Top 28 Portfolio manager Jobs in La Jolla Ca

Portfolio Manager II - Business Banking
City National Bank —La Jolla, CA
- $44.28 - $75.42 an hour
- Finance
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Portfolio Manager I - Middle Market, Leveraged & Syndications
City National Bank —La Jolla, CA
- $44.28 - $75.42 an hour
- Finance
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
6d
HOA / CID Portfolio Manager
Leoforce —San Diego, CA
- $75,000 - $90,000 a year
- On call
- Office
- Residential
- Team management
- Health insurance
- Paid time off
Quick Apply
Portfolio Manager - La Jolla, CA
California Bank & Trust —San Diego, CA
- $112,000 - $120,000 a year
- Management
- Word processing
- Office
- Profit sharing
- Paid training
5d
Portfolio Manager
Petco —San Diego, CA
- $121,600 - $182,400 a year
- Full-time
- Computer science
- Computer Science
- Organizational skills
- Health insurance
- 401(k)
Assistant Portfolio Manager
Chandler Asset Management —San Diego, CA
- $110,000 - $125,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health savings account
- AD&D insurance
Quick Apply
6d
Senior Manager - Solution Portfolio Manager
Deloitte —San Diego, CA
- $163,000 - $322,100 a year
- Full-time
- Finance
- Bachelor's degree
- Product management
FVP, Portfolio Manager
Axos Bank —San Diego, CA
- $160,000 - $180,000 a year
- Full-time
- Background check
- Pass drug screening
- Office
- Health savings account
- Health insurance
VP, Portfolio Manager
Axos Bank —San Diego, CA
- $135,000 - $150,000 a year
- Full-time
- Background check
- Pass drug screening
- Office
- Health savings account
- Health insurance
Director, Portfolio Management
ResMed —San Diego, CA
- $195,000 - $244,000 a year
- System design
- Mentoring
- In-person
- Commuter assistance
- Health savings account
Junior Analyst - Portfolio Management
StepStone Group —San Diego, CA
- $30 an hour
- Hybrid work
- 18 years or older
- Research
- Finance
Portfolio Manager - AI Trainer
DataAnnotation —Chula Vista, CA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
Vice President, Specialty Deposit Portfolio Manager
Western Alliance Bank —San Diego, CA
- $140,000 - $176,894 a year
- Full-time
- 6 years
- Word processing
- Office
- Wellness program
- Health insurance
Defense Sales Portfolio Manager
GALT —San Diego, CA
- $90,000 - $150,000 a year
- Full-time
- Hybrid work
- 5 years
- Master's degree
- Ability to lift 50 pounds
Quick Apply
Head of R&D Portfolio & Project Management
Illumina —San Diego, CA
- $205,100 - $307,700 a year
- Full-time
- Hybrid work
- Background check
- 11+ years
- Doctor of Philosophy
- Dental insurance
- Paid time off
Ascent Director of Investments
U.S. Bank National Association —San Diego, CA
- $139,230 - $180,180 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Assistant Vice President, Specialty Deposit Portfolio Manager
Western Alliance Bank —San Diego, CA
- $107,000 - $130,000 a year
- Full-time
- Word processing
- Office
- 3 years
- Wellness program
- Health insurance
Sr. Investment Officer
Northern Trust Corp. —San Diego, CA
- $236,555 - $414,115 a year
- Full-time
- 11+ years
- Accounting
- Senior level
- Health insurance
- Dental insurance
Tech Strategic Programs — Sr Staff Technical Program Manager, Portfolio Insights
Intuit —San Diego, CA
- $202,000 - $273,500 a year
- Senior level
- Leadership
Director, Portfolio Management Lead
Markel Service Inc. —San Diego, CA
- $158,720 - $218,240 a year
- Email
- Bachelor's degree
- Continuous improvement
- US work authorization
- AD&D insurance
- Employee stock purchase plan
Quick Apply

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portfolio manager jobs near la jolla ca

Portfolio Manager II - Business Banking

City National Bank -
La Jolla, CA

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Job Details

$44.28 - $75.42 an hour

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Vision insurance
401(k) matching

Qualifications

Underwriting
Commercial loans
Managing banking or lending client portfolios
Portfolio management in underwriting

Full Job Description

PORTFOLIO MANAGER II - SBA 7a Lending

WHAT IS THE OPPORTUNITY?

The Portfolio Manager is part of the SBA 7a Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits.

Primary responsibilities include:

SBA 7a Lending
Underwrite and portfolio manage SBA 7a clients - typically privately held companies with annual revenues ranging up to $50 million across a wide range of industries and geographies.
Formulate and recommend SBA credit and banking solutions to clients for commercial real estate, business acquisitions, working capital, and debt refinance.
Strong knowledge of SBA SOP and eligibility requirements.
Formulate and recommend credit and banking solutions to clients to support working capital.
Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.)
This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures.
This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely.
This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.)

WHAT WILL YOU DO?

Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth.
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk.
Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking.
Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations.
Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank’s credit risk appetite, and compliance with institutional and regulatory requirements.
Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank’s strategic initiatives. Participate in ad-hoc projects to support the organization’s priorities.
Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s).

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

Bachelor's Degree or equivalent in Finance, Business, or related field
Minimum 5 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries *SBA 7a Lending

Additional Qualifications

Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles
Desire to build leadership and coaching skills, with the ability to train and develop talent
Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams
Intermediate analytical skills, with the ability to interpret complex data and make informed decisions
Industry-specific knowledge and expertise *SBA 7a Lending

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $44.28 - $75.42 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

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Refine Your Search

portfolio manager jobs in la jolla ca

Portfolio Manager II - Business Banking

Portfolio Manager I - Middle Market, Leveraged & Syndications

HOA / CID Portfolio Manager

Portfolio Manager - La Jolla, CA

Portfolio Manager

Assistant Portfolio Manager

Senior Manager - Solution Portfolio Manager

FVP, Portfolio Manager

VP, Portfolio Manager

Director, Portfolio Management

Junior Analyst - Portfolio Management

Portfolio Manager - AI Trainer

Vice President, Specialty Deposit Portfolio Manager

Defense Sales Portfolio Manager

Head of R&D Portfolio & Project Management

Ascent Director of Investments

Assistant Vice President, Specialty Deposit Portfolio Manager

Sr. Investment Officer

Tech Strategic Programs — Sr Staff Technical Program Manager, Portfolio Insights

Director, Portfolio Management Lead

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