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  • Patent Portfolio Manager

    Apple Inc. 4.8company rating

    Portfolio manager job in San Francisco, CA

    San Francisco Bay Area, California, United States Corporate Functions Imagine what you could do here. At Apple, new ideas have a way of quickly becoming great products, services, and customer experiences. Bring passion and dedication to your job and there's no telling what you could accomplish. Do you love taking on bold new challenges? Do you possess a deep knowledge of the legal field and a passion for innovation? We uphold Apple's high ethical and corporate standards, and defend Apple's intellectual property. You'll provide legal support for our world-class wireless devices. Working for a company that invents new product categories and creates new industries means you'll be challenged to creatively apply your extensive legal expertise to rare and often unexplored aspects of the law. Description We seek to hire a Patent Attorney or Patent Agent to assist in developing and curating the company's wireless communications patent portfolio. You will work with the business to build and purposefully prosecute the associated worldwide patent portfolio and strategy. This includes identifying patentable inventions; securing high-quality, strategic patent assets; providing expert technical and legal analysis; handling patent challenges; providing guidance in support of patent transactions and licensing matters; assigning and managing work performed by outside law firms; and working with engineering and other business organizations to understand priorities and challenges. This position also will provide cross‑functional support for acquisition due diligence, IP licensing, enforcement, standards, and litigation activities. Minimum Qualifications 5+ years of relevant experience at a top law firm and/or in‑house legal department. 5+ years drafting and prosecuting patent assets, managing portfolios, developing patent strategies, conducting patent analysis, and providing support for standards, transactions, and litigation projects. Experienced in wireless telecommunications, wireless protocols, and communications hardware. USPTO Registration and BS degree in EE/CS/CE Preferred Qualifications Familiar with wireless standardization (e.g., 3GPP and 802.11). Communicate effectively, both verbally and in writing. JD preferred At Apple, base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay range for this role is between $230,500 and $346,500, and your base pay will depend on your skills, qualifications, experience, and location. Apple employees also have the opportunity to become an Apple shareholder through participation in Apple's discretionary employee stock programs. Apple employees are eligible for discretionary restricted stock unit awards, and can purchase Apple stock at a discount if voluntarily participating in Apple's Employee Stock Purchase Plan. You'll also receive benefits including: Comprehensive medical and dental coverage, retirement benefits, a range of discounted products and free services, and for formal education related to advancing your career at Apple, reimbursement for certain educational expenses - including tuition. Additionally, this role might be eligible for discretionary bonuses or commission payments as well as relocation. Learn more about Apple Benefits. Note: Apple benefit, compensation and employee stock programs are subject to eligibility requirements and other terms of the applicable plan or program. Apple is an equal opportunity employer that is committed to inclusion and diversity. We seek to promote equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about your EEO rights as an applicant . Apple accepts applications to this posting on an ongoing basis. #J-18808-Ljbffr
    $230.5k-346.5k yearly 4d ago
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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 4d ago
  • Senior Manager, GTM Portfolio Management, Chief of Staff

    Autodesk, Inc. 4.5company rating

    Portfolio manager job in San Francisco, CA

    At Autodesk, we do what no other company on the planet can: provide our customers the technology to Make Anything. We are on a journey of significant enterprise growth. In order to maintain and accelerate our growth trajectory, we're looking for a Senior Manager, Portfolio Management & Governance to own and deliver a comprehensive view of our go-to-market portfolio of programs. You will own the strategy, tooling, and operating rhythms that support how teams plan, execute, and measure work. You will design and maintain a single source of truth for portfolio data, refine intake and prioritization processes, and embed shared ways of working that drive consistency and transparency.A key part of this role is partnering with governance groups-including the Program Management Office (PMO) and Transformation Management Office (TMO)-to maintain, evolve, and govern program management methodologies. You will also contribute to the evolution of program and portfolio tooling, with a strong focus on Airtable. You will manage and develop a small, high-performing team while modeling operational rigor, strategic thinking, and cross-functional partnership.* 8+ years of experience in portfolio management, program management, business operations, or similar fields* Experience implementing or scaling a portfolio operating model within a mid-size or large organization* Strong working knowledge of program management methodologies and governance practices* Demonstrated experience establishing or managing team operating rhythms and organizational processes* Experience partnering with PMO/TMO or equivalent governance groups* Expertise in Airtable or comparable no-code/low-code workflow tools, including architecture and automation* Strong analytical and data storytelling skills, with experience producing executive-ready insights and recommendations* Excellent communication, facilitation, and stakeholder-management abilities* Experience managing or coaching teams and fostering high performance* Background in go-to-market, transformation, operations, or strategy environments* PMP, Agile, or other project/program management certifications* Experience designing or optimizing program management tooling, templates, and governance artifacts #J-18808-Ljbffr
    $129k-169k yearly est. 3d ago
  • Head of Crypto & DePIN Fund Investments

