Portfolio Manager Jobs in San Francisco, CA
Portfolio Manager jobs in San Francisco concentrate in the Financial District, SoMa, and the Embarcadero, where asset management firms, venture-backed funds, and wealth management shops cluster across equities, fixed income, and alternative investments. Employers hiring right now include WorldQuant, 3M, and DOSS. Scan the live roles below and apply to whichever ones fit.
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About Doss
DOSS is building an Operations Cloud for the real world.
A modern, AI-native platform for physical product businesses to manage the flow of goods, dollars, and data in real time, across:
Procurement
Inventory
Orders
Fulfillment
Finance
Built to replace spreadsheet chaos and rigid, consultant-heavy ERPs. Fast time-to-value, adaptable as the business evolves.
Through our Adaptive Resource Platform (ARP) and unified operational data model, teams deploy quickly, automate workflows, and make changes without months of re-implementation.
We recently raised a $55M Series B, co-led by Madrona and Premji Invest. Participation from Intuit Ventures, Theory Ventures, General Catalyst, Contrary Capital, and Pathlight VC.
DOSS is trusted by fast-growing operators to run critical operations with speed, control, and confidence.
About the Role
Doss's PMO team is the core engine of DOSS and the success of our customers. The Portfolio Manager sits at the intersection of product, data, operations, implementation, and customer partnership — leading a small team of PMO ICs while staying deeply hands-on yourself.
You'll own a portfolio of Doss's most complex, high-value client relationships and lead your team through the full post-sales lifecycle:
Discovery: partnering with cross-functional client leadership to analyze operational and financial workflows (flow of goods, information, and money)
Product Design: data model, workflows, and integrations
Build/Configure on the DOSS/ERP platform
UAT and Go-live
You'll manage a small team of PMOs, setting the standard for quality and pace while staying in the weeds alongside your team. This is a player-coach role - you're not just directing, you're doing.
What You'll Do
Lead a team of PMOs across a portfolio of upper mid-market and enterprise clients — you're accountable for team output, client outcomes, and individual development
Stay hands-on across the e2e post-sales lifecycle: discovery, design, implementation, and go-live — this is a player-coach role and you'll be in the work, not above it
Own the success of Doss's most complex client relationships; your portfolio is a direct reflection of your team's execution
Conduct and lead cross-functional deep dives across customer organizations to map end-to-end business processes and workflows
Drive and contribute to new product capabilities that support Doss's push to upper mid-market and enterprise
Set the standard for best-in-class practices and processes across the team — build what doesn't exist, improve what does
Translate process flows into product design and configuration within the DOSS platform
Partner with technical teams on integrations and data migrations
Lead UAT, training, and go-live support across your portfolio; build relationships that drive retention and expansion
Coach your ICs on client management, problem-solving frameworks, and delivery quality — and create the feedback loops that accelerate their growth
Drive automation and AI-forward improvements to Doss's product and customer lifecycle processes — we're an AI-native company and team
What We're Looking For
6+ years experience in engineering, consulting, finance, operations, product operations, or technical program management — with at least some time leading or mentoring others; ERP experience is a plus, not a requirement
Systems Thinker. Everything in our business is highly interconnected across people, process, and technology. You can traverse it, untangle it, and put it back together — and you can teach others to do the same.
Player-Coach Mentality. You lead by doing. You're not the person who delegates everything and manages from a distance — you roll up your sleeves, model the work, and hold the bar.
High-Intensity. You've thrived in high-pressure environments — startups, consulting, finance — and that's a real preference, not a stated one.
Technical from 1st Principles. You can grok hard engineering and logic problems from intuition, not memorization — and you can break them down for your team.
Intellectual Firepower. You cut through noise, synthesize fast, and make good calls under ambiguity.
Strong analytical mindset; SQL experience is a plus (not required)
Compensation Range: $210K - $230K
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Find Portfolio Manager JobsPortfolio Manager Job Market in San Francisco
Who's Hiring
- WorldQuant12

- 3M6

- DOSS6

- Meta6

- Visa6

Top Industries Hiring
- Technology & Software12
- Investment & Asset Management12
- Media & Entertainment6
- Consulting & Professional Services6
Portfolio Manager Jobs in San Francisco: Frequently Asked Questions
How do I get a portfolio manager job in San Francisco?
Focus on San Francisco's concentration of asset managers, hedge funds, and family offices in the Financial District and Embarcadero, plus the venture and growth equity shops in SoMa. Candidates with CFA credentials, quantitative modeling skills, or experience in technology-sector equities stand out locally. Networking through San Francisco CFA Society events and targeting boutique RIAs that post openings directly gives you an edge over applicants using only national boards.
Which companies hire portfolio managers in San Francisco?
San Francisco portfolio manager roles are posted by WorldQuant, 3M, and DOSS and others right now, based on current listings on Migrate Mate as of November 2026. The city's employer mix leans toward independent asset managers, multi-strategy hedge funds, and fintech-adjacent wealth platforms rather than the large bank trust departments more common in other financial centers.
Are there remote portfolio manager jobs in San Francisco?
Yes, though it depends on the role, since portfolio managers handling client relationships or trading desks typically work on-site while analytical and model-driven roles are more remote-compatible. About 43% of portfolio manager openings tied to San Francisco are remote or hybrid as of November 2026, reflecting the city's tech-influenced workplace culture. Quantitative research and portfolio analytics positions at San Francisco fintech and robo-advisory firms tend to offer the most location flexibility.
How can I get a portfolio manager job in San Francisco with little or no experience?
The most realistic entry path is through San Francisco's active community of RIAs and multi-family offices, which hire investment analyst and research associate roles that transition into portfolio management. Targeting fintech firms in SoMa and impact investing shops in the Mission that value modeling skills over years of experience broadens your options. A CFA Level I pass, a portfolio project using public market data, and involvement in the San Francisco CFA Society all strengthen an entry-level application locally.
Which industries hire the most portfolio managers in San Francisco?
The sectors hiring the most portfolio managers in San Francisco are Technology & Software, Investment & Asset Management, and Media & Entertainment, based on current listings on Migrate Mate as of November 2026. San Francisco's outsized fintech presence and its proximity to Silicon Valley venture capital create demand for portfolio managers who can evaluate technology-sector assets alongside traditional equity and fixed income mandates.
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