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  • Commercial Portfolio Manager

    Windsor Management 4.6company rating

    Portfolio manager job in Fremont, CA

    At Windsor Management, we're constantly expanding and seeking talented individuals to join our growing team. This position is open year-round to support our continued growth and ensure we attract top talent whenever you're ready to make your next career move. The compensation for this role is commensurate with the cost of living in the Bay Area. The compensation will be adjusted to reflect the standard of living in the applicant's location. Commercial Portfolio Manager - Growth Position An Ideal Candidate You're the one people go to when nobody else can solve a problem. People follow your ideas because you have repeatedly earned their trust. You can convince others, not because you are trying to sell something, but because you truly believe your output and have done your homework. You are described as a problem solver, collaborative, responsive, and customer service oriented. Our Service In an ideal world, tenants would pay their rent on time, buildings would never have any issues, and the building owners could ride off into the sunset. The world isn't ideal. Rents are late. Things break. Help is needed. That is where we step in. Windsor provides a white glove service so owners can still ride off into the sunset. About Windsor At our core, we are our people. Our mission is to be the premier company for a commercial property management career. We want talented teammates with whom we can work and win together. We do constant training, both structured and informal, to always make ourselves better. We strike the balance on speed and accuracy, owning our work through responsibility and delegation versus collaboratively relying on each other as a high trust team, and solidifying procedures and establishing new ones. We know employees may leave our company over time, but we want to create an environment so amazing that it never crosses your mind. But if you do leave, we want you to know the value of the skills and development gained at Windsor so you can continue to thrive. With the best people both doing our own work and chipping in to make Windsor and each other better, Windsor can continue to thrive and grow which creates more opportunities for everyone to develop. Windsor Growth Our reputation drives our growth. Our growth has been 100% word of mouth referrals from happy clients and vendors. It is a testament to our collective, quality output and a testament to the staff we hire. Windsor was recognized in the Top 100 Fastest Growing Companies in the Bay Area in 2025, 2024, 2023 and 2022. What Success Looks Like for You It is valuable for new Portfolio Managers (PMs) to get up to speed steadily and we want you to take the time to invest in skills and development as you learn our processes. You will start with roughly a third of a normal portfolio and grow into a full portfolio over six months. We do not manage to KPIs. Instead, we lead through communication and trust. How the workload is; how the buildings are doing; your ability to handle more complex and challenging buildings. Collectively the team knows which PMs they can go to with questions. They know who always delivers for their owners. They know who can solve the hardest, trickiest problems. That is how we define success. Tangible Background Skills Needed for the Portfolio Manager Position Thorough understanding of lease terms, lessor and lessee responsibilities, and CAM estimates and reconciliation calculations Knowledge of buildings, structures, and systems Construction management and project management Accrual accounting Ability to balance “owning” your portfolio yourself with collaborative teamwork Benefits At Windsor, we are committed to the well-being of our staff. - Federal Holidays: We observe the 11 Federal Holidays and close our office. - Vacation PTO: There are 15 earned days of vacation PTO in your first year, stepping up to 20 days thereafter. - Sick PTO: We have our standard 5 sick PTO days per year. - Windsor Days PTO: Between the Federal Holidays, Vacation PTO, and Sick Days, you will have 31 guaranteed days of vacation per year for your first year, increasing to 36 days in your second year. This does not include Windsor days. We may also observe Windsor days, which are days we close the office early. For example, a half day on the day before Thanksgiving, a half day on Christmas Eve, a half day on New Year's Eve, etc. However, Windsor Days are not guaranteed to be offered on an annual basis. The offering of Windsor Days depends on the needs of the business! - Medical & HRA Card: We offer our team a medical plan and an HRA Card! Those who enroll in our medical plan will get Windsor's coverage for their first $4,300 (if participating as an individual) or first $8,600 (if participating as a family). - Vision and Dental: We offer our team a vision and dental plan! - 401k Plan: We offer a 401k plan with company matching via Guideline. Your contributions vest immediately, and Windsor will match 100% of the first 3% of your salary and 50% of the next 2% of your salary (so if you contribute 5%, Windsor matches 4% of your salary). - FSA Dependent: We offer an FSA Dependent care that you can choose to participate in up to the federal maximum of $7,500. - FSA Medical: We offer an FSA Medical care that you can choose to participate in up to the federal maximum of $3,400. - Life Insurance: Employer-sponsored life and LTD plans are available, including a level with guaranteed coverage. You pay the premiums if you participate but it is done on a pre-tax basis. - Long Term Disability: Benefit Amount: 60% of pre-disability monthly earnings up to $10,000 per month. - Benefits Consultant: We are partnered with Cavignac, so our team has a Benefits advisor! Other Fun Facts About Windsor Management - We care A LOT about investing in our teams! For the last two years (2024-2026), we have been certified as a Great Place to Work ! - We're growing! We won Top 100 Fastest Growing San Francisco Businesses by the SF Times in 2022, 2023, 2024, and 2025. - We're in the honor roll! Due to our growth for the last four years, we are now recognized in the San Francisco Business Times' Honor Roll! - Our growth has been organic! We have grown 100 percent through word of mouth! We invest in our team so they can then invest in our clients! Happy clients have referred other happy clients! - We are female founded and owned! We are recognized as the Top 100 Female-Owned San Francisco Businesses by the San Francisco Business Times - for the last four years (2022, 2023, 2024, 2025). - We train our team! We believe that the success of our team depends on the education and resources we give our team, so we train as a company monthly! - We give back to our communities! We have volunteer events that we participate in every quarter! Note to Candidates We have an extensive interview process-and that's by design. Our success is no accident - it is due to the collective effort and talents of our team. We carefully select who we add to the team, and our interview process reflects that. This may result in an interview process that spans across weeks. Unfortunately, due to the high volume of candidates, we cannot get back to everyone. However, we assure you that all applications are reviewed. Note to Third-Party Agencies We request that third-party agencies refrain from contacting us regarding this job posting. We are managing the recruitment process internally and will not be considering applications or services from external agencies. Thank you for respecting our recruitment process.
    $10k monthly 5d ago
  • Asset Manager

    RETS Associates

    Portfolio manager job in Concord, CA

    RETS Associates has been retained to recruit a CRE Asset Manager in Concord, CA. We're seeking an experienced real estate professional who will be responsible for overseeing a 3M+ SF portfolio of retail, light industrial, and land assets for a privately held, vertically integrated owner/developer. Responsible for driving portfolio performance through strategic leasing, marketing, property management, and asset-level oversight. Responsibilities: Lead leasing and marketing initiatives to maximize occupancy and cash flow, including broker outreach, digital marketing, and deal negotiations from LOI through lease execution Partner with ownership to establish leasing strategies, structure transactions, and ensure compliance with lender and company requirements Oversee property management operations and personnel, including budgeting, maintenance, tenant relations, and capital improvement planning Provide full-cycle asset management from lease-up and project delivery through long-term operations and dispositions Direct tenant improvement and construction projects, coordinate appraisals and valuations, and manage financial forecasting, capital planning, and portfolio reporting Serve as the point person for acquisitions, dispositions, and due diligence Requirements: 10+ years of experience managing complex assets, teams, and leasing programs within a family-owned or similar environment Strong negotiation, interpersonal, and leadership skills Deep knowledge of California retail markets, construction fundamentals, and property operations Proficiency in Yardi, CoStar, Microsoft Suite, and Adobe California real estate license required (broker's license preferred)
    $84k-131k yearly est. 3d ago
  • BD & Investment Manager, AI + Game Tech

