Portfolio Manager

3 weeks ago

Los Angeles, California, United States EngineeringUK Full time

About this role

We are seeking a skilled Portfolio Manager to join our Index Investments team in San Francisco. As a key member of our team, you will be responsible for all aspects of index equity portfolio management, including daily liquidity management, portfolio re-balancing, corporate action analysis, client activity, risk and performance monitoring.

You will have the opportunity to further develop product and operational knowledge, all within a collaborative environment of supportive colleagues.

Responsibilities include:

  • Perform daily portfolio management tasks, ensuring portfolios are positioned within investment parameters and guidelines and track within performance expectations.
  • Engage with global teams to identify and drive process improvements that lower risk and increase efficiency.
  • Participate in project work and systems testing.
  • Establish portfolio management practices that can be shared globally.

Requirements:

  • Bachelor's degree.
  • Knowledge of and interest in index portfolio management, risk models, index construction methodologies, or asset allocation strategies including target date funds.
  • Passion for investing and a continuous desire to learn more about financial markets and fund management.
  • Strong technical aptitude with an interest in technology solutions related to portfolio management, trading and data analytics. Python, SQL, or any coding experience or desire to learn is preferred.
  • Experience with Aladdin tools and knowledge of Aladdin data sources are a plus.
  • Forward thinking with attention to detail and desire to improve and standardize processes.
  • Ability to multitask and prioritize assignments while producing high quality work in a demanding, fast-paced environment.
  • High degree of professional discretion, integrity, and judgement.
  • Excellent verbal and written communication, teamwork, and relationship-building skills.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses.

Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

  • Portfolio Manager

    4 weeks ago

    Los Angeles, California, United States Cathay Bank Full time

    Job SummaryCathay Bank is seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for maintaining and monitoring existing commercial loan portfolios, working closely with Senior Relationship Managers to identify and bring in new business opportunities.The ideal candidate will have a strong background in...

  • Portfolio Manager

    4 weeks ago

    Los Angeles, California, United States Davita Inc. Full time

    Job SummaryThe Portfolio Manager is responsible for maintaining and monitoring an existing commercial loan portfolio, working closely with the Senior Relationship Manager to identify and bring in additional new business opportunities. The ideal candidate will provide exceptional service to clients while following established Bank policies and procedures.Key...

  • Portfolio Manager

    4 weeks ago

    Los Angeles, California, United States Compunnel Full time

    Job DescriptionJob Title: Portfolio ManagerJob Summary:The Portfolio Manager is responsible for managing sub-portfolios and their corresponding ITEC subcommittees to ensure the successful execution of all programs and projects across Keck Medicine of USC. This role requires strong project management skills, financial acumen, and excellent interpersonal...

  • Portfolio Manager

    4 weeks ago

    Los Angeles, California, United States IDB Full time

    Job DescriptionIDB Bank is seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for managing a portfolio of commercial loans, ensuring timely financial analysis and underwriting, and monitoring for indicators of stress or risk.Perform financial analysis and underwriting for renewals, annual reviews, and...

  • Senior Portfolio Manager

    3 weeks ago

    Los Angeles, California, United States Ultimate Staffing Full time

    We are seeking an experienced Certified Financial Planner (CFP) with a minimum of 7 years of investment management and portfolio management experience. This individual will play a key role in managing and growing client portfolios while providing comprehensive financial planning and portfolio management services.Key Responsibilities:Develop and implement...

  • Portfolio Manager

    3 weeks ago

    Los Angeles, California, United States Compunnel Software Group Full time

    Job DescriptionJob Summary: We are seeking a highly skilled Portfolio Manager to join our team at Compunnel Software Group. The successful candidate will be responsible for managing sub-portfolios and their corresponding ITEC subcommittees to ensure the successful delivery of all programs and projects across Keck Medicine of USC.Key Responsibilities:Manage...

  • Portfolio Manager Assistant

    3 weeks ago

    Los Angeles, California, United States PineBridge Investments Full time

    About the Role:PineBridge Investments is seeking a highly skilled Assistant Portfolio Manager to support portfolio managers in the optimization and management of CLO portfolios. The ideal candidate will have 4-6 years of direct experience with collateralized loan obligations or broadly syndicated loans, strong proficiency in CLO documentation, and expertise...

  • Senior Portfolio Manager

    4 weeks ago

    Los Angeles, California, United States Ceridian HCM, Inc. Full time

    Job SummaryCathay Bank is seeking a highly skilled Senior Portfolio Manager to join our team. As a key member of our commercial lending team, you will be responsible for maintaining and monitoring our existing commercial loan portfolio. This includes working closely with our Senior Relationship Managers to ensure the credit quality of our portfolio and...

