Portfolio Manager Jobs in San Jose, CA

Lead the strategy for a dynamic cloud platform product, prioritizing enhancements from idea to production in collaboration with stakeholders. Drive customer-focused evolution while shaping the softwar...

Join us to manage financial operations and reporting for real estate portfolios, ensuring accuracy and compliance with GAAP. Collaborate on month-end closes, audits, and financial analyses while suppo...

Join a team that's dedicated to enhancing client equity compensation experiences through relationship management. Collaborate across departments to ensure satisfaction and deliver solutions that align...

Drive customer success through strategic ERP management, ensuring alignment with client objectives and long-term partnerships while maximizing investments in Epicor solutions and overseeing program de...

Transform client experiences by leading a dynamic engineering team to enhance account functionalities. Drive innovation and maintain operational excellence while delivering critical features vital to...

Partner with us to optimize financial analysis and forecasting for a dynamic program, ensuring compliance with earned value management standards while collaborating with cross-functional teams to deli...

Contribute to a cutting-edge FinOps practice, optimizing cloud financial management across multi-cloud environments while collaborating with cross-functional teams to enhance cost governance and drive...

Empower client success as a Wealth Advisor, fostering relationships with high-net-worth clients while delivering tailored financial solutions that meet their unique needs and goals. Join a team focuse...

Lead, develop and manage a strategic portfolio of projects, ensuring alignment with organizational goals while driving process improvements and fostering collaborative relationships with clients and i...

Drive asset growth by accelerating adoption of investment solutions through strategic relationship-building and commercialization initiatives in the RIA, broker-dealer, and asset management channels...

Engage with executive clients to deliver personalized financial planning solutions. Utilize strong relationship management and planning expertise to navigate their unique needs and enhance client sati...

Engage with primary and swap dealers to integrate USDC into capital markets. Drive adoption in repo and derivatives, ensuring alignment with regulations while advising senior leadership on benefits an...

Shape the future of executive wealth planning by building deep client relationships and tailoring comprehensive solutions for highly compensated individuals, leveraging your financial and planning exp...

Engage with high-level executives to develop tailored wealth planning solutions. Utilize your financial expertise and relationship management skills to enhance client success and satisfaction within a...

Transform your career by leading a dynamic team in data conversion, enhancing private equity fund analytics, and driving operational excellence through strategic collaboration and technology implement...

Engage with new customers as you oversee their onboarding and implementation processes, ensuring smooth project lifecycles and high-value customer experiences while leveraging modern technologies and...

Drive Avathon's long-term growth strategies by evaluating investments, capital allocation, and partnerships. Collaborate with leadership to shape financial frameworks and inform strategic decision-mak...

Join a team that's driving operational excellence through strategic real estate management, overseeing lease transactions and workplace projects to meet evolving business needs while leveraging advanc...

Join a team that's dedicated to operational excellence and strategic execution by supporting high-impact initiatives. Bring your skills in project management and stakeholder coordination to ensure swi...

Contribute to international investment strategies by performing portfolio analytics, maintaining financial models, and enhancing process efficiency. Engage collaboratively to support decision-making t...

Drive your career by managing global construction projects from conception to completion. Oversee budgets, schedules, and quality assurance while collaborating with international teams to achieve stra...

Champion portfolio strategy and governance in digital finance, leading cross-functional teams to deliver measurable outcomes through effective prioritization, risk management, and operational excellen...

Champion innovative product solutions by transforming complex problems into user-friendly outcomes. Collaborate closely with design and engineering teams to drive product development while prioritizin...

Champion seamless learning experiences in Wealth Management by designing impactful training programs, advocating for process enhancement, and fostering AI tool adoption for advisors and client service...

Drive operational analytics and portfolio planning across delivery frameworks to optimize multi-state auto rating program rollouts. Partner cross-functionally for data-driven decisions and efficient p...