Portfolio Manager Jobs in San Gabriel, CA

Lead comprehensive financial and estate planning engagements for high-net-worth clients, collaborating with a dedicated team to enhance client solutions and drive impactful results through expert guid...

Unlock potential by shaping and guiding a healthcare modeling application. Collaborate with users and engineers to transform complex needs into actionable product features, ensuring the delivery of im...

Join a team that's transforming investment strategies in tax credits and renewable energy. Lead financial modeling, underwriting, and asset management for diverse tax credit portfolios to maximize ret...

Lead the development and launch of innovative alternative investment vehicles, collaborating with cross-functional teams to enhance operational efficiency and drive continuous improvement initiatives...

Transform complex projects in commercial architecture by leading teams, managing client relationships, and ensuring timely, budget-friendly execution in life science and high-tech sectors. Drive innov...

Elevate your career by partnering with executive leaders to drive financial strategy and insights, leading a high-performing team across complex, global organizations to achieve strategic business obj...

Pioneer efficient treasury operations and cash management strategies, ensuring optimal liquidity by leading your team and collaborating across departments to strengthen processes and improve financial...

Join us to enhance middle office operations through technology-driven projects. Collaborate with business and IT teams to implement solutions that improve processes, controls, data quality, and effici...

Drive success as you support portfolio managers in investment analysis, reporting, and project management. Collaborate with teams, analyze performance, and enhance client strategies for impactful fina...

Join a dynamic team to lead financial support for key Aeronautics projects, ensuring robust financial management and insightful stakeholder engagement. Drive success across digital transformation init...

Transform treasury operations by building infrastructure for international and commercial expansion, managing complex cash flows, overseeing debt compliance, and enhancing banking relationships, while...

Join a team that's redefining client accounting by providing tailored, high-touch financial services that build lasting relationships and implement innovative strategies for multi-generational familie...

Lead cross-functional teams to manage service project execution and warranty claims, ensuring timely resolution and customer satisfaction while optimizing operational efficiencies and compliance with...

Drive insights by owning analytics, modeling, and reporting for Portfolio Management programs, enhancing customer engagement and risk strategies that optimize business outcomes and foster customer sat...

Drive your career forward as a Project Manager, overseeing projects from inception to completion, leading teams, and fostering client relationships to deliver exceptional results while enhancing proce...

Champion daily accounting workflows by ensuring accuracy and compliance in financial transactions, supporting leadership with insightful financial reporting, and maintaining meticulous records and doc...

Lead the charge in driving strategic transformation and modernization initiatives while managing complex client relationships and cultivating high-performance teams in the financial services sector...

Drive product strategy and execution, collaborating cross-functionally to deliver innovative solutions that enhance customer engagement and drive operational efficiency across a diverse portfolio...

Lead complex technical projects that drive enterprise transformation, aligning business needs with technology solutions. Foster collaboration among diverse teams while managing full lifecycle implemen...

Shape the future of asset management by analyzing investment performance, developing financial models, and delivering actionable insights. Collaborate across teams to enhance portfolio strategies and...

Unlock potential by guiding individuals and families toward their financial goals. Foster client relationships, provide financial education, and take on leadership roles through mentorship and team de...

Champion the evolution of pricing and monetization strategies, leading cross-functional programs to drive execution within complex, scalable systems that align with long-term revenue goals and enhance...

Shape the future of partner development by driving recruitment and revenue growth through innovative strategies, exceptional account management, and collaborative co-marketing initiatives that enhance...

Champion strong relationships with C-suite and decision makers to enhance employee benefit programs. Collaborate with internal teams to provide consultative solutions, drive client satisfaction, and s...

Take ownership of global client profile data management, driving vision, strategy, and execution. Lead a team to deliver trusted data solutions for Sales and Marketing, enhancing client acquisition an...