Investment Portfolio Manager, Sr. jobs in Downey, 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)

D
Manager/Sr. Manager, Portfolio and Asset Management
  • DCGClientCareerSiteTemplate
  • Los Angeles, CA FULL_TIME
  • Diamond Generating Corporation (“DGC”) is a worldwide leader in safe, clean electricity generation and energy services. We are a wholly owned subsidiary of Mitsubishi Corporation (“MC”), one of the world’s most diverse enterprises, with over 700 subsidiaries and affiliates worldwide.   Purposes:Supporting portfolio and asset commercial management for power plant / Battery storage assets owned and operated by DGC.   Reports to: Vice President, Portfolio & Asset Management   Responsibilities:Under the direction of the Vice President/Director – Portfolio & Asset Management, working closely with coworkers from Portfolio & Asset Management, Accounting, and Finance functions. The person will be responsible to support the following activities: Invoicing & reconciliation: Support in preparing and reconciling monthly invoices to various counterparties. Budget control & reporting: Support in preparing annual budgets, proforma, presentations, monthly asset manager reports, monthly reports to shareholders. Regulatory issues: Support the oversight and compliance of all projects permits and licenses. Support Legal in FERC’s registration of management changes. Contracts control: Update and monitor the existing and new Resource Adequacy agreements, Power Purchase Agreement, Gas Purchase agreements, Insurance, Energy Management Agreement, and others. Financial affairs: Support in controlling the project’s finance/credit agreements documents and obligations, letter of credit/collateral/parents guarantee etc. Plant operational issues: Support plant operational issues such as forced outages, unplanned outages, unbudgeted expenses, analysis of financial impacts and others. Merchant project monitoring and risk control: Review merchant power plant asset data and update monthly earnings projection. Support merchant risk discussion with project partners.   Job Requirements Bachelor’s degree in engineering or science, finance, economics, accounting, or related field. Highly proficient in Excel, PPT, and Microsoft Office products. Experience in managing complex financial models using excel. Familiarity with project documents of operating assets/project companies etc. Good written and verbal communication skills, as well as analytical, problem solving, organizational and time management skills. Self-starter and proactive in making continuous improvements with motivation to learn. Experience within the electric power generation industry including asset management or operations roles is preferable.   Salary Range: $136,000 - $150,253 (May vary depending on knowledge, skills, and experience)
  • 15 Days Ago

T
Investment Analyst Sr
  • The J. Paul Getty Trust
  • Los Angeles, CA FULL_TIME
  • Investment Analyst Sr Job Family Accounting/Finance Type Regular Full-Time Position Status Getty Center Workplace Type Onsite Salaried/Hourly Salaried Hiring Pay Scale $128,381 - $166,893 Annually Sal...
  • 21 Days Ago

M
Sr. Investment Associate
  • March Capital
  • Santa Monica, CA FULL_TIME
  • Senior Investment Associate March Capital is a leading LA-based early-growth stage firm that backs inspiring entrepreneurs building mission-critical technology in pursuit of big outcomes. March invest...
  • 6 Days Ago

J
Investment Analyst Sr
  • J. Paul Getty Trust, The
  • Los Angeles, CA FULL_TIME
  • Diversity, Equity, Accessibility, and Inclusion at GettyGetty believes diversity, equity, accessibility and inclusion are essential to our excellence and to the execution of our mission. The Getty com...
  • 1 Month Ago

E
Portfolio Manager
  • East West Bank
  • Pasadena, CA FULL_TIME
  • Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams o...
  • 1 Month Ago

S
Portfolio Manager
  • Shuster Financial Group, LLC
  • Pasadena, CA FULL_TIME
  • Shuster Advisory Group, LLC is seeking an experienced portfolio manager who can add a fresh, unique perspective to our team. In this role, the portfolio manager will support the lifecycle of a large p...
  • 1 Month Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Investment Portfolio Manager, Sr. jobs found in Downey, CA area

T
Senior Acquisition Analyst
  • Tripalink
  • Los Angeles, CA
  • Tripalink is seeking an experienced Analyst to join our Acquisition team. We are seeking a motivated team player with a ...
  • 4/26/2024 12:00:00 AM

M
Sr. Financial Reporting Analyst, Asset Management
  • Manulife and John Hancock
  • Los Angeles, CA
  • We are a leading financial services provider committed to making decisions easier and lives better for our customers and...
  • 4/26/2024 12:00:00 AM

N
AVP- Wealth Advisor
  • NFP
  • Los Angeles, CA
  • Who We Are Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in A...
  • 4/26/2024 12:00:00 AM

P
Financial Advisor
  • Pure Financial Advisors Llc
  • Los Angeles, CA
  • Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement plann...
  • 4/26/2024 12:00:00 AM

G
Private Wealth Advisor
  • Gt Investment Management
  • Los Angeles, CA
  • Unhappy with your current RIA? Interested in higher payouts? Want access to a best-in-class, turnkey asset management pl...
  • 4/26/2024 12:00:00 AM

F
Regional Financial Analyst-Services
  • Franklin Energy
  • Los Angeles, CA
  • COMPANY Summary As a combined organization, Franklin Energy and AM Conservation Group is undertaking what is perhaps the...
  • 4/26/2024 12:00:00 AM

R
Senior Financial Analyst
  • Robert Half
  • Fullerton, CA
  • General Description Provides analytical support in fundamental FP&A activities, including preparation of monthly reporti...
  • 4/23/2024 12:00:00 AM

P
Senior Vice President of Finance
  • Proper Hospitality
  • Los Angeles, CA
  • Proper Hospitality is seeking a dynamic and experienced Senior Vice President of Finance to join our corporate team and ...
  • 4/22/2024 12:00:00 AM

Downey is a city located in southeast Los Angeles County, California, United States, 13 mi (21 km) southeast of downtown Los Angeles. It is considered part of the Gateway Cities. The city is the birthplace of the Apollo space program. It is also the home of the oldest still operational McDonald's restaurant in the world. As of the 2010 census, the city had a total population of 111,779. According to the United States Census Bureau, the city has a total area of 12.6 square miles (33 km2). 12.4 square miles (32 km2) of it is land and 0.2 square miles (0.52 km2) of it (1.27%) is water. The cities...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$160,061 to $265,810
Downey, California area prices
were up 3.2% from a year ago

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