Portfolio Management Analyst Jobs in San Mateo, CA | Glassdoor

Portfolio Management Analyst Jobs in San Mateo, CA

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  • 3.0
    The Bank of New York Mellon – Menlo Park, CA
    Est. Salary $51k-$78k
    9 days ago 9d
    openings, and trust administration. The Portfolio Analyst will also participate in client portfolio reviews. Qualifications Bachelor's… attitude, team player, attention to detail required. The Portfolio Analyst must also have polished communication skills and strong…
  • Hunter SF – San Francisco, CA
    25 days ago 25d
    Analyst, Portfolio Management The Analyst will provide support to the PM Team's efforts in managing and servicing existing… with the management, performance analysis, valuation, reporting and investor relations related to ongoing portfolio investments…
  • 3.5
    TIAA – San Francisco, CA
    Est. Salary $73k-$128k
    21 days ago 21d
    Real Estate (GRE) team is seeking to add an Analyst to support the Portfolio Management team in all commercial mortgage activities… connection with existing portfolio loans with ability to present result. • Assist in asset management by providing research and…
  • 4.0
    Pivotal Software – San Francisco, CA
    Est. Salary $104k-$187k
    20 days ago 20d
    Implement and maintain an appropriate portfolio management system, contract management database, and operational workflows to… and meaningful presentations for portfolio reviews, project approvals and performance management. Work with Accounting, Finance…
  • 2.4
    CLEAResult – Oakland, CA
    Est. Salary $93k-$168k
    11 days ago 11d
    Overview: CLEAResult is seeking a Program Portfolio Manager (PPM) to join our California Team in either our San Bruno… utility energy efficiency programs 10+ years people management including management of remotely-located staff Strong demonstration…
  • 3.0
    BNY Mellon – San Francisco, CA
    Est. Salary $55k-$82k
    11 days ago 11d
    The Portfolio Analyst is responsible for assisting PMs in all aspects of the management of equity portfolios, both domestic and… to work well in a team environment. Additionally, the Portfolio Analyst must be willing to work market hours. MBA/CFA candidate…
  • 3.4
    Gracenote – Emeryville, CA
    Est. Salary $38k-$56k
    6 days ago 6d
    We are presently looking for a Project and Portfolio Management (PPM) Tool Analyst, Administrator & Customer Support. This… project management tools and reporting Desired: Previous experience with the Innotas Project Portfolio Management Tool…
  • Jobvertise – Palo Alto, CA
    Est. Salary $58k-$79k
    2 days ago 2d
    new Analyst to join their team. This unique role involves both deal execution as well as business development. The Analyst will… attending trade shows and networking with PE/VC firms. The Analyst will also work on all aspects of the execution of transactions…
  • 4.0
    Funding Circle – San Francisco, CA
    Est. Salary $116k-$211k
    3 days ago 3d
    Risk Portfolio Manager to join and support the exponential growth of our business. Our Risk Team are quantitative analysts who… related field required 7+ years of experience in a portfolio risk management role in financial services Prior small business…
  • 2.6
    Academy of Art University – San Francisco, CA
    EASY APPLY
    Est. Salary $39k-$53k
    28 days ago 28d
    Representative Job Description: Independently manage a portfolio of students through the financial aid process Analyze and… oral communication skills Excellent organizational, time management skills and the ability to handle multiple priorities Benefits…
  • 3.0
    BNY Mellon – San Francisco, CA
    Est. Salary $55k-$82k
    25 days ago 25d
    The responsibilities of the Portfolio Analyst include many operational as well as analytical and investment aspects of managing… Responsibilities: Assist Portfolio Managers in the management of global asset allocation portfolios, generating trades, monitoring…
  • Generate Capital – San Francisco, CA
    Est. Salary $66k-$118k
    13 days ago 13d
    Capital is seeking an Investment Analyst to help underwrite and manage our growing portfolio of resource efficiency assets.…
  • 3.5
    Stifel Nicolaus – San Francisco, CA
    Est. Salary $77k-$105k
    6 days ago 6d
