Portfolio Manager Jobs in Cerritos, CA

Drive end-to-end project delivery in SaaS Operations, managing multi-workstreams while collaborating with cross-functional technical teams to ensure execution, elevate risk management, and maintain al...

Elevate your career by providing top-tier investment management support to Wealth Advisors, ensuring seamless portfolio implementation and strategic consulting with a focus on enhancing client experie...

Join a team that's driving operational success by facilitating high-level executive support and coordinating strategic initiatives across multiple functions, enhancing leadership effectiveness and pro...

Join a team that's redefining customer engagement by leading the vision and roadmap for a new business venture. Drive product strategy and execution with a focus on innovation and operational excellen...

Drive the establishment of robust Treasury risk oversight in a de novo bank, providing independent monitoring, regulatory compliance, and reporting support. Collaborate with senior leadership to enhan...

Drive impactful fund accounting operations while mentoring team members and enhancing processes. Collaborate with clients and external partners to ensure accurate financial reporting and compliance ac...

Join a team that drives financial excellence by managing fund accounting for private markets. Leverage your expertise to mentor others while ensuring high-quality deliverables and effective operations...

Unlock potential by leading a team in fund accounting, ensuring accurate financial reporting and process improvement for multiple investment funds. Collaborate with auditors and clients while nurturin...

Empower client relationships by optimizing investment strategies and delivering exceptional service. Collaborate closely with leadership to enhance portfolio performance and foster client trust in a d...

Optimize data accuracy and control mechanisms in transaction management. Engage with cross-functional teams to ensure seamless migration from legacy systems, maintaining high-quality data standards, a...

Lead the advancement of Digital Workplace initiatives, driving adoption of Microsoft tools to enhance productivity. Manage a team of Product Managers, collaborating with business teams to translate st...

Transform how organizations utilize Microsoft tools by leading initiatives, enhancing workplace productivity, and managing a team of Product Managers to deliver impactful solutions and measurable outc...

Contribute to diverse projects from inception to completion, managing timelines, resources, and stakeholder relationships while ensuring operational excellence and strategic alignment within the organ...

Support our gallery sales team by driving client engagement and follow-up with UHNW prospects. Participate in evening events, manage a high volume of outreach, and collaborate with advisors to achieve...

Engage in shaping the future of finance technology by driving product strategy, leading cross-functional teams, and developing innovative solutions that address key challenges in finance operations...

Support the Portfolio Management team in executing investment strategies with precision. Collaborate with various departments to enhance portfolio performance and deliver superior client service while...

Drive strategic internal initiatives and lead enterprise-level project management, acting as the main technical advisor while ensuring seamless collaboration among stakeholders to deliver exceptional...

Lead the charge in managing complex ABL customer portfolios, overseeing credit risk, evaluating financial structures, and ensuring client satisfaction by developing strong relationships and effective...

Join a team that's shaping project management excellence by leading client initiatives with diverse teams. You'll drive project delivery and foster cross-functional collaboration in a dynamic remote e...

Grow your career with a seasoned team focused on enhancing lending services through strategic execution and client support. Leverage your expertise to drive efficiency, manage complex initiatives, and...

Manage high net worth investment accounts by developing tailored strategies, analyzing market trends, and collaborating with teams. Ensure client goals are met while utilizing advanced investment meth...

Inspire excellence by leading a Commercial Banking Portfolio Management team. Drive policy adherence, enhance processes, and mentor talent to achieve business goals while ensuring risk control and ope...

Champion the growth of a Commercial Banking Portfolio Management team, ensuring compliance and executing credit policies. Drive innovation and efficiency while coaching talent and enhancing risk contr...

Lead a dynamic team in Commercial Banking Portfolio Management, ensuring compliance with credit policies, driving process improvements, and mentoring talent to meet business objectives while fostering...

Join a team that's dedicated to driving excellence in Commercial Banking Portfolio Management, managing a dynamic team and optimizing credit processes for diverse clients. This leadership role shapes...