Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio Manager

$100k - $140k

Jobot

CAS Manager - Mid-size CPA Firm + Life Balance!

This Jobot Job is hosted by: Josh Forth
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $100,000 - $140,000 per year

A bit about us:

As one of the south bay's most respected accounting firms, we offer you a chance to be part of an exciting time and place. You'll grow with us - taking your career higher and with more opportunities and client and partner interactions than at any of the larger firms. Join us as we grow, together. Public accounting is hard, demanding work. And yes, overtime is expected at times. Our practice is built on the foundation that our people mean more to us than anything else! What that means for you, is that we expect you to enjoy a work life balance that promotes personal health, well being and family life!

Why join us?

Do you want to work with some of the nations best Clients AND enjoy time at home w/ family? We do too!
Meaningful and Impactful Work!
Competitive Base Salary!
Competitive Bonus and Options Package!
Complete Benefits Package!
Flexible Work Schedules!
Accelerated Career Growth!
Fun Company Activities!

Job Details

5+ years of public accounting experience, preferably in Client Accounting Services (CAS), Advisory Services
Proven experience managing client relationships while overseeing financial reporting, month-end close, and accounting engagements.
Leadership experience, including reviewing work, mentoring staff, and managing multiple client engagements in a fast-paced CPA firm environment.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Portfolio Manager in Los Angeles, CA vacancy
  • $75k - $150k

     ...absolute integrity. East West Bank gives people the confidence to reach further. Overview East West Bank is seeking a Portfolio Manager. Responsibilities Monitor loan repayment activities and financial condition of borrowing clients and take necessary action... 
    Suggested
    Full time

    East West Bank

    Los Angeles, CA
    4 days ago
  • $170k - $225k

     ...and committed to our clients and employees.At Private Wealth Management, we are uniquely positioned for growth and are making significant...  ...team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    US Bank

    Beverly Hills, CA
    9 hours ago
  • $88.8k - $165.6k

     ...existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in...  ...-term financial performance in collaboration with Relationship Manager and business partners.Structures and supports new, renewal and... 
    Suggested
    Full time
    Contract work
    Part time
    Work experience placement
    Work at office
    Local area

    BMO Bank

    Los Angeles, CA
    1 day ago
  • $102.36k - $190k

    About the Role:A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives.Proven ability to... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Immediate start

    Columbia Bank

    Los Angeles, CA
    3 days ago
  •  ...CRE Loan Portfolio ManagerResponsible 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... 
    Suggested

    Preferred Bank

    Los Angeles, CA
    3 days ago
  • $100k - $120k

     ...Loan Portfolio ManagerLos Angeles, California, United States, Phoenix, Arizona, United StatesArixa Capital is a leading private real estate lender and alternative investment manager with over $8 billion in originations completed since inception and a servicing portfolio... 
    Full time
    Work at office

    Arixa Capital

    Los Angeles, CA
    3 days ago
  • $100k - $120k

     ...Overview Join to apply for the Portfolio Manager role at IDB Bank . Base pay range: $100,000.00/yr - $120,000.00/yr For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first. The success we’ve enjoyed Fundamentally... 
    Full time
    Local area

    IDB Bank

    Los Angeles, CA
    1 day ago
  •  ...Portfolio ManagerAs a Portfolio Manager within the Production Platform Integration Team, you'll help proceed workflow and integration solutions from discovery through prototype, pilot, and production. You will manage plans, dependencies, and risks. You will also communicate... 

    Paramount Global Services

    Los Angeles, CA
    3 days ago
  • $100k - $105k

     ...Portfolio Manager Property Management Associates is growing and looking for a Portfolio Manager with experience in Multi-Family Property Management to join our team and grow in a dynamic and exciting place to work that values its employees. Compensation: ~$1... 
    Full time
    Temporary work
    Weekend work

    Property Management Associates

    Culver City, CA
    4 days ago
  • $80k - $175k

     ...POSITION SUMMARY : Monitor and maintain the standard loan portfolio processes, procedures, and practices for Corporate Syndication...  ...profitability and growth. Identify prospects for Relationship Managers and Team Leader to grow the clientele base and portfolio.... 
    Work at office

    CTBC Bank

    Los Angeles, CA
    2 days ago
  • $88.8k - $165.6k

     ...existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in...  ...-term financial performance in collaboration with Relationship Manager and business partners. Structures and supports new, renewal... 
    Part time
    Work experience placement
    Work at office

    Bmo

    Los Angeles, CA
    2 days ago
  •  ...Bank of Hope is seeking an experienced Portfolio Manager-Media & Entertainment to support the Corporate and Institutional Banking group. You will lead risk assessment, loan structuring, underwriting, and mentorship of junior staff, while maintaining strong client relationships... 

    Bank-of-Hop

    Los Angeles, CA
    2 days ago
  •  ...SteelPeak Wealth in Los Angeles is looking for a qualified investment management professional to oversee client portfolios and provide strategic investment insights. The role requires a Bachelor’s degree in finance, trading experience, and strong communication skills.... 

