Portfolio Manager jobs in Petaluma, CA

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related 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 ...
  • 11 Days Ago

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Manager/Assistant Manager/Supervisor
  • Round Table Pizza
  • Petaluma, CA FULL_TIME
  • Thank you for your interest in a career with Round Table Pizza! While we’re proud of the ingredients we use, Round Table is more than just freshness and quality. We’re the place where you’ll find uniq...
  • 1 Month Ago

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Manager/Assistant Manager/Supervisor
  • Round Table Pizza
  • Rohnert Park, CA FULL_TIME
  • Thank you for your interest in a career with Round Table Pizza! While were proud of the ingredients we use, Round Table is more than just freshness and quality. Were the place where youll find unique,...
  • 1 Month Ago

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Manager/Assistant Manager/Supervisor
  • Round Table Pizza
  • Novato, CA FULL_TIME
  • Thank you for your interest in a career with Round Table Pizza! While we’re proud of the ingredients we use, Round Table is more than just freshness and quality. We’re the place where you’ll find uniq...
  • 1 Month Ago

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Team Manager
  • Panera Bread
  • Novato, CA FULL_TIME
  • Our Panera cafes are upscale, friendly cafes which feature freshly baked breads and pastries. We serve made-to-order soups, salads and sandwiches as well as specialty espresso beverages. We're known f...
  • 16 Days Ago

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0 Portfolio Manager jobs found in Petaluma, CA area

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Co-Chief Investment Officer, Direct Indexing
  • Natixis Global Asset Management
  • San Francisco, CA
  • Overview: The Co-Chief Investment Officer will partner with the existing CIO and co-lead the management, oversight and e...
  • 4/26/2024 12:00:00 AM

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Portfolio Manager (HOA)
  • CitiScape Property Management Group, LLC
  • San Francisco, CA
  • Job Description Job Description We have an immediate opening for a Portfolio Manager (HOA). A successful candidate will ...
  • 4/25/2024 12:00:00 AM

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Vice President AML Solutions Delivery Portfolio Manager
  • First Republic
  • San Francisco, CA
  • **Vice President AML Solutions Delivery Portfolio Manager** **Overview** At First Republic, we care about our people. We...
  • 4/25/2024 12:00:00 AM

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Portfolio Manager
  • Gaetani Real Estate
  • San Francisco, CA
  • JOB TITLE: Portfolio Manager DEPARTMENT: Property Management REPORTS TO: Director of Operations Company Background: Gaet...
  • 4/24/2024 12:00:00 AM

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Portfolio Manager Associate
  • City National Bank
  • San Francisco, CA
  • **PORTFOLIO MANAGER ASSOCIATE** **WHAT IS THE OPPORTUNITY?** Implement proprietary strategies and asset allocation for C...
  • 4/23/2024 12:00:00 AM

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Commercial Portfolio Manager
  • Windsor Management
  • Lafayette, CA
  • Commercial Portfolio Manager – Growth Position An Ideal Candidate You’re the one people go to when nobody else can solve...
  • 4/22/2024 12:00:00 AM

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Technical Portfolio Manager
  • U.S. Bank
  • San Francisco, CA
  • At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
  • 4/22/2024 12:00:00 AM

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Associate Portfolio Manager – Private Equity - San Francisco Employees' Retirement System (0923) (144152)
  • City and County of San Francisco
  • San Francisco, CA
  • Who We Are The San Francisco Employees Retirement System (SFERS) is dedicated to securing, protecting, and prudently inv...
  • 4/22/2024 12:00:00 AM

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 Portfolio Manager jobs
$128,823 to $178,561
Petaluma, California area prices
were up 2.5% from a year ago