    Tencent 4.5company rating

    Portfolio manager job in Fremont, CA

    About the Hiring Team Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market. What the Role Entails Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China. Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world. Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players. As a Strategic BD and Investment Manager, you will: Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships; Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players. Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment; Work directly with senior management across global AI and games markets. Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks. You will be responsible for supporting decision-makings for executives and leaders of business groups. Provide game changing strategy and inspire out-of-the-box thinking to senior leader. Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan. Who We Look For: Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus. Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming). Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI. Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams. Effective team players with excellent communication and interpersonal skills. Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages. Location State(s) US-California-Palo Alto The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year. Equal Employment Opportunity at Tencent As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
    $100.3k-233.2k yearly 6d ago
  • Financial Manager - AI Trainer ($150 per hour)

    Mercor

    Portfolio manager job in San Jose, CA

    Mercor is recruiting U.S./UK/Canada/Europe/Singapore/Dubai/Australia-based **Investment Banking or Private Equity Experts** for a research project with a leading foundational model AI lab. You are a good fit if you: - Have **at least 2 years of experience** working at top firms in investment banking or private equity with deal experience (academic experience does not count, must be on desk) Here are more details about the role: - The work is **fully asynchronous** and can be done around your schedule - You will be **building financial models** from scratch that would be reflective of what you did on desk - You must be able to commit **at least 20 hours per week** for this role - This contract is till end of January (with the possibility of extension) - Successful contributions increase the odds that you are selected on future projects with Mercor - The vetting process involves: - ~10 minute behavioral interview asking about previous deals you've worked on - Technical assessment ( < 30 minutes) evaluating financial expertise With respect to pay and legal status: - **This role will pay $150/hour** - We will pay you out at the end of each week via Stripe Connect based on the number of hours you log - You will be classified as an “at-will” contractor to Mercor - Please note that we **cannot currently support H1-B or STEM OPT status candidates**
    $94k-137k yearly est. 60d+ ago
  • Cybersecurity Risk Manager

    Akkodis

    Portfolio manager job in San Jose, CA

    Title: Cybersecurity Risk Manager Hybrid contract in San Jose, California. Hourly Rate: $70-80.00 Depending on experience Responsibilities ● Conducting comprehensive cyber risk assessments to identify potential threats, vulnerabilities, and impacts on the organization, leveraging qualitative and quantitative (e.g. FAIR) methods as applicable. ● Run the day to day operation of the Security Policy Exception process, aligned to Security processes and GRC risk mapping ● Maintaining a detailed Cyber risk register to prioritize and manage cyber risks effectively. ● Communicating and articulating cyber risks to both technical and business stakeholders, providing clear and actionable recommendations to mitigate risks. ● Coordinating cross functional dependencies to drive attention to and agreement on the creation of mitigation strategies. ● Collaborate with the Internal Audit, Compliance and internal Security teams to integrate cyber risk management practices into the overall risk management framework. ● Utilize the MITRE ATTACK framework to understand adversary tactics, techniques, and procedures, and apply this knowledge to enhance the organization's security posture. Minimum Qualifications ● Must have 8+ years of experience in cybersecurity risk management, with a focus on risk assessments, risk quantification, and threat modeling. ● Bachelor's degree in Cybersecurity, Information Technology, Computer Science, or a related field. ● Must be proficient in CSA, CIS, NIST 800 53 or similar standards ● Excellent communication skills, with the ability to articulate complex cyber risks to both technical and business audiences effectively. ● Demonstrate a process-oriented and results-driven approach to security risk management, employing effective problem-solving skills to serve as a subject matter expert Preferred Qualifications ● Certifications such as CISA, CISSP, CISM, CRISC, FAIR or similar are highly desirable. ● Experience in the technology industry, with a deep understanding of its unique cybersecurity challenges and requirements. ● Prior experience leading Compliance or Cyber risk management functions. ● Masters degree preferred. ● Applied experience with quantitative risk analysis (e.g., FAIR, FAIR-CAM, Monte Carlo ● simulations) ● Ability to communicate risk concepts and their value to non-practitioners ● Experience with building or managing a risk exceptions program is a plus ● Familiarity with BC/DR concepts is a plus Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit ********************************************** The Company will consider qualified applicants with arrest and conviction records.
    $70-80 hourly 2d ago
  • Audit Manager

    Trinus Corporation 4.0company rating

    Portfolio manager job in Santa Clara, CA

    We're looking for an experienced Audit Manager to help drive internal audit strategy, strengthen cybersecurity controls, and support technology risk governance. If you're passionate about innovation, compliance, and influencing enterprise-level security decisions-this role is for you. Key Responsibilities Lead IT, cybersecurity, and operational audits end-to-end. Use data analytics to enhance audit accuracy and insight. Communicate findings to senior leadership with clear, actionable recommendations. Collaborate with IT, security, and compliance teams. Mentor junior audit professionals and uphold audit best practices. What You'll Need Bachelor's or Master's in IT, Cybersecurity, or related field. 8+ years in IT audit, cybersecurity assessment, or tech risk. Certifications like CISA or CISSP preferred. Strong knowledge of COBIT, COSO, SOC, NIST, ISO frameworks. Excellent communication and project leadership skills. Preferred Experience Auditing in large tech or cloud environments. Exposure to agile auditing methodologies.
    $104k-148k yearly est. 1d ago
  • Branch Manager

