Portfolio Manager Associate

3 days ago


San Francisco, California, United States EngineeringUK Full time
About this Role:

We are seeking a highly skilled and detail-oriented Associate Portfolio Manager to join our Portfolio Management team. The successful candidate will be responsible for portfolio construction and rebalancing, as well as investment strategy analysis. Our portfolio managers utilize cutting-edge portfolio risk and optimization technologies to deliver exceptional results.

The ideal candidate will possess excellent problem-solving capabilities, a high degree of attention to detail, and strong organizational skills. They will also be able to communicate effectively with clients and colleagues, both verbally and in writing.

The Associate Portfolio Manager will be responsible for:

  • Managing equity portfolios using quantitative risk models and optimization programs
  • Implementing electronic security trades and liaising with brokers and custodians
  • Providing analytic support for client consulting projects
  • Extracting and updating data from portfolio accounting systems
  • Developing and implementing process improvements
  • Maintaining and servicing relationships with clients

The successful candidate will have a Bachelor's degree from a 4-year college/university and at least three years of relevant finance work experience. They will also possess a strong understanding of modern portfolio theory and its application, as well as experience with portfolio operations and multi-factor risk models.

We offer a competitive salary range of $105,000 - $137,500, as well as an annual discretionary bonus and benefits including healthcare, leave benefits, and retirement benefits. Our hybrid work model allows for flexibility and collaboration, and we are proud to be an Equal Opportunity and Affirmative Action Employer.



  • San Francisco, California, United States BlackRock Services Full time

    About this Role:We are seeking a highly skilled Associate Portfolio Manager to join our Portfolio Management team at BlackRock SMA Solutions. As an Associate Portfolio Manager, you will be responsible for portfolio construction and rebalancing, as well as investment strategy analysis. Our portfolio managers work with cutting-edge portfolio risk and...


  • San Francisco, California, United States State Teachers' Retirement System Full time

    Job Description and DutiesThis position is eligible for incentive compensation and has a maximum incentive opportunity of 50% of base salary.As a key member of the Private Equity team at the State Teachers' Retirement System, you will contribute to the success of one of the largest private equity programs in the world. You will collaborate with world-class...


  • San Francisco, California, United States State Teachers' Retirement System Full time

    Job Description and DutiesThis position is eligible for incentive compensation and has a maximum incentive opportunity of 50% of base salary.As a key member of the Private Equity team, you will contribute to the success of one of the largest private equity programs in the world. You will collaborate with world-class general partners, advisors, consultants,...


  • San Francisco, California, United States City National Bank Full time

    Job SummaryWe are seeking a highly skilled Portfolio Manager Associate to join our team at City National Bank. As a key member of our investment management team, you will be responsible for implementing proprietary strategies and asset allocation for our clients and financial advisors.Key ResponsibilitiesPartner with portfolio managers to recommend initial...


  • San Francisco, California, United States BlackRock Services Full time

    About this roleThe Rates Index Portfolio Management team at BlackRock Services is seeking a highly skilled and motivated Portfolio Management Associate to join our dynamic team. As a key member of our team, you will be responsible for managing a suite of Rates ETFs, mutual funds, and separately managed accounts.Key Responsibilities:Work closely with senior...


  • San Francisco, California, United States State Teachers' Retirement System Full time

    Job Description and DutiesThis position is eligible for incentive compensation and has a maximum incentive opportunity of 50% of base salary.Private Equity operates within a fast-paced, team-oriented environment. While collaborating with world-class general partners, advisors, consultants, and attorneys, the candidate will contribute to the success of one of...


  • San Francisco, California, United States State Teachers' Retirement System Full time

    Job Description and DutiesThis position is eligible for incentive compensation and has a maximum incentive opportunity of 50% of base salary.Private Equity operates within a fast-paced, team-oriented environment. While collaborating with world-class general partners, advisors, consultants, and attorneys, the candidate will contribute to the success of one of...


  • San Francisco, California, United States BlackRock Services Full time

    BlackRock SMA Solutions OverviewWe help clients create tailored portfolios that address unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset.Our ExpertiseCustomized portfolios for diverse client needsWorld-class service for all clientsExpertise in direct indexing, fixed income, active...


