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  • Portfolio Manager III-AFFORDABLE HOUSING

    City National Bank 4.9company rating

    Portfolio manager job in Los Angeles, CA

    PORTFOLIO MANAGER III- AFFORDABLE HOUSING WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) The Commercial Real Estate Credit Solutions team provides underwriting and proactive portfolio management expertise to the Bank's CRE clients, including private individuals and family offices, and institutional funds/investors/developers. Colleagues will partner with the origination team to provide tailored CRE lending solutions to clients, while proactively identifying risk on new and existing credits within the portfolio through a combination of internal and external resources. CRE portfolio includes a variety of loan products secured or supported by varying asset types. This position will support the Bank's Affordable Housing credit portfolio, which focuses on construction, bridge, and perm loans as well as other credit offerings nationwide to for-profit and non-profit Affordable Housing developers and investors. It is important that this person understand the benefits of building relationships with clients that may include various CNB internal business partners and their services and products, as appropriate. Candidate will partner with the team responsible for building and maintaining the Affordable Housing loan portfolio, and will be a key contributor to CNB's Community Reinvestment Act (CRA) initiatives. Candidate must have in-depth experience and exercise a strong understanding of the Low Income Housing Tax Credit (LIHTC) Program and other Federal, State, and Local Affordable Housing Programs to assist in underwriting and portfolio management efforts. Candidate to be able to conduct detailed financial and risk analysis of affordable housing projects, developers, investors, tax credit equity syndicators, and municipal and or nonprofit partners. Maintains awareness of competitive products, practices, and changes in market conditions and compliance requirements. WHAT WILL YOU DO? Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent in Finance, Business or related field Minimum 4 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries Additional Qualifications Advanced experience in credit management and lending operations, with a strong understanding of risk management principles Desire to build leadership and coaching skills, with the ability to train and develop talent Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams Advanced analytical skills, with the ability to interpret complex data and make informed decisions Industry-specific knowledge and expertise WHAT'S IN IT FOR YOU? Compensation Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $111.4k-189.7k yearly 1d ago
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  • VP, Portfolio Manager

    Pacific Western Bank

    Portfolio manager job in Santa Ana, CA

    BOC - 3 MacArthur 3 Macarthur Pl Santa Ana, CA 92707, USA Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN THE OPPORTUNITY Responsible for providing financial, credit, and trend analysis for the delivery of the Banks credit products and services to middle market and other business clients and prospects. Monitors assigned credit relationships for covenant compliance, collateral monitoring, and credit deterioration, as applicable. Conduct annual reviews of loans and identify any risk rating changes. Keeps apprised of industry related, political and regulatory issues to determine their impact on specific industries or clients. Acts in an independent fashion from the sales teams to structure and evaluate credit requests. Is responsible for determining the credit worthiness of the Borrower and recommending credit decisions to Credit Administration. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. HOW YOU'LL MAKE A DIFFERENCE Independently evaluates and structures lower complexity credit requests, including, but not limited to asset-based lending, term loans, and commercial real estate loans. Performs independent credit analysis and risk assessment of new and existing credit requests. Including, but not limited to, preparing analysis of financial statements, and various other third-party reports such as property appraisals. In conjunction with Relationship Manager, involved in drafting loan documents prepared by outside law firm or in-house counsel. Recommends credit actions by preparing the Credit Approval Report (“CAR”) which is submitted to Credit Administration for final decisioning. Works with Loan Administration team to obtain due diligence information needed to underwrite the credit request, perform risk rating reviews, and/or monitor covenant compliance and ticklers. Reviews the Letters of Interest (LOI) and insures consistency between the loan documents and the CAM. May make joint customer calls with RM to assess client's needs, business, and management team. Ensures compliance with all applicable regulations, policies and procedures. Keeps up with changes to banking regulation and completes bank training courses on‑line, and on time. Has intermediate knowledge of appraisals, borrowing base reports, and collateral exams. Completes Problem Loan Status Reports (PLSRs) with guidance from manager. Responsible for ongoing proactive and correct identification and monitoring of Risk Ratings for Borrowers under the Risk Rating Policies of the Bank. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. Performs other duties and projects as assigned. WHAT YOU'LL BRING Bachelor's degree in accounting, finance, economics or related field and/or related work experience. Formal credit training and/or Intermediate/Financial Accounting 1 and 2 preferred. Intermediate/Financial Accounting 1 and 2 needed. Work related experience should consist of a good to strong understanding of lending, specifically, cash flow and collateral analysis and loan structuring. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti‑Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). Working knowledge of the Bank's Loan Policies and Standards. Strong skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook. Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Effective organizational and time management skills. Exceptional oral, written and interpersonal communication skills. Analytical writing skills a must. Ability to make decisions that have moderate impact on the immediate work unit and cross functional departments. Ability to comprehend and explain financial calculations and pricing alternatives. Ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. Ability to make informal and formal presentations, inside and outside the organization; speaking before assigned team or other groups as needed. Ability to deal with complex difficult problems involving multiple facets and variables in non‑standardized situations. Ability to work with little to no supervision while performing duties. HOW WE'LL SUPPORT YOU Financial Security: You will be eligible to participate in a 401k plan in which the Bank will match 100% of the first 4% of your contributions, which is immediately vested. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long‑term disability, pre‑tax Health Savings Account with employer contributions, and pre‑tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
    $129k-236k yearly est. 1d ago
  • FVP, Portfolio Manager

    Cathay Bank 4.4company rating

    Portfolio manager job in El Monte, CA

    Posted Tuesday, November 4, 2025 at 8:00 AM People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Portfolio Manager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide “best-in-class” service to these loan clients while following established Bank's policies and procedures. ESSENTIAL FUNCTIONS PM is to work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Maintain and grow existing client relationships, cross-sell Bank's other products and services. Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”) Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. QUALIFICATIONS Education: College graduate with major in related fields. Experience: 7-10 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices. Must have strong loan portfolio management experience. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. OTHER DETAILS $130K - $170K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster: Poster- English Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. #J-18808-Ljbffr
    $130k-170k yearly 5d ago
  • Senior Asset Manager

