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

Preferred Bank

Portfolio Manager

Tarzana, CA · On-site

Responsible for underwriting, reviewing, and managing an assigned CRE loan portfolio. In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new ...

BMO Capital Markets

Portfolio Manager

Los Angeles, 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 ...

Arixa Capital

Loan Portfolio Manager

Los Angeles, CA · Hybrid

The Loan Portfolio Manager ensures borrowers remain compliant with loan terms, monitor risk, coordinates post-origination activity, and partners with internal departments and external stakeholders to ...

US Bank

PWM - Portfolio Manager

Beverly Hills, 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 ...

U.S. Bank

PWM - Portfolio Manager

Woodland Hills, CA · On-site

$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 ...

US Bank

PWM - Portfolio Manager

Los Angeles, 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 ...

Cathay Bank

FVP, Portfolio Manager

Woodland Hills, CA · On-site

$142K - $166K/yr

Video Clip 1 Video Clip 2 Video Clip 3 GENERAL SUMMARY Portfolio Manager ("PM") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns ...

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Portfolio Manager information

See Stevenson Ranch, CA salary details

$37.6K

$102K

$190.4K

How much do portfolio manager jobs pay per year?

As of Aug 31, 2026, the average yearly pay for portfolio manager in Stevenson Ranch, CA is $102,032.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $132,000.00 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 Stevenson Ranch, CA?

The most popular types of Portfolio jobs in Stevenson Ranch, CA are:

What are popular job titles related to Portfolio Manager jobs in Stevenson Ranch, CA?

For Portfolio Manager jobs in Stevenson Ranch, CA, the most frequently searched job titles are:

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

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

Portfolio Manager jobs near you
Infographic showing various Portfolio Manager job openings in Stevenson 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 $102,032 per year, or $49.1 per hour.

Portfolio Manager

Preferred Bank

Tarzana, CA • On-site

Full-time

Re-posted 24 days ago

Job description

Responsible for underwriting, reviewing, and managing an assigned CRE loan portfolio.  In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships.  Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines. 

QUALIFICATIONS:

  • Bachelor’s degree in business administration or related field preferred.
  • Minimum 5 years of underwriting experience in lending. 
  • Excellent communication skills, both verbal and written.
  • Excellent leadership and decision-making skills.
  • Strong analytical and problem-solving skills.

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