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Portfolio Manager Jobs in San Ramon, CA (NOW HIRING)

Whittier Trust

SVP-Portfolio Manager

San Francisco, CA · On-site

$200K - $300K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Manage portfolios to achieve client objectives * Make and implement investment decisions * Maintain asset allocations within client guidelines and department policies * Participate in weekly and ...

Whittier Trust

SVP-Portfolio Manager

San Francisco, CA · On-site

$200K - $300K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Manage portfolios to achieve client objectives * Make and implement investment decisions * Maintain asset allocations within client guidelines and department policies * Participate in weekly and ...

Logitech

Category Portfolio Manager

San Jose, CA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Logitech

Category Portfolio Manager

San Jose, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Qcells

Sr. Manager, Portfolio Operations

San Francisco, CA · On-site

$164K - $205K/yr

This position reports to Portfolio Management Lead and or other senior management personnel that the President of the Company may designate. RESPONSIBILITIES: Demand Intake System * Connect the ...

Qcells

Sr. Manager, Portfolio Operations

San Francisco, CA · On-site

$164K - $205K/yr

This position reports to Portfolio Management Lead and or other senior management personnel that the President of the Company may designate. RESPONSIBILITIES: Demand Intake System * Connect the ...

Mechanics Bank

Senior Portfolio Manager

Palo Alto, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Trust Portfolio Senior Manager manages the investment portfolios of complex investment management agency and trust accounts. Performs all primary client contact and support for activities in ...

Mechanics Bank

Senior Portfolio Manager

Palo Alto, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Trust Portfolio Senior Manager manages the investment portfolios of complex investment management agency and trust accounts. Performs all primary client contact and support for activities in ...

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Showing results 21-40

All JobsPortfolio JobsPortfolio Manager JobsPortfolio Manager Jobs in San Ramon, CA

Portfolio Manager information

See San Ramon, CA salary details

$41.3K

$112.3K

$209.5K

How much do portfolio manager jobs pay per year?

As of Aug 18, 2026, the average yearly pay for portfolio manager in San Ramon, CA is $112,264.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,200.00 and $145,300.00 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 are the most commonly searched types of Portfolio jobs in San Ramon, CA?

The most popular types of Portfolio jobs in San Ramon, CA are:

What job categories do people searching Portfolio Manager jobs in San Ramon, CA look for?

The top searched job categories for Portfolio Manager jobs in San Ramon, CA are:

What cities near San Ramon, CA are hiring for Portfolio Manager jobs?

Cities near San Ramon, CA with the most Portfolio Manager job openings:

Portfolio Manager jobs near you
Infographic showing various Portfolio Manager job openings in San Ramon, CA as of August 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $112,264 per year, or $54 per hour.

Real Estate Portfolio Manager

Anthropic

San Francisco, CA

Full-time

Re-posted 15 days ago

Job description

We are seeking a senior Real Estate Portfolio Manager to join Anthropic's Workplace and Real Estate team to lead strategic planning, portfolio optimization, and a team of real estate professionals across our global footprint. This high-impact role will develop comprehensive real estate strategies, conduct rigorous market and financial analyses, and deliver executive-level recommendations to our CFO and senior leadership. The Real Estate Portfolio Manager will oversee a team including a Real Estate Program Manager and an Occupancy Planning/Lease Administration specialist, building a high-performing function that brings the strategic rigor and analytical sophistication of established corporate real estate organizations to our rapidly scaling AI company.

Responsibilities:

Strategy & Executive Communication

  • Develop comprehensive real estate strategy documents that synthesize market analysis, financial modeling, and location recommendations for CFO and executive leadership review

  • Lead strategic portfolio planning including scenario modeling for growth, market entry/exit decisions, and long-term footprint optimization

  • Create executive-level presentations and decision memos that translate complex real estate data into clear strategic recommendations

  • Conduct in-depth market analyses including competitive positioning, labor market dynamics, talent availability, and cost-of-occupancy comparisons across target markets

  • Build and maintain sophisticated financial models for real estate decisions including NPV analysis, lease vs. buy scenarios, and total cost of occupancy projections

  • Partner with Finance on capital planning, real estate budgeting, and investment justification for major portfolio decisions

Portfolio & Program Oversight

  • Develop location strategy frameworks that align real estate decisions with business unit requirements, talent strategy, and corporate objectives

  • Oversee occupancy planning and demand forecasting efforts, translating headcount projections into actionable space requirements and timing recommendations

  • Direct lease administration strategy including portfolio risk assessment, lease restructuring opportunities, and critical obligation management

  • Establish portfolio performance metrics and reporting frameworks that provide executive visibility into real estate investments and outcomes

  • Partner with external advisors (brokers, consultants, legal) to execute strategic initiatives and negotiate favorable terms

  • Identify portfolio optimization opportunities including consolidation, expansion, or repositioning strategies that enhance operational efficiency and reduce costs

Team Leadership

  • Manage and develop a team of two direct reports: a Real Estate Program Manager and an Occupancy Planning/Lease Administration specialist

  • Set clear goals and priorities for the team, ensuring alignment with broader real estate and company objectives

  • Provide coaching, mentorship, and professional development opportunities to build team capabilities

  • Foster a collaborative, high-performance culture that emphasizes quality, accountability, and continuous improvement

  • Allocate resources effectively across strategic initiatives and operational demands

You may be a good fit if you:

  • Have 10+ years of progressive experience in corporate real estate strategy, portfolio management, or real estate finance, with at least 3-5 years in a people management role

  • Have a proven track record of developing and presenting real estate strategies to executives

  • Possess sophisticated financial modeling skills including NPV, IRR, scenario analysis, and total cost of occupancy methodologies

  • Have deep expertise in market analysis including labor economics, competitive positioning, and location strategy development

  • Are an exceptional writer who can synthesize complex analyses into compelling strategic narratives and executive-ready documents

  • Have demonstrated success building and leading high-performing teams

  • Have experience managing portfolios of significant scale and complexity across multiple geographies

  • Can operate with autonomy and drive strategic initiatives with minimal direction

  • Have strong executive presence and can confidently present recommendations to senior leadership

  • Thrive in fast-paced, high-growth environments where you can build processes and frameworks from the ground up

Strong candidates may also:

  • Have experience in high-growth technology companies navigating rapid scaling challenges

  • Hold an MBA or advanced degree in real estate, finance, or related field

  • Have relevant certifications such as CoreNet MCR or CCIM

  • Bring consulting experience from firms specializing in corporate real estate strategy

  • Have experience with international market entry and global portfolio optimization

  • Have led major strategic initiatives such as headquarters relocations, portfolio consolidations, or market expansions

Apply