    Penhall Company and Penhall Technologies 4.3company rating

    Portfolio manager job in San Leandro, CA

    The Branch Manager is responsible for overseeing and directing the staff and daily operations of the assigned branch. This role ensures the delivery of exceptional customer service, achievement of sales and productivity goals, and the development of strong business relationships within the community. The Branch Manager has full P&L responsibility and plays a key role in driving business growth and employee development. Duties and Responsibilities: Develop and implement strategic plans to drive growth within the local market. Identify and pursue new business opportunities and partnerships to increase market share through our service, large project, and advanced services lines. Champion and coordination of the internal initiation phase of the project life cycle. Lead initiatives to enhance Penhall Company's brand awareness and reputation in the community. Full P&L responsibility, including budgeting, forecasting, and financial reporting. Analyze financial performance and implement strategies to maximize profitability and cost-efficiency. Ensure branch operations are aligned with company financial objectives and guidelines. Lead, mentor, and develop employees with a focus on safety, training, skill enhancement, and career progression. Create a positive, engaging workplace culture that encourages teamwork and high performance. Exhibit strong emotional intelligence to effectively manage, motivate, and inspire the branch team. Build and maintain relationships with key customers, suppliers, and community partners. Act as the face of Penhall Company in the market, engaging in community events, trade shows, and networking opportunities. Ensure customer satisfaction by delivering quality service and addressing customer needs promptly. Collaborate with regional leadership, business development, safety, and operational teams to align branch activities with company goals. Promote a culture of teamwork within the branch and across the organization, leveraging internal resources to meet business objectives. Conduct regular staff meetings to clearly communicate goals and objectives. Provide guidance and leadership to enable staff to meet these goals. Commits to regular job-site visits and completes required documentation. Identify training needs and opportunities for staff development. Develop and implement plans to meet those needs. Perform other related duties as assigned by the manager. Required Skills and Abilities: Strong leadership and management skills. Excellent sales, customer service, and interpersonal skills. Proficient verbal and written communication skills. Strong organizational skills and attention to detail. Ability to prioritize tasks and delegate as appropriate. Proficiency in Microsoft Office Suite or related software. Essential Core Competencies: Strategic Thinking: Ability to set long-term objectives and create actionable plans for market growth. Financial Acumen: Strong understanding of P&L management, budgeting, and financial analysis to make informed decisions. People Orientation: Commitment to employee development, engagement, and fostering a positive work environment. Servant Leadership: Prioritizing the growth, development, and well-being of employees and team members to foster a collaborative, empowered, and highly motivated workforce.. Emotional Intelligence: High EQ with the ability to manage relationships, navigate challenges, and resolve conflicts effectively. Drives Vision & Purpose: Painting a compelling picture of the vision and strategy that motivates others to action. Results Orientation: Consistent focus on achieving desired outcomes and delivering high-quality performance. It involves setting clear goals, prioritizing tasks, and taking accountability for reaching specific, measurable results. Communicates Effectively: Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences. Safety Focused: Adhering to safety protocols by fostering a culture that prioritizes the well-being of employees, customers, and the community. Education and Experience: Associate's degree or equivalent industry experience required; Bachelor's degree preferred. At least 3-5 years of branch management experience, with at least one year as an Assistant Branch Manager preferred. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Ability to walk job sites when necessary. May be required to travel to job sites and other locations. Legal Disclaimer: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Penhall Company is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, compensation inquiries, discussions or disclosures, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. (41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a)) This job description is intended to describe the general nature and level of work being performed by employees in this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required. Penhall Company reserves the right to modify, add, or remove duties and to assign other responsibilities as necessary.
    $49k-67k yearly est. 1d ago
  • Autonomous Systems Portfolio Lead

    Dark Wolf Solutions

    Portfolio manager job in Mountain View, CA

    Dark Wolf Solutions is seeking a senior leader to direct and grow our Autonomous Systems Portfolio. This portfolio represents a critical and fast-evolving mission area, with core capabilities in: Cybersecurity and operational assessment of Unmanned Aerial Systems (UAS) Mission and tactical systems in support of autonomous capabilities and related C5ISR Development of new capabilities in UxS, Counter-UAS (C-UAS), and other autonomous domains Broader leadership across emerging autonomous systems The Portfolio Lead will be responsible for shaping strategy, leading program execution, driving innovation, and engaging with senior government customers to deliver impactful mission results. Key Responsibilities Strategic Leadership: Define and execute the vision for the Autonomous Systems Portfolio, aligning with Dark Wolf and customer objectives Program Oversight: Lead a diverse portfolio of programs across UxS, C-UxS, and related domains; ensure high-quality delivery and customer satisfaction Innovation & Growth: Identify, develop, and implement next-generation capabilities in autonomous systems Customer Engagement: Build trusted relationships with DoD and government stakeholders; serve as a thought leader in the autonomous systems community Team Development: Mentor and grow technical and program management staff, fostering a culture of innovation, collaboration, and accountability Business Development: Support capture and proposal efforts to expand the portfolio's impact and revenue base Required Qualifications 12+ years of proven, increasing experience leading complex programs or portfolios within the defense or government contracting environment Located in, or willing to relocate to, the National Capital Region (NCR) or the Central Coast (CA) Demonstrated expertise in UAS, C-UAS, or autonomous systems, with strong understanding of technical, operational, and regulatory considerations Strong leadership, communication, and organizational skills with a track record of building and guiding high-performing teams Ability to interface effectively with senior government officials and stakeholders. U.S. Citizenship and Active DoD Secret security clearance Desired Qualifications Uniformed or Civilian DoD, USG service Familiarity with CSO, SBIR, and similar contract vehicles Experience with UxS associated with the maritime domain Familiarity with a broad tech stack to include sensor fusion, control systems, AI/ML, integration, and test and evaluation Degree in engineering, computer science, systems engineering, or related field Prior experience in business development and capture management Familiarity with emerging technologies in autonomy, AI/ML, and electronic warfare Experience building partnerships across industry, academia, and government labs Track record of shaping strategy for rapidly evolving mission areas This position is located in Mountain View, CA, or other Dark Wolf Hub. The salary range for the senior level is estimated to $175,000.00 - $225,000.00 commensurate on experience and technical skillset. We are proud to be an EEO/AA employer Minorities/Women/Veterans/Disabled and other protected categories. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
    $175k-225k yearly Auto-Apply 18d ago
  • Portfolio Manager

    California Bank of Commerce 4.4company rating

    Portfolio manager job in Oakland, CA

    Responsible for managing a portfolio of loan and deposit relationships with customers. Responsibilities include recommending loans for approval within assigned limits, managing loan and portfolio credit quality, and cross-selling appropriate bank products and services to prospects and customers. Provide assistance to Relationship Managers with day-to-day underwriting responsibilities. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Retain and expand relationships with existing customers. * Prospect for and close new business relationships with partnership with Relationship Managers. * Grow net revenue year over year as directed by Senior Management. * Provide training/coaching to Credit Analysts as assigned. * Manage credit quality. Structure, underwrite and recommend new and existing relationships in accordance with Company credit policy. Properly identify risk management and risk rating. * Manage assigned customer relationships and brings in appropriate product specialists as needed. * Resolve customer problems and act as a liaison with other departments to ensure that the customer experiences the highest level of service and support. * Manage overall customer and regional credit underwriting strategies. Develop and implement relationship strategies for cross-selling bank products and services. Satisfy customer requirements by providing a full array of loan, deposit, cash management and other appropriate bank products. * Responsible for keeping current on the bank's lending policies, products, and services. * Participate in community and CRA activities to promote the Company's brand in our communities. * Actively ensure compliance with the Company's Code of Ethics and all Bank Secrecy Act/Anti-Money Laundering, USA Patriot Act, information security and suspicious activity reporting requirements, policy and procedures. * Actively participates in any required corporate and business line training in these areas. * Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. * Actively works with customers to understand each customer's normal account activity, as appropriate for this position. Requirements REQUIRED SKILLS AND ABILITIES: * Computer skills to include use of Microsoft Office products and other programs as required. * Excellent written and verbal communication skills, attention to detail and follow-through. * Demonstrated leadership skills and ability to foster and sustain collaborative work relationships within the bank. * Requires strong relationship management and business development abilities, and well-developed analytical and problem-solving skills. * Must possess a broad knowledge of bank products and services that result in successfully capitalizing on all opportunities. * Dedication to teamwork and long-term commitment to success. Education/Licenses/Work Experience: * Bachelor's degree and five to seven years of commercial lending experience. * Broad knowledge and experience in banking operations, products, and services. Work Environment * Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. * Prolonged periods sitting at a desk and working on a computer. * Remain in a stationary position for sustained periods of time. * Occasionally move about inside the office to access filing cabinets and/or other office machinery. * Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. * Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer. * Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. * Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. * Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $117,500 - $130,000 annually. Pay range may vary based on skills, experience, and location. Salary Description Pay Range: $117,500 - $130,000 annually
    $117.5k-130k yearly 21d ago
  • 0922 Investment Officer - Sustainable Investing and Stewardship - San Francisco Employees' Retirement System (0922) (158675)