    Endeavor Agency

    Portfolio manager job in Newport Beach, CA

    The Senior Asset Manager (debt) will play a crucial role in managing and optimizing the portfolio of commercial real estate credit loans. This position requires a deep understanding of commercial real estate finance, covering commercial and multifamily assets. Key Responsibilities Manage and monitor the performance of the commercial real estate loan portfolio, ensuring alignment with company goals and risk parameters Conduct regular portfolio reviews and risk assessments, identifying potential issues and recommending mitigation strategies Collaborate with the underwriting team to evaluate new investment opportunities and their potential impact on the overall portfolio Develop and maintain financial models to analyze portfolio performance and project future outcomes Prepare detailed reports on portfolio performance for senior management and investors Work closely with asset management and origination teams to optimize portfolio returns and manage risk Monitor market trends and regulatory changes that may impact the portfolio or create new opportunities Assist in the development and implementation of portfolio management strategies and policies Qualifications Bachelor's degree in Finance, Real Estate, or related field; MBA or relevant master's degree preferred 7+ years of experience in real estate finance, with a focus on multifamily and commercial real estate sectors Strong exposure of bridge lending and structured finance Excellent analytical and financial modeling skills Fluency in Excel, financial analysis software, and portfolio management tools Strong problem-solving abilities and attention to detail Excellent written and verbal communication skills Ability to work effectively in a fast-paced, team-oriented environment Knowledge of real estate capital markets and investment strategies Familiarity with risk management practices in real estate lending
    $73k-113k yearly est. 2d ago
  • Project Development Manager- Asset Management

    PMCS Group, Inc.

    Portfolio manager job in Los Angeles, CA

    Project Development Manager- Asset Management- $189,000 to $200,000 + Benefits- Los Angeles, CA The Role Do you have a proven record managing complex capital projects from early planning through to delivery? Are you ready to lead programmes that improve schools and public facilities, not just add another project to your CV? If so, we have an exciting opportunity for you. We are seeking an experienced Project Development Manager to oversee the planning and early delivery stages of major education and public sector projects in Los Angeles. This is a senior role with real influence, wide scope and visible outcomes. As a Project Development Manager, you will guide multiple new build and modernisation projects through pre-construction and development phases. You will balance scope, schedule and budget while working closely with internal teams, design professionals, public agencies and community stakeholders. This position offers variety, challenge and the satisfaction of seeing projects move from concept to reality, all while improving spaces used by thousands of people every day. If you want your next role to offer scale, stability and genuine impact, apply now and help shape facilities that serve communities for generations. Key Responsibilities: Plan and coordinate pre-construction activities for new and modernised facilities. Manage scope, schedules and budgets across several projects. Resolve complex planning, design and construction issues. Lead and oversee Assistant Facility Development Managers and Design Managers. Track progress and report on budgets, risks and programme status. Review planning, design and construction progress at each development stage. Coordinate with utility providers and government agencies. Support contract planning, bids and consultant appointments. Review consultant scopes, fees and payment applications. Provide direction on schedules, cost control, quality and dispute resolution. Work closely with environmental health, safety, inspection and site teams. The Company At PMCS Group, Inc., we've built our reputation on over 70 years of combined industry experience and a team of 130+ professionals with deep expertise in construction, engineering, architecture, and inspection. We don't just manage projects-we deliver them to the highest standard, on time and within budget. We're proud to partner with clients such as the Los Angeles Unified School District (LAUSD), Los Angeles Community College District (LACCD), California State University (CSU) campuses, and other public agencies. Our work has a direct impact on communities, improving educational facilities and public infrastructure across California. The Benefits PTO: 120 hours annually (vacation/sick time), accrual starts on day one, available after 30 days. Holidays: 8 paid holidays per year, including New Year's Day, Thanksgiving, and Christmas. Insurance: 100% coverage for employee's Medical, Dental, and Vision, with additional costs for dependents and enhanced plans (Kaiser and Anthem Blue Cross options). 401(k) Savings Plan: 100% match up to 3%, plus 50% of the next 2% (fully vested immediately). Professional Development: Up to $1,000 annually for license/certification renewals and qualifying education. Parking: Parking provided, up to $100/month if applicable. The Person At least 10 years' experience managing capital projects. Background in public sector or education projects is preferred. Degree in architecture, engineering or construction management. Experience with planning approvals, agency coordination and BIM. Confident communicator with strong written and verbal skills. Professional registration or certification is advantageous.
    $66k-128k yearly est. 1d ago
  • Senior Asset Manager

    Hays 4.8company rating

    Portfolio manager job in Los Angeles, CA

    Your new company A leading real estate investment holding company with a portfolio of luxury hotels, premium rentals, and creative retail spaces is seeking a strategic and results-driven Senior Asset Manager to oversee asset management for a high-profile mixed-use complex in Downtown Los Angeles. This role offers the chance to shape the future of a marquee development that blends hospitality, residential, and retail components. You'll report directly to ownership and play a pivotal role in maximizing property performance and long-term value. Your new role As an Asset Manager, you'll lead all operational functions including property management, leasing and marketing, finance and accounting, capital expenditures, and construction. You'll be responsible for driving investment returns, optimizing revenue, and mitigating risk across the entire complex. This is a high-impact leadership role requiring deep expertise in life-cycle asset management, stakeholder collaboration, and operational excellence across the hospitality, retail, and multifamily sectors. What you'll need to succeed 15+ years of senior-level asset management experience in hospitality, retail, and multifamily Skilled in solving complex operational issues and driving performance Strong financial, analytical, and budgeting expertise; proficient in Yardi/MRI Excellent communicator with proven stakeholder management Highly organized with the ability to juggle multiple priorities Bachelor's degree required; advanced credentials (MBA, CFA, CPA) preferred What you'll get in return Competitive compensation package and benefits Leadership role in one of LA's most prestigious mixed-use developments Direct influence on strategic decisions and long-term asset performance Collaborative environment with high-level stakeholders and ownership What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
    $75k-102k yearly est. 1d ago
  • Power Finance Portfolio Manager - El Segundo OR Los Angeles, CA

