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Portfolio Manager Jobs in Ladera Ranch, CA (NOW HIRING)

Portfolio Manager

Irvine, CA · On-site

$88K - $165K/yr

Portfolio Management * Credit Risk Assessment * Banking Operations * Microsoft Office Expert level of proficiency: * Financial analysis Salary : $88,800.00 - $165,600.00 Pay Type: Salaried The above ...

Portfolio Manager

Irvine, CA · On-site

$80K - $100K/yr

Responsible for underwriting, reviewing, and managing assigned loan portfolio while providing support to the relationship managers/loan team by analyzing financial statement, preparing credit ...

As a Junior Portfolio Manager, you'll move Pacific Life, and your career, forward by playing a key role in supporting portfolio construction, risk monitoring, and investment idea generation within ...

Client Portfolio Manager

Irvine, CA · On-site

$120K - $170K/yr

The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction, and performance management for a dedicated client segment within a large, multi-team RIA firm. This ...

PWM Portfolio Manager

Irvine, CA · Hybrid

$170K - $225K/yr

Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing, managing, and retaining client ...

Client Portfolio Manager

Irvine, CA · On-site

$120K - $170K/yr

The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction, and performance management for a dedicated client segment within a large, multi-team RIA firm. This ...

IT Portfolio Manager

Irvine, CA · Hybrid

$114K - $141K/yr

The IT Portfolio Manager is responsible for supporting portfolio planning, capacity management, financial reporting, and delivery planning activities across assigned IT portfolios. This role partners ...

Territory Portfolio Manager

Irvine, CA · On-site

$142K - $178K/yr

The Territory Portfolio Manager reports to the Territory Vice President and is responsible for driving portfolio growth (Conversions, Portfolio Protection, Recoveries, Price Adjustments, and ...

Territory Portfolio Manager

Irvine, CA · On-site

$142.80 - $178.60/hr

The Territory Portfolio Manager will also be responsible for all associated Key Performance Indicators defined for Repair sales. This role facilitates Territory and Corporate portfolio growth ...

What you'll do Manage and optimise the corporate real estate portfolio across North and South America, leading transaction execution and stakeholder engagement to deliver cost-effective, flexible ...

Our new Category Portfolio Manager will partner closely with sales, global teams, and supply chain to drive the achievement of key performance indicators ( revenue, margin, profitability, and market ...

Portfolio Manager - Irvine, CA

Irvine, CA · On-site

$117K - $144K/yr

Responsible for managing and servicing a portfolio of existing loan relationships. * Responsible for expanding and building relationships resulting in excellent customer satisfaction. * Responsible ...

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Showing results 1-20

Portfolio Manager information

See Ladera Ranch, CA salary details

$39.3K

$106.8K

$199.3K

How much do portfolio manager jobs pay per year?

As of Sep 6, 2026, the average yearly pay for portfolio manager in Ladera Ranch, CA is $106,790.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,600.00 and $138,200.00 per year, depending on experience, location, and employer.

What does a portfolio manager do?

A Portfolio Manager is responsible for making investment decisions and managing a collection of assets or securities on behalf of clients, such as individuals or institutions. They analyze market trends, assess risk, and develop strategies to achieve specific financial goals. Portfolio Managers regularly review and adjust investment holdings to maximize returns and minimize risks according to the client's objectives and constraints.

What does a portfolio manager do?

A portfolio manager manages funds and investment strategies on behalf of a client. They may research and develop strategies for individuals or institutional investors, such as pension funds, or governmental entities, such as states municipalities. Although a portfolio manager has some sales duties, their primary responsibilities are as a financial research analyst, as they determine the amount of risk to which a client is willing to be exposed. This position is commonly found at investment banks or similar financial institutions. Qualifications to become a portfolio manager include a bachelor’s degree in statistics, economics, finance, or a related field as well as any relevant professional licenses.

What are some common challenges portfolio managers face when balancing multiple client portfolios?

Portfolio Managers often juggle multiple client accounts simultaneously, each with distinct investment goals, risk tolerances, and time horizons. One of the main challenges is maintaining clear communication with clients to understand their evolving objectives while ensuring that portfolio allocations remain aligned with market conditions and compliance standards. Additionally, Portfolio Managers must stay updated on market trends, manage performance reporting, and coordinate with analysts, traders, and compliance teams. Effective time management, strong analytical skills, and adaptability are essential to handle these complexities successfully.

What are the key skills and qualifications needed to thrive as a portfolio manager, and why are they important?

To thrive as a Portfolio Manager, you need strong analytical abilities, financial modeling expertise, and a solid educational background in finance or economics, often complemented by a CFA or MBA. Familiarity with portfolio management software, Bloomberg Terminal, and risk assessment tools is crucial for effective asset allocation and performance tracking. Excellent communication, decision-making, and relationship-building skills help you interact with clients and stakeholders. These competencies are vital for making informed investment decisions, managing risk, and building client trust in a competitive financial environment.

What is the difference between Portfolio Manager vs Financial Analyst?

