Investment Portfolio Manager, Sr. jobs in Petaluma, CA

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Auto Shop Administrative Assistant
  • Universal Portfolio Ltd
  • Petaluma, CA FULL_TIME
  • AutoInvestments USA
    JOB DESCRIPTION

    Job Title: Auto Shop | Administrative Assistant
    Department: Auto Shop
    Reports To: Collection Curator | Mrs. Keller
    LOCATION: Petaluma, California
    FLSA STATUS: Part Time/Full-Time | Non-Exempt

    SUMMARY DESCRIPTION

    This position is a general support position responsible for providing assistance to the Car Collection Curator and Director including but not limited to: administrative work, running errands, making deliveries, preparing orders, post office runs, etc. Ensuring the auto shop is kept current and up to standards. Experience and knowledge with Classic Cars are highly desired but not required.

    ESSENTIAL FUNCTIONS

    The following description reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. To perform this job successfully, an individual must have regular and reliable attendance and excellent inter personal skills with attention to detail and be able to perform each essential function from the list below satisfactorily. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. We are looking for someone who has a great positive can do attitude, and a willingness to help others. If you think this is you please feel encouraged to apply!

    DUTIES AND RESPONSIBILITIES:

    • Running Errands for Business as needed
    • Accounting: Accounts Receivable, Payable, and payment of miscellaneous monthly bills for auto shop. Manage business accounts and perform all bookkeeping for Auto Shop
    • Coordinates with Corporate Office in Mexico as needed for invoicing, billing, etc.
    • Schedule appointments and maintain calendars for Curator/Director
    • Prepare communications, such as memos, emails, invoices, reports and other correspondence
    • Contacting suppliers and maintaining organization in the Shop
    • Respecting the privacy compliance of interpersonal, sensitive, documents and information
    • Occasionally helps with other requested duties, as needed, depending on business needs.

    SUPERVISORY RESPONSIBILITIES - This position has no direct reports.

    REQUIRED SKILLS AND ABILITIES
    • Self-Starter, able to take little direction and maintain efficiency
    • Able to multi – task and handle multiple projects at once without supervision or instruction
    • Detail Oriented - pays attention to fine details
    • Intermediate experience with Excel, Access, Word, Google Suite, Outlook
    • Good time management skills, able to take direction from others well
    • Follow specific instructions, both oral and verbal.

    EDUCATION AND/OR EXPERIENCE

    • High school certificate or Bachelor Degree desired but not required
    • Knowledge of: document administration
    • desirable to have 2 years of administrative experience.
    government documentation about collection cars, requirements for import and export of collection cars, payroll program, labor law (FLSA).
    Experience with inventory and counting producing accurate results

    CERTIFICATES, LICENSES, REGISTRATIONS
    • Valid California Driver´s License, Documented proof of lawful, permanent residence.

    PHYSICAL REQUIREMENTS
    Regularly:Frequent Sitting; Use hands to finger, handle, or feel; Reach with hands and arms; Talk or hear;
    Frequently:Stand; Walk
    Occasionally: Stoop, kneel, crouch, or crawl; Taste or smell; Lift up to 10 pounds
    Vision: No special vision requirements

    WORK ENVIRONMENT
    Regularly: works under normal office conditions, with simple operation equipment (telephones, computers, vehicles) and under normal environmental conditions, without exposure to temperature changes inside the offices.
    Occasionally:. May be asked to run an errand(s), go into town for supplies, pickup a delvery, etc. etc.
    Noise level: the noise level in the work environment is usually mild-moderate

    JOB DESCRIPTION ACKNOWLEDGEMENT

    This job description is not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time. This job description is subject to change and other functions may be assigned at management’s discretion. All employees are to maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, clients, co-workers, management and stakeholders.

    I understand that this job description does not represent an employment contract and that my employment relationship is at-will. I acknowledge, with my signature below, that I have received a copy of this job description.

    Employee Name and Signature: Date:



    Supervisor’s Name and Signature: Date:
  • 1 Month Ago

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Technical Coach
  • Sport Clips - Manager - CA819
  • Petaluma, CA FULL_TIME
  • Sport Clips Haircuts is Hiring! Do What You Love. Love What You Do. JOB DESCRIPTION As an Technical Coach (Hair Stylist Educator), you play an important role in developing our Teams by ensuring every ...
  • 3 Days Ago

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Sr. Accounting Manager
  • Robert Half
  • Petaluma, CA PER_DIEM
  • A well-respected company is looking for a success-driven Sr. Accounting Manager with the help of Robert Half. The Sr. Accounting Manager will supervise the accounting staff while reporting to the Cont...
  • 27 Days Ago

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Sr Project Manager – Connect Program (SAP ERP) – LOG FTP & Testing
  • IPEX Management Inc.
  • Oakville, CA FULL_TIME
  • IPEX is one of the North American leading providers of advanced plastic piping systems. Our mission is to shape a better tomorrow by connecting people with water and energy. We currently have an excit...
  • 1 Month Ago

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Sr. Accountant
  • Robert Half
  • Yountville, CA PER_DIEM
  • Robert Half is partnering with a high-end estate looking to add a Senior Accountant to their team. The Food & Beverage- Senior Accountant will play a key role in managing and analyzing financial data ...
  • 4 Days Ago

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Sr. Accountant
  • Robert Half
  • Petaluma, CA PER_DIEM
  • Robert Half is looking to fill a Senior Accountant position on a permanent basis in the Petaluma, California area. As a Senior Accountant, you will be responsible for producing financial statement pre...
  • 21 Days Ago

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0 Investment Portfolio Manager, Sr. jobs found in Petaluma, CA area

Petaluma /pɛtəˈluːmə/ is a city in Sonoma County, in California's Wine Country, part of the North Bay sub-region of the San Francisco Bay Area, located 37 mi (60 km) north of San Francisco. Its population was 57,941 according to the 2010 Census. The Rancho Petaluma Adobe, located in Petaluma, is a National Historic Landmark. Its construction started in 1836 by order of General Mariano Guadalupe Vallejo, then Commandant of the San Francisco Presidio. It was the center of a 66,000 acre (270-km²) ranch stretching from Petaluma River to Sonoma Creek. The adobe is considered one of the best preserv...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$161,939 to $268,929
Petaluma, California area prices
were up 2.5% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020