Portfolio Manager Jobs in Costa Mesa, CA

Grow and manage a diverse commercial loan portfolio while fostering client relationships. Responsible for credit quality monitoring, underwriting, and cross-selling bank products to ensure best-in-cla...

Oversee client project implementations through software lifecycles, ensuring effective communication and satisfaction. Manage project schedules, risks, and resources while developing partnerships for...

Drive your career forward by managing and coaching a support team dedicated to enhancing advisor experience with our reporting platform. You'll blend operational leadership with hands-on contributions...

Innovate scalable data engineering solutions by leading cross-functional initiatives, implementing modern data services, and driving enterprise-wide data transformation while mentoring senior engineer...

Drive financial management initiatives by supporting federal financial planning, budget execution, and performance analysis for USDA FPAC. Contribute to reports, audits, and compliance while enhancing...

Champion the delivery of software implementation projects, managing multiple teams and client interactions. Utilize standard methodologies to ensure efficiency, enhance client experience, and achieve...

Join a team that's dedicated to driving growth by partnering with GTM leaders to enhance forecasting and reporting processes. Influence strategic investments and help establish a robust finance founda...

Grow existing commercial loan portfolios through effective relationship management, ensure compliance with regulations, and provide outstanding service while identifying new business opportunities and...

Reimagine investment strategies by leading research in private markets. Collaborate with deal teams, enhance methodologies, and develop relationships with fund managers to identify and underwrite high...

Lead the charge in managing complex investment portfolios for agency and trust accounts. Collaborate with teams, ensure regulatory compliance, and drive new business efforts while delivering exception...

Lead the charge in delivering transformative IT projects across the enterprise, ensuring alignment between technology execution and governance while partnering with stakeholders to enhance business ca...

Shape your career with a dynamic FP&A role, driving budgeting and forecasting, overseeing P&L reporting, and delivering actionable insights. Collaborate with leaders to enhance operational efficiency...

Join a dynamic team as a Wealth Advisor, managing client relationships and developing tailored wealth strategies. Collaborate across departments to enhance client satisfaction while mentoring colleagu...

Play a key role in developing tailored wealth planning strategies for clients while fostering strong relationships and ensuring top-tier service. Collaborate with internal teams to enhance client sati...

Shape the future of our global data center lease portfolio by driving strategy, managing complex contracts, and aligning leased capacity with infrastructure demands. Collaborate across teams to optimi...

Lead the charge in global payroll management, driving efficiency and compliance across multi-regional operations while enhancing employee experience through strategic partnerships and process improvem...

Unlock potential by leading a dynamic FP&A team, driving financial transparency, and enhancing strategic alignment through advanced analytics and global reporting aimed at optimizing budget and foreca...

Execute global equity programs, ensuring compliance and audit-readiness while influencing cross-functional stakeholders. Leverage expertise in equity compensation to enhance operational efficiency and...

Unlock potential by driving portfolio oversight and analytics in private credit. Engage with capital partners, ensuring compliance and effective communication while enhancing portfolio management func...

Lead the charge in safeguarding national data by managing complex cybersecurity programs. Drive strategic initiatives, ensure compliance, and optimize resources while steering cross-functional teams t...

Contribute to the growth of portfolio management by ensuring client satisfaction through effective account setup, analysis, and issue resolution while engaging with various operational teams for seaml...

Join a team that's at the forefront of commercial loan management, overseeing daily operations and ensuring compliance in servicing agreements. Collaborate closely with management and clients to deliv...

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

Collaborate with cross-functional teams to design and optimize data architectures, ensuring alignment with enterprise strategies and enhancing system scalability, security, and performance across clou...

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...