Top 49 Portfolio manager Jobs in Pleasant Hill Ca

Portfolio Manager II
Citizens Business Bank —Walnut Creek, CA
- $87,612 - $124,846 a year
- Full-time
- 7 years
- Microsoft Outlook
- Word processing
Program Manager - Portfolio Management
ENTRUST Solutions Group —San Ramon, CA
- $103,000 - $120,000 a year
- Hybrid work
- Customer service
- Writing skills
- Pass drug screening
- Health savings account
- Health insurance
13d
Portfolio Manager
East West Bank —Pleasanton, CA
- $75,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Opportunities for advancement
Real Estate Portfolio Manager
Anthropic —San Francisco, CA
- $275,000 a year
- Hybrid work
- Office
- Analysis skills
- Presentation skills
- Parental leave
- Flexible schedule
Director of Strategy and Portfolio Management, North America Commercial Operations
Abbott Laboratories —Alameda, CA
- $172,000 - $344,000 a year
- Full-time
- Bachelor of Science
- 8 years
- Analysis skills
- Health insurance
- Tuition reimbursement
Senior Director, Portfolio Management
Kinder's —Walnut Creek, CA
- $235,000 - $255,000 a year
- Hybrid work
- 11+ years
- Office
- Senior level
- Health insurance
- 401(k)
Quick Apply
Portfolio Manager Associate
City National Bank —San Francisco, CA
- $92,114 - $156,880 a year
- Full-time
- Research
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Portfolio Manager - AI Trainer
DataAnnotation —San Francisco, CA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
Director, Portfolio Project Management Office
Premier Nutrition —Emeryville, CA
- $200,000 - $220,000 a year
- Hybrid work
- 5 years
- Office
- Finance
- Free parking
- Family leave
Quick Apply
10d
Expert Customer Portfolio Manager
PG&E Corporation —Oakland, CA
- $129,000 - $207,000 a year
- Full-time
- Writing skills
- Office
- 8 years
5d
Portfolio Manager - Senior I
BANK OF MARIN —Oakland, CA
- $128,976 - $180,562 a year
- Full-time
- 7 years
- Customer service
- Office
- Health insurance
- Tuition reimbursement
HOA Portfolio Manager
Iron & Ivory Management, Inc. —Concord, CA
- $75,000 - $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Driver's License
- Paid holidays
- Health insurance
Quick Apply
6d
Climate Portfolio Manager
Amalgamated Bank of NY —San Francisco, CA
- $125,000 - $140,000 a year
- Full-time
- Hybrid work
- Salesforce
- Office
- 3 years
Quick Apply
Manager, Sourcing Portfolio
SEDAA —San Francisco, CA
- $180,000 - $190,000 a year
- Finance
- Bachelor's degree
- Contracts
Quick Apply
12d
Investment Manager, 3M Ventures
3M —San Francisco, CA
- $188,251 - $230,084 a year
- Full-time
- Engineering
- Office
- Travel
- Health savings account
- Disability insurance
9d
Energy Portfolio Manager, Wholesale
Meta —San Francisco, CA
- $160,000 - $232,000 a year
- Google Workspace
- Fair chance
- Senior level
Index Fixed Income - Portfolio Management, Associate
BlackRock Investments —San Francisco, CA
- $105,000 - $155,000 a year
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Energy Portfolio Manager, Energy Supply and Interconnection Contracts
Meta —San Francisco, CA
- $160,000 - $232,000 a year
- Google Workspace
- 6 years
- Analysis skills
Senior Director, Portfolio Management
Crusoe —San Francisco, CA
- $235,000 - $285,000 a year
- Full-time
- 11+ years
- Office
- Finance
- Commuter assistance
- Paid parental leave
Quick Apply
3d
Director, Program and Portfolio Management
Septerna —San Francisco, CA
- $230,000 - $255,000 a year
- Full-time
- Doctor of Philosophy
- Organizational skills
- Senior level

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Portfolio Manager II

Citizens Business Bank -
Walnut Creek, CA

Apply Now

Job Details

Full-time
$87,612 - $124,846 a year

Qualifications

Word processing
Basic math
Ratio analysis
Financial product expertise

Full Job Description

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

Summary

Makes and services a wide variety of secured and unsecured loans or lines of credit, most of which involve large amounts of money and important customers.

The Portfolio Manager is responsible for identifying, soliciting and retaining existing commercial business relationships including commercial loans and business checking accounts as well as other services and products offered by the Bank. The Portfolio Manager must work independently, with or through the management of the Center sales and service efforts to ensure retention of existing relationships as well as the growth of these relationships. The incumbent is involved in the analysis of customer/prospect business finances needs and opportunities, prospect/customer negotiations and internal presentation of credit and product requests. The incumbent is responsible for managing a portfolio of customers and is required to expand the existing relationships, attract new relationships, and analyze customers banking needs for the suitability of all bank products and services.

Essential Duties & Responsibilities

Exercises discretion and independent judgement in presenting complex solutions to existing customers and prospects. Must have a complete understanding of complex and multifaceted financial products and services.
Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
Rejects loans by explaining deficiencies to customers.
Participates in all Center functions necessary to contribute to the achievement of Center earnings and growth objective that can be measured and actively participates in various community and civic activities in the Center Service area.
Contributes significantly to meeting or exceeding the Center budgetary goals and ensures that deposit, loan and net income goals are met.
Works independently, with or through the Manager to ensure that all bank operating and lending policies and procedures are properly and promptly implemented and followed.
Is compliant with all CBB policies and procedures to ensure a passing or better, Audit.
Works independently, with or through the manager to ensure the Banks CRA policies and objectives are met for its assigned service area.
Works independently, with or through Management of the Center’s sales and service efforts to ensure retention and growth of existing relationships.
Manage personal sales efforts that meet or exceed Center goals with a specific production goal based on experience and Center location.
Provide, present and promote The Citizens Experience to all external and internal customers.
Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
Other duties as assigned.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Bachelor's degree (B. A.) from four-year college or university; or a minimum seven (7) years related experience and/or training; or equivalent combination of education and experience.

Language Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills

Ability to apply basic math concepts to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals using a PC or calculator. Ability to understand and communicate complex financial ratios to external and internal customers and departments.

Reasoning Ability:

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.

Computer Skills

To perform this job successfully, an individual should have knowledge of Outlook Internet software; Excel, and Word Processing software.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands, and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision and color vision.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Salary Range:$87,612.00 To $124,846.00 Annually

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

Apply Now

Refine Your Search

portfolio manager jobs in pleasant hill ca

Portfolio Manager II

Program Manager - Portfolio Management

Portfolio Manager

Real Estate Portfolio Manager

Director of Strategy and Portfolio Management, North America Commercial Operations

Senior Director, Portfolio Management

Portfolio Manager Associate

Portfolio Manager - AI Trainer

Director, Portfolio Project Management Office

Expert Customer Portfolio Manager

Portfolio Manager - Senior I

HOA Portfolio Manager

Climate Portfolio Manager

Manager, Sourcing Portfolio

Investment Manager, 3M Ventures

Energy Portfolio Manager, Wholesale

Index Fixed Income - Portfolio Management, Associate

Energy Portfolio Manager, Energy Supply and Interconnection Contracts

Senior Director, Portfolio Management

Director, Program and Portfolio Management

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