Portfolio Manager

3 weeks ago


Stockton, United States FinDec Wealth Services, Inc. Full time

JOB SUMMARY

We are seeking a highly skilled Portfolio Manager and Trader to join our team. The ideal candidate will be responsible for overseeing the management of investment assets within our portfolio and executing trades in securities. This role requires exceptional analytical and decision-making skills to optimize investment performance.

DUTIES & ESSENTIAL JOB FUNCTIONS

  • Asset Allocation: Develop and implement strategic asset allocation strategies to achieve investment objectives and manage risk effectively.
  • Portfolio Management: Monitor and analyze the performance of investment assets, making adjustments as needed to maximize returns and minimize risks.
  • Trading Securities: Execute trades in securities within the portfolio, including equities, fixed income, and alternative investments, to implement investment strategies and achieve desired portfolio outcomes.
  • Research and Analysis: Conduct thorough research and analysis of financial markets, economic trends, and investment opportunities to inform portfolio decisions.
  • Due Diligence: Perform due diligence on potential investment opportunities, including evaluating financial statements, assessing market conditions, and analyzing risk factors.
  • Risk Management: Implement risk management strategies to mitigate potential losses and ensure compliance with regulatory requirements.
  • Reporting: Prepare and present regular reports on portfolio performance, including detailed analysis and recommendations for future actions.
  • Collaboration: Work closely with other team members, including portfolio managers, traders, and analysts, to coordinate investment strategies and achieve common goals.
  • Continuous Learning: Stay updated on industry developments, market trends, and investment best practices to enhance expertise and contribute to the team's success.
SKILLS/QUALIFICATIONS
  • Bachelor's degree in Finance, Economics, or related field; advanced degree (e.g., MBA, CFA) preferred.
  • Proven experience in portfolio management or asset management roles, with a strong track record of delivering superior investment results.
  • Deep understanding of financial markets, investment principles, and asset classes (equities, fixed income, alternatives, etc.).
  • Excellent analytical skills with the ability to interpret complex data and draw meaningful conclusions.
  • Strong quantitative skills, including proficiency in financial modeling and statistical analysis.
  • Exceptional decision-making abilities, with a focus on balancing risk and return objectives.
  • Experience executing trades in securities and familiarity with trading platforms and systems.
  • Effective communication and presentation skills, with the ability to convey complex concepts clearly and persuasively.
  • Ability to thrive in a fast-paced, dynamic environment and work collaboratively in a team-oriented setting.
  • FINRA Series 7 and 63 license in good standing
SALARY AND BENEFITS
  • Salary is commensurate with education and experience.
  • Employer pays for the employee's group medical, dental, long-term disability and life insurance as well as an employer contribution to the employee's HSA account.
  • Employee is offered 401(k) PSP with company contributions and Section 125 plans as well as PTO.

  • Portfolio Director

    4 weeks ago


    Stockton, California, United States FinDec Full time

    Job DescriptionAt FinDec, we are seeking a highly skilled Portfolio Manager and Trader to oversee the management of investment assets within our portfolio and execute trades in securities. The ideal candidate will be responsible for developing and implementing strategic asset allocation strategies to achieve investment objectives and manage risk...


  • Stockton, California, United States BioSpace, Inc. Full time

    Job DetailsAre you a results-driven sales professional looking to advance your career in the biopharmaceutical industry? Lundbeck is a global company focusing exclusively on brain health, with over 70 years of experience in neuroscience. We are committed to improving the lives of people with neurological and psychiatric diseases. As a Psychiatry Account...


  • Stockton, California, United States Comcast Full time

    Account Management RoleComcast is seeking a skilled Account Manager to provide strategic leadership and financial sales guidance for a portfolio of existing mid-market customers. The ideal candidate will develop and manage overall account strategies, identify incremental revenue opportunities, and retain embedded base services.Develop and execute account...


  • Stockton, California, United States University of the Pacific Full time

    Job SummaryThe University of the Pacific seeks a highly skilled Donor Relations Program Manager to join its team. This role is responsible for designing and implementing a portfolio of programming focused on donor recognition, engagement, and retention.The ideal candidate will have a strong background in fundraising, marketing, or a related field, with a...

  • Innovation Manager

    3 months ago


    Stockton, United States Kevin's Natural Foods Full time

    We are seeking a creative and strategic Innovation Manager to join our Marketing team. This role is integral to driving our company’s growth by leading the development of the innovation pipeline, creating both new product concepts and building on our current platforms, while collaborating closely with the marketing, sales and R&D teams. The ideal candidate...


  • Stockton, California, United States Lundbeck Full time

    Job Summary: Lundbeck is seeking a highly motivated and results-driven Psiatry Account Manager to join our team. As a key member of our sales force, you will be responsible for promoting our psychiatry portfolio and executing sales and marketing strategies to drive sales performance. Key Responsibilities: Develop and execute comprehensive sales and...