    Banktalent HQ

    Portfolio manager job in El Segundo, 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. California Bank and Trust is looking for a Power Finance Portfolio Manager to work in our El Segundo or Los Angeles, CA office. This role is responsible for managing and servicing a portfolio of existing loan relationships Job Requirements: * Responsible for managing and servicing a portfolio of project finance loans primarily centered in the power industry (renewable energy, natural gas, electric transmission, etc.). * Responsible for identifying key credit risks, recording and monitoring borrower covenants, ongoing account servicing (admin agency, construction draws, billing, rate setting, etc.), monitoring operating and financial performance, reassessing risk grades as necessary, preparing extensive credit reviews which requires working with complex financial models. * The Portfolio Manager provides documentation review and closing support during the execution of new lending opportunities * Other responsibilities include maintaining various internal databases, handling reporting on loans such as past dues, documentation and collateral exceptions, risk grades, and portfolio profitability. * May assist bankers on the originations team with new loan requests. Attends industry conferences, site visits, and other related events. * Acts as the primary point of contact on closed loans and works directly with clients to resolve any pending issues. Works alongside middle office and loan operations to service our client's needs. * Applies all applicable credit policies and procedures to the execution of the risk management process. Works under limited direction and independently determines & develops solutions to a variety of issues that may arise. * Assists senior bankers with the mentoring and training of a team of associates and credit analysts. * Ability to work independently with limited supervision. * Other special projects as assigned. Can also be filled at Portfolio Manager III which requires at least 5 years banking experience. Minimum Job Qualifications: * Requires a bachelor's degree in Finance, Accounting, Business, Economics or related field. 8+ years of banking experience in relationship management, underwriting, and/or credit/portfolio management. * Must have experience in project finance, structured finance, or commercial real estate finance. * Advanced knowledge of various types of loans, credit analysis, spreading (and spreading software) and analyzing financial statements, risk analysis, loan documentation, etc. * Advanced knowledge of banking products, services, policies, procedures and regulations. * Excellent credit skills in underwriting including financial statement analysis, financial modeling, and valuation. * 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, Excel, PowerPoint, Moody's Risk Analyst, S&P/Capital IQ, and Teams. Benefits: Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE! 401(k) plan, competitive compensation in line with work experience. Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within Tuition Reimbursement for qualifying employees Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices. This position is eligible to earn a base salary in the range of $150,000 - $190,000 annually depending on job-related factors such as level of experience.
    $150k-190k yearly 2d ago
  • CRE Portfolio Manager II

    Banner Bank 4.7company rating

    Portfolio manager job in Irvine, CA

    More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a CRE Portfolio Manager II you will assist CRE Relationship Managers in more complex, commercial real estate loan activity and the underwriting and funding of loans. Develop and analyze credit information. Prepare credit offerings, working closely with CRE Relationship Managers, Credit Administration, and Loan Administration to close transactions originated by the CRE Relationship Manager. Prepare credit write-ups, furnish information relative to credit inquiries, and provide assistance to CRE Relationship Managers and Credit Administration. Monitor borrower financial information, including inventory reporting, covenant compliance, maturities, and delinquencies, and provide accurate assessments of ongoing financial stability. Manage a CRE portfolio of borrowing clients with responsibility for portfolio quality. In this role you will have the opportunity to: Analyze and investigate credit and financial information on prospective and existing customers. Perform credit inquiries for the Bank and analysis of data provided by credit bureaus, other financial institutions, and Bank files. Provide loan documentation and support activities. Prepare credit requests, modifications, and extensions within the portfolio. Provide credit and project analysis, risk assessments, summaries, and recommendations for CRE Relationship Managers on new and existing credits. Responsible for the tracking and analysis of financial information of new, renewed, and existing loans. Monitor loan terms for covenant compliance on existing loans. Regularly establish, review, and update new and existing loan files. Ensure maintenance of the loan monitoring system. Responsible for the management of financial information files to ensure current reports, statements, accounts receivable, and other information on customer accounts. Manage credit files to ensure receipt of current and accurate financial information, including tax returns, inventory, credit reports, financial statements, cash flows, and contingent liabilities. Responsible for all master file maintenance, quality, and the corresponding loan reviews. Assist CRE Relationship Managers in establishing and maintaining proper documents related to the perfection of the Bank's lien position on loans secured by various collateral. Provide technical or advisory assistance to CRE Relationship Managers as requested. Maintain loan policy manuals and updates. Perform site visits of existing and potential projects as necessary. Responsible for (in conjunction with CRE Relationship Manager) managing portfolio priorities, including reporting issues, maturities, delinquencies, and loan performance (including construction progress through absorption and lease-up performance, covenant compliance, and the appropriateness of ongoing risk ratings). Responsible for complying with policies, procedures, security requirements, and government regulations. Ensure adherence to company and credit policies, auditing procedures, and department goals and standards. Ensure compliance of the Bank's credit policies. Education & Certifications Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered) Experience 6 or more years of banking credit analysis experience required. Knowledge, Skills and Abilities Advanced analytical skills and working knowledge of financial accounting with ability to spread and analyze financial statements, cash flows, and tax returns for companies and individuals with moderate to complex structures to determine financial support feasibility for credit requests. Knowledge of company formation structures with ability to identify borrowing and guaranty structures. Advanced understanding of portfolio management priorities, including reporting issues, concentrations, maturities, delinquencies, and loan performance (including construction progress through absorption and lease-up execution, covenant compliance, and the appropriateness of ongoing risk ratings). Possess excellent verbal and written communication, organizational, and interpersonal skills. Ability to effectively manage customer relationship and maintenance issues in the absence of CRE Relationship Managers. Ability to understand client needs, identify potential cross-sell opportunities, and participate in team calling goals involving joint retention calls and prospecting activity. Proficient in Word, Excel, Access, and other similar programs. Knowledge of federal and state laws and regulations relating to Commercial Real Estate Lending. Travel 20% Compensation & Benefits Targeted starting compensation range is based on location and experience: $131,319 - 154,493 Incentive and commission compensation may be awarded for eligible roles Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays 401k (up to 4% match with immediate vesting) Tuition reimbursement up to $5,250 annually (minimum service requirement) Read more about these and additional benefits at: Employee Benefits | Banner Bank Review Banner's employee benefits at: Employee Benefits | Banner Bank Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
    $131.3k-154.5k yearly 2d ago
  • Asset Manager

