Portfolio Manager
Doss
Portfolio ManagerDoss'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 integrationsBuild/Configure: on the DOSS/ERP platformUAT 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 developmentStay 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 itOwn the success of Doss's most complex client relationships; your portfolio is a direct reflection of your team's executionConduct and lead cross-functional deep dives across customer organizations to map end-to-end business processes and workflowsDrive and contribute to new product capabilities that support Doss's push to upper mid-market and enterpriseSet the standard for best-in-class practices and processes across the team — build what doesn't exist, improve what doesTranslate process flows into product design and configuration within the DOSS platformPartner with technical teams on integrations and data migrationsLead UAT, training, and go-live support across your portfolio; build relationships that drive retention and expansionCoach your ICs on client management, problem-solving frameworks, and delivery quality — and create the feedback loops that accelerate their growthDrive automation and AI-forward improvements to Doss's product and customer lifecycle processes — we're an AI-native company and teamWhat 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 requirementSystems 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)What You'll Get:Competitive salary + meaningful equity100% Coverage for individuals Premium medical, dental & vision coverage401(k), immediate eligibilityLunch in-office 5 days/week (and dinner when needed)Flexible/unlimited PTOCommuter (BART/MUNI/CalTrain) and equipment stipendsWellness & Fitness stipendGenerous parental leaveRelocation assistance availableIn-office culture in San Francisco
$200k - $230k
...modern, AI-native platform that helps physical product businesses manage the flow of goods, dollars, and data across procurement,... ...the core engine of DOSS and the success of our customers. The Portfolio Manager sits at the intersection of product, data, operations,...SuggestedFull timeWork at officeImmediate startRelocation packageFlexible hours- ...create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade...SuggestedWork experience placementWork at officeFlexible hoursShift workDay shift
$200k - $300k
...Senior Vice President, Portfolio Manager Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families...SuggestedWork at office$90k - $180k
Application Deadline:11/01/2026Address:320 S Canal StreetJob Family Group:Commercial Sales & ServiceBilingual AVP, Portfolio Manager-Asset Based Lending (ABL) Pacific RimNote: This position may be based in Chicago, Los Angeles or San FranciscoThe AVP, Portfolio Manager...SuggestedFull timeContract workPart timeLocal area$97.6k - $188.4k
...Less than 25%Profession: Real Estate, Facilities, & ConstructionDiscipline: Real Estate Portfolio ManagementCompany: MicrosoftOverviewWe are looking for a Senior Portfolio Manager, GitHub Workplace, who is dedicated and experienced with outstanding operational skills,...SuggestedOngoing contractFull timeWork at officeLocal areaShift workNight shift$175k - $225k
...and a winning culture? Start your Voyage -Apply NowJob PurposeThe Voya Investment Management (Voya IM) Mortgage Derivatives Team manages approximately $6 billion across a number of portfolios. Its flagship, the Voya Mortgage Investment Fund, is one of the largest and most...Full timePart timeWork experience placementWork at officeLocal areaFlexible hours$120k - $250k
...existing Commercial banking loans and credit solutions in an assigned portfolio of technology clients. Makes credit decisions and... ...and extension loans within delegated authority.Underwrite and manage a diversified portfolio of technology-sector clients, including...Full timeContract workPart timeWork experience placementLocal areaShift work$275k
...Real Estate Portfolio Manager San Francisco, CA About Anthropic Anthropic's mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group...Work at officeRelocationVisa sponsorshipFlexible hours$155.19k - $263.06k
Portfolio Leader (Manager/Sr. Manager/Director)Skip to main content#Portfolio Leader (Manager/Sr. Manager/Director) page is loaded## Portfolio Leader (Manager/Sr. Manager/Director)Applyremote type: Office - Flexiblelocations: California - San Francisco: Florida - Remote...Work at officeImmediate startRemote work- ...team members have what they need to do their best work — both in and out of the office. We are looking for a Staff Technology Portfolio Manager to build and run the single place IT trusts for portfolio status, ownership, and risk. IT runs roughly 100 concurrent programs...Work at officeLocal areaRemote workFlexible hours
$115.44k - $140k
Job Title:Assistant Vice President,Portfolio ManagerLocation:CA - San Francisco, SpearWhat you'll do:As Assistant Vice President- Portfolio Manager - Commercial you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex...Full time$101.23k - $172.36k
