Top 89 Portfolio manager Jobs in Anaheim, Ca

Portfolio Banker/Manager (CRE)
Leoforce —Fullerton, CA
- $130,000 - $170,000 a year
- 5 years
- English
- Finance
- Profit sharing
- 401(k)
Quick Apply
Portfolio Manager
PIMCO —Newport Beach, CA
- $205,000 - $240,000 a year
- Online Application
- 3 years
- Finance
- Master's degree
Workplace Design Manager, Portfolio Management
Netflix —Los Angeles, CA
- $125,000 - $190,000 a year
- Hospitality
- CAD
- Office
- Paid holidays
- Health insurance
1d
Portfolio Manager
COMMERCEWEST BANK —Irvine, CA
- $90,000 - $115,000 a year
- Full-time
- Writing skills
- Research
- Office
Quick Apply
11d
Portfolio Finance & Operations Manager
WNC & Associates, Inc. —Irvine, CA
- $115,000 - $135,000 a year
- Full-time
- Mid-level
- Office
- Finance
8d
Client Portfolio Manager
Cerity Partners —Irvine, CA
- $120,000 - $170,000 a year
- Email
- Hybrid work
- 7 years
- Microsoft Outlook
- CPA
- Commuter assistance
- Dental insurance
PWM Portfolio Manager
U.S. Bank National Association —Irvine, CA
- $159,970 - $225,000 a year
- Full-time
- Office
- Bachelor's degree
- Continuous improvement
- Paid holidays
- Disability insurance
Associate Portfolio Manager Franchise Finance & Retail Petroleum
Citizens Financial Group —Irvine, CA
- $91,000 - $115,000 a year
- Full-time
- Background check
- Data analysis skills
- Mid-level
- Health insurance
- Dental insurance
Portfolio Manager (OC and Inland Empire)
Fairgrove Property Management —Irvine, CA
- $75,000 - $85,000 a year
- Weekends as needed
- Mid-level
- Residential
- Microsoft Office
- Health insurance
- Dental insurance
Quick Apply
11d
Portfolio Manager - Non-Profit HealthCare
U.S. Bank National Association —Newport Beach, CA
- $124,355 - $155,600 a year
- Full-time
- 6 years
- Office
- Business development
- Paid holidays
- Disability insurance
Portfolio Manager
Preferred Bank —Irvine, CA
- $80,000 - $100,000 a year
- Full-time
- 5 years
- Office
- Analysis skills
Quick Apply
Loan Portfolio Manager
Arixa Capital —Los Angeles, CA
- $100,000 - $120,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Finance
- Paid holidays
- Health insurance
Quick Apply
Product Portfolio Manager
Parker Hannifin Corporation —Irvine, CA
- $138,150 - $241,850 a year
- Full-time
- 8 years
- Analysis skills
- Bachelor's degree
- Paid parental leave
- Paid holidays
Portfolio Manager
Wismettac Asian Foods, Inc. —Santa Fe Springs, CA
- $110,000 - $137,000 a year
- Extended hours
- Marketing
- 5 years
- Merchandising
- Wellness program
- Health insurance
Quick Apply
Portfolio Manager - AI Trainer
DataAnnotation —Anaheim, CA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
VP, Portfolio Relationship Manager, C & I
Banc of California —Santa Ana, CA
- $101,000 - $168,500 a year
- Word processing
- Computer literacy
- Basic math
- Paid parental leave
- Health savings account
Portfolio Community Manager- Orange County
Action Property Management —Irvine, CA
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Quick Apply
AVP, Portfolio Relationship Manager, C & I
Banc of California —Santa Ana, CA
- $75,000 - $112,500 a year
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid parental leave
- Health savings account
Assistant Portfolio Manager
Fairgrove Property Management —Irvine, CA
- $28 - $30 an hour
- Full-time
- Clean driving record
- Mid-level
- Residential
- Paid holidays
- Health insurance
Quick Apply
Portfolio Strategy Manager (Equities)
Capital Group Companies —Los Angeles, CA
- $279,410 - $474,997 a year
- Full-time
- Office
- Senior level
- Leadership
- Health insurance
- Benefits from day one

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portfolio manager jobs near anaheim, ca

Portfolio Banker/Manager (CRE)

Leoforce -
Fullerton, CA

Quick Apply

Job Details

$130,000 - $170,000 a year

Benefits

Profit sharing
401(k)

Qualifications

Underwriting
Commercial loans
Bachelor's degree
Managing banking or lending client portfolios
Portfolio management in underwriting

Full Job Description

Experience: Senior Level
Salary: $130,000 - $170,000 per year

Job Details
-

Job Summary

The Portfolio Banker partners with Relationship Managers and the Regional Relationship Manager to evaluate the financial condition and credit needs of prospective and existing Commercial Real Estate (CRE) borrowers. This role is responsible for analyzing CRE financial statements, credit information, and supporting due diligence to assess the risk and return of financing opportunities.

The position requires experience in investor real estate underwriting and asset management, including preparation of credit memoranda and annual loan reviews. The Portfolio Banker supports the underwriting and structuring of complex loan products—such as bridge and construction loans—through analysis of rent rolls, borrower and property financials, cash flows, and valuations.

This role collaborates closely with clients, Relationship Managers, Credit Administration, and senior leadership to support credit approval and risk decisions. Post‑closing responsibilities include monitoring financial reporting, covenant compliance, loan performance, and relevant market and property trends.

Knowledge, Skills and Abilities

Sound judgment and market awareness.
Strong time‑management and organizational skills, with the ability to prioritize and manage multiple tasks.
Proficiency in Microsoft Office, particularly Excel and Word.
Clear and effective written and verbal communication skills in English.
Strong analytical and mathematical skills.
High level of attention to detail and accuracy.
Effective telephone and interpersonal communication skills.
Strong customer service orientation.
Demonstrated critical thinking and problem‑solving abilities.
Ability to work independently as well as collaboratively.
Ability to multitask and adapt in a fast‑paced environment.
Willingness and ability to actively listen and learn.
Ability to communicate persuasively when discussing products or services.
Ability to communicate respectfully and professionally with supervisors and colleagues.
Demonstrated ability and willingness to collaborate in a team‑oriented environment and contribute to shared goals.
Equipment Operated

Education and Experience

Bachelor’s degree required; degree in Business, Accounting, Finance, or a related discipline preferred.
Minimum 5–10 years of experience in a related field, with a strong emphasis on Commercial Real Estate underwriting and asset management, customer service, and credit portfolio management.

A bit about us:
-

We are a well-established California bank that has been in operation for over 100 years

Why join us?
-

Strong benefits (M,D,V, and 401k)
Profit sharing contribution
Annual Bonus

#legal #commercial-real-estate #cre #underwritting #tier2

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Refine Your Search

portfolio manager jobs in anaheim, ca

Portfolio Banker/Manager (CRE)

Portfolio Manager

Workplace Design Manager, Portfolio Management

Portfolio Manager

Portfolio Finance & Operations Manager

Client Portfolio Manager

PWM Portfolio Manager

Associate Portfolio Manager Franchise Finance & Retail Petroleum

Portfolio Manager (OC and Inland Empire)

Portfolio Manager - Non-Profit HealthCare

Portfolio Manager

Loan Portfolio Manager

Product Portfolio Manager

Portfolio Manager

Portfolio Manager - AI Trainer

VP, Portfolio Relationship Manager, C & I

Portfolio Community Manager- Orange County

AVP, Portfolio Relationship Manager, C & I

Assistant Portfolio Manager

Portfolio Strategy Manager (Equities)

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