    City & County of San Francisco (Ca 3.0company rating

    Portfolio manager job in San Francisco, CA

    Who We Are The San Francisco Employees' Retirement System (SFERS) is dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised benefits to the active and retired members of the City and County of San Francisco. Established in 1889 as a fund for families and orphans of firefighters and police officers, today the San Francisco Employees' Retirement System serves more than 75,000 active, vested, and retired employees of the City and County of San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual investment plan, the investment team deploys capital with the objectives of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally, the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors the activities and performance of external investment managers. * Application Opening: October 25,2025 * Application Deadline: Open Until Filled * Salary: $134,576 and $171,834 annually * Recruitment ID: RTF0158674-01128745 This job announcement will not close before December 31, 2025. Interested applicants are encouraged to apply as soon as possible. Appointment Type This permanent exempt position is excluded by the Charter from the competitive Civil Service Examination process and shall serve at the discretion of the Appointing Officer. Role description What We're Looking For The Investment Officer of Sustainable Investing and Stewardship "IO" assists in the management of SFERS' Sustainable Investing and Stewardship programs under direction of the Director of Sustainable Investing and Stewardship. The IO is responsible for the following and will keep senior investment staff informed on the relevant issues: * Assists in analyzing sustainability and corporate governance risks and opportunities that may affect the SFERS portfolio. * Prepares reports on emerging sustainable investing and corporate governance-related regulation, public policy, and other trends in the market related to sustainable and responsible investing. * Performs regular sustainable investing due diligence on existing and prospective investment managers. * Provides sustainable investing-related analysis and written reports to support investment recommendations and performance reports. * Assists in securing relevant quantitative data and information on sustainable investing subject matter. * Assists in conducting investment stewardship activities such as engaged with underlying companies in the SFERS portfolio and executing proxy votes according to corporate governance principles and proxy voting guidelines. * Assists in periodic assessment and reporting of cross organizational sustainable investing, corporate governance, and investment stewardship activities, including annual Principles for Responsible Investment (PRI) reporting. * Takes direction from senior investment staff and completes assigned tasks accurately and on time. * Responsible for representing SFERS with distinction and class to external investment managers and other stakeholders. How to qualify * Possession of a baccalaureate degree from an accredited college or university with major coursework in finance, economics, business administration, accounting, statistics, environmental sciences, sustainability, or similar field; AND * Three (3) years of investing and/or sustainability and/or investment stewardship experience with an investment management firm, pension plan, university, endowment, foundation, corporation, family office, or consulting/services firm. Substitution * Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management, Economics or similar field or possession of the Chartered Financial Analyst designation may be substituted for an undergraduate degree in a different field than described above. * Two (2) years of investment management experience at a position equivalent to an Investment Officer or higher with an investment management firm, pension plan, university, endowment, foundation, corporation, family office, consulting firm or other investment institution with at least $1 billion in assets, or seven years of such responsibility at a firm of any size, may substituted for an undergraduate degree in a different field than described above. How to Stand Out Desirable Qualifications: * Knowledge and prior experience with sustainable investing and stewardship concepts, specifically conducting fundamental research and/or evaluating sustainable investing performance of external investment managers in public equity, fixed income, and/or private market strategies. * Experience in understanding sophisticated relevant investment strategies and concepts, such as sustainable or impact investing approach across a range of asset classes. * Expertise in relevant data systems such as MSCI ESG Manager, Sustainalytics Global Access, Glass Lewis ViewPoint, and others. * Prior experience in investment stewardship and corporate governance including proxy voting and engaging companies on sustainability matters. * Subject matter expertise in climate change as it relates to investment management. * Strong organizational and analytical skills with a demonstrated proficiency in Microsoft Excel, Word, and PowerPoint. * Experience with Evestment, Caissa, Style Analytics, StyleAdvisor, and Bloomberg Terminal. * Strong writing and presentation skills with a genuine interest in the subject matter. * Strong interpersonal and communication skills (written and verbal). * Excellent attention to detail and committed to delivering the highest quality work. * Ability to work in a fast-paced environment and under the pressure of tight deadlines. * Ability to effectively prioritize and handle multiple, time-sensitive tasks. * Highly self-motivated and hardworking with an ability to work and think independently as well as in a collaborative, team-oriented environment. * High level of professionalism and with an ability to build networks and positive working relationships with key internal and external contacts. * Sound judgment, integrity, and personal values. The stated desirable qualifications may be used to identify job finalists at the end of the selection process when candidates are referred for hiring. VERIFICATION Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. If education verification is required, information on how to verify education requirements, including verifying foreign education credits or degree equivalency, can be found at **************************************************** Note: Falsifying one's education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco. All work experience, education, training, and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline. Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications. Resumes will not be accepted in lieu of a completed City and County of San Francisco application. Applications completed improperly may be cause for ineligibility, disqualification, or may lead to lower scores. SELECTION PROCEDURES Applications will be screened for relevant qualifying experience. Additional screening mechanisms may be implemented in order to determine candidates' qualifications. Only those applicants who most closely meet the needs to the Agency will be invited to participate in the selection process. Applicants meeting the minimum qualifications are not guaranteed advancement in the selection process. What else should I know? * Information About The Hiring Process * Conviction History * Employee Benefits Overview * Equal Employment Opportunity * Disaster Service Worker * ADA Accommodation * Seniority Credit in Promotional Exams * Veterans Preference * Right to Work * Copies of Application Documents * Diversity Statement HOW TO APPLY All applicants must submit a resume and completed job application (all sections, including Experience and Education, must be completed) in order to be considered. Resumes will not be taken as a substitute for completing the application. Applications for City and County of San Francisco jobs are only accepted through an online process. Visit careers.sf.gov and begin the application process. * Select the "I'm Interested" button and follow instructions on the screen Applicants may be contacted by email about this recruitment and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter. To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com, @sfpl.org, @dcyf.org, @first5sf.org, @famsf.org, @ccsf.edu, @smartalerts.info, and @smartrecruiters.com). Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received. If you have any questions regarding this recruitment or application process, please contact the recruitment analyst, Michael Nettles, at *************************. The City and County of San Francisco encourages women, minorities and persons with disabilities to apply. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.
    $134.6k-171.8k yearly Easy Apply 42d ago
  • Team Lead - Portfolio Manager, Commercial (Emerging Middle Market)