  • San Francisco, California, United States The Association of Asian American Investment Managers Full time

    Private Equity Investment ManagerThe CalSTRS Investments Branch is seeking an experienced individual to work as an Associate Portfolio Manager on the Private Equity team.As a key member of the team, you will contribute to the success of one of the largest Private Equity programs in the world. You will collaborate with some of the best general partners,...

  • Portfolio Manager

    3 days ago


    San Francisco, California, United States California Bank & Trust Full time

    Job Title: Portfolio ManagerCalifornia Bank & Trust is seeking a seasoned Portfolio Manager to join our team in San Francisco, CA.About the Role:This is a key member of the deal team responsible for successfully managing Commercial Banking relationships. The Portfolio Manager will be intimately involved in the entire deal process from origination to ongoing...

  • Portfolio Manager

    4 days ago


    San Francisco, California, United States California Bank & Trust Full time

    Job Title: Portfolio ManagerWe are seeking a seasoned Portfolio Manager to join our team at California Bank & Trust. As a key member of the deal team, you will be responsible for successfully managing Commercial Banking relationships.Key Responsibilities:Underwrite commercial loans ranging from direct deals to syndications.Manage credit risk and make...


  • San Francisco, California, United States Refluenced Full time

    Job Title: Real Estate Credit Portfolio Management AssociateKKR Real Estate Credit is seeking a highly skilled and motivated investment professional to join its industry-leading team. As a Real Estate Credit Portfolio Management Associate, you will play a key role in driving the company's continued growth and expansion in the real estate credit...

  • Portfolio Manager

    4 days ago


    San Francisco, California, United States Statkraft Energias Renovaveis SA Full time

    Job Title: Portfolio ManagerStatkraft Energias Renovaveis SA is seeking a highly skilled Portfolio Manager to join our Origination team. As a key member of our team, you will be responsible for managing a portfolio of renewable energy contracts and environmental commodities.Key Responsibilities:Support the Origination team in sourcing and managing a...

  • Portfolio Manager

    4 days ago


    San Francisco, California, United States BlackRock Services Full time

    About this RoleBlackRock SMA Solutions is seeking a highly skilled Portfolio Manager to join our Portfolio Management team. As a Portfolio Manager, you will be responsible for portfolio construction and rebalancing, as well as investment strategy analysis. Our portfolio managers work with leading-edge portfolio risk and optimization technologies.Key...


  • San Francisco, California, United States First Citizens Bank Full time

    Job Title: Senior Investment Portfolio Manager, Community Development FinanceOverview:This is a hybrid role based in San Francisco, California, with the expectation that time working will regularly take place inside and outside of a company office.The Community Development Finance (CDF) team of First-Citizens Bank & Trust Company is responsible for executing...

  • Portfolio Manager

    3 weeks ago


    San Francisco, California, United States Statkraft Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager to join our Origination team at Statkraft. As a key member of our team, you will be responsible for managing a portfolio of renewable energy contracts and environmental commodities.Key ResponsibilitiesSupport the existing team with your individual strengths and expertise.Lead through your...

  • Portfolio Associate

    4 weeks ago


    San Jose, California, United States Kase USA Full time

    Portfolio Program AssociateKase USA is seeking a highly skilled Portfolio Program Associate to support our portfolio of entrepreneurs. This is an exciting opportunity to work with a top-tier Corporate Venture Capital fund in Silicon Valley.Key ResponsibilitiesDevelop a deep understanding of startups in our portfolio, including their core competencies,...


  • San Diego, California, United States PIMCO Full time

    Job Title: Portfolio Manager AssociatePIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers...


  • San Diego, California, United States Pacific Investment Management Company Full time

    Job Title: Associate, Muni SMA Portfolio ManagerPacific Investment Management Company (PIMCO) is a global leader in active fixed income with a deep understanding of public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our...

  • Portfolio Manager

    3 weeks ago


    San Francisco, California, United States BankTalent HQ Full time

    Job Title: Portfolio ManagerAt BankTalent HQ, we are seeking a seasoned Portfolio Manager to join our team in San Francisco, CA. As a key member of the deal team, you will be responsible for successfully managing Commercial Banking relationships.Key Responsibilities:Underwrite commercial loans ranging from direct deals to syndications.Manage credit risk and...