Portfolio Management Analyst

Hybrids telework schedules are available. The amount of telework is at CalHFA's discretion. In-person attendance will be required weekly and is based on operational needs. At CalHFA we embrace a culture that is diverse, equitable, and inclusive for everyone by building an organization that is as diverse as the communities we serve. CalHFA believes that...

Job Type Full-time Description Under general supervision and in collaboration with relationship management team, maintains a commercial loan portfolio of secured and unsecured loans and lines of credit; provides a superior level of customer service to all current and prospective customers and tracks a variety of systems to ensure compliance with the loan...

We 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...

About 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...

About 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...

Key ResponsibilitiesOversight of private markets investment technology transformation, including portfolio management systems and pre- and post-investment tools.Oversight of capital markets technology transformation, including trading platforms and portfolio management systems transition to a new platform.Oversight of total fund portfolio management...

OverviewThe State of California is seeking a highly skilled Portfolio Manager Assistant to join the Investments Branch. As a key member of the team, you will be responsible for assisting in the review and evaluation of new and follow-on partnerships, managing a portfolio of domestic and international partnerships, and performing complex duties requiring a...

The 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...

About the Company: Consumer Portfolio Services, Inc. is a leader in the sub-prime auto finance industry, is a fast-paced, aggressive mid-sized company that has shown consistent revenue growth year after year. We pride ourselves on delivering the highest level of service in the Financial Services Industry. About the Position: Regional Sales Manager -...

About the Company:Consumer Portfolio Services, Inc. is a leader in the sub-prime auto finance industry, is a fast-paced, aggressive mid-sized company that has shown consistent revenue growth year after year. We pride ourselves on delivering the highest level of service in the Financial Services Industry.About the Position:Regional Sales Manager - Sacramento,...

About Our OrganizationWe are the State of California, and we are committed to providing top-notch services to our citizens. As an Investment Officer III on our Global Equity team, you will play a critical role in developing and implementing investment strategies that drive growth and returns.Key Responsibilities:Develop and recommend global equity investment...

**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,...

Job 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...

This 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...

ABOUT THE ORGANIZATIONSMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies, including small businesses and professionals.The anticipated salary range for this role is...

This 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...

Job SummaryThe CalSTRS Investments Branch is seeking a highly skilled and experienced Investment Officer I to join their dynamic team. As an Investment Officer I, you will play a key role in the review and evaluation of new and follow-on partnerships, as well as the management of domestic and international private equity portfolios.ResponsibilitiesAssist in...

At Ethan Conrad Properties, Inc., we are seeking a seasoned Commercial Property Portfolio Manager to lead our team of property managers in maintaining profitability and maximizing tenant satisfaction across our diverse portfolio of commercial real estate assets.This is an exceptional opportunity for a results-driven professional with a strong background in...

A leading financial institution in the JCW Group is seeking a Commercial Banking Portfolio Manager to develop and manage middle-market and commercial banking relationships in the region. Key Responsibilities:Clients Management: Build and maintain a portfolio of commercial clients, providing tailored lending and financial solutions.Business Growth: Identify...

Job ResponsibilitiesAssist in the management of Global Equity external manager portfoliosFormulate, recommend, and implement Global Equity investment strategiesEvaluate prospective equity strategies in accordance with approved policies, procedures, and guidelines