    Bank of Montreal

    Portfolio manager job in San Ramon, CA

    Application Deadline: 12/07/2025 Address: 2623 Camino Ramon Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies. Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements. Signs off on new, renewal and extension loans within delegated authority. Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities. Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives. Leads proposal development and delivers presentations to capture new business and expand client relationships. Networks with industry contacts to gather competitive insights and best practices. Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio. Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required. Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines. Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed. Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships. Identifies revenue and cross-selling opportunities to enhance portfolio growth. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Preferred 5 - 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Foundational level of proficiency: Structuring Deals Advanced level of proficiency: Problem Solving Collaboration Detail-Oriented Customer Service Loan Structuring Regulatory Compliance 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 represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $88.8k-165.6k yearly Auto-Apply 27d ago
  • Senior VC Investor

    Hanwha Asset Management Usa 4.1company rating

    Portfolio manager job in San Francisco, CA

    Benefits: 401(k) matching Bonus based on performance Dental insurance Free food & snacks Health insurance Paid time off Parental leave Signing bonus Vision insurance Wellness resources Hanwha Asset Management is a global financial asset manager with multiple locations, including Singapore, Korea, and the U.S. We serve institutional clients with our multi-asset business model with about $90B of AUM. We seek investment talents who want to change the world with founders and invest in technologies making us pursue a better life for the next generations. Our recent activities include participation in Mistral AI, Shield AI, Luma AI, Atropos, Groq, Temporal and other startups. THE ROLE. The Senior Venture Capitalist / Investment Manager will focus on developing investment strategies in AI and related sectors, exploring new and unconventional domains to drive innovation. Responsibilities include identifying startups, conducting market analysis, performing due diligence, and managing complex financial models. This individual will lead and participate in all aspects of our investment process for our venture capital portfolio, including sourcing and portfolio monitoring. The successful candidate will be a smart, resourceful, outgoing self-starter with a proven ability to proactively find and attract the best investment opportunities domestically and/or globally. In addition to deal sourcing and diligence, the Senior Investor will also be expected to support and provide value to our portfolio companies and strategic limited partners. This position is based in San Francisco, requiring attendance in the office four days per week. RESPONSIBILITIES. Strategy Development: Develop and refine Hanwha Asset Management USA's investing strategy in alignment with the company's mission, objectives, and structure. Investment Sourcing: Identify AI enterprises and technologies that align with the company's strategic goals. Investment Due Diligence: Lead comprehensive due diligence on prospective investment opportunities. This includes financial analysis, deal structuring, legal compliance, and risk assessment. Investment Management: Oversee day-to-day portfolio management of the existing investment portfolio. Risk Management: Work closely with the Asset Management team to develop risk mitigation strategies for investments and establish monitoring mechanisms to track performance over time. Stakeholder Engagement: Engage with investees and other stakeholders to facilitate ongoing collaboration and support. Investment Measurement: Develop and implement systems for tracking and measuring investments, including the development of key performance indicators (KPIs). Reporting: Prepare and present reports on investing activities, performance, and outcomes to leadership and stakeholders REQUIREMENTS. Minimum of 7 years of relevant work experience in institutional investment management. Deep understanding of VC investing and a desire to advance an investment strategy using non-traditional methods. Proven track record of success in investment sourcing, diligence, structuring, and management of impact investments. Experience with Notion or other investment performance reporting software is a plus. Exceptional strategic thinking skills around operationalization and execution in complex and ambiguous environments. Demonstrated experience building and maintaining relationships with a diverse range of stakeholders across different geographies and subject areas. Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management and other outside partners. PhD Degree in AI (CS or DS) and experience in AI/ML, mobile tech, or engineering strongly preferred. Willingness and ability to travel. Hanwha Asset Management USA, Ltd. offers a comprehensive medical, dental & vision benefits package, including robust paid time off and a generous 401k match, designed to support your well-being and financial future. Compensation: $200,000.00 - $250,000.00 per year Hanwha Asset Management Founded in 1988, Hanwha Asset Management has grown into a comprehensive asset management company offering a full range of financial instruments, including stocks, bonds, MMFs, fund of funds, social overhead capital, derivatives, real estate, ETFs, special assets and PEFs in both domestic and overseas capital markets. Our professional staff have unparalleled expertise in operating highly organized systems across all areas, including product development, research, compliance and risk management. All of our products and services cater to customer needs because we strictly adhere to the principle and management philosophy of placing customers above all else. Building on our capabilities in South Korea, we are growing into a global asset management company by operating local subsidiaries in the US, Singapore and China. At the end of 2022, we were one of South Korea's top asset management companies with USD 78.63 billion in assets under management (AUM). By demonstrating our outstanding expertise in both alternative investment and traditional investment, we achieved the No. 1 position among comprehensive asset management companies in the overseas infrastructure investment fund category. In 2021, as part of expanding into digital finance, we launched the PINE app, a platform for direct sales of funds for individual investors. The app has gained recognition from investors, particularly Millennials and Generation Z, for its user-friendly interface, low sales commission, and valuable investment information. Additionally, we have obtained a REITs AMC license from South Korea's Ministry of Land, Infrastructure and Transport, and entered the REITs business in the first quarter of 2023. These diverse efforts earned us the Best Overseas Equity Fund at the 2022 Korea Fund Awards by Money Today news media, the Top Prize in global bonds at the 2021 KG Zeroin Korea Fund Awards and the Grand Prize in real estate funds at the 2021 Herald Fund Awards of the Korea Herald news media. Looking ahead, we will continue to build the foundation for future growth with a focus on the retirement plan market and alternative investments. We are also actively promoting global businesses and digital financial platforms as we become a comprehensive asset management solutions provider and top-tier asset management company in Asia. Talent Is Our Most Important Asset We go to great lengths to attract and nurture highly motivated people who share our core values of challenge, dedication and integrity. In an environment of trust and loyalty, we support our talent every step of the way, cultivating world-class leaders for an ever brighter future. Hanwha is looking for talented people, who share our core values such as a challenging spirit, dedication and integrity, and can act on those values.
    $200k-250k yearly Auto-Apply 60d+ ago
  • Private Markets Investment Due Diligence Senior Analyst - US LBO