AspectPortfolio ManagerFinancial Analyst
Required CredentialsTypically CFA, CFP, or similar certificationsOften CFA, CPA, or relevant finance degrees
Work EnvironmentInvestment firms, asset management companies, banksCorporations, investment banks, consulting firms
Employer & Industry UsageFocus on managing investment portfolios for clients or firmsFocus on analyzing financial data to support investment decisions

While both roles require strong financial knowledge and certifications like CFA, Portfolio Managers primarily oversee investment portfolios and make strategic decisions, whereas Financial Analysts focus on analyzing data to inform those decisions. The roles often work closely but differ in scope and responsibilities.

How much do portfolio managers make?

Portfolio managers typically earn a median annual salary ranging from $80,000 to over $200,000, depending on experience, location, and the size of the firm. Compensation often includes bonuses and performance-based incentives, especially in investment firms or hedge funds. Senior or specialized portfolio managers tend to earn higher salaries and bonuses.

Is a portfolio manager a high position?

A portfolio manager is generally considered a high-level position within finance and investment firms, responsible for making investment decisions and managing client assets. The role often requires extensive experience, strong analytical skills, and relevant certifications such as the CFA. It is typically a senior role with significant responsibility and influence within an organization.

What is the role of a portfolio manager?

A portfolio manager is responsible for overseeing investment portfolios to meet clients' financial goals. They analyze market trends, select assets, and make buy or sell decisions, often using financial tools and analysis skills. Their work involves continuous monitoring and adjusting of investments to optimize performance and manage risk.

What qualifications do you need to be a portfolio manager?

A portfolio manager typically needs a bachelor's degree in finance, economics, or a related field, along with relevant work experience in investment management. Professional certifications such as the Chartered Financial Analyst (CFA) designation are highly valued. Strong analytical skills, knowledge of financial markets, and proficiency with investment tools are also important.

What job categories do people searching Portfolio Manager jobs in Ladera Ranch, CA look for?

The top searched job categories for Portfolio Manager jobs in Ladera Ranch, CA are:

What cities near Ladera Ranch, CA are hiring for Portfolio Manager jobs?

Cities near Ladera Ranch, CA with the most Portfolio Manager job openings:

Infographic showing various Portfolio Manager job openings in Ladera Ranch, CA as of August 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $106,790 per year, or $51.3 per hour.

Junior Portfolio Manager

Pacific Asset Management, LLC

Newport Beach, CA • On-site

$152 - $186/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago


Job description

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Junior Portfolio Manager to join our Investment Grade Fixed Income team in Newport Beach, CA. As a Junior Portfolio Manager, you’ll move Pacific Life, and your career, forward by playing a key role in supporting portfolio construction, risk monitoring, and investment idea generation within our Investment Grade Portfolio Management Team. Working closely with Portfolio Managers, Traders, and Credit Analysts, you’ll contribute to investment decisions through relative value analysis and the synthesis of fundamental credit views into portfolio positioning and security selection.

How you’ll help move us forward
  • Assist Portfolio Managers in portfolio construction, positioning, and risk management by analyzing and monitoring portfolio exposures, evaluating relative value opportunities and recommending trade or optimization ideas.
  • Evaluate issuer, sector and market developments across investment grade credit markets and communicate actionable insights to support investment decisions and portfolio strategy.
  • Support Senior Portfolio Managers in evaluating issuer‑specific risks and opportunities by collaborating with Credit Analysts and contributing to the synthesis of fundamental credit views into actionable portfolio positioning.
  • Support Senior Portfolio Managers and Traders in implementing investment decisions by monitoring trade execution, evaluating the impact of transactions on investment targets, portfolio positioning, and credit exposures, and maintaining key portfolio metrics to assess trading activity and portfolio outcomes.
  • Partner with the Quantitative and Data Science Analyst, Investment Accounting and Operations to ensure investment data, portfolio analytics, and portfolio management tools are accurate, reliable and aligned with the needs of the Portfolio Management team.
  • Present and communicate ideas, portfolio insights, and market observations to Portfolio Managers, Traders, and Credit Analysts to support portfolio strategy and investment decision making.
The experience you bring
  • Minimum of 5 years of experience portfolio management, trading, risk management, or a related analytical role within capital markets.
  • Strong understanding of fixed income markets, portfolio construction principles, mathematical and statistical principals, and risk management concepts.
  • Experience supporting portfolio management activities through market analysis, portfolio monitoring, risk assessment, and investment implementation.
  • Excellent communication skills, with the ability to clearly present investment views, portfolio insights and market developments across the organization.
  • Highly organized, detail‑oriented, and capable of managing multiple priorities in a fast‑paced environment.
  • Bachelor’s degree in Finance, Mathematics, Economics, or a related field; advanced degree or CFA designation or progress toward the CFA is preferred.
What makes you stand out
  • Direct experience within the investment grade credit market #LI-AJ1

Base Pay Range: The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

$152,010.00 - $185,790.00

Your Benefits Start Day 1
  • Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
  • Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
  • Paid Parental Leave as well as an Adoption Assistance Program
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Pacific Life is more than a job – it’s a career with purpose. For nearly 160 years, we’ve helped people protect their financial futures through strength, stability, and innovation. Join us to make a meaningful impact and build a career where you can thrive. Learn more. Pacific Life's success is driven by our people. We create, embrace and sustain an inclusive workplace where all employees are respected and supported throughout their career. Our values inspire and direct our actions shaping the vibrant culture we proudly uphold. Learn more.

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