    Bruyette & Woods (A Stifel Company) is looking for an experienced Analyst to join its Financial Institutions Group in San Francisco.… mergers and acquisitions and capital raise transactions. Analysts at KBW get exposure to a wide variety of transactions, including…
  • SearchWright – Palo Alto, CA
    Est. Salary $56k-$77k
    26 days ago 26d
    new Analyst to join their team. This unique role involves both deal execution as well as business development. The Analyst will… attending trade shows and networking with PE/VC firms. The Analyst will also work on all aspects of the execution of transactions…
  • 3.6
    Lazard – San Francisco, CA
    Est. Salary $73k-$99k
    19 days ago 19d
    Day-to-day responsibilities of an investment banking analyst include financial analysis and modeling, company and industry…
  • 3.2
    Wedbush Securities – San Francisco, CA
    Est. Salary $60k-$82k
    26 days ago 26d
    Securities is seeking candidates for an Investment Banking Analyst position in our San Francisco office.The position is within… Francisco Fair Chance Ordinance). Keyword: IB, investment banking, analyst, sell-side From: Wedbush Securities…
  • 4.1
    City National Bank – San Francisco, CA
    Est. Salary $72k-$111k
    11 days ago 11d
    The Portfolio Analyst has primary responsibility for trade implementation and strategic rebalancing of new and existing client… to the portfolio analysis, operations and research departments and how the functions of these teams impact the portfolio management…
  • 4.3
    Stanford University – Stanford, CA
    Est. Salary $102k-$175k
    2 days ago 2d
    PURPOSE: The role of the Talent Portfolio Manager is to lead the planning and execution of a portfolio of talent programs, solutions… progress on talent management to university management. Advise and make recommendations on talent management problems and practices…
  • 3.0
    SunTrust – San Francisco, CA
    Est. Salary $110k-$183k
    5 days ago 5d
    high-level portfolio management support for a Client Management industry or market group reporting to the Group Portfolio Manager.… support process and provide technical assistance and coaching to Analyst and Associate support resources. Provides monitoring and industry…
  • 3.9
    Stryker Corporation – Fremont, CA
    Est. Salary $82k-$122k
    1 days ago 24hr
    drive Division-wide project portfolio investment decisions. Track and report on project portfolio from early idea initiation through… metrics to drive Division-wide project portfolio investment decisions Strategic portfolio modelling:…
  • 3.8
    StepStone – San Francisco, CA
    Est. Salary $60k-$106k
    11 days ago 11d
    Real Estate Investment Analyst / Associate - San Francisco, CA Real Estate Investment Analyst / Associate Department: Real… a secondary basis. Position Overview: The Investment Analyst / Associate will be based in San Francisco and will play a…
  • 3.9
    Citadel – San Francisco, CA
    Est. Salary $120k-$230k
    18 days ago 18d
    . Teams are comprised of Portfolio Managers, Analysts and Associates. Portfolio Managers and Analysts are seasoned investors, who… team manages fundamental researched-based equity long/short portfolios on behalf of Citadel’s multi-strategy funds and Global Equities…
  • 3.7
    UCSF – San Francisco, CA
    Est. Salary $53k-$82k
    18 days ago 18d
    The Research Portfolio Administrator independently provides broad analytical post award research fund management to a defined… JOB OVERVIEW The Research Portfolio Administrator is a critical member of the Zuckerberg San Francisco General (ZSFG) Psychiatry…
  • 3.1
    Citadel Securities – San Francisco, CA
    EASY APPLY
    Est. Salary $63k-$125k
    18 days ago 18d
    . Teams are comprised of Portfolio Managers, Analysts and Associates. Portfolio Managers and Analysts are seasoned investors, who… etc. Mentoring and developing up-and-coming Associates and Analysts, who will become the future leaders of the business If…
  • 2.9
    MUFG – Palo Alto, CA
    Est. Salary $130k-$213k
    10 days ago 10d
    profitable growth of HighMark. Major Responsibilities: 40% Portfolio Management and Client Service: Manage individual, trust and/or our… philosophy. Must to able to construct a portfolio and develop investment policies that maximize portfolio performance consistent with the…