    SteelPeak Wealth

    Los Angeles, CA
    2 days ago
  • $170k - $300k

    ## Senior Portfolio AdvisorApplyremote type: Hybridlocations: Beverly Hills California United States: Dallas Texas United States: San...  ...a strategic partner to broader CIO Team (research, portfolio management, Portfolio Construction & Analytics, product) on messaging, advisor... 
    Full time

    Citibank (Switzerland) AG

    Beverly Hills, CA
    3 days ago
  • $139.23k - $163.8k

     ...ABL Portfolio ManagerAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and...  ...discover what you excel at—all from Day One.The ABL Portfolio Manager partners closely with Relationship Managers and Business Development... 
    Work experience placement
    Work at office
    Remote work
    Flexible hours
    3 days per week

    U.S. Bank

    Los Angeles, CA
    2 days ago
  •  ...Portfolio ManagerA highly regarded independent wealth management firm is seeking a Portfolio Manager to join its collaborative investment team. This is a strategic role for an experienced professional who excels at managing customized, multi-asset class portfolios for... 

    International Search Consultants

    Los Angeles, CA
    3 days ago
  •  ...information and support lending decisions for a Commercial Banking portfolio in Los Angeles. You will negotiate loan structures, evaluate...  ...risks and opportunities, and collaborating with Relationship Managers to expand client relationships and revenue. #J-18808-Ljbffr... 

    BMO U.S.

    Los Angeles, CA
    2 days ago
  • $130k - $160k

     ...Sheppard, Mullin, Richter & Hampton , a global Am Law 50 firm, has an immediate opening for a Portfolio Manager in any of our U.S. offices. We are considering candidates in any of our U.S. offices including Century City, Chicago, Dallas, Houston, Los Angeles, Orange County... 
    Work at office
    Local area
    Immediate start
    Work from home
    3 days per week

    Sheppard

    Los Angeles, CA
    2 days ago
  •  ...Western Alliance Bank is seeking a Vice President, Portfolio Management in Los Angeles, CA. This role involves analyzing, structuring, and overseeing major loans while ensuring compliance with banking regulations. You will cooperate with the Vice President, Commercial... 

    Western Alliance Bank

    Los Angeles, CA
    2 days ago
  •  ...fundamental, technical, and quantitative methodologies. Execute portfolio transactions across equities, fixed income, options, and...  ...implementation initiatives, including strategy rebalancing, options management, hedging strategies, and cash management solutions for... 
    Work at office
    Local area

    SteelPeak Wealth

    Los Angeles, CA
    1 day ago
  • $130k - $140k

    Seeking an experienced, full-time Commercial Portfolio Manager to manage properties in the Los Angeles. Compensation: $130,0000-$140,000/ year Essential Functions include a deep understanding of property operations, financial aspects of commercial property management, property... 
    Full time

    Commercial Real Estate Company

    Los Angeles, CA
    3 days ago
  • $133.37k - $156.9k

     ...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionThe ABL Portfolio Manager partners closely with Relationship Managers and Business Development Officers to effectively manage a portfolio of ABL credit... 
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    US Bank

    Los Angeles, CA
    9 hours ago
  • $122.54k - $208.72k

    PORTFOLIO MANAGER III- ENTERTAINMENT & SPORTS BANKING (CORPORATE) TEAMWHAT IS THE OPPORTUNITY?The Portfolio Manager is part of the Credit Solutions team focused on long-term risk-adjusted returns for the bank within the Entertainment & Sports Banking (Corporate) team. This... 
    Remote work

    City National Bank

    Beverly Hills, CA
    3 days ago
  •  ...support Netflix productions, understanding what they can deliver, where they're headed, and how they create value for our work. You'll manage those relationships end to end, from initial engagement through renewals and ongoing support, and bring enough technical fluency to... 
    Hourly pay
    Full time
    Immediate start
    Flexible hours

    Netflix

    Los Angeles, CA
    2 days ago
  • $92.11k - $156.88k

    ABOUT USRBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National... 
    Temporary work
    Remote work
    Shift work

    City National Bank

    Beverly Hills, CA
    4 days ago
  • $200k - $225k

    We are seeking an experienced Portfolio Manager-Media & Entertainment to support our Corporate and Institutional Banking (CIB) Group. As a Portfolio Manager within the Media & Entertainment team, you will be a senior member of the lending team and will be responsible for... 
    Full time
    Local area
    Immediate start
    Flexible hours

    Bank of Hope

    Los Angeles, CA
    9 hours ago
  • $122.54k - $208.72k

    PORTFOLIO MANAGER III - Sponsor Finance 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... 
    Remote work

    City National Bank

    Los Angeles, CA
    9 hours ago
  • $91.44k - $111.76k

     ...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionThe Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage credit account relationships. Responsibilities include:... 
    Full time
    Work experience placement
    Local area

    US Bank

    Los Angeles, CA
    2 days ago
  •  ...relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed...  ...Talent Acquisition.Job SummaryRequisition Number: VPPOR004954Job Category: Credit, Portfolio Management \& Sales SupportSchedule: Full-Time
    Full time
    Work experience placement
    Work at office
    Local area
    Immediate start
    Flexible hours

    Banc of California

    Los Angeles, CA
    4 days ago
  • About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private... 
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Los Angeles, CA
    9 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!