, Portfolio Management
By Wilshire At Santa Monica, CA, United States
Team player with a passion for investment management
(50%) Assist senior portfolio managers with the construction and review of portfolio allocation models
(20%) Schedule and participate in regularly scheduled due diligence meetings and conference calls with investment managers
Minimum 4 years of relevant experience
BA/BS in finance, economics, or related studies with strong academic credentials required
Ability to prioritize tasks, manage time effectively, and handle competing priorities in a fast-paced environment
Fp&A Portfolio Management Senior Associate
By Bellwether Asset Management, Inc. At El Segundo, CA, United States
Perform additional ad-hoc analysis for the portfolio management team
Oversee and help mentor junior associates and analysts within the portfolio management team; Review all work-product before going to client
Actively manage critical aspects of each fund’s investment portfolio, such as optimal hold periods and exit strategies
Advanced financial modeling and analytical skills
Minimum 5-7 years of experience in commercial real estate or investment industry
Good interpersonal, communication, organizational and multi-tasking skills
Svp Of Portfolio Management
By CRE Recruiting At El Segundo, CA, United States
Leading the presentation of investment opportunities to the investment committee (IC) for approval, with support from the Portfolio Manager
Impeccable professional communication skills (written & verbal), with the ability to build strong, trusting relationships with external & internal partners/stakeholders
Overseeing and qualifying new investment partners & development opportunities using fund investment criteria, market research, and thorough underwriting & analysis
Managing the pipeline of potential development opportunities through all stages of the deal continuum from initial evaluation through LOI/PSA
Reviewing, revising, and approving investment business plans to maximize performance, achieve firm, and fund-level benchmarks
Capable of interpreting and manipulating proformas & financial models in excel
Associate, Portfolio Management - Global Energy & Mobility
By Prologis At , San Francisco, Ca $116,000 - $140,000 a year
3+ years of experience working in an excel-driven, analytical role, ideally in energy or other capital investment environment
Familiarity with energy project finance and project underwriting a plus
Experience with clean energy incentives and tax mechanisms a plus
Knowledge of the real estate, supply chain, and logistics industries is a plus
Superior strategic-thinking skills, combined with impeccable business judgment and the ability to challenge and question perceived norms
Build & maintain comprehensive & accurate reporting related to the team’s global Energy & Mobility investment programs

Are you looking for an exciting opportunity to join a dynamic team of portfolio management professionals? We are looking for a Portfolio Management Associate to join our team and help us manage our clients' investments. You will be responsible for analyzing financial data, researching investment opportunities, and providing portfolio management advice to our clients. If you have a passion for investing and a desire to help others achieve their financial goals, this is the job for you!

Overview A Portfolio Management Associate is a professional who is responsible for managing a portfolio of investments for a company or individual. They are responsible for researching and analyzing investments, making decisions on which investments to make, and monitoring the performance of the portfolio. Detailed Job Description A Portfolio Management Associate is responsible for researching and analyzing investments, making decisions on which investments to make, and monitoring the performance of the portfolio. They must have a strong understanding of the financial markets, and be able to identify and evaluate potential investments. They must be able to develop and implement strategies to maximize returns and minimize risks. They must also be able to communicate effectively with clients and other stakeholders. Job Skills Required
• Knowledge of financial markets and investments
• Ability to research and analyze investments
• Ability to develop and implement investment strategies
• Ability to communicate effectively
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize effectively
• Knowledge of financial regulations and compliance
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Relevant experience in portfolio management
• Professional certifications such as CFA or CFP
• Knowledge of financial software and systems
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial regulations and compliance
• Knowledge of financial software and systems
Job Experience
• Relevant experience in portfolio management
• Experience in developing and implementing investment strategies
Job Responsibilities
• Research and analyze investments
• Develop and implement investment strategies
• Monitor the performance of the portfolio
• Communicate effectively with clients and other stakeholders
• Manage multiple tasks and prioritize effectively
• Ensure compliance with financial regulations