    P2P 3.2company rating

    Portfolio manager job in Menlo Park, CA

    A pioneering technology firm in California is seeking a qualified professional to join as a Venture Capital Analyst. The successful candidate will work closely with the executive team, manage investment processes, and contribute to the fast-evolving landscape of crypto and blockchain technology. The ideal applicant should have a strong background in venture capital and a passion for emerging technologies, along with effective communication skills. #J-18808-Ljbffr
    $122k-207k yearly est. 5d ago
  • BD & Investment Manager, AI + Game Tech

    Tencent 4.5company rating

    Portfolio manager job in San Jose, 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 1d ago
  • US Portfolio Investment Manager: Renewables Financing Lead

    Lightsourcelabs

    Portfolio manager job in San Francisco, CA

    A leading renewable energy company based in San Francisco is looking for a US Portfolio Investment Manager. This role will involve managing relationships with capital providers while ensuring compliance and optimizing financial performance. Candidates should have a minimum of 4 years' experience in project finance and a Bachelor's degree in a relevant field. The position offers competitive compensation between $140,000 to $160,000 annually, along with comprehensive health benefits and a hybrid work environment. #J-18808-Ljbffr
    $140k-160k yearly 3d ago
  • Vice President, Team Lead - Portfolio Manager, Commercial (Emerging Middle Market)

    Hispanic Alliance for Career Enhancement 4.0company rating

    Portfolio manager job in San Ramon, CA

    Application Deadline: 02/04/2026 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. Responsibilities 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. Proficiencies Foundational Level Structuring Deals Advanced Level Problem Solving Collaboration Detail-Oriented Customer Service Loan Structuring Regulatory Compliance Portfolio Management Credit Risk Assessment Banking Operations Microsoft Office Expert Level 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: https://jobs.bmo.com/global/en/Total-Rewards 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 http://jobs.bmo.com/us/en Equal Employment Opportunity 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. Accommodations 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 BMOCareers.Support@bmo.com 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. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr
    $88.8k-165.6k yearly 3d ago
  • Strategic Growth & Portfolio Lead

    Asana 4.6company rating

    Portfolio manager job in San Francisco, CA

    A leading collaboration platform in San Francisco is seeking a Corporate Strategy and Planning Lead to drive market analysis and long-term strategic initiatives. You will collaborate across teams to translate visions into actionable growth bets, focusing on SaaS business models. The ideal candidate has over 10 years of experience, exceptional leadership abilities, and deep knowledge of mergers and acquisitions. This role offers a competitive salary and a hybrid work model. #J-18808-Ljbffr
    $202k-279k yearly est. 5d ago
  • Senior Manager, State & Local Income Tax - Asset Management