    The William Warren Group 3.8company rating

    Portfolio manager job in Santa Monica, CA

    The William Warren Group is a privately held, institutional real estate investment, development, acquisition and property management firm based in Santa Monica, CA. Since its inception in 1994, its focus has been on investments in major metropolitan markets across the United States that offer significant cash flow, revenue growth, and long-term capital appreciation opportunities. The company focuses on delivering exceptional customer service, introduces progressive thinking and technology to the market, and maximizes profitability for investors, all within a fun and inspiring team environment. When you join our family, you are tapping into the power of a different kind of brand. We seek motivated individuals who can contribute to our evolving culture. If you want to be a part of a creative, inspiring, and collaborative environment, you are in the right place. Ready to create the extraordinary? Come join us to take your career to new heights and make it an awesome work life! How You'll Make a Difference The Asset Manager is responsible for helping to develop and maintain asset-level financial models that forecast detailed profit and loss in order to optimize cash flow at the property level. This role closely interacts with our Accounting, Marketing and Operations Team to ensure successful implementation of our financial initiatives. Assists in the preparation and approval process of property operating budgets. Assists in monthly, quarterly and annual reporting of the portfolio to WWG partners, JV partners and 3rd-party owners. Assists with monthly review of operating statements including financial analysis to determine present and future financial performance, returns and cash impacts. Helps maximize total return for each assigned asset through preparation of reports, analysis of property efficiencies and identifying opportunities for improved performance. Aids in financial analysis, market studies and industry standard reporting (i.e., variance reporting, discounted cash flows, IRR's, etc). Special projects relating to increasing revenues and reducing expenses across the portfolio. Assists in the due diligence and underwriting of potential acquisitions. Helps ensure articulation and consistency of company image and position within all internal and external communications. Serves as point of contact with capital partners and owners regarding performance of assets. Coordinates with CapEx team regarding project budgets and return on investment analyses. Coordinates with the Real Estate team regarding projecting operating expenses for new acquisitions and developments. Coordinates with BizDev team regarding projecting operating expenses for management proformas. Works closely with Marketing, Data Intelligence team and Operations on a weekly basis to analyze performance, diagnose issues, and identify solutions for underperforming assets. Please note that you may be asked to perform a variety of duties from time to time, which may not fall strictly in your job description. For a variety of business, safety, and technical reasons, it is necessary that all positions at WWP maintain a high level of flexibility in reference to duties you will be expected to perform. What Makes this Opportunity Awesome $70,000-$80,000 per year + Bonus Make a difference and have a positive impact. Take the lead on team initiatives, learn new skills, build your management capabilities, and take advantage of the many growth opportunities. Contribute creatively to the organization's success by generating new and useful ideas. About You Education: BA/BS in related field preferred or equivalent experience Experience: 2-5 years of real estate asset management experience preferred Excellent communication skills (verbal and written) including active listening Relationship skills : ability to develop and sustain cooperative working relationships - both internal and external. Organizational skills/Multi-tasking : Exceptional organization skills with the ability to allocate one's time effectively, work under pressure, and meet tight deadlines; ability to handle multiple demands and competing priorities; ability to prioritize workload; and an ability to work at a detailed level. Proven skills in contributing to the development of company objectives and achieving desired goals. Strong accountability combined with strong work ethic and enthusiasm for teamwork Energetic self-starter with an ability to thrive in a fast pace environment. Intrapersonal: A willingness to learn in a dynamic environment that includes new ideas and innovation, intellectually curious, adaptable and ambitious. Computer Skills: Advanced Excel skills and MS Office Suite, high-level of comfort learning new accounting systems and computer applications, Zoom, Gmail, Microsoft Teams The William Warren Group, we believe in the talent of our people. It is our passion and commitment to excellence that drives our vast portfolio of properties to succeed. We take pride in all that we do and all that we represent. It is what makes us uniquely WWG. Ready to create the extraordinary? Come join us! Additional Perks for eligible employees: WWG offers a competitive compensation and performance-based bonus program, in addition to medical, dental, vision, 401(k) with company matching, paid time off (PTO) and holiday perks, employee assistance program (EAP), pet insurance and teambuilding events and activities. The William Warren Group and StorQuest say NO to drugs Equal Employment Opportunity WWP is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. WWP is also committed to compliance with all fair employment practices regarding citizenship and immigration status. To learn more about our awesome company check us out on ********************* and to apply visit *********************/careers
    $70k-80k yearly 4d ago
  • Finance Manager

