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Portfolio Manager Jobs in Santa Rosa, CA (NOW HIRING)

The Duckhorn Portfolio

Paraduxx Harvest Intern

Napa, CA · On-site

$21 - $25/hr

The Duckhorn Portfolio is North America's premier luxury wine company. We were established in 1976 ... management practices (punch-downs, pump-overs). • Follow sanitation protocols for equipment ...

BANK OF MARIN

Trust Officer

Novato, CA · On-site

$99K - $146K/yr

This role is responsible for managing and growing a portfolio of fiduciary and agency relationships while delivering exceptional service to clients, beneficiaries, and professional advisors. As a ...

Fior Di Sole LLC

Marketing Manager

Napa, CA · On-site

$100K - $125K/yr

Own brand strategy and management for the Fior di Sole portfolio, including brand positioning, annual marketing plans, budgets, growth strategies, and key initiatives. * Develop brand identities ...

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All JobsPortfolio JobsPortfolio Manager JobsPortfolio Manager Jobs in Santa Rosa, CA

Portfolio Manager information

See Santa Rosa, CA salary details

$40.5K

$109.8K

$205K

How much do portfolio manager jobs pay per year?

As of Aug 21, 2026, the average yearly pay for portfolio manager in Santa Rosa, CA is $109,834.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,600.00 and $142,100.00 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.
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Portfolio Manager jobs near you
Infographic showing various Portfolio Manager job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $109,834 per year, or $52.8 per hour.

Senior Director, Strategic Planning and Portfolio Management

Keysight Technologies

Santa Rosa, CA • On-site

Full-time

Re-posted 26 days ago

Keysight Technologies rating

8.1

Company rating: 8.1 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

50th of 159 rated electronics manufacturers

Job description

Job Summary:
Keysight Technologies is a leader in technology innovation, specializing in electronic design and test solutions. The Senior Director, Strategic Planning and Portfolio Management will lead the strategy and portfolio management for the radio frequency test and measurement business, ensuring alignment with corporate goals and guiding investment across product lines.
Responsibilities:
• Set a multi‑year strategy for the radio frequency portfolio that aligns with corporate goals and market realities.
• Own portfolio choices across the three product lines, including platform strategy, modular architectures, software, and services.
• Build market maps and customer segmentation; size opportunities; develop scenarios and investment plans.
• Establish a system for competitive and technology intelligence and convert insights into action.
• Drive annual and quarterly portfolio reviews.
• Represent the portfolio in executive and board reviews with concise narratives grounded in data.
• Lead a high‑performing global team of product managers, strategy analysts, and program leaders; hire, coach, and develop talent.
• Engage directly with strategic customers, standards groups, and partners to inform roadmaps and secure design wins.
• Support mergers, acquisitions, and partnerships, from target scans through diligence and integration planning.
• Track performance through clear key performance indicators, including revenue growth, gross margin, product vitality dashboards.
Qualifications:
Required:
• Fifteen or more years in radio frequency test and measurement or adjacent sectors such as wireless systems, semiconductor test, or aerospace and defense communications.
• Ten or more years in product management, portfolio strategy, or general management.
• Proven record of launching and scaling instruments and associated software.
• Direct experience shaping platform and module strategies that balance reuse, differentiation, and cost.
• Demonstrated success turning market and customer insight into prioritized roadmaps and commercial results.
• Global experience working across regions and cultures.
• Bachelor of Science in Electrical Engineering, Physics, or a related field required.
• Strategic thinking and business acumen, including market analysis, opportunity sizing, and investment allocation.
• Executive‑level communication, including clear written narratives, compelling presentations, and confident delivery in high‑stakes forums.
• Analytical rigor, financial fluency, and proficiency with modeling for pricing, margin, and unit economics.
• Technical depth in radio frequency measurement and instrumentation sufficient to challenge assumptions and make sound trade‑offs.
• Customer orientation and the ability to translate use cases into precise requirements.
• Leadership that sets direction, builds followership, and drives accountability in a matrix environment.
• Program leadership across hardware, firmware, software, and applications, with disciplined risk management.
• Operational discipline, including stage‑gate governance, metrics, and continuous improvement.
Preferred:
• Master of Science in Electrical Engineering or Physics preferred.
• Master of Business Administration is a plus.
Company:
Keysight Technologies is an electronic measurement company. Founded in 1939, the company is headquartered in Santa Rosa, USA, with a team of 10001+ employees. The company is currently Late Stage.

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