    KPMG 4.8company rating

    Portfolio manager job in Santa Clara, CA

    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Senior Manager to join our State and Local Tax (SALT) practice. Responsibilities: Provide tax compliance services to partnerships for Asset Management clients Deliver exceptional client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies Assist multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and appeal meetings, and preparing protests Research and draft technical memoranda regarding state and local tax questions Aid with the business development, management, and delivery of SALT services, and provide assistance and oversight on large client project engagements Supervise, mentor, and develop staff members and teams Additional responsibilities for Senior Manager: * Assist multi-state companies with analyzing state tax considerations/impacts related to business restructuring projects and intercompany transactions * Develop cross-functional relationships within the firm Qualifications: Minimum five years of recent experience performing tax research and providing technical advice on multi-state tax issues Bachelor's degree from an accredited college/university Licensed CPA, EA, JD/LLM or MTX, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list Able to develop business and foster client relationships Ability and desire to perform in a high-energy team environment, and excellent writing, communication, and tax research skills Prior experience in Partnership and/or Asset Management Additional qualifications for Senior Manager: Minimum eight years of recent experience in providing tax research and technical advice on multi-state issues Strong knowledge of the development, planning, and execution of client delivery Experience with various other state and local taxes KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at "Benefits & How We Work". Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $130900 - $284400 KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site). KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $70k-95k yearly est. 8d ago
  • Residential Branch Manager

    OPC Pest Services 4.1company rating

    Portfolio manager job in San Jose, CA

    We're the Industry Leader Because of Leaders Like You. When you're an Orkin Branch Manager, you're the leader cultivating a team to deliver top‑notch service from the industry leader with more than 120 years of protecting homes and businesses. Our Branch Manager position is for those who thrive on the challenge of growing a high‑performance business and team. Your competitive drive enables you to meet and exceed financial performance goals, and your desire to build a team helps you cultivate an exceptional work environment. You can take pride when your entrepreneurial skills lead to business growth while being supported by the industry leader. And you can earn your way to an annual rewards trip honoring top performers. You'll have more than a job-you'll have a career with growth potential and benefits that go beyond the basics. This includes a company vehicle, competitive pay and a 401(k) program. Not to mention, you'll receive opportunities to volunteer and give back. With Orkin's award‑winning training program, you'll receive all the tools you need to succeed. That means no industry experience required to start building your career. Plus, if there's one thing we know at Orkin, it's that pests keep coming back, and that makes our industry recession resistant. Ready to start a career with staying power? Apply now! Responsibilities As a Branch Manager, you'll be a leader in a high‑performance culture. Extensive training will prepare you to apply business acumen to revenue growth through achieving the highest customer satisfaction. Equally important is cultivating an employee culture that motivates performance, supports personal growth and inspires exceptional service. In addition to playing a key role in business success and professional development, Branch Managers also contribute to community service that improves the places where we live and work. You will… Assume leadership of an entire operation upon completion of training Demonstrate your proven track record of leadership development of others, to include field evaluations, addressing coaching opportunities and training Exemplify a service mindset to deliver customer retention results Inspire your team to deliver top‑notch service, accept constructive feedback and commit to continual improvement Drive revenue generation and growth, motivating the team through daily check‑ins of activities and holding teams accountable for results Showcase superior operational skills, with experience in managing a Profit and Loss (P&L) statement and strategically investing in growth with balancing expense margins Recognize and developing talent, during recruitment, selection and training across sales, service and customer service staff, including management Be willing to relocate to an open location within the region after 6-9 months of required training Benefits Competitive earnings and a company vehicle with gas card Pay ranges from $75,000 to $80,000 a year. Company provided iPhone and iPad with sales software Comprehensive benefits package including medical, dental, vision, maternity, & life Insurance 401(k) plan with company match, employee stock purchase plan Paid vacation, holidays, and sick leave Employee discounts, tuition reimbursement, dependent scholarship awards Industry leading, quality, comprehensive training program Why should you choose Orkin? Founded in 1901, Orkin is a global residential and business service provider who provides the most accurate, comprehensive, and efficient pest management services for both residential and commercial customers The Pest Management Industry is growing - and is a recession resistant line of business You have a service‑oriented mindset that leads you to build loyalty and trust with clients You hold yourself responsible to commitments You value being part of a team You want to join a company that supports the community Orkin is financially stable and growing as the largest subsidiary of Rollins, Inc. (NYSE: ROL), headquartered in Atlanta, GA Qualifications What do you need to be successful? Sales experience preferred High School Diploma or equivalent required Valid driver's license required Ability to obtain the appropriate pesticide license/certification if required (company paid) Ability to work in the field independently and interact with our great clients What will my work environment be like? Candidates must meet physical job requirements and safely perform the job duties with or without accommodations: Safely use a ladder within the manufacturer's weight capacity Occasionally lift and carry up to 50 lbs. Safely access crawl spaces, attics, confined spaces, roof tops, etc. including the ability to climb or balance and stoop, kneel, crouch, or crawl Wear personal protective equipment (PPE) which sometimes requires an OSHA‑compliant respirator Willing to work in different types of weather conditions Orkin is an Equal Opportunity/Protected Veterans/Individuals with Disabilities Employer #ORK729IND #J-18808-Ljbffr
    $75k-80k yearly 5d ago
  • Global Tax Manager - Planning, Compliance & Strategy

