Portfolio Operations Associate
2 weeks ago
Compound Planning is a high growth digital family office that serves entrepreneurs, professionals, and retirees. We're looking for an experienced Trading Associate/Portfolio Trader who can help us shape our Trade Desk's offerings. In this role, you'll be responsible for executing trades, managing portfolio allocations, and optimizing investment strategies. You'll work closely with our investment, operations, and advisory teams to ensure seamless portfolio management and trade execution. To succeed, you'll need 5-7 years of trading experience, a strong understanding of trading concepts, and excellent analytical skills.
Main Responsibilities
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Operations Portfolio Manager
7 days ago
Sacramento, California, United States Veritiv Corporation Full timeThe Operations Portfolio Manager at Veritiv Corporation will play a pivotal role in managing contract requirements for a portfolio of assigned accounts. This involves providing customer account lifecycle and project management support, as well as ensuring cost/pricing renewals and account performance analysis.Responsibilities include:Managing portfolio of...
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Associate Portfolio Manager, Real Estate
4 weeks ago
Sacramento, California, United States State of California Full timeThis position is eligible for incentive compensation and has a maximum incentive opportunity of 50% of base salary. The CalSTRS Investments Branch is seeking an experienced individual to work as an Associate Portfolio Manager (APM) on the Real Estate team. The Real Estate units' primary objective is to provide stable cash flow and generate an enhanced...
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Digital Portfolio Manager
2 weeks ago
Sacramento, California, United States Compound Planning Full timeJob DescriptionAt Compound Planning, a high growth digital family office for entrepreneurs, professionals, and retirees, we're seeking an experienced Trading Associate/Portfolio Trader. This key role will play a vital part in shaping our Trade Desk's offerings. The ideal candidate will have 5-7 years of trading experience, leveraging their expertise to...
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Sacramento, California, United States State of California Full timeThis position is eligible for incentive compensation and has a maximum incentive opportunity of 50% of base salary. The CalSTRS Investments Branch is seeking an experienced individual to work as an Associate Portfolio Manager (APM) on the Sustainable Investment & Stewardship Strategies (SISS) team. The SISS unit was initially established in 1978 to protect...
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Associate Portfolio Manager, Fixed Income
4 weeks ago
Sacramento, California, United States State of California Full timeThis position is eligible for incentive compensation and has a maximum incentive opportunity of 50% of base salary. The CalSTRS Investments Branch is seeking an experienced individual to work as an Associate Portfolio Manager (APM) on the Fixed Income team. The Fixed Income Unit is dedicated to maximizing risk-adjusted total return within a multi-asset...
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Portfolio Administrator
1 week ago
Sacramento, California, United States CBRE Full timeWe are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at CBRE. This role involves overseeing the operational and financial activities of a single property or small portfolio of properties, as well as supervising a team of employees.Your responsibilities will include providing formal guidance and mentorship to staff...
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Portfolio Management Director
2 weeks ago
Sacramento, California, United States Sutter Health Full timeWe are seeking a highly skilled Portfolio Management Director to lead our portfolio management team and drive strategic decision-making across our organization.This role involves developing and implementing portfolio management strategies, analyzing data to inform business decisions, and collaborating with cross-functional teams to achieve business...
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Portfolio Manager Sr
1 day ago
Sacramento, California, United States EverBank Full timePortfolio Manager SrThe Portfolio Manager Sr is responsible for providing strategic support, oversight, and execution of all technology and non-technology projects for the assigned business area. As a team leader, this role is responsible for providing oversight and tactical direction to team members as well as the development of individual team member's...
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Portfolio Management Expert
1 week ago
Sacramento, California, United States Compound Planning Full timeAbout the RoleWe are seeking a skilled Portfolio Management Expert to join our team at Compound Planning. As a key member of our operations department, you will be responsible for managing and rebalancing client portfolios to ensure alignment with their investment objectives.The ideal candidate will have 5-7 years of experience in trading equities, fixed...
