Portfolio Manager Jobs in San Jose, CA

Elevate your career by managing our financial operations, ensuring accuracy, efficiency, and agility. You'll lead audits and improve processes while collaborating closely with the Sales team to drive...

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...

Lead the execution of institutional funding programs in capital markets, managing day-to-day transactions and collaborating with cross-functional teams to ensure successful funding solutions and inves...

Join a high-performing team to drive compliance and accuracy in financial reporting. Leverage technology and rigorous analysis to tackle complex regulatory challenges in the financial sector, ensuring...

Shape the future of portfolio management by overseeing risk assessment and performance monitoring. Collaborate with relationship managers, engage with clients, and drive strategic initiatives while en...

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...

Drive strategic financial planning and analysis for a high-growth SaaS company, optimizing reporting and decision-making processes while preparing for IPO readiness. This role evolves from an individu...

Champion seamless developer experiences by integrating FIDO, passkeys, and authentication technologies, driving improvements across the product lifecycle and simplifying complex API integrations for e...

Drive the development of Asset Insights, our core enterprise platform, by translating complex requirements into actionable software solutions. Collaborate with product leads and engineering to enhance...

Elevate your investment career by driving superior results within a prestigious team. Leverage your expertise in liquid agency MBS and securitized products to manage significant portfolios, focusing o...

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...

Drive exceptional estate planning strategies for high net worth clients. Collaborate with advisors to deliver comprehensive financial solutions and support business development while fostering a solut...

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...

Join us to drive AI adoption in asset management, transforming workflows for leading institutions. Leverage your sales expertise to secure enterprise deals and shape strategies that enhance investment...

Shape the future of admissions and finance systems by owning application processes, automating billing, and enhancing reporting. Collaborate with multiple departments to deliver reliable solutions tha...

Lead the charge in global tax provision management by preparing, analyzing, and improving ASC 740 processes while collaborating across teams to enhance efficiencies and compliance in tax accounting fu...

Drive client success through targeted wealth management support and collaboration. Engage with high-net-worth clients, facilitate strategic meetings, and streamline complex financial operations while...

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...

Transform client wealth management by building lasting relationships and delivering tailored financial solutions. Utilize sophisticated planning tools to create comprehensive strategies that navigate...

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...