Portfolio Manager Jobs in San Gabriel, CA

Drive the strategic direction and governance of Portfolio Compliance to ensure operational integrity and risk mitigation across a global investment platform, fostering collaboration with senior leader...

Transform the finance function for a high-growth AI healthcare service in the US, ensuring payroll, compliance, and reporting are effectively managed while building in-house capabilities to support st...

Unlock potential by joining a collaborative Wealth Advisory team, where your expertise shapes client portfolios and drives financial success. Pioneer impactful relationships while delivering tailored...

Transform the future of capital markets by building innovative financial models and tools, collaborating across teams, and driving strategic funding decisions to optimize capital structure and enhance...

Manage and oversee complex enterprise software implementations, ensuring effective governance, client representation, and successful project delivery. Coordinate with stakeholders while optimizing pro...

Oversee operational processes and vendor relations for mutual funds and ETFs, ensuring adherence to policies and efficiency. Collaborate with stakeholders while enhancing fund operations through innov...

Join a team that's enhancing trade efficiency in SMAs. Drive trade order management, collaborate with sponsors, and support model changes, ensuring timely execution and client satisfaction while mitig...

Join a team that's committed to helping clients achieve financial success through expert planning and exceptional service. Lead initiatives to enhance client relationships and mentor junior advisors i...

Explore a pivotal role in managing technology projects across multiple construction initiatives, ensuring designs meet operational needs, budgets are maintained, and systems integrate seamlessly for e...

Grow your career with a pivotal role in technical asset management, overseeing the commissioning and turnover of solar and storage projects. Ensure seamless transitions to operational status while enh...

Manage a team of multimedia developers to create engaging interactive learning experiences for K-12 students, ensuring alignment with educational standards and project deadlines while fostering a cult...

Unlock potential by leading financial planning and analysis for strategic growth. Collaborate with stakeholders to build reporting infrastructure and drive decision-making processes. This role evolves...

The Wealth Strategist / Client Development Sales Director is responsible for cultivating new relationships with high net-worth individuals, families, and institutions while executing the firm's advice...

Reimagine investment strategies as a Senior Portfolio Manager. Lead initiatives in liquid agency MBS within a team managing $6 billion in diverse client portfolios. Drive superior performance with inn...

Design the future of digital brokerage experiences, leading efforts to connect financial ecosystems, enhance customer journeys, and innovate investing interactions for a comprehensive financial outloo...

Lead the charge in enhancing our Partner ecosystem by managing relationships and driving growth initiatives. Oversee onboarding, operations, and support for System Integrators while implementing autom...

Transform Product Operations through strategic standards and methodologies that enhance planning, visibility, and decision-making across cross-functional teams, driving efficiency and alignment within...

Champion the client journey by managing estate and financial planning for high-net-worth clients. Lead a regional Advanced Planning team to deliver tailored advice, enhance advisor training, and drive...

Shape product vision and strategy while leading a high-performing product management team. Drive innovations, oversee product lifecycles, and collaborate across departments to deliver impactful soluti...

Shape compensation and equity strategy, delivering data-driven solutions for workforce decisions. Engage with stakeholders to champion AI tools and enhance analytical infrastructure for a rapidly grow...

Join our team as a Project Manager to oversee clinical studies, ensuring adherence to protocols, timelines, and regulations. Collaborate with clinical teams and sponsors to drive project success and d...

Elevate client engagement by guiding High Net Worth families in strategic estate and tax planning. Collaborate with internal teams to ensure timely delivery of exceptional service, addressing their un...

Strategize the financial and operational performance of a growing multifamily portfolio, overseeing third-party management, capital planning, and executive reporting. Lead an asset management function...

Take ownership of implementing and managing enterprise asset operations, aligning processes for 60,000+ devices across departments. Drive data accuracy and governance while fostering collaboration to...

Drive excellence in accounting operations and financial reporting, leading a team to enhance accuracy and compliance. Leverage technology to optimize processes and establish controls, contributing to...