Portfolio Manager Jobs in Fullerton, CA

Contribute to customer success by driving adoption and realizing value, blending technical acumen with customer engagement. Collaborate cross-functionally to navigate complexities and ensure long-term...

Contribute to the development of AI-driven airspace design software, improving flight path workflows by translating user needs into a cohesive product strategy. Collaborate across teams to enhance saf...

Lead the charge in evolving our structured financial data taxonomy library. Collaborate across teams to drive alignment, enhance data access, and support AI integration. Shape frameworks for future gr...

Lead the charge in optimizing business operations for Financial Advisors, managing support teams, and driving strategic initiatives to enhance client services and team productivity, aligning team goal...

Oversee financial management and controls for complex evergreen funds, ensuring data integrity, compliance, and operational excellence. Collaborate across teams to support fund oversight and product d...

Shape the future of energy by leading and mentoring the Asset Management team. Oversee operational plans, drive customer satisfaction, and ensure compliance while maximizing efficiency and safety acro...

Transform complex projects by leading end-to-end Product Lifecycle Management implementations, driving stakeholder alignment, managing risks, and ensuring successful solution delivery within scope and...

Unlock potential by leading credit risk oversight and monitoring across consumer lending, establishing frameworks for performance analysis and risk assessment to support innovation and regulatory comp...

Transform client needs into actionable technology delivery plans. Lead complex programs with a focus on operational excellence and business alignment. Engage with leaders to ensure solutions deliver m...

Champion strategic client engagements by translating complex needs into actionable delivery plans, driving accountability across teams, and ensuring successful technology implementation with an operat...

Accelerate progress at our firm by managing client relationships and operational functions. Collaborate with a high-performing team to deliver tailored financial strategies and exceptional service whi...

Lead the charge in customer account management, empowering a high-performing team to drive satisfaction, retention, and revenue growth, while fostering collaboration and enhancing customer relationshi...

Accelerate progress at the heart of financial strategy, guiding leadership through insightful modeling and forecasts to drive impactful business decisions. Collaborate cross-functionally to enhance op...

Take ownership of EPMO operations, leading project management teams to ensure successful delivery of enterprise projects. Foster efficiency through established operational standards and continuous imp...

Grow and manage strategic partnerships by leading cross-functional teams, ensuring operational excellence and satisfaction in partnerships while fostering a collaborative approach to achieve program o...

Lead the charge in architecting operational excellence at Infra One's platform, ensuring seamless investor onboarding, trade operations, and stakeholder coordination as you build systems for scaling m...

Innovate as you manage diverse client engagements, driving excellence in renewable energy project development and execution while collaborating with experts in a fast-growing team environment...

The Director of Business Transformation will oversee the financial setup, configuration, and implementation of Netsuite, ensuring projects are delivered on-time and on-budget. This role requires stron...

Elevate your career by architecting the in-house fund operating system, ensuring strategic financial operations and controls. Play a critical role in scaling fund management capabilities while driving...

Join a team that's driving transformative projects to enhance operational excellence, delivering results that optimize client outcomes and scalability while ensuring seamless communication across team...

Make your mark at the forefront of brand experiences, driving executive relations and strategic engagement. Own high-impact events, enhance team cohesion, and deepen connections to accelerate business...

Unlock potential by driving innovative investment strategies and thorough market analysis. Collaborate with teams to ensure adherence to policies, perform due diligence, and elevate the quality of inv...

Engage in the dynamic BIM process, overseeing MEP engineers on diverse projects. Lead model creation, coordinate teamwork, and ensure standards adherence while actively contributing to a high-function...

Manage treasury strategies, optimize cash flow, and enhance banking relationships. Drive cash management and forecasting, ensuring liquidity for operational needs while collaborating effectively with...

Lead impactful valuation and advisory projects, optimizing business insights for growth while collaborating with a high-energy team committed to transforming standards and enhancing client engagement...