Portfolio Manager Jobs in California
Portfolio Manager jobs in California are among the most active in the country, with strong demand from entry-level analysts to senior portfolio strategists concentrated in investment management, wealth advisory, real estate, and technology-sector corporate treasury. The largest hiring markets are Los Angeles, San Francisco, and San Diego, where firms like Pacific Investment Management Company, Wells Fargo, and BlackRock maintain significant California operations. The most in-demand specialties include equity portfolio management, fixed income, and multi-asset strategies. Find a role that fits below and apply directly.
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WHAT IS THE OPPORTUNITY?
WHAT WILL YOU DO?
- Determine and implement appropriate trades that are consistent with client and strategy objectives for both new and existing accounts
- Use Python, R or similar tools to perform data analysis, write basic scripts, and help translate investment and trading requirements into practical solutions.
- Review orders to ensure accuracy, proper record keeping, and conformance to regulations
- Evaluate market volatility and ensures clients receive the best rate available
- Perform any necessary follow up activities to ensure proper final processing of trades
- Monitor technical trading trends and report to broader fixed income team
- Interface with research and investment teams to ensure City National Rochdale’s strategy is accurately reflected in portfolios
- Communicate strategic and market shifts to internal colleagues
- Review the assets in the passive strategies on a regular basis to ensure that investments continue to meet the intent and strategies of the client
- Manage cash flow, coupon and maturity reinvestment and liquidity requirements
- Communicate to internal colleagues, especially PM teams, about current market conditions and trading strategies
- Maintain all appropriate compliance, training and continuing education requirements for both internal programs and external licenses and certifications
- Actively participate in team and firm efforts to find process efficiencies via enhanced technology and “digital mastery”
WHAT DO YOU NEED TO SUCCEED?
- Bachelor's Degree or equivalent
- Minimum 3 years’ experience in the fixed income markets
- Strong technology background and agility
- Demonstrated self-motivation and emotional intelligence
- Ability to communicate and collaborate effectively across quantitative and portfolio management functions, supporting coordination across different areas of expertise
- High level of curiosity, sense of ownership, accountability and ethical standards
- Knowledge of Bloomberg and other financial market platforms (e.g. MarketAxess)
- Excellent analytical skills, understanding of the economy and market conditions
- Experience with securities trading, dealer relationships and trading platforms
- Strong communication skills and ability to work in a team environment
- Ability to effectively articulate investment philosophy to internal constituents
- Ability to plan, organize and prioritize
WHAT'S IN IT FOR YOU?
Benefits and Perks
- 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
ABOUT US
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
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.
See All 134+ Portfolio Manager Jobs in California
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Find Portfolio Manager JobsPortfolio Manager Jobs by City in California
Where California roles are concentrated, by current openings.
Portfolio Manager Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring



Top Industries Hiring
- Banking & Financial Services13
- Technology & Software4
- Investment & Asset Management3
- Retail1
- Fintech1
What California Employers Look For
The qualifications that appear most often in portfolio manager jobs across California.
- CFA charter or active enrollment in CFA Institute program strongly preferred by California employers
- Bachelor's degree in finance, economics, or a related quantitative field required
- Series 65 or Series 66 license required for roles involving investment advisory in California
- Three or more years managing or co-managing an investment portfolio in a professional setting
- Proficiency with Bloomberg Terminal, FactSet, or comparable portfolio analytics platforms
- Strong written communication skills for client-facing reporting and investment committee presentations
Portfolio Manager Jobs in California: Frequently Asked Questions
How do you become a portfolio manager in California?
Most California portfolio managers start with a bachelor's degree in finance, economics, or a related field, then work several years in analyst or associate roles building investment experience. Roles involving investment advice to clients typically require a Series 65 or Series 66 license, administered through FINRA and registered with the California Department of Financial Protection and Innovation. Earning a CFA charter is the most recognized professional credential in the field and is a common requirement for senior positions at California asset managers.
Which companies hire portfolio managers in California?
Employers hiring portfolio managers in California right now include City National Bank, Banc of California, and California Bank & Trust, based on current listings on Migrate Mate as of September 2026. California's concentration of large asset managers, regional banks, insurance companies, and technology firms with corporate treasury functions makes it one of the broadest hiring markets in the country for this role.
Which California cities have the most portfolio manager jobs?
San Francisco, Los Angeles, and San Diego have the most portfolio manager openings in California. Los Angeles and San Francisco drive the bulk of listings because of their deep concentration of asset management firms, wealth advisory offices, and institutional investors, while San Diego contributes meaningful volume through its regional banking sector and investment management boutiques.
Are there remote portfolio manager jobs in California?
Yes, and more than many finance roles. About 55% of portfolio manager openings tied to California are remote or hybrid as of September 2026, reflecting the desk-based and analytical nature of the work. Research-heavy and quantitative portfolio roles tend to offer the most flexibility, while client-facing wealth management positions are more likely to require in-office or hybrid schedules.
How can I get hired as a portfolio manager in California with little or no experience?
The most realistic entry path is through a junior analyst or investment associate role at a California asset manager, bank, or insurance company, where you build portfolio construction and research skills over time. Large California employers like Pacific Investment Management Company and regional banks often hire new graduates into rotational investment analyst programs. Completing the first level of the CFA exam and building a personal model portfolio demonstrating investment decisions gives candidates without professional experience a concrete edge when applying to these entry-level roles.
Where can I find and apply to portfolio manager jobs in California?
You can find and apply to portfolio manager jobs in California on Migrate Mate, which lists current openings from employers hiring in the state right now. Find the roles that fit your experience and apply directly.
See All 134+ Portfolio Manager Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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