    KCG Search

    Portfolio manager job in Irvine, CA

    Finance Manager | Real Estate Development & Investment We're partnering with a fast-growing, entrepreneurial real estate development firm. This is a hands-on Finance Manager role for someone who enjoys working close to the deals, collaborating across teams, and helping scale a growing platform. This role offers visibility, autonomy, and the opportunity to make a real impact - not just maintain models. Why This Role Stands Out Exposure to acquisitions, development, and asset-level decision making Direct partnership with senior leadership A nimble environment where ideas are welcomed and execution matters Meaningful work tied to community impact What You'll Be Doing Investment & Development Finance Build and maintain underwriting and pro forma models for new and existing projects Support acquisition analysis and investment committee materials Lead financial due diligence efforts, including data room coordination and timelines Project Finance Partner with internal teams and external consultants to deliver applications Support equity and debt closings alongside senior finance leadership Maintain project documentation throughout the lifecycle FP&A & Portfolio Support Develop and manage asset-level budgets and forecasts Create consolidated corporate financial models and reporting Prepare cash flow forecasts, capital call schedules, and variance analyses Work closely with Asset Management on reporting accuracy and controls Leadership & Collaboration Serve as a financial resource to internal teams and external partners Mentor and develop junior analysts through hands-on coaching Ensure compliance with JV agreements, loan documents, and operating agreements Required Experience Bachelor's degree in Finance, Accounting, or related field (or equivalent experience) Strong real estate finance background; LIHTC experience highly preferred Advanced Excel and financial modeling skills Experience building and maintaining complex cash flow and waterfall models Comfortable working across multiple projects and deadlines Clear communicator who can work with investors, lenders, and partners Organized, proactive, and solutions-oriented Experience with Yardi or similar property management systems a plus Exposure to affordable housing or mission-driven real estate platforms a plus Compensation & Location Competitive base salary + bonus Hybrid work environment (details shared during conversation)
    $86k-122k yearly est. 1d ago
  • Senior Tax Manager - Real Estate

    The Agency Recruiting

    Portfolio manager job in Newport Beach, CA

    Senior Tax Manager - Strong Real Estate Partnership Experience 10+ years of experience Compensation: Base pay of $140-190k, plus overtime pay. The successful candidates for our tax associate and tax senior open positions will live in Orange County, commute to our office daily, and have experience using CCH Axcess Tax or CCH ProSystems as well as CCH Engagement. Experience with the following: Partnership Minimum Gain Recourse vs Nonrecourse Debt Allocations Interest Expense on Debt-Financed Distributions Form 8308 Sale or Exchange Reporting Section 754 Election, Section 743 Adjustments Section 163(j) Election Out Disguised Sale Rule Waterfall Allocations Targeted Capital Account Allocations Passive Activity Loss Rules Real Estate Professional Rules PTE Elective Tax Payments Qualified Business Income Rules QBIA with Step Ups via Inheritance CA Foreign Tax Withholding Superseding Returns Administrative Adjustment Requests QOFs Cost Seg Studies #J-18808-Ljbffr
    $140k-190k yearly 5d ago
  • Senior Manager, Federal Tax

    Hyundai Motor Company 4.5company rating

    Portfolio manager job in Fountain Valley, CA

    Select how often (in days) to receive an alert: At Hyundai, we've rethought our business and created cars that combine performance, quality, design and innovation into a complete package. It's time you rethink what you expect from an employer. At Hyundai, we understand you're not just building a career - you're building a life. We believe in our people and realize that our success is a direct result of our commitment in offering you great opportunities for your career. If you would enjoy working in a dynamic environment and are looking for a chance to become part of a stellar team of professionals, we invite you to apply online today. WORK MODEL #LI-OnSite WHAT YOU WILL DO Lead federal tax compliance and reporting, oversee tax system administration, advise on strategic tax planning initiatives, and champion process enhancements through the adoption of modern productivity tools. As the Federal Tax Manager, you will play a critical leadership role in ensuring full compliance with U.S. federal tax regulations while driving operational excellence across tax reporting and research functions. This position oversees the preparation of federal income tax returns, manages specialized tax systems, and provides strategic guidance on emerging tax laws. You will collaborate with global stakeholders, represent the organization in dealings with tax authorities, and lead a high-performing team to deliver accurate, timely, and compliant tax solutions that support the company's financial integrity and growth. HOW YOU WILL MAKE AN IMPACT Oversee U.S. Federal Tax Compliance: Direct the accurate and timely preparation of federal income tax returns, ensuring full compliance with domestic and international tax regulations. Collaborate with affiliates and operating departments to meet all reporting deadlines. Provide Expert Tax Guidance: Conduct in-depth U.S. federal tax research, stay current on technical developments, and advise management on the financial and operational implications of new tax laws. Manage Tax Technology Systems: Serve as System Administrator for specialized tax software, including OneSource and Sage Fixed Assets, ensuring optimal functionality and data integrity. Coordinate Global Reporting: Prepare responses to information requests from the Korean parent company and manage outsourced U.S. tax reporting for Korean staff on U.S. assignments. Lead and Develop the Team: Mentor and guide the federal tax team, fostering a high-performance culture and supporting continuous professional growth. Oversee Procurement Activities: Authorize and initiate procurement processes, including purchase orders, NSRs, Logon, and GCSC requests. Represent the Organization: Handle correspondence with federal and state tax authorities regarding filings and account matters, ensuring compliance and resolution. Collaborate with External Partners: Lead communications and negotiations with external consultants to support tax-related initiatives and strategic projects. WHAT YOU WILL BRING TO THE ROLE Must be a high school graduate. Bachelor's degree, Accounting or Finance preferred. Eight or more years of experience of which at least five years of directly related experience in tax. Two or more years of supervisory experience desired. Financial institution and/or Big 4 CPA experience preferred. Proficiency with SAP preferred. CPA preferred. WHAT HYUNDAI CAN OFFER YOU Monthly Hyundai/Genesis vehicle lease allowance (including insurance and maintenance) Holiday Pay - the company shuts down with pay between Christmas and New Years. Medical, dental, and vision insurance for you and your family, with employer contributions to Health Savings Accounts 401(k) retirement plan with Employer Match Additional 401(K) Employer Enhanced Contribution program - eligible after 1 year of employment, in addition to the regular employer matching contribution Vacation and sick time off Employer-paid basic life and disability coverage, including Paid-Family Leave. Mental health, wellbeing, and employee assistance program Health advocate (support) Education Reimbursement program: Up to $5,250 per year for employees seeking higher education degrees. External Training and Development Programs Compensation Range: $107,800 - $154,000 annual base salary WHAT HAPPENS NEXT Express your interest by submitting an application. Once your application is received, our recruiting team will review your application to see if you meet the basic and preferred qualifications listed on the job description. For more information on our hiring process please visit our How We Hire page. OTHER DETAILS Our Company adheres to the equal employment opportunity guidelines set forth by federal, state and local laws. The information requested on this form is sought in good faith and will not be used to discriminate against the applicant based on race, religion or creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic characteristics, marital status, sex or gender (which includes pregnancy, childbirth, or related circumstances), gender identity, gender expression, age, citizenship, sexual orientation, family care or medical leave status, military and veteran status, political affiliation, or any other characteristic protected by federal, state and local laws. #J-18808-Ljbffr
    $107.8k-154k yearly 2d ago
  • Senior Audit Manager: Lead Audits, Teams & Strategy

