Investment Portfolio Manager, Sr. jobs in Pomona, 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
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)
- 13 Days Ago
Investment Analyst Sr
- The J. Paul Getty Trust
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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...
- 19 Days Ago
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...
- 4 Days Ago
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
Portfolio Manager
- East West Bank
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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
Portfolio Manager
- Shuster Financial Group, LLC
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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
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0 Investment Portfolio Manager, Sr. jobs found in Pomona, CA area
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
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...
- 4/23/2024 12:00:00 AM
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...
- 4/23/2024 12:00:00 AM
Portfolio Analyst
- First Financial Equipment Leasing - Ja Mitsui Leasing Group
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Orange, CA
- General Overview Portfolio Analyst, Orange, CA As a Portfolio Analyst, you will make ample use of your existing analytic...
- 4/23/2024 12:00:00 AM
Portfolio Analyst
- First Financial Equipment Leasing - JA Mitsui Leasing Group
-
Orange, CA
- General Overview —Portfolio Analyst, Orange, CA As a Portfolio Analyst, you will make ample use of your existing analyti...
- 4/22/2024 12:00:00 AM
Acquisitions Associate - Multifamily (Semi-Remote)
- Advice Personnel
-
Irvine, CA
- Real Estate Acquisitions Associate Multifamily (Semi-Remote) A prominent national real estate investment and management ...
- 4/22/2024 12:00:00 AM
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...
- 4/21/2024 12:00:00 AM
Acquisitions Associate – Multifamily (Semi-Remote)
- Advice Personnel
-
Irvine, CA
- Real Estate Acquisitions Associate – Multifamily (Semi-Remote) A prominent national real estate investment and managemen...
- 4/20/2024 12:00:00 AM
About Pomona, California
Pomona (/pəˈmoʊnə/) is a city in Los Angeles County, California, United States. Pomona is located in the Pomona Valley, between the Inland Empire and the San Gabriel Valley. As of the 2010 United States Census, the city's population was 149,058.
Pomona is 30 miles (48 km) east of the Los Angeles area of Los Angeles County in the Pomona Valley, located at 34°3′39″N 117°45′21″W / 34.06083°N 117.75583°W / 34.06083; -117.75583 (34.060760, -117.755886). According to the United States Census Bureau, the city has a total area of 22.964 square miles (59.48 km2), over 99% of it land.
Pomona is appro...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$159,773 to $265,331
Pomona, California area prices
were up 3.2% from a year ago
were up 3.2% 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