Investment Portfolio Manager, Sr. jobs in San Francisco, 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)

V
Product Portfolio Insights & Analytics (Sr. Manager)
  • Visa
  • Foster, CA FULL_TIME
  • Job Description

    The Value-Added Services organization creates and delivers products to Visa clients and accelerates the seamless delivery of our products into markets. We are at the core of Visa’s overall vision to be the best way to pay and be paid for everyone, everywhere. We are fueled by a diverse team of talented team-members who continuously raise the bar on delivering best-in-class products and services to people all over the world.

    The VAS Portfolio Operations team is accountable for managing, prioritizing, and commercializing the entire portfolio of Visa’s Value-Added Services offerings and we are looking for a dedicated and detail-oriented Portfolio Insights & Analytics Sr. Manager to join the VAS Portfolio Operations Team. In this role, you will enable better decision making with data and you will be responsible for gathering, extracting, manipulating, analyzing and modelling data. In addition, you will create compelling and accurate dashboards, visuals, charts and other designs that convey lean portfolio insights, data analysis and thought leadership across a variety of formats. As part of this role, you will partner closely with the members of the team, as well as with external stakeholders, including the central owner of all the transformation dashboards. Close partnership, collaboration and alignment will be key to be successful in this role.

    Key Responsibilities:

    Develop and implement data-driven insights and analytics for lean/agile portfolio management

    Lead problem solving sessions to develop those analytical solutions that help the VAS organization make data driven decisions

    Independently partner with cross-functional business and technical teams to deliver reports that include data insights, interesting trends and opportunities, and answer key business questions.

    Lead reporting automation requirements gathering for report/dashboard automation.

    Drive detailed data analysis including the identification of data sources and data elements, as well as detailed metrics calculations

    Assist in developing documentation around system integration, data flows, data dictionary, user guides and best practices.

    Obtain data steward approvals for data access for various data sources and help establish connectivity of data sources with the data warehouse and data lake.

    Support the creation of UX wireframes as well as the actual reports and dashboards and perform appropriate quality checks to ensure accuracy.

    This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

  • 13 Days Ago

F
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...
  • 10 Days Ago

E
Portfolio Manager
  • East West Bank
  • San Francisco, 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...
  • 20 Days Ago

E
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...
  • 8 Days Ago

E
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...
  • 9 Days Ago

C
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...
  • 18 Days Ago

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

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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 ...
  • 3/27/2024 12:00:00 AM

H
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 ...
  • 3/27/2024 12:00:00 AM

C
Director of Finance
  • Conard House
  • San Francisco, CA
  • Job Description Job Description ORGANIZATION AND PROGRAM: Conard House is a nonprofit organization creating communities ...
  • 3/27/2024 12:00:00 AM

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Senior Portfolio Compliance Analyst
  • Franklin Templeton
  • San Mateo, CA
  • At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients ac...
  • 3/27/2024 12:00:00 AM

A
CFP or CFA Wealth Advisor - Wealth Advisory / Financial Planning Experience Required
  • Analog Capital Partners
  • Company Description Analog Capital Partners centralizes investments, planning, and professional services for individuals...
  • 3/26/2024 12:00:00 AM

A
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...
  • 3/26/2024 12:00:00 AM

F
VP II, Community Development Finance - CA Lending
  • First Citizens Bank
  • San Francisco, CA
  • Overview: The Community Development Finance (“CDF”) team of First-Citizens Bank & Trust Company (the “Bank”), is respons...
  • 3/25/2024 12:00:00 AM

R
Acquisition Analyst/Associate
  • Riaz Capital
  • Oakland, CA
  • Our Company: Riaz Capital is an Oakland, California based fully integrated development, investment, and asset management...
  • 3/25/2024 12:00:00 AM

San Francisco is located on the West Coast of the United States at the north end of the San Francisco Peninsula and includes significant stretches of the Pacific Ocean and San Francisco Bay within its boundaries. Several picturesque islands—Alcatraz, Treasure Island and the adjacent Yerba Buena Island, and small portions of Alameda Island, Red Rock Island, and Angel Island—are part of the city. Also included are the uninhabited Farallon Islands, 27 miles (43 km) offshore in the Pacific Ocean. The mainland within the city limits roughly forms a "seven-by-seven-mile square", a common local collo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$180,176 to $299,207
San Francisco, California area prices
were up 4.5% 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