  • 3.5
    New York Life – San Mateo, CA
    Est. Salary $34k-$49k
    30+ days ago 30d+
    supervision Organized, detail-oriented, and excellent time-management skills Strong sales, analytical, decision-making, interpersonal…
  • 4.5
    Intero Real Estate – San Carlos, CA
    Today 6hr
    their leadership abilities in the areas of real estate portfolio management, contract negotiations and residential real estate purchasing… Job Description A Portfolio Manager for Residential Real Estate (also called a real estate agent) oversees the entire real estate…
  • 3.8
    Sentient Technologies – San Francisco, CA
    Est. Salary $88k-$126k
    30+ days ago 30d+
    We are seeking an exceptional Equity Portfolio Manager / Senior Researcher to join our Algorithmic Trading team. You will arrive…
  • 3.9
    Robert Half Finance & Accounting – Menlo Park, CA
    Est. Salary $61k-$91k
    6 days ago 6d
    firm with over 50 years of investment management experience is seeking a Senior Portfolio Administrator to joining is expanding… strategies within the equity and fixed income spaces. The Senior Portfolio Administrator will report directly to the Partners and will…
  • 3.5
    New York Life Insurance Company – San Francisco, CA
    30+ days ago 30d+
    supervision Organized, detail-oriented, and excellent time-management skills. Strong sales, analytical, decision-making, interpersonal… . New York Life Investments* provides institutional asset management and retirement plan services. Other New York Life affiliates…
  • 3.0
    Union Bank, N.A. – San Francisco, CA
    Est. Salary $117k-$192k
    4 days ago 4d
    dataintegrity. Major Responsibilities: * Manage a loan portfolio of simple and complex transactions. This may include participations…
Job Title Location Employer Salary
Portfolio Analyst - Wealth Management Menlo Park, CA The Bank of New York Mellon $51k-$78k
Analyst, Portfolio Management, Debt Fund San Francisco, CA Hunter SF $74k-$161k
Analyst - Commercial Mortgage Portfolio Management San Francisco, CA TIAA $73k-$128k
Global Real Estate Portfolio Manager San Francisco, CA Pivotal Software $104k-$187k
Program Portfolio Manager Oakland, CA CLEAResult $93k-$168k
Portfolio Analyst - Equity Indexing - Mellon Capital Management San Francisco, CA BNY Mellon $55k-$82k
PPM Tool Analyst, Administrator & Customer Support Emeryville, CA Gracenote $38k-$56k
Investment Banking Analyst Palo Alto, CA Jobvertise $58k-$79k
Risk Portfolio Manager San Francisco, CA Funding Circle $116k-$211k
Financial Aid Representative San Francisco, CA Academy of Art University $39k-$53k
Portfolio Analyst - Asset Allocation - Mellon Capital Management San Francisco, CA BNY Mellon $55k-$82k
Investment Analyst San Francisco, CA Generate Capital $66k-$118k
Investment Banking Analyst KBW Depositories San Francisco, CA Stifel Nicolaus $77k-$105k
Investment Banking Analyst Palo Alto, CA SearchWright $56k-$77k
Investment Banking Analyst - San Francisco Technology San Francisco, CA Lazard $73k-$99k
Investment Banking Analyst - Healthcare San Francisco, CA Wedbush Securities $60k-$82k
Portfolio Analyst San Francisco, CA City National Bank $72k-$111k
Talent Portfolio Manager Stanford, CA Stanford University $102k-$175k
Corporate Banking (CIB) Portfolio Manager San Francisco, CA SunTrust $110k-$183k
Senior Business Portfolio Analyst Fremont, CA Stryker Corporation $82k-$122k
Real Estate Investment Analyst / Associate San Francisco, CA StepStone $60k-$106k
Global Equities Analyst San Francisco, CA Citadel $120k-$230k
Research Portfolio Administrator San Francisco, CA UCSF $53k-$82k
Global Equities Analyst San Francisco, CA Citadel Securities $63k-$125k
Sr Portfolio Manager, Vice President - Highmark Capital Management Palo Alto, CA MUFG $130k-$213k
Financial Services Representative San Mateo, CA New York Life $34k-$49k
Portfolio Manager / Senior Researcher San Francisco, CA Sentient Technologies $88k-$126k
Senior Portfolio Administrator - Wealth Management Menlo Park, CA Robert Half Finance & Accounting $61k-$91k
Financial Sales Representative San Francisco, CA New York Life Insurance Company $27k-$50k
Real Estate Portfolio Manager, Vice President San Francisco, CA Union Bank, N.A. $117k-$192k
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