Jobs near San Mateo: 8,944
RS
Relevance Score ranked on: PORTFOLIO MANAGER
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Senior Client Portfolio Manager/OCIO Nonprofit Specialist
San Francisco
The Senior Client Portfolio Manager/ OCIO Nonprofit Specialist is primarily responsible for multi-asset class client portfolio strategy and oversight, regular servicing and communication, and sales participation with the Bank’s largest and most sophisticated nonprofit discretionary OCIO clients and p...
Search Terms: Portfolio Manager, CIO, Specialist, Portfolio, Manager
82.5
15mi
Updated: May 31
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Portfolio Manager
San Francisco
Under general supervision, maintains a commercial loan portfolio of secured and unsecured loans and lines of credit; provides a superior level of customer service to all current and prospective customers and tracks a variety of systems to ensure compliance with the loan agreement covenants. Employees...
Search Terms: Portfolio Manager, Manager, Portfolio, Credit Analyst, Compliance
82.5
15mi
Updated: May 30
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Portfolio Manager Tech and Life Sciences
San Francisco
Portfolio Manager. Under general or minimal supervision, and in conjunction with R - Ms, manages the moderately complex aspects of a portfolio of existing customer relationships to ensure ongoing profitability and complete conformity with credit terms. Ensures the sale of additional financial servic...
Search Terms: Portfolio Manager, Manager, Portfolio, Science, Tech
82.4
16mi
Updated: May 30
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Portfolio Manager Tech and Life Sciences
San Francisco
Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms. Ensures the sale of additional financial services. Maintains an in-depth understanding of commercial, economic and financial circumstan...
Search Terms: Portfolio Manager, Manager, Portfolio, Science, Tech
82.4
16mi
Updated: May 30
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Software Engineer
San Francisco
Get To Know The Team. Advent is building next generation, cloud based solutions for investment management industry using leading edge technology. We are expanding our SF development team to meet the demand for our portfolio construction , trade order management and analytics tools. Software Engineeri...
Search Terms: Software Engineer, Software, Engineer, Portfolio Manager, Management
76.3
15mi
Updated: June 26
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Associate Research Analyst
San Francisco
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We are looking for a Quantitative Developer to join Schwab Asset Management's (SAM) Thematic Invest...
Search Terms: Research Analyst, Research, Associate, Data Engineer, Portfolio Manager
75.4
15mi
Updated: June 25
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Community Development Banking Underwriter
San Francisco
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible G...
Search Terms: Underwriter, Writer, Development, Banking, Real Estate
73.9
15mi
Updated: June 21
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Relationship Manager - Commercial Real Estate
San Francisco
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible G...
Search Terms: Relationship Manager, Real Estate, Commercial, Relationship, Portfolio Manager
73.9
15mi
Updated: June 07
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Senior Investment Accountant
Bay Area
About the role:WEX's Senior Investment Accountant is responsible for the preparation and review of investment accounting entries required to support the month end close and reporting process for a $3 billion fixed income investment portfolio which continues to grow. The fixed income portfolio is made...
Search Terms: Investment, Accountant, Accounting, Portfolio Manager, Senior
73.4
15mi
Updated: June 18
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Expert Portfolio Management Specialist
Oakland
This position will have responsibility for supporting the Electric and Gas Operations Change Control process and related activities, as part of a team of several colleagues. Our dynamic budget management activities entail coordination of change requests with clients, collaboration with Business Finan...
Search Terms: Management, Specialist, Portfolio, Portfolio Manager, Operations
73
15mi
Updated: June 15
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