1,828 Portfolio jobs in the United States

Job Family :

Management Consulting

Travel Required :

Up to 50%

Clearance Required :

None

Job Posting

Guidehouse is seeking a Portfolio Manager to manage a portfolio of our Energy Efficiency/Electrification programs (multiple locations available). This position requires experience with developing and delivering Energy Efficiency (EE), electrification and/or decarbonization solutions as well as team and partner management of various functional groups (internal and external), client, and stakeholders. The Portfolio Manager will build and maintain relationships for our state and local government clients. This individual will also lead the planning and implementation of energy efficiency rebate programs.

• Lead coordination with Guidehouse market teams and the national team to support the development of EE, electrification and/or decarbonization solutions that can be scaled across our the Guidehouse client base.
• Support the development and shaping of opportunities in collaboration with the market teams to meet bookings goals
• Lead development and pricing for solution (i.e., pre-sales calls, project scope definition, RFP responses, client presentations, statement of work development, resource planning, budget estimating (top-down and bottom-up))
• Participate in the negotiation of contract and provide input to the market teams during SOW development and potential changes/enhancements to scope.
• Direct and coordinate cross-functional teams (delivery, solutions, engineering, marketing, analytics, managed services, financial services, software development, partners) typically consisting of 20+ people as part of program execution.
• Build, manage and maintain client relationship and expectations, work to resolve project issues, proactively identify project risks and make recommendations for resolution to ensure project success throughout the project lifecycle.
• Develop relationships and/or manages sub-contractors or vendors including deliverables, resources and budgets.
• Coordinate and lead internal and external meetings with internal teams, clients, partners and diverse stakeholders (all levels including leadership)
• Ensure solution aligns with client program goals, and client needs/overall business objectives.
• Provide leadership and mentoring to team members on project development and client management skills.
• Provide ongoing feedback and input into future solution needs and enhancements.
• Develop a comprehensive understanding of program design and delivery best practices both for efficient execution and proper budget management.
• Forecast and track portfolio-level budgets while maintain a resource plan aligned with the budget to ensure goals are met.
• Train teams on planning and implementation best practices for specific solutions

• Due to nature of client engagements, must either be a US Citizen or US Permanent Resident.
• Bachelor’s degree in a related field.
• Require 5+ years of total professional working experience.
• Experience working in the energy industry and or state and local energy programs.
• Solid understanding of energy efficiency measures for residential homes and multi-family housing.
• Solid understanding of federal, state, or local rebate/grant programs for residential and/or multi-family end users.
• Knowledge of low-to-moderate income energy or state/federal programs.
• Knowledge of economic analysis in developing business cases for businesses to implement energy efficiency measures.
• Demonstrated history of meeting and exceeding multi-million-dollar business development and managed revenue targets.
• Demonstrated leadership experience in managing teams, providing feedback, mentoring, and coaching team members.
• Knowledge and experience with project management practices and techniques.
• Startup mentality, resourceful and self-motivated.
• Ability to coordinate diverse program stakeholders both internal and external.
• Proven ability to build, manage and foster a team-oriented environment across multiple business units and stakeholders (all levels).
• Excellent verbal, interpersonal, written communication, and presentation skills.
• Strong analytical, creative problem-solving and decision-making capabilities.
• Excellent leadership and management skills.
• Team player with the ability to work in a fast-paced environment.
• Must have a passion for customer satisfaction and have the ability to deliver on customer’s needs and expectations while meeting Guidehouse objectives.
• Ability to travel including overnight travel, depending on client or project needs.
• Ability to work onsite at a Guidehouse Office or Client Office location.
• Staff level of hire will be determined through Guidehouse interview process.

• Current Project Management Professional (PMP) certification.
• Management consulting experience in energy industry (excluding Oil & Gas) and or State & Local Government (SLG) with engagements related to energy programs.
• Successful business development experience in the Energy industry (excluding Oil & Gas) and or State & Local Government (SLG) energy programs.

The annual salary range for this position is $102,000.00-$170,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

Benefits include:

• Medical, Rx, Dental & Vision Insurance
• Personal and Family Sick Time & Company Paid Holidays
• Position may be eligible for a discretionary variable incentive bonus
• Parental Leave and Adoption Assistance
• 401(k) Retirement Plan
• Basic Life & Supplemental Life
• Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
• Short-Term & Long-Term Disability
• Student Loan PayDown
• Tuition Reimbursement, Personal Development & Learning Opportunities
• Skills Development & Certifications
• Employee Referral Program
• Corporate Sponsored Events & Community Outreach
• Emergency Back-Up Childcare Program
• Mobility Stipend

Guidehouse is an Equal Opportunity Employer–Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.

Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.

If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.

All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.

If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse’s Ethics Hotline. If you want to check the validity of correspondence you have received, please contact . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant’s dealings with unauthorized third parties.

Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Overview

Insight Global is seeking a Portfolio Manager to join a financial services & insurance client in the Chicagoland area. This individual will be responsible for standing up the PMO discipline in the Chicago office as an extension of the PMO branch. They will be working with business stakeholders in the Legal & Compliance, Accounting, Treasury, and Investments spaces as well as the Data and Architecture IT teams. Ideally, this person would have 10 years of professional experience growing into a Technical Portfolio Manager role helping teams by gathering requirements, prioritizing projects, and driving them through Jira tool and Agile processes. This candidate will be compensated at a starting rate of $60/HR.

• Stand up and operate the PMO discipline in the Chicago office as an extension of the PMO branch.
• Collaborate with business stakeholders in Legal & Compliance, Accounting, Treasury, and Investments, and coordinate with Data and Architecture IT teams.
• Gather requirements, prioritize projects, and drive initiatives through Jira and Agile processes.

• 10 years of professional experience in IT Business Analysis, IT Product/Project/Portfolio Management, or Scrum Master roles.
• Experience gathering requirements and prioritizing projects.
• Strong ability to communicate with stakeholders in IT and business units.
• Experience with Agile methodologies.
• Understanding of data or experience working with a data team.
• Experience with Jira for driving and managing projects; familiarity with Scaled Agile and related certifications are a plus.
• Jira advanced reporting.
• Financial services/insurance industry experience.

Starting rate: $60/HR.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Overview

The Director, Portfolio is a senior leadership role responsible for aligning technology investments with enterprise strategy. This role oversees the portfolio of technology initiatives, ensuring they deliver measurable value, meet governance standards, and support long-term organizational goals.

• Executes strategic oversight and delivery of the technology portfolio, ensuring initiatives are prioritized, governed and aligned to enterprise strategy and business value
• Develop, manage, and track portfolio budget in alignment with strategic priorities
• Serves as bridge between business objectives and technology execution, ensuring clear communication, shared accountability, and value realization across the portfolio
• Ensures compliance with project management methodologies and governance frameworks. Ensures proposed initiatives are strategically aligned, financially justified, and governed through standardized evaluation criteria
• Provides regular updates to executive and senior stakeholders on portfolio performance, initiative status, risks, benefits and financial performance
• Prioritize and manage the portfolio of initiatives to maximize business value
• Formalize and manage the end-to-end business case review and approval process
• Partner with business and technology teams to ensure technology initiatives are aligned with strategic goals, resourced appropriately and executed effectively
• Oversee the full lifecycle of projects within the IT portfolio from intake and planning to execution and benefit realization
• Collaborate cross-functionally with business stakeholders and technology teams to translate strategic priorities into actionable plans and delivery roadmaps
• Identify and translate strategic business needs into demands and ensure alignment with enterprise priorities
• Track and report on project execution status, value delivered and aligned with business strategies
• Monitor project performances, value delivery and aligned with strategic objectives
• Partner with finance and business leaders to ensure accurate forecasting, cost control and value realization
• Establish clear criteria and workflows for evaluating proposed initiatives
• Track approved business cases through execution to ensure expected outcomes are realized
• Mentor and lead cross-functional teams, including project managers and integration leads
• Monitor performance metrics and drive operational improvements
• Enforce adoption of standardized project management tools and processes
• Lead the use and governance of ServiceNow tools across the technology portfolio
• Build and maintain strong relationships with business stakeholders and technology teams
• Balances competing demands and adjusts execution plans to align with real-time business and technology shifts
• Facilitate feedback loops

Education/Experience:

• Bachelor’s Degree in Computer Science or related field
• Project Management Professional, PMP, certification preferred
• 10+ years of experience in project, program and portfolio management
• Experience managing large-scale technology portfolio budgets, including planning, forecasting and reporting
• Experience managing IT project teams
• Experience managing relationships with internal business customers at executive and senior management level

Knowledge/Skills:

• Ability to lead and drive adoption of project management tools and processes within ServiceNow PPM
• Ability to multi-task effectively and work well under pressure
• Strong leadership skills
• Strong communication and presentation skills
• Strategic program prioritization skills and experience
• Strong customer focus mindset
• Expert understanding of scope of IT services

