Portfolio Manager Jobs in Santa Rosa
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Search Results - Portfolio Manager Jobs in Santa Rosa
Analog Capital Partners-Santa Rosa
Company Description
Analog Capital Partners centralizes investments, planning, and professional services for individuals and their families. We provide diversified portfolio management and asset allocation guidance. We take an integrated approach...
Santa Rosa
for tackling challenging problems with industry-first solutions. We believe that when people feel a sense of belonging, they can be more creative, innovative, and thrive at all points in their careers.
Summary: Lead strategy and portfolio management for radio...
keysight.com -
IronGrid-Santa Rosa
looking for an Underwriter to help build and manage IronGrid’s underwriting function as we launch our program. You’ll bring a proven track record of managing a book of business and apply portfolio-level underwriting judgment to a new class of manufacturing...
Santa Rosa
will collaborate cross-functionally with the following teams, to introduce new Solutions into the Region :
• Design for Services (DFS) Portfolio Managers
• In-Country Onsite Delivery Managers, Hub Managers
• Product Supportability Engineers (PSEs)
Mergers...
keysight.com -
Equitable Advisors-Santa Rosa
a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress...
Innovations PSI-Mill Valley, 39 mi from Santa Rosa
with each client’s needs.
• Assist in portfolio management operations including trade execution support, account reviews, and data reconciliation.
• Manage client billing cycles with accuracy and ensure timely processing through internal systems.
• Support...
Evolve Group-Santa Rosa
Quantitative Reseacher
San Francisco
Wealth Management Start-up
$200k - $300k base + equity
We're working on behalf of a start-up who are looking for a Quantitative Researcher to lead their work around portfolio optimization, hedging, risk...
Willow Creek Wealth Management-Sebastopol (CA), 3 mi from Santa Rosa
Experience: Conducting annual client reviews, analyzing client financial data, and developing personalized recommendations in collaboration with our team.
• Investment Strategy & Portfolio Management: Review investment policy statements, monitor portfolio...
Fairfield, 44 mi from Santa Rosa
experience in IT systems, business analysis, or IT portfolio management, including 5+ years in a leadership role. Proven track
record managing software portfolios, contracts, and solution
intake/governance processes in mid-to-large enterprises.
Special...
icims.com -
David Carroll Associates, Inc.-Richmond (CA), 41 mi from Santa Rosa
and resource allocation.
Experience:
• Experience using Exepron, our cloud-based project portfolio management solution (Not a requirement but very helpful)
• Background in IP network-based broadcast and commercial AV technologies.
• Hands-on roles...
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