Portfolio Manager Jobs in San Gabriel, CA

Contribute to global commodity investment strategies by sourcing, evaluating, and monitoring managers. Engage in performance analysis and investor reporting while collaborating across teams in a fast...

Transform client relationships and performance through strategic Meta campaigns. Manage a diverse portfolio, lead insightful client calls, and ensure measurable results while optimizing ad copy and te...

Analyze and execute trade strategies within fixed income markets, collaborating with portfolio managers to optimize client investment outcomes and ensure effective communication on market conditions...

Contribute to the operational success of critical platforms, bridging business needs with technology solutions. Engage collaboratively with stakeholders to improve efficiency and enhance data reportin...

Take ownership of fixed asset accounting to ensure compliance and accuracy in financial reporting. Collaborate with teams across the organization to optimize processes in a fast-growing, international...

Drive AI and digital transformation initiatives across Global Operations, enhancing efficiency and scalability. Partner with leadership to ensure alignment of technology solutions with operational goa...

Advance your career by leading client engagements and supporting a team of skilled professionals in tangible asset valuation. Manage projects, develop relationships, and drive business growth while en...

Create and nurture capital relationships across fund types and client networks. Drive M&A advisory and investment vehicle fundraising, building partnerships and educating stakeholders to enhance priva...

Partner with us to lead the onboarding journey for Mid-Market customers. You will manage multiple implementations, ensuring each launch meets technical standards while driving customer success through...

Drive transformative governance frameworks across diverse portfolios, enabling transparent decision-making and operational excellence from initiation to value realization, while collaborating with cro...

Unlock potential by analyzing credit information to support lending decisions for a diverse portfolio of technology clients, ensuring compliance while fostering exceptional client relationships and op...

Take ownership of credit analysis and lending processes for technology clients. Collaborate with stakeholders to manage a diverse portfolio, ensuring compliance and delivering exceptional service whil...

Lead transformative initiatives at the intersection of finance and technology, driving successful Workday Adaptive Planning implementations and optimizing financial reporting for diverse clients while...

Deliver exceptional client support by managing high-touch relationships, coordinating guidance, and expanding wealth management expertise to enhance client outcomes in a fast-paced environment...

Drive project execution by managing multiple commissioning projects, ensuring high-quality delivery, financial performance, and team development while effectively communicating with clients and stakeh...

Join a team that leads innovative debt capital solutions, overseeing underwriting activities, fostering a client-focused lending approach, and driving portfolio growth while advancing community develo...

Accelerate growth by driving ETF and model portfolio adoption through strategic partnerships and insights, enhancing advisor engagement and expanding AUM within targeted financial segments...

Engage with our Debt Capital Markets team to analyze, underwrite, and monitor a diverse buy-side debt portfolio, presenting insights and solutions to drive lending decisions and foster strong client r...

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...

Analyze investment strategies and market trends to support ETF offerings. Collaborate with teams to enhance marketing materials and engage with key financial intermediaries, driving growth and product...

Elevate client relationships by driving personalized wealth management strategies, collaborating across departments to enhance client satisfaction, and mentoring colleagues to ensure exceptional finan...

Serve as a key relationship manager, driving client satisfaction and retention through customized wealth planning strategies and comprehensive support. Collaborate across teams to ensure exceptional c...

Partner with us to enhance global treasury operations, lead forecasting processes, automate cash management, and implement financial strategies, driving efficiency and accuracy in all treasury functio...

Lead client engagements in Defined Contribution consulting, driving innovative data solutions and managing projects to enhance client satisfaction and business growth within a collaborative, fast-pace...

Transform your career by leading critical infrastructure and operations initiatives. Oversee enterprise technology projects, mentor project managers, and align strategies with organizational goals to...