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Investment Portfolio Manager
1 week ago
Sacramento, California, United States Compound Planning Full timeAbout UsCompound Planning is a rapidly growing digital family office for entrepreneurs, professionals, and retirees. We are seeking a highly skilled Investment Portfolio Manager to join our team. As a key member of our operations department, you will be responsible for managing and rebalancing client portfolios to ensure alignment with their investment...
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Portfolio Management Analyst
2 weeks ago
Sacramento, California, United States State of California Full timeWe are seeking a detail-oriented Investment Trade Analyst to join our team at the State of California. As an Investment Trade Analyst, you will work closely with the Public Market Operations Lead to manage trading activity, establish processes for new trading strategies, and analyze business requirements for automation and efficiencies.The ideal candidate...
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Datacenter Construction Portfolio Planner
3 weeks ago
Sacramento, California, United States CBRE Full timeDatacenter Construction Portfolio PlannerJob ID212013Posted21-Mar-2025Service lineGWS SegmentRole typeFull-timeAreas of InterestConstruction, Consulting, Project ManagementLocation(s)Remote - US - Remote - US - United States of AmericaAbout the roleAs a CBRE Data Center Construction Portfolio Planner, you will lead the development and execution of multi-year...
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Trading Associate
2 weeks ago
Sacramento, California, United States Compound Planning Full timeTrading AssociateOverview Compound Planning, an SEC registered investment advisor with over $2.9B in AUM, is a high growth digital family office for entrepreneurs, professionals, and retirees. We're a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class...
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Investment Portfolio Analyst
2 weeks ago
Sacramento, California, United States State of California Full time**Company Overview**The State of California is a global leader in public pension funds, with assets of approximately $531 billion. We are a destination employer with an international reputation for leadership and innovation.**Job Description**In this role, you will work under the supervision of the Associate Investment Manager to manage trading activity,...
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Operations Portfolio Manager
7 days ago
West Sacramento, California, United States Veritiv Corporation Full timeJob Overview:Veritiv Corporation is seeking a skilled Program Manager to join our team. As an essential member of our organization, you will be responsible for managing contract requirements for a portfolio of assigned accounts across a designated business segment.Key Responsibilities:Manage customer account contracts, program parameters, compliance, and...
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Sacramento, California, United States First Citizens Bank Full timeOverviewThis is a hybrid role based in CA with the expectation that time working will regularly take place inside and outside of a company office. The Senior Portfolio Manager I - CDF plays a critical role in managing a robust Community Development Finance (CDF) loan and/or CDFI investment portfolio for all post-closing action items, including construction...
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Experience Portfolio Manager
1 week ago
Sacramento, California, United States Apex Systems Full timeDigital Experience Portfolio Manager Deeply understands Products experience strategy and goals for their assigned Domain (i.e. Web & Mobile, Contact Center, Member Outreach & Provider) Broadly understands business goals and related OKRs (Objectives & Key Results) for all LOBs, (Lines of Business) partnering closely with the LOB Portfolio Managers ...
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Experience Portfolio Manager
3 weeks ago
Sacramento, California, United States Apex Systems Full timeDigital Experience Portfolio Manager Web & Mobile, Contact Center, Member Outreach & Provider) Responsible for coordinating business case creation for the Experience sub-portfolio initiatives in partnership with Product, Business, and other technology teams We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex...
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Senior Portfolio Manager
2 weeks ago
Sacramento, California, United States Jobleads-US Full timeAbout the Role: We are seeking a highly skilled Senior Portfolio Manager - IT Solutions to join our team at California Health and Human Services Office of Technology and Solutions Integration. As an IT Project Oversight Specialist, you will play a crucial role in ensuring the successful delivery of projects within our portfolio.Job Description: The ideal...
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Experience Portfolio Manager
2 weeks ago
Sacramento, California, United States Apex Systems Full timeJob#: 2059109 Job Description: Digital Experience Portfolio Manager Deeply understands Products experience strategy and goals for their assigned Domain (i.e. Web & Mobile, Contact Center, Member Outreach & Provider) Broadly understands business goals and related OKRs (Objectives & Key Results) for all LOBs, (Lines of Business) partnering closely with the LOB...