Investment Portfolio Manager, Sr. jobs in Daly City, CA
Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Investment Portfolio Manager, Sr. jobs
VP/Head of Investment Risk Management & Portfolio Analytics
- F1104 Franklin Advisers, Inc.
-
San Mateo, CA
FULL_TIME
- At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team. Franklin Equity Group is an investment advisory unit of Franklin Templeton managing in excess of $160 billion across a variety of mutual funds and other investment vehicles. The Franklin Equity Group brings together more than six decades of investment experience offering in-depth expertise in managing global, U.S., sector and thematic equity strategies across the style and market-capitalization spectrum. We believe that attractive risk-adjusted returns can be achieved over time by using a team-oriented collaborative approach and disciplined, bottom-up fundamental research. About the Opportunity The VP/Head of Investment Risk Management and Portfolio Analytics plays a critical role in overseeing the risk management strategies and portfolio analytics of Franklin Equity Group. This role requires strong quantitative skills, a deep understanding of risk management principles, advanced analytical techniques to ensure optimal decision making in investment strategies and risk mitigation, and proven leadership capabilities. What are the ongoing responsibilities of this role? Oversee development of tools and techniques to analyze and display portfolio risks and their integration into portfolio construction and management. Collaborate with investment teams to ensure risk metrics align with investment objectives and regulatory requirements. Present our risk management philosophy and processes to clients and internal partners. Ensure all direct investment portfolios conform to performance expectations, investment guidelines, risk parameters, and regulatory requirements. Serve as the key contact for FT’s independent risk team, and other investment professionals. Manage team of investment risk management professionals What ideal qualifications, skills & experience would help someone to be successful? 10 years’ experience in management of investment risk, portfolio analytics, or related field within financial services industry. Master's or doctoral degree in finance, economics, quantitative finance, or a related field. Additional certifications such as CFA or FRM preferred. Proficiency in Northfield, Barra, FactSet, Bloomberg or similar investment data. Demonstrated experience in leadership or managerial role required. Advanced knowledge of statistical theory and a good understanding of financial instruments and markets. Strong quantitative skills, with the ability to adjust and manipulate data to discover trends and relationships. Experience communicating complex financial topics with the ability to successfully articulate quantitative concepts to audience(s) unfamiliar with those same concepts. Experience consulting with financial professionals, including Portfolio Managers and Chief Investment Officers. Excellent communication and interpersonal skills to effectively interact with stakeholders at all levels. Proven leadership abilities to lead, inspire, and challenge team toward shared objectives. Compensation Range: Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. The salary, benefits and variable rewards will reflect the seniority of the position and a competitive market rate. We expect the annual salary for this position to range between $225,000.00 to $260,000.00. When applying, please be sure to attach your resume / CV. Applications without a resume file attachment will not be reviewed. What makes Franklin Templeton unique? In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results. . Highlights of our benefits include: Three weeks paid time off the first year Medical, dental and vision insurance 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits Employee Stock Investment Program Tuition Assistance Program Purchase of company funds with no sales charge Onsite fitness center and recreation center Onsite cafeteria We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success. We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at Franklin Templeton Careers to learn more about our company, career opportunities and recruitment process. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to accommodations@FranklinTempleton.com . In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response. When you become part of Franklin Templeton, you’ll join a company dedicated to progress. A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees. From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours. At Franklin Templeton, we embrace individual differences and value perspectives brought by global diversity. And, although we are all different, we have one thing in common: we are dedicated to what we do. So whether you're starting your career journey, are well on your way, or are seeking a new direction, you'll find the support you need to grow your career with us. Come, join us, and help us shape the future of the global asset management industry! Get to know us better
- 2 Days Ago
Portfolio Manager
- Empirical Wealth Management
-
San Francisco, CA
FULL_TIME
- Empirical is an independent RIA managing almost $6 billion in AUM and operating with offices in Seattle, Portland, Bellevue, Irvine, San Francisco, San Mateo, Los Gatos and Fort Worth. Empirical provi...
- 28 Days Ago
Portfolio Manager
- Empirical Wealth Management
-
San Mateo, CA
FULL_TIME
- Empirical is an independent RIA managing almost $6 billion in AUM and operating with offices in Seattle, Portland, Bellevue, Irvine, San Francisco, San Mateo, Los Gatos and Fort Worth. Empirical provi...
- 29 Days Ago
Business Development Manager Landing Pad (Advanced Tech)
- Australian Trade and Investment Commission...
-
San Francisco, CA
FULL_TIME
- Classification: AOPL C Location: Location: San Francisco Salary: $89,195 - $100,000 The role The Australian Trade and Investment Commission (Austrade) is seeking a Business Development Manager (BDM) t...
- 1 Day Ago
Wealth Advisor/Portfolio Manager
- Robert Half
-
San Francisco, CA
PER_DIEM
- Jeff Abrams with Robert Half is thrilled to partner with an exceptional company in the search for a Wealth Advisor/Portfolio Manager to join their esteemed team. Our client is dedicated to providing u...
- 9 Days Ago
Manager, Portfolio Finance
- Clearway Energy
-
San Francisco, CA
FULL_TIME
- What The Role Is Reporting to the Senior Director of Portfolio Finance, the Manager of Portfolio Finance is responsible for managing commercial matters with financing parties for multiple construction...
- 2 Days Ago
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0 Investment Portfolio Manager, Sr. jobs found in Daly City, CA area
Financial Advisor
- Hanover
-
San Francisco, CA
- Our San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point ...
- 4/17/2024 12:00:00 AM
Financial Planner
- Hanover
-
San Francisco, CA
- Our San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point ...
- 4/17/2024 12:00:00 AM
Regional Financial Analyst-Services
- Franklin Energy
-
San Francisco, CA
- COMPANY Summary As a combined organization, Franklin Energy and AM Conservation Group is undertaking what is perhaps the...
- 4/16/2024 12:00:00 AM
Wealth Portfolio Manager III
- Citizens
-
San Francisco, CA
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, g...
- 4/15/2024 12:00:00 AM
CWM, PWM, Financial Investment Professional, Associate San Francisco
- Goldman Sachs
-
San Francisco, CA
- MORE ABOUT THIS JOB: YOUR IMPACT Are you a quick-thinking self-starter with a passion for the financial markets, the des...
- 4/15/2024 12:00:00 AM
Regulatory Affairs Specialist II - APAC - Diabetes Care
- Abbott
-
Alameda, CA
- Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
- 4/15/2024 12:00:00 AM
Senior Financial Manager
- Abbott Laboratories
-
Alameda, CA
- Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
- 4/12/2024 12:00:00 AM
Manager Global Pricing and Analytics
- Abbott Laboratories
-
Alameda, CA
- Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
- 3/26/2024 12:00:00 AM
About Daly City, California
Daly City (/ˈdeɪli/) is the largest city in San Mateo County, California, United States, with an estimated 2014 population of 106,094. Located immediately south of San Francisco, it is named in honor of businessman and landowner John Donald Daly.
According to the United States Census Bureau, the city has a total area of 7.7 square miles (20 km2), all land.
Daly City is bordered by the cities of San Francisco, Brisbane, Pacifica, South San Francisco, and the town of Colma. The city borders several unincorporated areas of San Mateo County. It surrounds Broadmoor, borders San Bruno Mountain State...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$180,575 to $299,876
Daly City, California area prices
were up 4.5% from a year ago
were up 4.5% from a year ago
What does an Investment Portfolio Manager, Sr. do?
Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020