    Albourne

    Portfolio manager job in San Francisco, CA

    The Company: Albourne is an industry leading investment consultant with offices around the globe. Our firm of 630+ employees provides advisory services to investors, including institutional investors, financial intermediaries and family offices, on over $700 billion of alternative investments across the liquidity spectrum. We specialize in Hedge Funds, Private Equity, Private Credit, Real Assets, Real Estate and Dynamic Beta. Albourne empowers its clients by providing Portfolio Advice, Research (Investment, Operational and Quantitative due diligence), Analytics (data and tools) and Implementation (middle and back office) services. We are committed to non-discretionary advice, fixed fee pricing and independence. Albourne strives to be a sustainable company with three main goals: 1) Aspiring to be a multi-generational firm with broad internal ownership and a Partnership structure; 2) Treating our employees and clients fairly; and 3) Advocating for positive change for its benefit and for the alternative investment industry - best practices have always been a defining part of who we are. Please click here to view Albourne America's privacy policy. The Role: Albourne Partners is seeking a highly motivated Private Markets IDD Senior Analyst to join our US LBO team in San Francisco. The successful candidate will provide support for manager selection, investment due diligence (IDD), and related Private Markets (PM) services. This role will contribute to the development of Albourne's Private Markets Funds initiatives. Key Responsibilities: Strategy Coverage: Conduct Fund Investment Due Diligence. Generate and maintain manager review and due diligence focus lists for assigned strategies and regions. Rate managers and articulate the rationale for ratings through active debate within the PM IDD Teams. Produce clear and concise investment due diligence reports and recommendations for clients. Provide ongoing monitoring of funds in client portfolios or on fund lists. Assist clients with accessing managers and building relationships. Engage with managers providing high-quality co-investment opportunities and refer these to the internal Customized Investments team. Collaborate with the new funds team. Strategy Analysis and Communication: Produce an up-to-date and accurate Forward Calendar for the assigned strategy. Develop strategy forecasts for assigned strategies within PM and HF. Create and maintain research on the extranet, outlining key attributes, trends, and drivers of a given strategy. Identify tools or analytics to enhance the accuracy of ratings and fund selection. Communicate Albourne's house opinions on strategies or funds to clients via phone or email. Team Management: Manage assigned team members, including work allocation, task/time management, report review, mentoring, and administrative responsibilities. Conduct screening, interviewing, and selection for open positions within the team. Evaluate team members through performance appraisals and regular meetings. Additional Responsibilities: Ensure the internal database is maintained with up-to-date information. Meet deadlines imposed by management and clients and communicate any delays effectively. Participate in applicable internal group calls to transfer knowledge of PM. Support business development activities, including client marketing and portfolio construction. Undertake ad hoc projects as requested by the Head of Private Markets IDD or daily line manager. Represent Albourne at industry events. Report potential conflicts to Compliance and ensure conflict disclosures appear on written research reports. What we're looking for: University graduate 4 to 7 years' experience in investment due diligence and private markets, with a focus on venture capital. Excellent written and oral communication skills Proactive self-starter, proficient time management and multi-tasking Professional demeanor and strong interpersonal skills Systems literacy (Microsoft Excel, PowerPoint, Word, Outlook) Travel (frequent) (Optional) Possession of or advanced progression towards relevant professional qualifications (i.e. CFA, CAIA) Regulatory registration (dependent on regional requirements) Benefits & Perks: Comprehensive Compensation and Benefits Package Fully paid Medical and Dental PPO Fully paid Basic Life and AD&D 401k & FSA Hybrid work schedule Everyday Wellness - onsite monthly fitness & mental health activities 30 days paid time off each year including Vacation and Holidays Job Type: Full-time Job Pay: $150,000 - $190,000/year Location: San Francisco, CA/Hybrid Work authorization: Must be eligible to work in the United States. Visa sponsorship is not available for this position. Albourne America LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, national origin, ancestry, gender identity, physical or mental disability, age, medical condition, veteran or marital status, or any other characteristic protected by federal, state or local laws. Albourne America LLC will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco's Fair Chance Ordinance.
    $150k-190k yearly 60d+ ago
  • Senior Investor Relations Analyst

    Lambda 4.2company rating

    Portfolio manager job in San Francisco, CA

    Lambda, The Superintelligence Cloud, builds Gigawatt-scale AI Factories for Training and Inference. Lambda's mission is to make compute as ubiquitous as electricity and give every person access to artificial intelligence. One person, one GPU. If you'd like to build the world's best deep learning cloud, join us. *Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday. What You'll Do: Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management You Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences Proficient in Excel and Google Suite; experience with financial research tools is a plus Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry Nice to Have: Experience with AI, SaaS, or consumption-based business models Comfort handling ambiguity and working with minimal supervision Experience working with pre-IPO companies Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities Salary Range Information The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description. About Lambda Founded in 2012, ~400 employees (2025) and growing fast We offer generous cash & equity compensation Our investors include Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, US Innovative Technology, Gradient Ventures, Mercato Partners, SVB, 1517, Crescent Cove. We are experiencing extremely high demand for our systems, with quarter over quarter, year over year profitability Our research papers have been accepted into top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG Health, dental, and vision coverage for you and your dependents Wellness and Commuter stipends for select roles 401k Plan with 2% company match (USA employees) Flexible Paid Time Off Plan that we all actually use A Final Note: You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills. Equal Opportunity Employer Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
    $113k-182k yearly est. Auto-Apply 55d ago
  • Staff Portfolio Insights & Analytics Lead