  • Portfolio Manager Associate

    4 weeks ago

    Los Angeles, California, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning and investment management services. With a strong passion for excellence, we continually strive to perfect our craft and provide unique financial plans and investment...

  • Senior Portfolio Manager

    4 weeks ago

    Los Angeles, California, United States First Citizens Bank Full time

    **Job Summary**We are seeking a highly skilled Senior Portfolio Manager to join our team at First Citizens Bank. As a key member of our Commercial Services department, you will be responsible for managing a portfolio of larger, more complex client relationships.**Key Responsibilities**Analyze and monitor clients' financial and collateral performance by...

  • Portfolio Manager/Underwriter

    4 weeks ago

    Los Angeles, California, United States Pacific Premier Full time

    Job SummaryThe Portfolio Manager/Underwriter - Commercial Real Estate is responsible for underwriting, reviewing, and monitoring an assigned portfolio of multifamily and commercial real estate term loans to ensure compliance with loan documents and Bank policy and procedures.Key ResponsibilitiesResponsible and accountable for credit underwriting for existing...

  • HOA Portfolio Manager

    3 weeks ago

    Los Angeles, California, United States Higher Ground Property Management Full time

    Job DescriptionHigher Ground Property Management is seeking a skilled Portfolio Manager to oversee a portfolio of offsite Homeowner Associations. The ideal candidate will have excellent organizational and communication skills, as well as the ability to work independently. Key Responsibilities:Manage a portfolio of Homeowner AssociationsDevelop and implement...

  • Portfolio Management Specialist

    3 weeks ago

    Los Angeles, California, United States IDB Full time

    Job DescriptionAt IDB Bank, we are seeking a highly skilled Portfolio Management Specialist to join our team. As a key member of our Middle Office team, you will be responsible for performing timely financial analysis and underwriting for renewals, annual reviews, and modifications. You will work closely with our Direct Manager, Account Officers, and Group...

  • Strategic Equity Portfolio Manager

    3 weeks ago

    Los Angeles, California, United States CalPERS Full time

    Job Summary: We are seeking a highly skilled Global Public Equity Strategist to serve as Investment Director of Equity Portfolio Design & Analytics for CalPERS Global Public Equity team. The successful candidate will lead the applied equity research, portfolio analytics, and capital allocation functions of the $200B global public equity portfolio.Key...

  • Senior Portfolio Manager

    4 weeks ago

    Los Angeles, California, United States Sumitomo Mitsui Financial Group, Inc. Full time

    About the RoleThe Senior Portfolio Manager will play a crucial role in the execution of credit facilities for new and existing customers in a broad range of industries. This includes the evaluation, structuring, and review of credit memos for proposed and existing credit facilities, generally in the amount of $5,000,000 to $25,000,000. The successful...

  • Senior Portfolio Manager

    4 weeks ago

    Los Angeles, California, United States Signature Estate & Investment Advisors, LLC Full time

    Job SummaryThis role is responsible for delivering exceptional client service and driving sales growth through strategic account management and portfolio management.Key ResponsibilitiesManage high-net-worth client portfolios to achieve sales and revenue targets.Develop and maintain strong relationships with key clients and stakeholders.Collaborate with...

  • Digital Portfolio Manager

    4 weeks ago

    Los Angeles, California, United States Sony Pictures Entertainment Full time

    Job Title: Digital Portfolio ManagerAt Sony Pictures Entertainment, we're looking for a talented Digital Portfolio Manager to join our creative and strategic team. As a key member of our team, you'll be responsible for developing and implementing digital strategies to drive growth and engagement across our network of channels and pages.Key...

  • Portfolio Manager, CRE

    4 weeks ago

    Los Angeles, California, United States Beneficial State Bank Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager, CRE to join our team at Beneficial State Bank. As a key member of our Commercial Real Estate team, you will be responsible for managing the risk of assigned lending relationships, ensuring compliance with financial reporting, covenants, and accurate risk ratings.Key ResponsibilitiesPartner with...

  • Assistant Portfolio Manager

    3 weeks ago

    Los Angeles, California, United States Servicon Full time

    About ServiconServicon is a leading environmental solutions provider with nearly 50 years of expertise in infection prevention for complex facilities. As a women-owned and operated company, we are agile and can maneuver quickly to support the needs of our people and clients.Our goal is to become a trusted partner, not an outsourced vendor. One of our...

  • Commercial Property Portfolio Manager

    3 weeks ago

    Los Angeles, California, United States Metasys Technologies Full time

    **Job Title:** Commercial Property Portfolio Manager**About the Role:**Metasys Technologies is seeking a skilled Commercial Property Portfolio Manager to oversee the operations, marketing, and financial activities for a portfolio of 5 commercial office buildings with 5 different owners. The ideal candidate will ensure compliance with policies, procedures,...