    Roku, Inc. 4.9company rating

    Portfolio manager job in San Jose, CA

    A leading streaming technology company seeks a Tax Manager at its San Jose, CA HQ. The role involves tax compliance and planning, collaboration within a dynamic team, and solidifying the company's tax strategies. Ideal candidates will have at least 5-6 years of tax experience, excellent analytical skills, and a strong foundation in US and international tax regulations. This position offers a salary range of $145,000 to $155,000 annually along with comprehensive benefits. #J-18808-Ljbffr
    $145k-155k yearly 6d ago
  • Tax Senior Manager

    GHJ

    Portfolio manager job in San Jose, CA

    WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future. WHAT we believe We believe that collaboration is the foundation for success. We work as a business advocate for our clients - providing personalized service and building long‑term relationships to help position our clients for the future. HOW we succeed We are deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions and incorporate them into every aspect of our business. By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success). Summary of Role The Senior Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients' tax returns whether prepared personally or by supervision of others. Advanced technical skills in a variety of tax and accounting areas, along with well‑developed and applied management and supervisory skills are required. The Tax Senior Manager may have input on any tax issue presented. You will be responsible for Main Experience with partnerships, S Corporations and individual tax filings (1065s, 1120S and 1040s). Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary. Delegates, manages, and performs tax research projects to achieve an accurate and efficient product. Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients. Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions. Assists and supervises tax preparers with the more complex business returns. Assumes client service responsibility for clients the tax manager works directly with or clients where the responsibility is delegated from the partner. Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients. Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities. Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness. Supervises tax staff and provides on-the-job training. Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs. Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients' tax returns. Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters. Maintains a knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate. Participates in firm's practice development efforts through involvement with referral sources, community and industry activities. What skills and experience you'll bring to us 7-10 years of experience in public accounting, demonstrating a proven progression in tax return complexity, scope, and research. At least two (2) years experience representing clients before taxing authorities. Prior leadership and supervisory experience directing work of tax preparers. Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements. Participates in career development program to improve managerial, communication, and interpersonal skills. 5+ years of experience performing research and providing quality technical advice. Excellent oral & written communication skills. Self starter with the ability to work independently and use good judgment. Prior leadership and supervisory experience. Strong interpersonal skills, including proven experience liaising with clients. Strong mentoring skills and the desire to participate in our Mentoring Program. Decision making skills. Ability to think like a partner. Creative thinker with entrepreneurial approach to client interactions. Must be a member in good standing with the American Institute of CPAs. Proficiency in use of computer tax preparation, tax research, and tax planning software programs. Seven decades, overriding focus: our people and our clients. GHJ was founded in 1953, making us one of the oldest independent firms in the Los Angeles area. Ranked as a top 20 largest accounting firm on the Los Angeles Business Journal's Book of Lists, the firm has 22 partners and approximately 200 staff members that serve over 3,000 clients. Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversight Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). Collaboration and maintaining strong relationships are the cornerstones of our success. We are also an independent member of HLB International, a worldwide organization of over 250 member professional accounting firms and business advisors. This affiliation gives us access to the subject matter experts of other member firms and provides consulting and professional services in over 158 countries through its nearly 800 offices worldwide. GHJ complies with all local/state regulations in regards to displaying salary ranges. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Any offered salary is determined based on internal equity, internal salary ranges, market data, ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD, technology), for example. At GHJ, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $165,000 - $205,000. Equal Employment Opportunity GHJ is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally‑recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including Department Heads and co-workers. #J-18808-Ljbffr
    $165k-205k yearly 4d ago
  • Tax Manager - UHNWI

