Top 11 Portfolio manager Jobs in Moorpark, Ca

PWM - Portfolio Manager
U.S. Bank National Association —Woodland Hills, CA
- $159,970 - $225,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
Associate | Portfolio Management
One Capital Management —Westlake Village, CA
- $69,000 - $75,000 a year
- Email
- Mid-level
- Office
- Analysis skills
- Wellness program
- Health insurance
Senior Manager, Value & Access Analytics – Cross Portfolio & Innovation
Amgen —Thousand Oaks, CA
- 6 years
- Analysis skills
- Bachelor's degree
Portfolio Manager
Preferred Bank —Tarzana, CA
- $70,000 - $115,000 a year
- 5 years
- Office
- Analysis skills
Quick Apply
Real Estate Portfolio Manager
1200 Management —Encino, CA
- $120,000 - $150,000 a year
- Full-time
- Mid-level
- 3 years
- Administrative experience
- Health insurance
- Paid time off
Quick Apply
13d
FVP, Portfolio Manager
Cathay Bank —Woodland Hills, CA
- $142,000 - $166,000 a year
- Full-time
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Disability insurance
Quick Apply
10d
VP, Consumer Loan Portfolio Manager
Banc of California —Valencia, CA
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid parental leave
- Health savings account
AVP/VP, Loan Portfolio Officer
Cathay Bank —Woodland Hills, CA
- $95,000 - $125,000 a year
- Full-time
- 7 years
- English
- Office
- Health savings account
- Disability insurance
Quick Apply
9d

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J.P. Morgan Wealth Management - Private Client Advisor - West San Fernando Valley, CA (area)
JPMorganChase —Westlake Village, CA
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
$70,320 a year
1d
Wealth Management Analyst Planner
One Capital Management —Westlake Village, CA
Analytical tools and custom analytics, becoming well-versed in asset allocation theory, taxes,.  A bachelor’s degree is required.
$70,000 - $90,000 a year

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Portfolio Manager - Delaware Ohio
Stratagem Management —Delaware, OH
Ensure all leasing and property management activities are conducted in compliance with company policies, Fair Housing laws, and all applicable federal, state,…
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SBA Loan Portfolio Manager
North Valley Bank —Pataskala, OH
The position will be actively involved in SBA eligibility determination, underwriting, and credit analysis in accordance with current SBA Standard Operating…
$60,000 - $80,000 a year
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PWM - Portfolio Manager

U.S. Bank National Association -
Woodland Hills, CA

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Job Details

Full-time
$159,970 - $225,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Flexible schedule
Life insurance

Qualifications

Customer communication

Full Job Description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

We're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

At Private Wealth Management, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow and build a rewarding career.

Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM).

Base pay for this role usually falls within $170,000 to $225,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further.

Basic Qualifications

Bachelor's degree, or equivalent work experience
10 or more years of investment experience

Preferred Skills/Experience

Thorough understanding of investment management
Strong knowledge of finance, economics and general business
Strong sales and relationship management/client services skills
Ability to effectively present investment strategies to clients
Ability to make critical decisions independently
Excellent interpersonal and verbal and written communication skills

Location

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $159,970.00 - $188,200.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Apply Now

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portfolio manager jobs in moorpark, ca

PWM - Portfolio Manager

Associate | Portfolio Management

Senior Manager, Value & Access Analytics – Cross Portfolio & Innovation

Portfolio Manager

Real Estate Portfolio Manager

FVP, Portfolio Manager

VP, Consumer Loan Portfolio Manager

AVP/VP, Loan Portfolio Officer

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