    Solid Rock Recruiting LLC

    Portfolio manager job in Torrance, CA

    A leading public accounting firm in Torrance, CA, seeks an Audit Senior Manager to lead assurance engagements and manage teams. This role involves mentoring staff, delivering high-quality audits, and serving as a key advisor to clients. The ideal candidate holds a CPA license, has 8+ years of experience in public accounting, and possesses strong technical and leadership skills. A collaborative culture and opportunities for career advancement are offered. Apply now to take your career to the next level. #J-18808-Ljbffr
    $98k-145k yearly est. 1d ago
  • Senior Tax Manager- Restaurant, Franchise, & Hospitality

    Aprio 4.3company rating

    Portfolio manager job in Los Angeles, CA

    Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Tax Manager, Client Accounting Services to join their dynamic team. Position Responsibilities: Interacting closely with clients to provide tax planning, consulting, and compliance services benefiting clients in the Restaurant, Hospitality or Franchise industries Working closely with partners on delivering innovative tax planning strategies Work closely with assigned tax team to help follow procedures and develop their effectiveness and efficiency. Qualifications: Licensed CPA preferred Recent work experience with a public accounting firm 8+ years of experience in federal tax consulting and/or compliance experience in public accounting preferably in the Restaurant, Hospitality, or Franchise industries Heavy experience in partnership, S Corporation, and C Corporation returns Exceptional verbal and written communication skills Computer expertise including knowledge of tax software and technology Bachelor's degree in Accounting $125,000 - $220,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. The application window is anticipated to close on March2nd and may be extended as needed. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: Medical, Dental, and Vision Insurance on the first day of employment Flexible Spending Account and Dependent Care Account 401k with Profit Sharing 9+ holidays and discretionary time off structure Parental Leave - coverage for both primary and secondary caregivers Tuition Assistance Program and CPA support program with cash incentive upon completion Discretionary incentive compensation based on firm, group and individual performance Incentive compensation related to origination of new client sales Top rated wellness program Flexible working environment including remote and hybrid options What's in it for you: Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
    $70k-93k yearly est. 1d ago
  • Tech & Emerging Growth Tax Manager

    Withum

    Portfolio manager job in Irvine, CA

    Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You. Experience the Transformative Power of Withum Plus You - that's the Power in the Plus! Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. As a Tech & Emerging Growth Tax Manager based out of our New York City, San Francisco, Los Angeles, San Ramon, Orange County or San Diego CA offices, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients. Withum's brand is a reflection of our people, our culture and our strength.We havebecome synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities. How you'll spend your time: Reviewingindividual, trust, partnership and corporate tax returns prepares by tax staff and/or seniors for accuracy Researchingand draftingmemorandum involving complex tax matters Identifyingand implementingtax planning opportunities Handlingand resolvingtax controversies Overseeingcomplete tax research projects for a variety of clients and diverse industries Managingmultiple engagements concurrently with various teams to efficiently meet client deadlines Conductingconstructive discussions with team members on their evaluations and providing counsel accordingly Servingin professional development programs as an instructor or discussion leader Thekinds ofpeoplewewant totalk tohavemany ofthefollowing: Bachelor's degree in accounting and CPA license, JD or aMastersof Science in Taxation At least 5 years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff Excellent analytical and technical tax skills Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management Excellent analytical, organizational, project management skills, and strong attention to detail The compensation for this position will vary by location. If you reside in California, New Jersey or New York City, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience and qualifications. For additional information on our benefits, visit our website at******************************** California salary ranges from $135,000 to $200,000 New Jersey salary ranges from $100,000 to $170,000 New York salary ranges from $105,000 to $160,000 #LI-MM1 #Hybrid WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.
    $135k-200k yearly 2d ago
  • Budget Manager