    The Agency Recruiting

    Portfolio manager job in San Francisco, CA

    UHNWI Tax Manager - San Francisco, CA - In-office with future hybrid Base Compensation: $160-240k DOE Our primary focus has been high net worth individuals and their corporations, their related tax challenges, tax planning and tax preparation. “We are a group of talented individuals with a passion for finding creative solutions that effectively and efficiently meet our client expectations” Responsibilities Manage and oversee the preparation and filing of individual and corporate tax returns Develop and implement tax planning strategies to minimize tax liabilities for clients Conduct research and stay up-to-date on tax laws and regulations to ensure compliance and identify tax‑savings opportunities Review and analyze financial data to ensure accuracy and completeness for tax purposes. Provide guidance and advice to clients on tax-related matters Supervise and mentor junior tax Associates Communicate effectively with clients, tax authorities, and other stakeholders Qualifications Bachelors/Master's Degree in Accounting, Finance or other related field. CPA certification a must Minimum of 4 years' experience in individual and corporate taxes Ability to work independently and as part of a team Strong communication and interpersonal skills Proficient in tax preparation software Why Join Us Professional Development - we prioritize the growth and development of our employees. We offer ongoing training opportunities, mentorship programs, and support for professional certifications to help you reach your full potential. Diverse Clientele - Our firm has been working with a diverse range of High Net Worth clients since the 1980's, from Family businesses, Real Estate Holdings, Charitable Contributions and so much more. This variety provides our team members with exposure to different challenges, helping them expand their skills and knowledge. Innovative Technologies - We leverage cutting edge accounting tools and technologies to streamline processes and deliver superior results for our clients. Collaborative culture - Collaboration and Teamwork are at the core of our firms' culture. We believe that by working together and sharing knowledge, we can achieve greater success for our clients and ourselves. #J-18808-Ljbffr
    $160k-240k yearly 3d ago
  • Tax Manager

    Rpmglobal

    Portfolio manager job in San Francisco, CA

    At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you're eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us. Position Summary Novogradac & Company LLP is searching for a Tax Manager to join our fast-growing firm. The Tax Manager will manage tax assignments as designated by the Principal or Partner. The Manager should function with minimal supervision, and increased focus is placed on supervising and mentoring Staff and Senior Accountants, independent problem solving, strengthening and developing client relationships and increasing office profitability. Some positions at Novogradac may be open to remote or hybrid work arrangements depending on business needs. Please discuss available options with your recruiter. Your Contributions and Responsibilities Assume primary responsibility for client engagements, including planning, staffing, timing, technical issues and other decisions. Oversee completion of engagements, including identifying and solving problem areas during the engagement, with minimal oversight or assistance Conduct thorough engagement reviews Supervise and mentor Supervisors, Senior Accountants and Staff, including guiding and educating them in technical areas, identifying professional development opportunities and maintaining a respectful team atmosphere Complete annual performance evaluations for assigned staff and manage employee performance conversations Assist Principals and Partners with identifying, meeting with and pursuing new clients. Find opportunities to turn acquired technical knowledge into high value‑added opportunities for Firm clients Promote the Firm's image by participating on conference panels, contributing to Firm publications, attending recruiting events, conducting in‑house and client trainings, etc. Demonstrate an understanding of the value of enhancing the Novogradac brand by fostering collegial relationships with all Partners, employees, clients and prospects of the Firm Develop, strengthen and grow client relationships through professionalism, responsiveness and service‑oriented approach Enhance skills in the industries the Firm focuses on by seeking out and completing training courses Increase office profitability by managing your time and the time of Staff and Senior Accountants efficiently, contributing ideas and adding value Other duties and projects as assigned Your Background and Skills Bachelor's degree, preferably in accounting or finance (advanced degree is a plus), and 3-7+ years of experience in public accounting and/or appropriate balance of education and work experience. CPA license required. Exhibit expert understanding of accounting and tax rules Excellent verbal and written communication skills Demonstrate a level of intellectual curiosity Consistently demonstrate strong personal, technical and professional judgment Perform work accurately and in a time‑efficient manner with strong attention to detail Strong organizational and follow‑through skills Ability to effectively prioritize a fast‑paced and varied workload, effectively manage a variety of concurrent and shifting priorities Ability to accept constructive feedback from Partner group and make adjustments as directed Ability to work collaboratively and foster a productive, team‑oriented environment Strong computer skills, including solid skill in the Microsoft Office suite (particularly Excel) and report writing tools Maintain a professional demeanor with coworkers and clients Able to gain the confidence of the existing Partner group Ability to meet internal Firm deadlines (time entry, billing, etc.) Available to work evenings and weekends based on position needs and to travel domestically if required Experience with any of the following is helpful but not mandatory: Affordable Housing, Low Income Housing Tax Credits (LIHTC), Opportunity Zones (OZ), Renewable Energy Tax Credits (RETC), Historical Tax Credits (HTC), Housing and Urban Development (HUD), New Markets Tax Credits (NMTC), Real Estate, Developers, Partnerships, Housing Authority (HA), Public Housing Authority, Community Development Financial Institutions (CDFI), Community Development Entity Certification Applications (CDE), Property Compliance, Nonprofit, Single Audit, Uniform Guidance, A-133, Forecasting, Cost Segregation, Year 15 Exit, Tax‑exempt bond and HOME programs. Why work with us? Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work‑life integration. We are proud to offer: Increased number of paid holidays per year Competitive salaries with continuous review of market conditions Flexible working hours and work arrangements Remote and hybrid opportunities Inclusive workplace, providing strong professional growth and development opportunities The benefits of joining our team Competitive benefits package 401(k) package with firm profit‑sharing Discretionary annual bonuses for eligible positions & CPA bonus plan Strong emphasis on quality work‑life integration Dress for your day policy Resources of a national firm Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment Compensation: $121,000 - $161,000 depending on experience. More is possible if experience dictates. After reviewing this job posting, are you hesitating to apply because you don't meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may still be the right candidate for this or one of our other roles. Get to know us better! We're Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country. Novogradac is one of the nation's top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields. Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence. At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace. Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k). Novogradac and Company LLP is an equal opportunity employer. Novogradac's culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce. By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection. #J-18808-Ljbffr
    $121k-161k yearly 3d ago
  • ASC 740 Tax Advisory Manager | Senior Client Leader