    Playstation 4.8company rating

    Portfolio manager job in San Mateo, CA

    Why PlayStation? PlayStation isn't just the Best Place to Play - it's also the Best Place to Work. Today, we're recognized as a global leader in entertainment producing The PlayStation family of products and services including PlayStation 5, PlayStation 4, PlayStation VR, PlayStation Plus, acclaimed PlayStation software titles from PlayStation Studios, and more. PlayStation also strives to create an inclusive environment that empowers employees and embraces diversity. We welcome and encourage everyone who has a passion and curiosity for innovation, technology, and play to explore our open positions and join our growing global team. The PlayStation brand falls under Sony Interactive Entertainment, a wholly-owned subsidiary of Sony Group Corporation. Staff Portfolio Insights & Analytics Lead San Mateo, CA The Portfolio Insights & Analytics Lead will elevate the Platform Business organization's Portfolio Management capabilities by turning data into strategic insights. This role will develop predictive analytics and forward-looking insights that shape portfolio investment decisions across the Platform Business organization. Acting as a bridge between raw data and executive decision-making, this role will influence how the Platform Business allocates resources to maximize long-term value and transformation. Responsibilities Translate complex data sets into clear, actionable insights that support portfolio prioritization, rebalancing, and long-term planning. Build and maintain financial and operational models to forecast portfolio outcomes under various scenarios, helping leadership evaluate trade-offs. Develop and maintain resource utilization and capacity models to inform portfolio planning, workforce allocation, and investment optimization decisions. Prepare high-impact presentations and briefings for Platform Business executives that communicate portfolio health, risks, and opportunities in a clear narrative. Partner with Finance, Corp Planning, PFB Office, and business units to align on investment principles, metrics, and decision-making frameworks. Drive analysis for quarterly portfolio reviews, surfacing insights that inform pivot, pause, or double-down recommendations. Incorporate external data - technology trends, competitor moves, macroeconomic factors - into portfolio outlooks to ensure future-proofing. Champion the evolution of portfolio management methods (e.g., prioritization frameworks, KPI design, outcome measurement) to raise decision-making rigor across SIE. Provide analytical guidance to peers and influence broader organizational adoption of data-informed decision-making. Act as a thought partner to senior leaders, ensuring the portfolio strategy is supported by evidence and foresight. Collaborate with the Staff Portfolio Data Analyst to align data definitions, ensure quality inputs, and validate analytical assumptions supporting decision models. Qualifications Bachelor's degree in Finance, Business Analytics, Economics, or related field; MBA or advanced degree preferred. 7-10 years of experience in portfolio analysis, strategic finance, or corporate strategy in a technology-driven environment. Proven expertise in financial modeling, ROI frameworks, and outcome-based investment analysis. Strong skills in data analysis tools (Excel, SQL, Tableau/PowerBI). Experience in workforce or resource capacity modeling to inform strategic planning and prioritization. Exceptional communication skills with ability to influence executives through clear storytelling and data-driven recommendations. Demonstrated ability to collaborate cross-functionally with data, finance, and program delivery teams to integrate analysis into operational decisions. Please refer to our Candidate Privacy Notice for more information about how we process your personal information, and your data protection rights. At SIE, we consider several factors when setting each role's base pay range, including the competitive benchmarking data for the market and geographic location. Please note that the base pay range may vary in line with our hybrid working policy and individual base pay will be determined based on job-related factors which may include knowledge, skills, experience, and location. In addition, this role is eligible for SIE's top-tier benefits package that includes medical, dental, vision, matching 401(k), paid time off, wellness program and coveted employee discounts for Sony products. This role also may be eligible for a bonus package. Click here to learn more. The estimated base pay range for this role is listed below.$188,600-$283,000 USD Equal Opportunity Statement: Sony is an Equal Opportunity Employer. All persons will receive consideration for employment without regard to gender (including gender identity, gender expression and gender reassignment), race (including colour, nationality, ethnic or national origin), religion or belief, marital or civil partnership status, disability, age, sexual orientation, pregnancy, maternity or parental status, trade union membership or membership in any other legally protected category. We strive to create an inclusive environment, empower employees and embrace diversity. We encourage everyone to respond. PlayStation is a Fair Chance employer and qualified applicants with arrest and conviction records will be considered for employment.
    $188.6k-283k yearly Auto-Apply 3d ago
  • Senior Investment Analyst, Carbon Projects

    Rubicon 4.6company rating

    Portfolio manager job in San Francisco, CA

    Company Rubicon Carbon is a next-generation carbon solutions provider. Led by a world-class management team, Rubicon is an innovative platform that channels capital to unlock at-scale decarbonization projects and delivers trusted, enterprise-grade solutions for carbon credit purchasers. Rubicon strives to deliver greater scale, confidence, and innovation across all facets of the carbon market and meet the growing demand for end-to-end, high-integrity emissions reduction solutions. Position Overview The Project Investment Analyst will be a key member of the Supply team, providing modeling, analytical, and transaction support to the investment team. Key responsibilities will include assessing, documenting, and tracking project investment opportunities and managing portfolio investments. This is a role for an ambitious candidate seeking to apply their existing experience in infrastructure or project finance to carbon projects, with developmental opportunities to build a career as a carbon project investor. This is a hybrid position - candidates must be based within one hour of our New York City, Los Angeles, or San Francisco office Key Responsibilities Support senior investment team members in the assessment and due diligence of project and portfolio investment opportunities (including green-field development and operating assets). Assist with data collection, research, and analysis of financial, industry, and market information relevant to new investments. Prepare and update financial models and investment committee presentations. Participate in the preparation of portfolio tracking documents and performance evaluations. Contribute to the drafting of industry and sector analysis reports, presentations, and investment memos. Aid in the documentation of transaction execution and compliance-related tasks. Maintain internal databases and ensure that all investment materials are complete and organized. Monitor market, regulatory, and industry trends relevant to portfolio assets and future investment opportunities. Perform other analyst duties as assigned to provide well-rounded exposure to the investment process. Required Skills and Attributes 2-4 years of experience in project finance related to ideally related to carbon projects, renewable energy, or other sustainable infrastructure Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related quantitative field. Strong analytical and quantitative skills, with familiarity in financial modeling and Excel. Demonstrated interest in infrastructure, renewable energy, sustainability, or investments. Detail-oriented with the ability to manage multiple projects simultaneously, while maintaining accuracy and meeting deadlines. Effective written and verbal communication abilities; able to present information clearly and concisely. Eagerness to learn from senior team members and accept constructive feedback as part of an ongoing development process. Ability to gather, organize, and interpret large amounts of data. Team-oriented mindset, collaborative approach, and willingness to support various project and administrative tasks. High level of integrity, professionalism, and discretion when handling confidential information. Proactive work ethic and readiness to take initiative within clearly defined responsibilities. Compensation The approximate annual base compensation range for this position is $100,000-$135,000, commensurate with experience. The actual offer will reflect a total rewards package, including long-term incentives and excellent benefits, determined by a variety of factors including the applicant's experience, knowledge, skills, and equity considerations.
    $100k-135k yearly Auto-Apply 60d+ ago
  • Senior Investment Operations Analyst, Customer Support

    Ridgeline 4.1company rating

    Portfolio manager job in San Ramon, CA

    Are you a detail-oriented problem solver with a passion for streamlining complex investment operations? Do you enjoy collaborating closely with customers and cross-functional teams to solve high-impact operational challenges? Are you eager to bring innovation and automation to middle- and back-office workflows in the investment management industry? If so, we invite you to be a part of our innovative team. As a Senior Investment Operations Analyst, you'll play a key role in supporting Ridgeline customers by managing critical investment operations functions such as reconciliation, performance reporting, trade capture, and more. You'll be the go-to expert ensuring that customer operations are accurate, timely, and scalable. This role also helps bridge customer experience and product evolution by identifying process improvements and automation opportunities. You'll work with cutting-edge technology, including AI tools such as ChatGPT, to deliver efficient, forward-thinking solutions and insights that shape the future of investment operations. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions-not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we'd love to meet you. You must be work authorized in the United States without the need for employer sponsorship. The impact you will have: Account Administration - Set up new accounts, process updates and terminations, and maintain portfolio group structures as directed by customers. Investment Accounting - Record financial transactions on a trade-date basis, process income and expense accruals, and support period-end close activities. Trade Capture & Settlement -Ensure accurate posting, support post-trade workflows (matching, confirmations, allocations), and meet T+1 settlement requirements. Corporate Actions - Process mandatory corporate actions and reconcile all activity through standard controls. Pricing & Security Master - Apply daily pricing, FX rates, and security master data from third-party vendors, resolving exceptions and ensuring compliance with customer policies. Reconciliation - Perform daily reconciliations of positions, transactions, cash, and tax lots between Ridgeline and custodians/prime brokers; research and resolve breaks with clear documentation. Performance - Support daily and monthly performance reporting, ensuring calculations align with GIPS standards and addressing customer inquiries on returns and composites. Customer Engagement - Deliver exception reports, investigate and resolve inquiries, and surface operational insights that help improve both customer outcomes and Ridgeline's platform. Automation & Innovation - Identify opportunities to streamline processes through AI/ML and automation, working with the broader team to design smarter workflows that scale with customer needs. What we look for: Bachelor's degree in Finance, Economics, Accounting, or a related field. 3-5 years of experience in investment operations or a related middle/back-office function. Familiarity with portfolio accounting, reconciliation, performance reporting, and trade lifecycle management. Strong attention to detail with a commitment to accuracy and timeliness. Analytical and problem-solving skills, with the ability to resolve breaks and exceptions independently. Excellent written and verbal communication skills for working with customers and internal teams. Proficiency with Google Apps or MS Office, especially spreadsheets. Curiosity about new technologies, including AI-driven tools, and willingness to learn. Flexibility to support early-morning start times (as early as 3:00am PST) when required by customer operations. Bonus: Experience with enterprise SaaS or fintech platforms. Familiarity with tools such as Slack, JIRA, Confluence, or Kantata. Exposure to APIs, AWS, or other cloud-based architectures. CFA or CPA designation (or progress towards one). About Ridgeline Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America's Best Startup Employers.” Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace. Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions. Compensation and Benefits The cash compensation amount for this role is targeted at $115,000-$137,500. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product. In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits. #LI-Hybrid
    $46k-56k yearly est. Auto-Apply 2d ago
  • BD & Investment Manager, AI + Game Tech