    City of Corona, Ca 3.4company rating

    Portfolio manager job in Corona, CA

    Are you a motivated and driven individual who is passionate about providing exceptional customer experience, commitment to public service with a desire to work in a dynamic and progressive environment? In this role, you will have the opportunity to oversee and manage the City's budgetary process and work on a variety of exciting and meaningful projects, contributing to the growth and development of our community. Characteristics An upbeat attitude, eager to participate and actively engage in all aspects of the organization. A passion for producing outstanding quality of work and delivering exceptional program outcomes. A self-starter with a can-do attitude who will take initiative to address issues and propose solutions. Detail and process-oriented individual who prides themselves on high quality, error-free work. A high-performing, genuine, authentic individual with a good sense of humor will thrive in this role. Unwavering integrity, and principled decision-maker, regardless of outside pressures. Education and Experience: Equivalent to a bachelor's degree from an accredited college or university with major coursework in accounting, economics, finance, business administration, public administration, or a related field. Five years of increasingly responsible experience in fiscal management, municipal accounting, budgeting, or related experience. Four years of management or supervisory experience. Skills/Abilities Plans, manages, and oversees the daily functions, operations, and activities of an assigned Finance Division, including budgeting, cashiering, revenue accounting, and business licensing. Prepares the operating budget for Finance and General Government operations; oversees the City's budget process as a whole; provides input on revenue and expenditures for all funds; provides input regarding revenue generation, cost savings, allocation of resources, and requests for budgetary funding. Participates in the development and implementation of goals, objectives, policies, and priorities for the division; recommends within division policy, appropriate service and staffing levels; recommends and administers policies, procedures, and systems to ensure proper internal controls. Participates in the selection of, directs, trains, motivates, and evaluates assigned personnel; works with employees to correct deficiencies. Oversees and leads the annual budget process for the City's operating and capital improvement budgets; administers and reviews department financial plans; monitors progress and keeps the executive team abreast of the City's financial position. Develops and standardizes procedures and methods to improve and continuously monitor the efficiency and effectiveness of assigned programs, service delivery methods, and procedures Prepares budgetary analysis for the Annual Comprehensive Finance Report (ACFR) including analysis of revenue variances, expenditure variances, and required supplementary information; assists with fund balance reserves at fiscal year-end. Oversees development and approval of the City's Cost Allocation Plan and User Fee studies; collaborates with staff and third party consultants. Reviews processes and systems of assigned functions in Finance; advises, coordinates, and participates in program design and implementation of the City's financial system; makes recommendations for process updates and/or system changes to streamline or enhance current processes. Analyzes data, prepares presentations, and presents information for public meetings; including commissions and City Council meetings. Prepares and presents information for public meetings; analyzes data and prepares presentations for a variety of committee, commission, and City Council meetings. Creates, analyzes, reviews, and approves City Council action reports; creates reports to adopt the budget; approves quarterly budget adjustments and other budget related items. Prepares long range financial plans and forecasts for the City's General Fund; reviews revenue projections and actual activity; reviews expenditure budgets and actual activity; analyzes costs impacting future fiscal years. Prepares cost analysis for various personnel items including labor negotiations and department reorganizations; analyzes and determines assumptions to be included for accurate analysis, including cost of living increases and changes to other employee benefits. Analyzes claim forms, budget transfers, and other finance items for compliance with existing policies, resolutions, ordinances, and other guidelines; monitors legislation and trends which may create future budgetary impacts to the City or may prompt updates to processes. The position is FLSA Exempt - ineligible for overtime compensation. This position will assist the successful candidate in expanding their leadership and management skills and enhancing local government administration expertise. In addition, the City Manager is committed to preparing the next generation of local government leadership and providing mentoring and coaching to the successful candidate to assist in his/her career development. This is an exceptional opportunity for a hard-working, proactive, skilled professional interested in significantly advancing their career in city management. To view this position's complete job description, click here. Application Process Applications will be accepted through Thursday, February 5, 2026, at 5:00PM. Applicants are encourage to apply early as applications will not be accepted after this deadline. Candidates that successfully pass the screening process and are deemed to possess the most desirable qualifications may be invited to a virtual HireVue interview. In-person oral interviews are tentatively scheduled for the week of March 2, 2026. The top scoring candidates from this testing process may be placed on an eligibility list from which the department may hire. The successful candidate will be required to undergo a reference / background check including livescan and pass a pre-employment medical examination (which will include a drug/alcohol screening). Community A City whose heritage spans more than a century, the City of Corona, located in Riverside County, California, encompasses around 40 square miles and has a vibrant, culturally diverse population of approximately 168,100 residents. Residents of Corona enjoy a variety of cultural, recreational, and educational opportunities that provide a first-rate quality of life for its residents and visitors. Within an hour's travel time, outdoor enthusiasts can enjoy such winter activities as snowboarding and skiing and such summer activities as surfing, boating, or simply relaxing on a beach. Corona's economy is strong and getting stronger; more than 84,000 people work here. Our retail, commercial, and housing areas are expanding, and office development continues to be strong. The Organization The City of Corona is a General Law city operating under a Council-Manager form of government. Policymaking and legislative authority is vested in the City Council, consisting of a Mayor and four Council Members. Members of the City Council are elected by District to a four-year term. The Mayor is selected by the Council and serves as the presiding officer for one year. The City is organized into the following departments/organizational units: Community Services, City Manager's Office, Economic Development, Finance, Fire, Human Resources, Information Technology, Legal and Risk Management, Police, Planning & Development, Public Works and Utilities. Oversight of these departments is divided between the City Manager and two Assistant City Managers. The City's total operating budget for Fiscal Year 2026 is $422.7 million with a General Fund operating budget of $231.3 million. Corona enjoys a workforce of 935 dedicated employees who provide high-quality services to its residents and visitors each day. ESSENTIAL DUTIES AND RESPONSIBILITIES To view the essential duties and responsibilities, click here. QUALIFICATIONS GUIDELINES To view the qualifications guidelines, click here. PHYSICAL/MENTAL DEMANDS AND WORK ENVIRONMENT To view the physical/mental demands and work environment, click here.
    $75k-91k yearly est. 4d ago
  • Tax Senior Manager - Client Leadership & Growth