    BDO Capital Advisors, LLC

    Portfolio manager job in San Francisco, CA

    A leading tax advisory firm in San Francisco is seeking an Experienced Manager for Core Tax Services. This role focuses on advising clients regarding tax implications, ensuring compliance and tax efficiency, and managing client relationships. Candidates should have 6+ years of relevant experience, supervisory skills, and a CPA or equivalent certification. The position offers competitive compensation within a dynamic team environment that encourages professional development and teamwork. #J-18808-Ljbffr
    $81k-120k yearly est. 5d ago
  • Senior Patent Portfolio Manager

    Apple Inc. 4.8company rating

    Portfolio manager job in San Francisco, CA

    San Francisco Bay Area, California, United States Corporate Functions Imagine what you could do here. At Apple, new ideas have a way of quickly becoming great products, services, and customer experiences. Bring passion and dedication to your job, and there's no telling what you could accomplish. Do you love taking on bold new challenges? Do you possess a deep knowledge of intellectual property (IP) and patents, care about details, drive efficient execution, and have a passion for innovation? We uphold Apple's high ethical and corporate standards as we protect Apple's Intellectual Property. You'll provide legal support for the development of world‑class products and services. Working for a company that invents new product categories and creates new industries means you'll be challenged to creatively apply your knowledge and expertise to rare and often unexplored aspects of the law. Description We're hiring a Patent Attorney to help protect Apple's rapidly evolving operating systems, ecosystem technologies, device security, interoperability capabilities, and software development. You'll lead engagements with the business to build and leverage the associated worldwide patent portfolio and strategy. Responsibilities includes identifying patentable inventions; securing high‑quality, strategic patent assets; providing expert technical and legal analysis; handling patent challenges; providing guidance in support of patent transactions and licensing matters; assigning and managing work performed by outside law firms; and working with engineering and other business organizations to understand priorities and challenges. This position also will provide cross‑functional support for acquisitions, regulatory, IP licensing, enforcement, standards, and litigation activities. Minimum Qualifications 6+ years of patent experience, such as drafting and prosecuting patent assets, developing patent strategies, conducting patent analyses; Experience working with software operating systems, security and encryption technologies, and software development; and Juris Doctor, USPTO Registration and BS degree in computer science or related discipline. Preferred Qualifications Advanced degree in computer science or software engineering; and/or In‑house experience; experience working in and/or providing support for standards, open source, transactions, regulatory, M&A, and litigation efforts; At Apple, base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay range for this role is between $230,500 and $346,500, and your base pay will depend on your skills, qualifications, experience, and location. Apple employees also have the opportunity to become an Apple shareholder through participation in Apple's discretionary employee stock programs. Apple employees are eligible for discretionary restricted stock unit awards, and can purchase Apple stock at a discount if voluntarily participating in Apple's Employee Stock Purchase Plan. You'll also receive benefits including: Comprehensive medical and dental coverage, retirement benefits, a range of discounted products and free services, and for formal education related to advancing your career at Apple, reimbursement for certain educational expenses - including tuition. Additionally, this role might be eligible for discretionary bonuses or commission payments as well as relocation. Learn more about Apple Benefits. Note: Apple benefit, compensation and employee stock programs are subject to eligibility requirements and other terms of the applicable plan or program. Apple is an equal opportunity employer that is committed to inclusion and diversity. We seek to promote equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about your EEO rights as an applicant. Apple accepts applications to this posting on an ongoing basis. #J-18808-Ljbffr
    $230.5k-346.5k yearly 2d ago
  • Portfolio Investment Manager, US

    Lightsourcelabs

    Portfolio manager job in San Francisco, CA