  • General Manager

    3 weeks ago


    Stockton, United States JLL Full time

    JLL has an exciting opportunity to lead our growing Industrial Property Management team in Stockton, CA as a General Manager. What You'll Be Doing Providing an experiential approach which guides a differentiated property management experience, resulting in better care and better business Support the growth of our business by providing people integration and...


  • Stockton, California, United States Comcast Corporation Full time

    Job SummaryComcast Corporation is seeking a highly skilled Strategic Account Manager to join our team. As a key member of our sales organization, you will be responsible for providing strategic account management and financial sales leadership for an assigned portfolio of existing mid-market customers.Core ResponsibilitiesMeet or exceed monthly sales quota...


  • Stockton, California, United States BioSpace, Inc. Full time

    Job Summary:We are seeking a results-driven Biopharmaceutical Sales Professional to join our team as a Psychiatry Account Manager. As a key member of our sales force, you will lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance.Key Responsibilities:Develop...


  • Stockton, California, United States Élan Partners Full time

    Job Title:Area Fuel Sales Account Manager and Business Development LeadAbout the Role:We are seeking a highly skilled Area Fuel Sales Account Manager and Business Development Lead to join our team at Élan Partners. As a key member of our sales team, you will be responsible for growing our customer base and identifying new business opportunities in existing...


  • Stockton, United States LOOMIS Full time

    Branch Accounts Manager Loomis Amored Hayward, CA, 27629 Industrial Blvd, Hayward, California, United States of America ● Loomis Armored Reno, NV, 4904 Ampere Dr, Reno, Nevada, United States of America ● Loomis Armored Sacramento, CA, 1717 E St, Sacramento, California, United States of America ● Loomis Armored Stockton, CA, 243 N Union St,...


  • Stockton, United States Élan Partners Full time

    Job Title: Area Sales/Account Manager Fuel (Stockton or surrounding area) Direct Hire Opportunity No Sponsorship Remote in Northern California (Sacramento, Stockton, Modesto, and surrounding areas) Looking for an Area Sales Manager for California (Sacramento, Stockton, Modesto, and surrounding areas). The ideal candidate will possess strong business acumen,...


  • Stockton, United States Élan Partners Full time

    Job Title: Area Sales/Account Manager Fuel (Stockton or surrounding area) Direct Hire Opportunity No Sponsorship Remote in Northern California (Sacramento, Stockton, Modesto, and surrounding areas) Looking for an Area Sales Manager for California (Sacramento, Stockton, Modesto, and surrounding areas). The ideal candidate will possess strong business acumen,...

  • Property Accountant

    2 months ago


    Stockton, United States Ledgent Finance & Accounting Full time

    Job DescriptionJob DescriptionDUTIES/RESPONSIBILITIESPerform monthly bank reconciliations for various project bank accounts.Prepare and reconcile gross potential rent for multiple properties.Review and approve accounts payable documentation submitted from projects through Yardi Voyager.Process account receivables for assigned projects.Review and approve new...


  • Stockton, California, United States Collins Electric Full time

    Job OverviewCollins Electric is seeking an experienced Electrical Project Executive to lead our electrical projects and drive business growth. As a key member of our team, you will be responsible for overseeing a portfolio of electrical projects, leading a team of project managers, and ensuring successful project delivery within budget and on schedule.Key...


  • Stockton, United States Elan Partners Full time

    Job Title: Area Sales/Account Manager Fuel (Stockton or surrounding area)Direct Hire OpportunityNo SponsorshipRemote in Northern California (Sacramento, Stockton, Modesto, and surrounding areas), 50-75% TravelLooking for an Area Sales Manager for California (Sacramento, Stockton, Modesto, and surrounding areas). The ideal candidate will possess strong...


  • Stockton, United States Quality Management Group Full time

    We manage communities and living spaces that residents are proud to call home. We serve and respect all while preserving and enhancing the homes and communities we are entrusted to care for with an eye to the future. Our mission is to empower our employees to serve, to build a place that people love to work, to leverage technology, to grow responsibly, and...

  • Audit Director

    1 month ago


    Stockton, California, United States Jobot Full time

    Audit Manager Job DescriptionAt Jobot, we're seeking a highly skilled Audit Manager to join our team of professionals. As an Audit Manager, you will be responsible for managing and overseeing audit engagements for a diverse portfolio of clients, ensuring quality and compliance with professional standards and regulatory requirements.Key...

  • 5 axis CNC Programmer

    1 month ago


    Stockton, United States AtWork Personnel Services Full time

    Job DescriptionJob DescriptionOur fast growing team is looking for skilled CNC programmers!Monday - FridayEXCELLENT BENEFITS!DAY SHIFT - 7:30am to 4:00pm M-FResponsibilities:Develop CNC machining programs using CAM software for precision flight and tooling components.Manage CNC program revisions and archive files per procedures.Create detailed tool lists and...


  • Stockton, California, United States Lundbeck Full time

    Job Summary: Lundbeck is seeking a highly motivated and results-driven Psychiatry Account Manager to lead the promotion of our psychiatry portfolio. As a key member of our sales team, you will execute sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Key Responsibilities: Develop and execute business plans to...