Portfolio Manager Jobs in Pleasanton, CA

Join a team that's redefining financial analysis and strategy. You'll drive key modeling and forecasting initiatives while collaborating with leaders across the business to deliver insights that impac...

Lead financial modeling for real estate acquisitions and developments, collaborate across teams, and support strategic initiatives. Engage directly with senior management while analyzing investment op...

Join a team that's dedicated to enhancing customer success by driving value and growth for our CPQ solution users. As an Account Manager, you'll cultivate relationships, identify expansion opportuniti...

The Sr. Portfolio Advisor manages a portfolio of major fee revenue producing personal investment accounts for ultra-high net worth clients, requiring a high level of technical expertise. This role inv...

The Sr. Portfolio Advisor manages a portfolio of major fee revenue producing personal investment accounts for ultra-high net worth clients, requiring a high level of technical expertise. This role inv...

The Sr. Portfolio Advisor manages a portfolio of major fee revenue producing personal investment accounts for ultra-high net worth clients, requiring a high level of technical expertise. This role inv...

Oversee and lead audit engagements for financial institutions, ensuring high-quality delivery of risk-based advisory services while mentoring teams and enhancing client relationships...

Contribute to investor communications by analyzing financial performance and shaping strategic messaging. Collaborate with executives to enhance investor relations and deliver impactful materials that...

Join a team that's focused on delivering customer value through agile product ownership, translating strategic priorities into actionable plans, and ensuring alignment with business outcomes for the U...

Lead high-impact audiovisual and broadcast projects, overseeing integration initiatives and guiding teams to ensure success, quality, and client satisfaction in a dynamic environment...

Drive your career with a key role leading proposal development, collaborating with cross-functional teams to deliver compelling narratives and ensuring compliance for diverse pursuits in a dynamic env...

Champion your career by leading complex creative and digital projects that drive impactful solutions. Collaborate across teams, manage timelines and budgets, and ensure high-quality execution while st...

Unlock potential by delivering tailored financial planning and benefits optimization for top executives. Collaborate closely with the Executive Planner to enhance client satisfaction and financial out...

Grow and optimize M&A operations in a dynamic environment, leveraging AI to enhance efficiency, collaborating across teams, and supporting strategic analysis to drive Salesforce's acquisition strategy...

Lead the charge in shaping and executing the vision for a comprehensive cap table product, driving multi-quarter strategies and managing cross-functional teams to deliver unrivaled equity management s...

Drive successful capital improvement and construction projects from inception to completion, overseeing planning, budgeting, vendor management, and timelines across diverse multifamily residential por...

Unlock potential by leading capital planning initiatives for infrastructure improvements. This role focuses on optimizing assets, minimizing risks, and driving financial efficiencies through strategic...

Engage in key financial operations, ensuring compliance and scalability across FROs. Collaborate with diverse teams to deliver insightful financial reports, uphold rigorous standards, and enhance inte...

Champion the digital portal product management for our life and annuities platform, driving collaboration with teams in an Agile environment to enhance user journeys, integrate systems, and elevate pr...

Champion the management of our digital portal platform, driving delivery and enhancements. Collaborate in an Agile environment to align product strategy with user needs, supporting the life and annuit...

Champion the digital portal management for the life and annuities sector, driving strategic initiatives, collaborating with multidisciplinary teams, and optimizing user experiences while ensuring alig...

Elevate financial strategy by leading enterprise-level analysis and planning, ensuring alignment between financial performance and broader corporate objectives while mentoring a team of analysts to dr...

Unlock your potential in this pivotal role, driving product execution and enhancement through cross-functional collaboration and data-driven insights, while ensuring timely deliveries across global di...

Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...

Join a team that's redefining eDiscovery management, overseeing projects from collection to document production while collaborating closely with legal teams and clients to ensure optimal service and d...