Software:

• Proficient in project and portfolio management in ServiceNow PPM required

Benefits for Full Time employees and qualified dependents:

• Medical, Prescription, Dental, Vision Insurance
• Progyny Fertility Benefits
• Livongo Diabetes Management
• Teladoc Health and Second Opinion Services
• Smart Shopper
• 401(K) Thrift Program & Sharing Plan
• Employee Stock Purchase Plan (ESPP) – 15% discount
• Basic Employee; Spouse; Child Life Insurance
• Accidental Death and Dismemberment (AD&D)
• Employee Optional Life and AD&D
• Short & Long Term Disability
• Pre-Tax Health Savings Accounts (HSA)
• Employee and Dependent Flexible Spending Account (FSA)
• Family Medical Leave Act (FMLA)
• Parental Leave Benefit
• Sick Pay Bank
• Employee Assistance Program (EAP)
• Group Aflac Policies
• Identity Theft Protection
• Employee Charitable Fund
• Care.com
• Various Discount Programs

*Part Time Regular employee classifications also receive this benefit

**Available to part-time regular and part-time casual employees aged 21 and over

Pediatrix Medical Group is one of the nation’s leading providers of highly specialized health care for women, babies and children. Since 1979, Pediatrix has grown from a single neonatology practice to a national, multispecialty medical group. Pediatrix-affiliated clinicians are committed to providing coordinated, compassionate and clinically excellent services to women, babies and children across the continuum of care, both in hospital settings and office-based practices. The group’s high-quality, evidence-based care is bolstered by significant investments in research, education, quality-improvement and safety initiatives.

Please Note: Fraudulent job postings/job scams are becoming increasingly common. All genuine Pediatrix job postings can be found through the Pediatrix Careers site:

#PedCorp

#LI-Remote

Pediatrix is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

#NCL

#CL

PI

Overview

PORTFOLIO MANAGER

Manage City National Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals.

• Relationship Management – Expand and deepen relationships with financial advisors and clients; act as a leadership resource for advisors and keep them informed of firm and industry developments; ensure smooth transition from sales to portfolio management; manage advisor and client communication as the central point of the relationship; prepare client presentations; communicate with advisors to ensure investment solutions meet needs and expectations; conduct individual meetings and presentations.
• Account and Portfolio Management – Manage an assigned group of investment portfolios; advise clients and advisors on strategies to achieve investment goals; structure portfolios and rebalance asset allocation within client risk tolerance; handle trade implementations, cash flow, reinvestment and liquidity; review assets to ensure alignment with client intent and strategies; attend client meetings.
• Business Development – Work with advisors to acquire new business and grow assets from existing clients.
• Investment Strategy/Trading and Research – Demonstrate expert knowledge of internal and external investment solutions; communicate strategic shifts to clients, advisors, and internal colleagues; analyze alternative investment and risk scenarios (relative value, overall return, asset class interactions, and market comparisons).
• Risk Management and Compliance – Follow Regulation 9 processes; accurately complete compliance reporting; maintain training and continuing education requirements for internal programs and external licenses and certifications.

• CFA - Chartered Financial Analyst
• Master's Degree
• A minimum of 10 years of investment management experience
• FINRA Series 7 and 66 licenses (or ability to obtain)

Compensation Starting base salary: $122,548 - $208,711 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

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

Get a more detailed look at our Benefits and Perks.

City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and client relationships continues today. City National is a subsidiary of Royal Bank of Canada. To learn more, visit our site.

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Overview

Helping Quants and PMs elevate their career to the next level | Mythic Headhunter

40+ leading systematic funds seeking experienced PMs. Immediate openings.

• Own P&L responsibility and risk management
• Develop and implement quantitative strategies

• 4+ years systematic PM experience
• Proven alpha generation track record

• Pay: $300K-$5M+ based on experience
• Locations: Chicago, NYC, London, Singapore, Remote

From emerging systematic managers to established multi-billion funds.

Ready for your next move? Apply now for confidential discussions.

Overview

Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.

• Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies.
• Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements.
• Signs off on new, renewal and extension loans within delegated authority.
• Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.
• Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives.
• Leads proposal development and delivers presentations to capture new business and expand client relationships.
• Networks with industry contacts to gather competitive insights and best practices.
• Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio.
• Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.
• Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies.
• Conducts financial analysis and risk assessments of clients’ credit information, for an assigned portfolio, to provide insights and make informed decisions.
• Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required.
• Minimizes BMO’s risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.
• Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed.
• Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.
• Identifies revenue and cross-selling opportunities to enhance portfolio growth.
• Identifies share of wallet opportunities.
• Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
• Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

• Preferred 5 – 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment.
• If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
• Deep knowledge and technical proficiency gained through extensive education and business experience.

Salary: $88,800.00 - $165,600.00

Pay Type: Salaried

The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:

About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Introduction

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.

East West Bank is currently seeking a Portfolio Manager for the Commercial Real Estate Banking team.

Underwriting

• Performs risk rating on new and existing loans--Analyze financial statements addressing industry risks, collateral requirements, loan structuring, pricing and credit analysis for recommendation to manager on lending decisions
• Make recommendation on structure of credit for approval

Credit monitoring

• Develop solutions for problem loan credit
• Responsible for credit risk and quality of portfolio

Portfolio Management

• Perform maintenance on portfolio of loans
• Maintain & expand client relationship
• Manage loan renewal process

Business Development

• Participate in community and business functions
• Develop other deposits services relationship

• Bachelor’s degree or combination of education and directly related experience
• 2+ years of banking experienc
• Has strong understanding of credit policy and procedures and is able to accurately risk-rate loans/credits, evaluates both cash-flow and collateral-based loans/credits
• Develop problem loan credit solutions
• Has strong knowledge base in Treasury, FX and Derivative products and have demonstrated abilities in coordinating the resources of the bank to bring effective full service solutions to the company

Overview

East West Bank is currently seeking a Portfolio Manager for the Commercial Real Estate Banking team.

• Underwriting: Performs risk rating on new and existing loans; analyzes financial statements addressing industry risks, collateral requirements, loan structuring, pricing and credit analysis for recommendation to manager on lending decisions. Make recommendations on the structure of credit for approval.
• Credit monitoring: Develop solutions for problem loan credit; responsible for credit risk and quality of the portfolio.
• Portfolio Management: Perform maintenance on portfolio of loans; maintain & expand client relationships; manage loan renewal process.
• Business Development: Participate in community and business functions; develop other deposit/services relationships.

• Bachelor’s degree or combination of education and directly related experience
• 2+ years of banking experience
• Strong understanding of credit policy and procedures and ability to accurately risk-rate loans/credits; evaluate both cash-flow and collateral-based loans/credits
• Develop problem loan credit solutions
• Strong knowledge in Treasury, FX and Derivative products; demonstrated ability to coordinate the resources of the bank to bring effective full-service solutions to the company

The base pay range for this position is USD $75,000.00/Yr. - USD $150,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

• Entry level

• Full-time

• Finance and Sales

• Banking

Referrals increase your chances of interviewing at East West Bank by 2x

Get notified about new Portfolio Manager jobs in San Francisco, CA .

Job Listing SummaryPortfolio Manager at LE007 Brown Advisory LLC

Location: San Francisco, CA, USA

Employment Type: Full-Time

Date Posted: July 25, 2025

• Manage a diverse range of portfolios, including individual, family office, and endowments and foundations.
• Coordinate with client service teams to manage client relationships, often serving as the primary relationship manager.
• Develop investment strategies in collaboration with Portfolio Management and Investment Strategy teams.
• Maintain contact with referral sources and proactively seek new business opportunities.
• Contribute to the creation of prospect presentations and marketing materials.
• Deliver presentations on the firm’s investment and service capabilities to prospective clients and their advisors.
• Participate in the development and execution of business development strategies.

• Minimum of 10 years of experience working with sophisticated investors.
• Experience in portfolio management for private clients, including investment research and asset allocation.
• Proven success in managing balanced portfolios for high-net-worth clients.
• Experience in developing new business using traditional and alternative investment strategies.

• Strong investment knowledge and analytical expertise.
• Exceptional interpersonal and communication skills.
• Ability to operate independently while collaborating with the investment team.
• Strong network in the San Francisco area is a plus.
• Commitment to the firm’s “client first” principles and high personal integrity.

$200K - $250K, commensurate with experience and location (excludes bonus or long-term incentives).

• Medical, Dental, and Vision coverage.
• Wellness program participation incentives.
• 401(k) with 50% employer match up to IRS limit.
• Paid parental leave and short-term disability.
• Colleague Assistance Program and Telemedicine Program.
• Adoption benefits and daycare late pick-up fee reimbursement.