    Join Us in Driving the Energy Transition We are Lightsource bp, and we're on a mission to become a global leader in onshore renewables, anchored by our proven track record in solar development. For over a decade, we've been diversifying the way the world is powered with safe, responsible, and sustainable renewable solutions. Our large-scale solar and energy storage projects help deliver affordable, reliable power while supporting global decarbonisation. Fully acquired by bp in 2024, Lightsource bp operates under a capital-light model, partnering extensively with third-party debt, structured financing, tax equity, and common equity to bring projects to life. Our people and projects are at the heart of what we do-and now, we're looking foryour expertise to help us grow our US portfolio. About the Investment Management Team OurInvestment Management (IM) Teamacts as the primary liaison with capital providers once financing transactions close, overseeing the relationship from daily reporting to commercial interaction until exit. We coordinate across LSbp teams-Structured Finance, Asset Management, Finance, Power Marketing, Legal, and more-to ensure projects deliver strong operational and financial performance. The team is organized into three verticals: Insurance You'll join our Portfolio Management Team, currently based in Europe and Sydney, but with growing presence in the US to support our expanding portfolio. The Role As aUS Portfolio Investment Manager / Senior Portfolio Investment Manager, you will be the “eyes and ears” of the IM Team for the portfolios you manage, acting as the day-to-day contact for capital providers (debt institutions and equity partners). You'll work closely with a US-based Commercial Investment Director and Valuation team, ensuring covenant compliance, accurate debt servicing, optimized cash distributions, and proactive portfolio performance tracking. Key responsibilities include: Managing relationships with capital providers, ensuring timely covenant reporting and responses to waiver/approval requests Overseeing debt service payments, letters of credit, and ancillary facilities Preparing budgets, forecasts, updated models, and tracking portfolio performance against investment models Identifying areas for commercial and financial optimisation Collaborating with LSbp teams on legal documentation, M&A activities, and refinancing initiatives Contributing to cross-portfolio initiatives and sharing best practices globally Who We're Looking For Minimum 4 yearsof experience in project finance documentation, reporting, or covenant management Engagement with capital providers in a portfolio management capacity (financial institution or sponsor) Strong financial and accounting skills, with ability to interpret P&L, cash flow, and balance sheets Experience working in complex, matrix-style, multinational environments Bachelor's degree in Engineering,Business,Finance, or a related field Preferred experience: Financial modelling skills in project-related or investment environments Direct involvement with budgets, forecasts, and operational asset portfolios Collaboration with legal teams on commercial documentation Analytical and detail-oriented, with strong planning and organisational skills Excellent written and verbal communication skills Self-motivated, collaborative, and able to manage diverse stakeholder relationships We Offer Competitive compensation:$140,000 to $160,000 annually plus a 20% annual bonus Health, dental, prescription, and vision care for US team members startingyour first day of employmentwithzero premiumsfor employee-only coverage Four weeks of vacation and three weeks of sick leave annuallyplus 11 paid holidays 401(k) plan, with a3% nonelective employer contribution Hybrid working environment (Tuesday-Thursday in office, Monday & Friday remote) Monthly personal phone bill reimbursement of up to $100 and a monthly commuter benefit of up to $150 Lifestyle Savings Account and more! Why You'll Want to Work With Us Our company is a place where you can be yourself and grow-a place where your ideas and opinions matter. Be you:We pride ourselves on being an inclusive community, where every individual is valued and treated with respect. Be responsible:Our culture is driven by our core values-from operating safely to ensuring our solar projects are responsible and promote biodiversity. Be recognized:Alongside competitive pay, we offer annual bonus opportunities, retention incentives, health insurance, retirement contributions, and other local benefits. Be inspired:Join an agile, international team working across 15 countries to power the future and positively impact people, communities, ecosystems, and biodiversity worldwide. Our core values:Safety, Integrity, Respect, Sustainability, and Drive guide everything we do, shaping meaningful low‑carbon energy projects that create a sustainable future. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status, or disability status.Individuals with disabilities may request reasonable accommodation related to LSbp's recruiting process (e.g., accessing the job application, completing required assessments, participating in interviews, etc.). To request an accommodation, please contact us during the recruitment process. #J-18808-Ljbffr
    $140k-160k yearly 3d 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 1d ago
  • Senior Manager, State & Local Income Tax - Asset Management