    Cruitin

    Portfolio manager job in Torrance, CA

    A leading tax consultancy firm in California is seeking an experienced Senior Tax Manager to lead client relationships and manage tax department workflow. This role involves overseeing tax engagements, mentoring staff, and delivering high-quality tax services while ensuring compliance with U.S. tax laws. The ideal candidate will possess a Bachelor's degree in Accounting, CPA certification, and extensive experience in tax services. Competitive compensation between $180,000 and $260,000 is offered. #J-18808-Ljbffr
    $75k-109k yearly est. 5d ago
  • Junior Portfolio Manager Analyst

    Pacific Life 4.5company rating

    Portfolio manager job in Newport Beach, CA

    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Junior Portfolio Manager to join our Investment Grade Fixed Income team in Newport Beach, CA. As a Junior Portfolio Manager, you'll move Pacific Life, and your career, forward by playing a key role in supporting portfolio construction, risk monitoring, and investment idea generation through the development of tools, analytics, and market insights. How you'll help move us forward: Help develop and enhance existing portfolio management tools to improve senior PM investment decision-making, risk monitoring, and operational efficiency. Support the identification of investment grade credit opportunities by analyzing key market trends, trading relationships, and conducting relative value analysis. Assist in portfolio optimization by building and maintaining models and processes that support active management and risk oversight. Help collaborate with investment grade corporate credit analysts to aggregate and synthesize credit views for timely and actionable implementation of investment ideas. Prepare and present regular updates to the Portfolio Management team, highlighting relevant analysis in support of investment strategies and performance goals. Contribute to the continuous improvement of investment processes through innovation, automation, and cross-functional collaboration. The experience you bring: Minimum of 5 years of experience in investment management, trading, or a related analytical role within capital markets. Strong understanding of fixed income markets, portfolio construction principles, mathematical and statistical principals, and risk management concepts. Demonstrated ability to build and maintain analytical tools and dashboards to support investment decisions. Proficiency in Bloomberg, Power BI, VBA, and Python is required; experience with SQL or other data tools is a plus. Excellent communication skills, with the ability to clearly present complex data and insights to investment professionals. Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment. Bachelor's degree in Finance, Mathematics, Economics, Engineering, Computer Science, or a related field; advanced degree or CFA progress is a plus. What makes you stand out: Direct experience within the investment grade credit market You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife #LI-AJ1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $148,230.00 - $181,170.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
    $148.2k-181.2k yearly Auto-Apply 60d+ ago
  • Portfolio Manager

    Preferred Bank 4.4company rating

    Portfolio manager job in Los Angeles, CA

    Job Description Responsible for underwriting, reviewing, and managing an assigned CRE loan portfolio. In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships. Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines. QUALIFICATIONS: Bachelor's degree in business administration or related field preferred. Minimum 5 years of underwriting experience in lending. Excellent communication skills, both verbal and written. Excellent leadership and decision-making skills. Strong analytical and problem-solving skills.
    $86k-150k yearly est. 25d ago
  • Power Finance Portfolio Manager - El Segundo OR Los Angeles, CA

    California Bank & Trust 4.4company rating

    Portfolio manager job in El Segundo, 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. California Bank and Trust is looking for a Power Finance Portfolio Manager to work in our El Segundo or Los Angeles, CA office. This role is responsible for managing and servicing a portfolio of existing loan relationships Job Requirements: * Responsible for managing and servicing a portfolio of project finance loans primarily centered in the power industry (renewable energy, natural gas, electric transmission, etc.). * Responsible for identifying key credit risks, recording and monitoring borrower covenants, ongoing account servicing (admin agency, construction draws, billing, rate setting, etc.), monitoring operating and financial performance, reassessing risk grades as necessary, preparing extensive credit reviews which requires working with complex financial models. * The Portfolio Manager provides documentation review and closing support during the execution of new lending opportunities * Other responsibilities include maintaining various internal databases, handling reporting on loans such as past dues, documentation and collateral exceptions, risk grades, and portfolio profitability. * May assist bankers on the originations team with new loan requests. Attends industry conferences, site visits, and other related events. * Acts as the primary point of contact on closed loans and works directly with clients to resolve any pending issues. Works alongside middle office and loan operations to service our client's needs. * Applies all applicable credit policies and procedures to the execution of the risk management process. Works under limited direction and independently determines & develops solutions to a variety of issues that may arise. * Assists senior bankers with the mentoring and training of a team of associates and credit analysts. * Ability to work independently with limited supervision. * Other special projects as assigned. Can also be filled at Portfolio Manager III which requires at least 5 years banking experience. Minimum Job Qualifications: * Requires a bachelor's degree in Finance, Accounting, Business, Economics or related field. 8+ years of banking experience in relationship management, underwriting, and/or credit/portfolio management. * Must have experience in project finance, structured finance, or commercial real estate finance. * Advanced knowledge of various types of loans, credit analysis, spreading (and spreading software) and analyzing financial statements, risk analysis, loan documentation, etc. * Advanced knowledge of banking products, services, policies, procedures and regulations. * Excellent credit skills in underwriting including financial statement analysis, financial modeling, and valuation. * 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, Excel, PowerPoint, Moody's Risk Analyst, S&P/Capital IQ, and Teams. Benefits: * Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE! * 401(k) plan, competitive compensation in line with work experience. * Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements * Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within * Tuition Reimbursement for qualifying employees * Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices. This position is eligible to earn a base salary in the range of $150,000 - $190,000 annually depending on job-related factors such as level of experience.
    $150k-190k yearly 5d ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Santa Ana, CA?

The average portfolio manager in Santa Ana, CA earns between $64,000 and $222,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Santa Ana, CA

$119,000

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

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