Portfolio Manager Jobs in Claremont, CA

Empower through effective financial management for client portfolios, overseeing project accounting, budget compliance, and enhancing client invoicing processes while mentoring junior staff for optima...

Support high-net-worth clients by delivering exceptional service and managing their wealth through detailed analysis, reporting, and collaboration with third-party providers to enhance financial succe...

Join a team that's driving innovation in treasury management product development. Support end-to-end processes while collaborating with cross-functional teams to enhance products, improve market posit...

Lead the charge in optimizing credit card collections strategies through data analytics and insights. Collaborate with cross-functional teams to enhance compliance, drive performance, and improve cust...

Lead the charge in delivering personalized financial advisory services, managing client relationships, and providing tailored investment guidance. Collaborate with a dedicated team to ensure clients a...

Unlock potential by joining a collaborative Wealth Advisory team, where your expertise shapes client portfolios and drives financial success. Pioneer impactful relationships while delivering tailored...

Transform the ERP ecosystem by leading system strategy and configuration. Drive financial systems optimization and team leadership while enhancing integrations and processes to support operational gro...

Lead the charge in optimizing workforce utilization and retention by managing a team of Commissioning Resource Managers. Ensure effective staffing across projects while developing talent in a dynamic...

Tackle the management of 250+ residential and multi-family properties, ensuring operational excellence and tenant satisfaction through proactive solutions and efficient team collaboration in a fast-pa...

Engineer optimal operational processes within private credit transactions, collaborating across functions to ensure accurate and timely deal execution. Drive improvements and facilitate communication...

Create and drive the strategy for the Financial Risk platform, enhancing fraud prevention techniques and tooling to bolster operational efficiency while balancing client experience and security needs...

Tackle diverse challenges as you lead P&C insurance programs, ensuring profitability and compliance while managing key partnerships and driving strategic initiatives. Your expertise will shape innovat...

Bring your expertise to manage technology and process improvement projects, enhancing operational efficiency in collaboration with business and IT teams. Ensure project delivery while maintaining stro...

Advance your career by leading the development and launch of innovative investment funds. Collaborate across teams to drive operational efficiencies and leverage technology to enhance decision-making...

Engage with clients to analyze credit situations, manage lending processes, and negotiate terms to optimize portfolio performance while ensuring compliance and maintaining exceptional service standard...

Drive business growth by developing strong client relationships within the private wealth sector. Leverage your expertise in wealth management to optimize sales strategies and contribute to a collabor...

Optimize partnerships and programs to enhance relationships, drive growth, and improve operational efficiency through effective collaboration and data analysis across teams and metrics, ensuring high...

Take ownership of driving new ARR growth through strategic sales plans targeting RIAs, Private Banks, and Family Offices. Leverage your experience in software sales within the finance industry to exce...

Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...

Drive product innovation by leveraging AI and data insights to shape a strategic roadmap, lead a team, and collaborate across departments to deliver compelling solutions that enhance user and client e...

Lead the delivery of technology solutions, managing projects and overseeing integration, testing, and support of mainframe applications to ensure high-quality execution and client satisfaction...

Join a team that's driving technology solutions. Lead delivery of mainframe applications, ensuring quality and compliance in healthcare processes, while utilizing advanced engineering and collaborativ...

Support the development and management of alternative credit products, collaborating across teams to ensure successful product launches, client engagement, and strategic growth within a dynamic and fa...

Oversee a dynamic IT operation, leading strategy and a team while driving automation and compliance initiatives across multiple offices, enhancing efficiency and security in a fast-paced, tech-focused...

Pioneer robust data governance and analytics for ALM functions, ensuring precision in managing interest rate risk and liquidity. Lead initiatives to enhance data process efficiency, aligning with regu...