Investment Portfolio Manager, Sr. jobs in Lancaster, 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)

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Portfolio Implementation Associate
  • 320 Kayne Anderson Rudnick Investment Management, LLC
  • Los Angeles, CA FULL_TIME
  • Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. Job Description DUTIES AND RESPONSIBILITIES: (generally representative of the nature and level of work assigned and are not necessarily all inclusive) Assist with administrative management of accounts: Verify accuracy and suitability of client new account paperwork Monitor Sponsor platforms and e-mails for account activity, withdrawals, deposits, etc. Generate various reports for WRAP Trading and Portfolio Management Associate teams Document and file paperwork Maintain Program trade database and WRAP sponsor list Coordinate and respond to sponsor inquiries Distribute client paperwork to necessary parties Review: quarterly and annual SOIs; Fidelity/Schwab daily alerts; various daily reports for Portfolio Management Associates; quarterly MSCI report for changes Risk Management Review Program trades for all accounts Reconcile strategy models Generate and review strategy drift reports Keep current on Corporate Actions that impact the portfolios Trading: Communicate Strategy Models to Model only Sponsors Monitor trading activity/execution and order allocation Investigate allocation issues Liaison between Institutional Trading and PMA Liaison between Institutional Trading and WRAP Trading Coordinate Step-out Trades with Operations Key contact for settlements Miscellaneous: Work with other PMAs and WRAP Traders on ad hoc projects Assist in tailoring system upgrades and developments to team’s needs This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required for the position. Other duties may be assigned from time to time by management. The percentage of time for each duty or responsibility may vary in response to business needs. MINIMUM QUALIFICATIONS: (education, experience, certifications, licenses & skills required) 2 to 4 years relevant investment experience Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.) Ability to competently handle multiple projects and/or tasks simultaneously and meet deadlines Strong organizational skills, attention to both detail and the big picture Microsoft Office (Word, Excel, Outlook, Access, Explorer) Proficiency in the following programs or systems would be a plus: Bloomberg, Charles River, GWP, Factset, Vestek, Fiserv APL & MMS Strong communication skills Able to work as a team Perform well under pressure Proactive and inquisitive about markets, financial theory, investment management industry In addition to Vacation, PTO benefits and a generous 401(k) company match, KAR is proud to offer its employees benefits: Competitive Pay Medical, Dental, and Vision Insurance Life and Disability Insurance Health Savings Account with a Company Match Flexible Spending Accounts including Dependent Care Wellness Program Tuition Reimbursement 24-Hour Employee Assistance Program Adoption Assistance Paid Family Care Time Paid Volunteer days Paid parking Gym onsite Fully stocked kitchen- lunch provided Hybrid 3/2 remote (subject to change) KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients. We are currently seeking candidates who possess the skills, vision, and determination to excel in their chosen fields. Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring. KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For additional general information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com. Salary Range: $67,000- $92,000 The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. #KAR #LI-BS1 Virtus Investment Partners is a premier provider of investment solutions to individuals, financial advisors, and institutions. We aim to offer distinguished strategies and original perspectives to help our clients achieve better outcomes. Please click on the link to review the notice.
  • 18 Days Ago

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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...
  • 19 Days Ago

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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...
  • 1 Month Ago

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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...
  • 21 Days Ago

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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...
  • 22 Days Ago

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Portfolio Manager
  • Cox
  • Los Angeles, CA FULL_TIME
  • , CA, United States19936_R202335983_0Cox AutomotiveCox Automotive is hiring a Portfolio Manager to support the San Francisco Market. The Portfolio Manager is responsible for managing and growing our $...
  • 3 Days Ago

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

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Compounder (Night Shift 12 hour)
  • The Judge Group
  • San Fernando, CA
  • HELP US BRING THE GIFT OF HEALTH TO LIFE.Working at Pharmavite is an experience like no other. With a focus on complete ...
  • 3/28/2024 12:00:00 AM

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ACE Program Manufacturing Leader (Rotation)
  • The Judge Group
  • San Fernando, CA
  • HELP US BRING THE GIFT OF HEALTH TO LIFE.Working at Pharmavite is an experience like no other. With a focus on complete ...
  • 3/28/2024 12:00:00 AM

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Engineer, Operations (Day Shift)
  • The Judge Group
  • San Fernando, CA
  • HELP US BRING THE GIFT OF HEALTH TO LIFE.Working at Pharmavite is an experience like no other. With a focus on complete ...
  • 3/28/2024 12:00:00 AM

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Tableting, Compressing Operator (12 hour Night Shift)
  • The Judge Group
  • San Fernando, CA
  • HELP US BRING THE GIFT OF HEALTH TO LIFE.Working at Pharmavite is an experience like no other. With a focus on complete ...
  • 3/28/2024 12:00:00 AM

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Client Advisor / Fiduciary Advisor, Vice President (S. Pasadena)
  • International Search Consultants
  • Pasadena, CA
  • Client Advisor/Fiduciary Advisor South Pasadena, CA and Newport Beach, CA ISC's team of Financial Services Recruiters ar...
  • 3/27/2024 12:00:00 AM

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Senior Chemist (Chemist II)
  • The Judge Group
  • San Fernando, CA
  • HELP US BRING THE GIFT OF HEALTH TO LIFE.Working at Pharmavite is an experience like no other. With a focus on complete ...
  • 3/27/2024 12:00:00 AM

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Wealth Advisor - CFP
  • Judson Group
  • Pasadena, CA
  • Judson Group has been retained by an exponentially growing RIA in the search for a Wealth Advisor - CFP. This individual...
  • 3/24/2024 12:00:00 AM

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Portfolio Manager
  • Shuster Advisory Group, LLC
  • Pasadena, CA
  • Job Description Job Description Shuster Advisory Group, LLC is seeking an experienced portfolio manager who can add a fr...
  • 3/24/2024 12:00:00 AM

Lancaster /ˈlæn.kæstər/ is a charter city in northern Los Angeles County, in the Antelope Valley of the western Mojave Desert in Southern California. As of 2013, Lancaster was the 31st largest city in California. Lancaster is part of a twin city complex with its southern neighbor Palmdale and together they are the principal cities within the Antelope Valley region. Lancaster is located approximately 61 miles (98 km) north (by highway) of downtown Los Angeles, near the Kern County line. It is separated from the Los Angeles Basin by the San Gabriel Mountains to the south, and from Bakersfield a...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$160,962 to $267,300
Lancaster, 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