Portfolio Manager Jobs in City Of Industry, CA

Unlock potential by cultivating capital relationships across various investment vehicles. Lead M&A advisory efforts and build essential networks with institutional allocators, family offices, and fina...

Partner with us to lead the onboarding journey for Mid-Market customers. You will manage multiple implementations, ensuring each launch meets technical standards while driving customer success through...

Lead the proposal development lifecycle by collaborating with sales and technical teams to create compelling, compliant responses that showcase enterprise SaaS solutions, ensuring alignment, clarity...

Unlock potential by analyzing credit information to support lending decisions for a diverse portfolio of technology clients, ensuring compliance while fostering exceptional client relationships and op...

Take ownership of credit analysis and lending processes for technology clients. Collaborate with stakeholders to manage a diverse portfolio, ensuring compliance and delivering exceptional service whil...

Lead transformative initiatives at the intersection of finance and technology, driving successful Workday Adaptive Planning implementations and optimizing financial reporting for diverse clients while...

Drive project execution by managing multiple commissioning projects, ensuring high-quality delivery, financial performance, and team development while effectively communicating with clients and stakeh...

Accelerate growth by driving ETF and model portfolio adoption through strategic partnerships and insights, enhancing advisor engagement and expanding AUM within targeted financial segments...

Analyze investment strategies and market trends to support ETF offerings. Collaborate with teams to enhance marketing materials and engage with key financial intermediaries, driving growth and product...

Elevate client relationships by driving personalized wealth management strategies, collaborating across departments to enhance client satisfaction, and mentoring colleagues to ensure exceptional finan...

Serve as a key relationship manager, driving client satisfaction and retention through customized wealth planning strategies and comprehensive support. Collaborate across teams to ensure exceptional c...

Partner with us to enhance global treasury operations, lead forecasting processes, automate cash management, and implement financial strategies, driving efficiency and accuracy in all treasury functio...

Lead client engagements in Defined Contribution consulting, driving innovative data solutions and managing projects to enhance client satisfaction and business growth within a collaborative, fast-pace...

Transform your career by leading critical infrastructure and operations initiatives. Oversee enterprise technology projects, mentor project managers, and align strategies with organizational goals to...

Drive the strategic direction and governance of Portfolio Compliance to ensure operational integrity and risk mitigation across a global investment platform, fostering collaboration with senior leader...

Transform the finance function for a high-growth AI healthcare service in the US, ensuring payroll, compliance, and reporting are effectively managed while building in-house capabilities to support st...

Transform the future of capital markets by building innovative financial models and tools, collaborating across teams, and driving strategic funding decisions to optimize capital structure and enhance...

Oversee operational processes and vendor relations for mutual funds and ETFs, ensuring adherence to policies and efficiency. Collaborate with stakeholders while enhancing fund operations through innov...

Join a team that's enhancing trade efficiency in SMAs. Drive trade order management, collaborate with sponsors, and support model changes, ensuring timely execution and client satisfaction while mitig...

Champion innovative digital product strategies to enhance customer financial confidence and outcomes. Collaborate cross-functionally to deliver intuitive solutions in a highly regulated environment, i...

Join a team that's committed to helping clients achieve financial success through expert planning and exceptional service. Lead initiatives to enhance client relationships and mentor junior advisors i...

Explore a pivotal role in managing technology projects across multiple construction initiatives, ensuring designs meet operational needs, budgets are maintained, and systems integrate seamlessly for e...

Grow your career with a pivotal role in technical asset management, overseeing the commissioning and turnover of solar and storage projects. Ensure seamless transitions to operational status while enh...

Manage a team of multimedia developers to create engaging interactive learning experiences for K-12 students, ensuring alignment with educational standards and project deadlines while fostering a cult...

Unlock potential by leading financial planning and analysis for strategic growth. Collaborate with stakeholders to build reporting infrastructure and drive decision-making processes. This role evolves...