Portfolio Manager Jobs in Costa Mesa, CA

Drive your career forward by managing small to medium projects, ensuring objectives are met on time and within budget, while emphasizing client satisfaction and collaboration across diverse teams in a...

Join us to define and scale a pioneering quant platform, turning alternative datasets into impactful factor products. Collaborate cross-functionally to support systematic investors with innovative, ta...

Empower businesses by leading tax compliance efforts. As a Manager, you'll supervise teams, manage client accounts, and leverage innovative solutions to navigate complex tax regulations and enhance op...

Grow your career with a Director role, managing client relationships and investment strategies, preparing reports, and providing exceptional service in a dynamic environment with key team interactions...

Champion operational excellence by leveraging your expertise to enhance portfolio performance for Private Equity clients, while collaborating on finance, strategy, and accounting projects that drive i...

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 Corporate Finance function, delivering critical insights for forecasting and strategic planning. Collaborate with cross-functional teams to drive financial narratives and optimize operational...

Empower and lead project teams in delivering strategic insights and innovative solutions to clients across various industries while mentoring junior staff and fostering key client relationships...

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...

Discover a dynamic role that drives seamless operational processes, enhances governance, and fosters collaboration across teams, empowering investors and ensuring alignment with strategic initiatives...

Tackle the future of finance technology by managing product strategy and delivery. Collaborate with cross-functional teams to enhance finance capabilities, driving user-centric solutions and optimizin...

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...

Unlock potential by providing vital financial insights to drive strategic decision-making and improve performance. Collaborate across teams to support budgeting, forecasting, and reporting for sustain...

Lead the charge in strategic portfolio management, enhancing technology business demand and resource processes while collaborating with cross-functional teams for alignment and operational success...

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...

Shape investment strategies and manage client portfolios, collaborating with stakeholders and executing trades to meet investment goals. Lead team development, promote best practices, and drive proces...

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...

Take ownership of client relationships, delivering exceptional service and tailored investment strategies while collaborating with leadership to analyze portfolios and drive investment decisions...

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...

Develop and execute innovative product roadmaps, enhance stakeholder engagement, and drive impactful features for an evolving AI-powered marketplace, ensuring quality and success across cross-function...

Create impactful estate and tax planning strategies for High Net Worth clients. Collaborate with a dynamic team to deliver exceptional client service, ensuring compliance and maximizing wealth transfe...

Join a team that's dedicated to optimizing fund operations and performance metrics, engaging across finance and investment teams to ensure compliance, enhance profitability, and support strategic deci...