Portfolio Manager Jobs in Costa Mesa, CA

Empower client success as a Property & Casualty Account Manager focused on middle market clients in life sciences and technology, ensuring exceptional service, operational efficiency, and strategic ri...

Deliver complex projects by bridging business and technical teams, ensuring strong collaboration and accountability while driving successful outcomes in data platforms and application development...

Analyze financial data and drive strategic treasury operations to enhance cash management and reporting. Contribute to forecasting, budgeting, and financial modeling to optimize decision-making and su...

Lead and elevate secured lending asset quality and model oversight, shaping methodologies while collaborating with cross-functional teams to ensure rigorous governance and regulatory readiness for div...

Transform portfolio companies by championing AI adoption, enhancing governance, and fostering ecosystem connectivity. Collaborate closely with CEOs and the VC community to drive impactful operational...

Advance your career by managing high-value commercial real estate portfolios, analyzing credit risks, and developing loan proposals. Collaborate with relationship managers to deliver exceptional servi...

The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...

Champion best practices in vendor management with a focus on strategic sourcing, risk mitigation, and client relationship cultivation to drive operational excellence and maximum value across client en...

Lead the charge in managing ETF launch operations, ensuring timely execution, coordination across teams and clients, and flawless communication in a dynamic, high-volume environment while supporting a...

Transform the landscape of state taxation with a dynamic team focused on compliance and consulting for alternative investments. Leverage your expertise to drive growth, foster relationships, and mento...

Lead state income tax compliance projects for alternative investment clients. Build and manage client relationships while mentoring a dynamic team. Apply your expertise in multi-state tax issues to de...

Lead and optimize full-funnel global marketing campaigns, aligning cross-functional teams to drive growth in user acquisition and retention, synthesizing data-driven insights for strategic marketing e...

Manage operations of retail properties, enhancing profitability and tenant relations. Drive compliance, oversee budgets, and ensure high performance through effective strategies and strong vendor part...

Champion client satisfaction and retention by providing expert consulting to retirement plan fiduciaries, enhancing investment strategies, and conducting educational seminars. Utilize CRM tools to mai...

Engage with stakeholders and lead the implementation of enterprise data management solutions in the financial services sector, driving strategic integration across systems while mentoring innovative t...

Join a dynamic team to oversee risk management for a fast-growing trading platform, ensuring compliance and developing innovative multi-asset products while analyzing market risks and client impacts...

Elevate employee experience by leading benefits, leaves, and accommodations programs. Collaborate with senior leaders to enhance well-being and compliance while developing innovative strategies for or...

Lead transformative Enterprise Data Management initiatives, integrating solutions with enterprise systems while mentoring teams and driving strategic growth within the Financial Services sector...

Lead the management of a diverse portfolio, ensuring credit policy adherence and providing financial analysis and risk evaluation to optimize restaurant finance and retail petroleum credits...

Oversee the accounting function, ensuring financial accuracy and supporting strategic decisions. Collaborate with leadership and teams to enhance processes, develop policies, and build a high-performi...

Accelerate progress at building a robust legacy gift pipeline, overseeing strategic growth, cultivation, and closure of significant gifts while collaborating with high-performing teams and enhancing f...

Drive financial strategy and execution for Product & Engineering, owning budgeting, forecasting, and planning processes during high-growth phases, while fostering collaboration and efficiency across c...

Transform project management within the federal sector by leading and delivering complex, high-impact initiatives. Drive collaboration, build strong partnerships, and champion user-centric methodologi...

Join a team that's dedicated to optimizing onsite operations, managing client relationships, and driving continuous improvement across multiple locations while ensuring adherence to safety protocols a...

Drive strategic initiatives as a Program Manager, overseeing multimillion-dollar projects with the Department of Veterans Affairs. Lead cross-functional teams to ensure delivery aligned with business...