COMMUNITY DEVELOPMENT INVESTMENT PORTFOLIO MANAGERWHAT IS THE OPPORTUNITY?Supporting Community Reinvestment Act ("CRA") investments portfolio management which include private equity participation in SBIC, LIHTC and other private funds. Analyzes prospective investment Fund...Remote work- Cushman & Wakefield is seeking a General Manager (CRE) to oversee one or more national or local accounts, ensuring timely and accurate information for portfolio operations. The role involves coordinating with clients, assisting in budgeting, and guiding property management...Local area
- ...role to work on site in the specified location(s).Schwab Asset Management delivers competitively priced investment strategies designed... ...exchange-traded fund, and private liquidity vehicles.As an Associate Portfolio Manager, you will partner with portfolio managers to evaluate...Temporary workWork at office
$41.83 - $66.81 per hour
City National Bank is seeking a Portfolio Manager I for its Private Banking Commercial Real Estate division in San Francisco. The role requires a bachelor’s degree in Finance or a related field and at least 4 years of experience in credit underwriting and portfolio management...Hourly pay- Job Title: Enterprise Program Integration Lead / Portfolio Manager (Location : Bay Area) 2 days onsite in Oakland Local to bay area Role Overview PG&E is seeking a highly experienced Enterprise Portfolio Manager to support the coordination and management of multiple...Local areaShift work
$150k - $175k
...We are seeking an experienced Fund Manager to oversee fund accounting and financial reporting activities for a portfolio of investment funds. This individual will serve as a key point of contact for clients, ensuring accurate financial reporting, timely deliverables, and...Temporary work- CFA Institute is seeking a seasoned Portfolio Manager/Investment Counselor in San Francisco. The role combines portfolio construction and direct client advisory, emphasizing fiduciary duties and long‑term value creation. You will leverage an established client base while...
$157.5k - $190.83k
...scripts, Q&A, and presentations, as well as conference materials, management briefings, and other public company communications.Manage... ...related area (investment banking, sell-side research, buy-side portfolio management).Bachelor's degree in related field, Master’s degree...Flexible hours- Chisel Industries Inc. in San Francisco seeks a Director of Value Creation to own and drive the value creation plan across its portfolio. You will work with portfolio company leaders to map current operations, identify growth levers, and track EBITDA impact with an AI-enabled...
- ...highly collaborative team. The firm invests across a diversified portfolio of private markets, including private equity, venture capital,... .... The platform partners with established investment managers and selectively pursues co-investment opportunities.The firm has...
- ...Accountant | Top VC Firm | San Francisco Bay Area; HybridJoin a highly respected venture capital firm with $50B+ in assets under management and a strong track record of backing innovative technology companies. This is a hands-on, high-visibility role with exposure across...Home office
$115k - $130k
...working with a leading, technology-focused venture capital platform managing nearly $6B across multiple fund families, investing in AI,... ..., allocations, and LP reporting schedulesSupport valuations, portfolio performance updates, audits, and taxCoordinate with fund...- ...allocations, distributions, and capital calls.Ensure accuracy in portfolio transactions, expenses, and reconciliations.Assist in... ...Geneva software is advantageous.Strong communication and project management capabilities.Self-driven and effective in a collaborative, global...
- Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.Robert Half Finance & Accounting is partnering...Immediate start
- ...within a family-centric culture. Join us and shape your career while contributing to our industry-leading success.Some Responsibilities:Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited...
$115k - $130k
...your typical fund accounting role.I'm working on a confidential opportunity with a top-performing early-stage venture capital firm managing over $2 billion in assets and investing in the next generation of AI, infrastructure, and enterprise technology companies.They're...- ...within a family-centric culture. Join us and shape your career while contributing to our industry-leading success.Some Responsibilities:Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited...
$115k - $130k
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.San Francisco, CA | Monday-Thursday Onsite...$115k - $130k
...working on an opportunity with a leading venture capital firm managing approximately $2.6B in assets, investing in companies using AI... ...NAVs, capital accounts, allocations, and LP reportingSupport portfolio valuations, performance analysis, and investment activityCoordinate...
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