    Tencent 4.5company rating

    Portfolio manager job in San Francisco, CA

    About the Hiring Team Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market. What the Role Entails Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China. Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world. Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players. As a Strategic BD and Investment Manager, you will: Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships; Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players. Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment; Work directly with senior management across global AI and games markets. Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks. You will be responsible for supporting decision-makings for executives and leaders of business groups. Provide game changing strategy and inspire out-of-the-box thinking to senior leader. Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan. Who We Look For: Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus. Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming). Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI. Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams. Effective team players with excellent communication and interpersonal skills. Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages. Location State(s) US-California-Palo Alto The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year. Equal Employment Opportunity at Tencent As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
    $100.3k-233.2k yearly 6d ago
  • Portfolio Manager - San Francisco, CA

    California Bank & Trust 4.4company rating

    Portfolio manager job in San Francisco, CA

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a seasoned Portfolio Manager in San Francesco, Menlo Park or Walnut Creek, CA. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies and practices. Job Responsibilities: * Responsible for managing and servicing a portfolio of existing loan relationships. * Responsible for expanding and building relationships resulting in excellent customer satisfaction. * Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations. * Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc. * Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio. * Assists bankers with new and existing loan requests and other special projects. * Senior level may manage Analysts and Loan Specialists. * Other duties as assigned. Qualifications: * Requires a bachelor's degree in Finance, Business or other related field and 6+ years of banking, relationship management, underwriting and credit experience or other directly related experience. An equivalent combination of education and experience may meet qualifications. * Must have specialty lending experience in one or more of the following areas - Asset Based Lending, Leverage Finance, Mergers and Acquisition or other specialty areas. * Deep advanced knowledge of various types of loans, deep credit knowledge, excel modeling, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc. * Strong working knowledge of banking products, services, policies, procedures and regulations. * Advanced credit skills in underwriting, financial modeling, valuations and adherence to policy. * Requires excellent customer service, relationship, organizational, analytical and creative problem-solving skills. * Ability to meet deadlines. * Must have excellent communications skills, both verbal and written. * Knowledge of various software applications including word processing and spreadsheets Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts * Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits, including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $111,000 - $135,000+ annually depending on job-related factors such as level of experience.
    $111k-135k yearly 9d ago
  • Senior VC Investor

    Hanwha Asset Management USA Ltd. 4.1company rating

    Portfolio manager job in San Francisco, CA

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Dental insurance Free food & snacks Health insurance Paid time off Parental leave Signing bonus Vision insurance Wellness resources Hanwha Asset Management is a global financial asset manager with multiple locations, including Singapore, Korea, and the U.S. We serve institutional clients with our multi-asset business model with about $90B of AUM. We seek investment talents who want to change the world with founders and invest in technologies making us pursue a better life for the next generations. Our recent activities include participation in Mistral AI, Shield AI, Luma AI, Atropos, Groq, Temporal and other startups. THE ROLE. The Senior Venture Capitalist / Investment Manager will focus on developing investment strategies in AI and related sectors, exploring new and unconventional domains to drive innovation. Responsibilities include identifying startups, conducting market analysis, performing due diligence, and managing complex financial models. This individual will lead and participate in all aspects of our investment process for our venture capital portfolio, including sourcing and portfolio monitoring. The successful candidate will be a smart, resourceful, outgoing self-starter with a proven ability to proactively find and attract the best investment opportunities domestically and/or globally. In addition to deal sourcing and diligence, the Senior Investor will also be expected to support and provide value to our portfolio companies and strategic limited partners. This position is based in San Francisco, requiring attendance in the office four days per week. RESPONSIBILITIES. Strategy Development: Develop and refine Hanwha Asset Management USA's investing strategy in alignment with the company's mission, objectives, and structure. Investment Sourcing: Identify AI enterprises and technologies that align with the companys strategic goals. Investment Due Diligence: Lead comprehensive due diligence on prospective investment opportunities. This includes financial analysis, deal structuring, legal compliance, and risk assessment. Investment Management: Oversee day-to-day portfolio management of the existing investment portfolio. Risk Management: Work closely with the Asset Management team to develop risk mitigation strategies for investments and establish monitoring mechanisms to track performance over time. Stakeholder Engagement: Engage with investees and other stakeholders to facilitate ongoing collaboration and support. Investment Measurement: Develop and implement systems for tracking and measuring investments, including the development of key performance indicators (KPIs). Reporting: Prepare and present reports on investing activities, performance, and outcomes to leadership and stakeholders REQUIREMENTS. Minimum of 7 years of relevant work experience in institutional investment management. Deep understanding of VC investing and a desire to advance an investment strategy using non-traditional methods. Proven track record of success in investment sourcing, diligence, structuring, and management of impact investments. Experience with Notion or other investment performance reporting software is a plus. Exceptional strategic thinking skills around operationalization and execution in complex and ambiguous environments. Demonstrated experience building and maintaining relationships with a diverse range of stakeholders across different geographies and subject areas. Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management and other outside partners. PhD Degree in AI (CS or DS) and experience in AI/ML, mobile tech, or engineering strongly preferred. Willingness and ability to travel. Hanwha Asset Management USA, Ltd. offers a comprehensive medical, dental & vision benefits package, including robust paid time off and a generous 401k match, designed to support your well-being and financial future.
    $113k-182k yearly est. 6d ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Cupertino, CA?

The average portfolio manager in Cupertino, CA earns between $68,000 and $227,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Cupertino, CA

$124,000

What are the biggest employers of Portfolio Managers in Cupertino, CA?

The biggest employers of Portfolio Managers in Cupertino, CA are:
  1. Intuitive Solutions
  2. Apple
  3. Applied Materials
  4. Cariad
  5. Cariad, Inc.
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