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

LeoForce

Portfolio Banker/Manager (CRE)

Fullerton, CA · On-site

$130 - $170/hr

Senior Level Salary: $130,000 - $170,000 per year Job Summary The Portfolio Banker partners with Relationship Managers and the Regional Relationship Manager to evaluate the financial condition and ...

GHD Group

Portfolio Leader- Environment

Irvine, CA · On-site

As Portfolio Relationship Manager you will lead strategic planning for a defined client portfolio, identifying growth opportunities and aligning them with GHD's service offerings. You'll translate ...

GHD

Portfolio Leader- Environment

Irvine, CA · On-site

$150 - $247/hr

As Portfolio Relationship Manager you will lead strategic planning for a defined client portfolio, identifying growth opportunities and aligning them with GHD's service offerings. You'll translate ...

GHD

Portfolio Leader- Environment

Irvine, CA · Hybrid

As Portfolio Relationship Manager you will lead strategic planning for a defined client portfolio, identifying growth opportunities and aligning them with GHD's service offerings. You'll translate ...

City National Bank

Portfolio Analyst

Irvine, CA · On-site

$65K - $104K/yr

Act as the primary Portfolio Management team liaison with all Operations teams including New Accounts, Billing, Performance and Client Services * Transition / set up new client accounts * Analyze ...

FMB

Portfolio Banker

Fullerton, CA · On-site

$102.44 - $174.20/hr

The position requires experience in investor real estate underwriting and asset management, including preparation of credit memoranda and annual loan reviews. The Portfolio Banker supports the ...

City National Bank

Portfolio Analyst

Irvine, CA · On-site

$65 - $104/hr

Act as the primary Portfolio Management team liaison with all Operations teams including New Accounts, Billing, Performance and Client Services * Transition / set up new client accounts * Analyze ...

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All JobsPortfolio JobsPortfolio Manager JobsPortfolio Manager Jobs in Ladera Ranch, CA

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.
More about Portfolio Manager jobs

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:

Portfolio Manager jobs near you
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.

Portfolio Banker/Manager (CRE)

LeoForce

Fullerton, CA • On-site

$130 - $170/hr

Other

Retirement

Posted 4 days ago

Job description

Experience: Senior Level

Salary: $130,000 - $170,000 per year

Job Summary

The Portfolio Banker partners with Relationship Managers and the Regional Relationship Manager to evaluate the financial condition and credit needs of prospective and existing Commercial Real Estate (CRE) borrowers. This role is responsible for analyzing CRE financial statements, credit information, and supporting due diligence to assess the risk and return of financing opportunities.

The position requires experience in investor real estate underwriting and asset management, including preparation of credit memoranda and annual loan reviews. The Portfolio Banker supports the underwriting and structuring of complex loan products—such as bridge and construction loans—through analysis of rent rolls, borrower and property financials, cash flows, and valuations.

This role collaborates closely with clients, Relationship Managers, Credit Administration, and senior leadership to support credit approval and risk decisions. Post-closing responsibilities include monitoring financial reporting, covenant compliance, loan performance, and relevant market and property trends.

Knowledge, Skills and Abilities
  • Sound judgment and market awareness.
  • Strong time-management and organizational skills, with the ability to prioritize and manage multiple tasks.
  • Proficiency in Microsoft Office, particularly Excel and Word.
  • Clear and effective written and verbal communication skills in English.
  • Strong analytical and mathematical skills.
  • High level of attention to detail and accuracy.
  • Effective telephone and interpersonal communication skills.
  • Strong customer service orientation.
  • Demonstrated critical thinking and problem-solving abilities.
  • Ability to work independently as well as collaboratively.
  • Ability to multitask and adapt in a fast-paced environment.
  • Willingness and ability to actively listen and learn.
  • Ability to communicate persuasively when discussing products or services.
  • Ability to communicate respectfully and professionally with supervisors and colleagues.
  • Demonstrated ability and willingness to collaborate in a team-oriented environment and contribute to shared goals.
  • Equipment Operated
Education and Experience
  • Bachelor's degree required; degree in Business, Accounting, Finance, or a related discipline preferred.
  • Minimum 5-10 years of experience in a related field, with a strong emphasis on Commercial Real Estate underwriting and asset management, customer service, and credit portfolio management.
A bit about us

We are a well-established California bank that has been in operation for over 100 years

Why join us?
  • Strong benefits (M,D,V, and 401k)
  • Profit sharing contribution
  • Annual Bonus

Location: Fullerton,CA, US

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