Portfolio Management Jobs in Castro Valley, CA
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Premier Client Specialist
Bank Of Montreal
Application Deadline:07/30/2026Address:3396 Castro Valley Blvd.Job Family Group:Retail Banking Sales & ServiceActs as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory and compliance policies. Works collaborative...
Investment Portfolio Management
Consultz
Job Purpose:The Portfolio Management / Investment role will be responsible for developing executing and monitoring the financial and operational performance of the portfolio ensuring alignment with the entitys KPIs. This role will focus on balancing and de-risking investments driving value creation...