    KPMG 4.8company rating

    Portfolio manager job in San Francisco, CA

    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Senior Manager to join our State and Local Tax (SALT) practice. Responsibilities: Provide tax compliance services to partnerships for Asset Management clients Deliver exceptional client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies Assist multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and appeal meetings, and preparing protests Research and draft technical memoranda regarding state and local tax questions Aid with the business development, management, and delivery of SALT services, and provide assistance and oversight on large client project engagements Supervise, mentor, and develop staff members and teams Additional responsibilities for Senior Manager: * Assist multi-state companies with analyzing state tax considerations/impacts related to business restructuring projects and intercompany transactions * Develop cross-functional relationships within the firm Qualifications: Minimum five years of recent experience performing tax research and providing technical advice on multi-state tax issues Bachelor's degree from an accredited college/university Licensed CPA, EA, JD/LLM or MTX, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list Able to develop business and foster client relationships Ability and desire to perform in a high-energy team environment, and excellent writing, communication, and tax research skills Prior experience in Partnership and/or Asset Management Additional qualifications for Senior Manager: Minimum eight years of recent experience in providing tax research and technical advice on multi-state issues Strong knowledge of the development, planning, and execution of client delivery Experience with various other state and local taxes KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at "Benefits & How We Work". Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $130900 - $284400 KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site). KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $70k-95k yearly est. 8d ago
  • Senior Tax Manager: Lead Complex Returns & Strategy

    GHJ

    Portfolio manager job in San Jose, CA

    A leading independent accounting firm in San Jose is seeking a Senior Manager to efficiently supervise tax return preparation and guide clients through tax issues. Candidates should have 7-10 years of public accounting experience, with strong leadership and interpersonal skills. The role requires proficiency in tax preparations and compliance, as well as effective communication with clients. This position offers competitive compensation with a salary range of $165,000 - $205,000 based on experience and qualifications. #J-18808-Ljbffr
    $165k-205k yearly 4d ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in San Jose, CA?

The average portfolio manager in San Jose, 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 San Jose, CA

$124,000

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

The biggest employers of Portfolio Managers in San Jose, CA are:
  1. Stryker
  2. Log Homes of America
  3. Windsor Fashions
  4. Edelman Financial Engines
  5. Charities Housing
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