Talent.com
Senior Consultant, Portfolio Management

Senior Consultant, Portfolio Management

VirtualVocationsEscondido, California, United States
23 hours ago
Job type
  • Full-time
Job description

A company is looking for a Sr. Consultant, Portfolio Management.

Key Responsibilities

Support technology enhancements and guide prioritization of tool and system improvements

Lead the development of strategic business requirements for scalable initiatives

Identify and prioritize opportunities for process improvement and facilitate change adoption

Required Qualifications

5-7 years of experience in Business Process Improvement or related project management

Proficiency in Underwriting systems, tools, and processes

Strong knowledge of Microsoft Excel; VBA coding is a plus

Experience or understanding of Agile IT development methodology

4 Year / Bachelor's degree or equivalent work experience

Create a job alert for this search

Senior Management Consultant • Escondido, California, United States

Related jobs
  • Promoted
Acquisitions and Requirements Analyst

Acquisitions and Requirements Analyst

Clearance JobsSan Diego, CA, US
Full-time +1
Acquisitions And Requirements Analyst.Supports defense acquisition and sustainment commands with life cycle logistics planning and execution. Applies leading-edge principles, theories, and concepts ...Show moreLast updated: 30+ days ago
  • Promoted
CMO Assortment Analyst

CMO Assortment Analyst

Petco Health and WellnessSan Diego, CA, US
Full-time
Create a healthier, brighter future for pets, pet parents and people! If you want to make a real difference, create an exciting career path, feel welcome to be your whole self and nurture your well...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Portfolio Manager (Carlsbad)

Portfolio Manager (Carlsbad)

Raintree Property ManagementCarlsbad, CA, US
Part-time
Are you a licensed Realtor in North County San Diego whos tired of the income rollercoaster? Weve built a model that helps Realtors earn. Build relationships with local property owners and investors...Show moreLast updated: 5 hours ago
  • Promoted
Senior Associate - Portfolio Management

Senior Associate - Portfolio Management

StepStone GroupLa Jolla, CA, US
Full-time
Senior Associate - Portfolio Management.We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's inv...Show moreLast updated: 30+ days ago
  • Promoted
Regional Controller

Regional Controller

Southwest Healthcare Corona Regional Medical CenterTemecula, CA, US
Full-time
One of the nation’s largest and most respected providers of hospital and healthcare services, Universal Health Services, Inc. NYSE : UHS) has built an impressive record of achievement and perfo...Show moreLast updated: 12 days ago
  • Promoted
Asset Manager

Asset Manager

TradeJobsWorkForce92109 San Diego, CA, US
Full-time
Asset Manager Job Duties : Manages client assets according to investment preferences and goal...Show moreLast updated: 30+ days ago
  • Promoted
Senior Estimator

Senior Estimator

Sun Country BuildersCarlsbad, CA, US
Full-time
Sun Country Builders is an award-winning leader in the construction of multi-family affordable housing across California. With a legacy of excellence, we are deeply committed to building not just ho...Show moreLast updated: 10 days ago
  • Promoted
  • New!
Portfolio Manager

Portfolio Manager

Raintree Property ManagementCarlsbad, CA, United States
Full-time
Are you a licensed Realtor in North County San Diego who’s tired of the income rollercoaster? We’ve built a model that helps Realtors earn. Build relationships with local property owners and investo...Show moreLast updated: 9 hours ago
  • Promoted
Accounting and CFO Advisory Internship - Summer 2026 - San Francisco, San Jose, or San Diego

Accounting and CFO Advisory Internship - Summer 2026 - San Francisco, San Jose, or San Diego

Frank, Rimerman + Co.San Diego, CA, US
Full-time +1
Frank, Rimerman is seeking motivated and collaborative summer interns to join our growing Accounting and CFO Advisory (ACFO) practice. Interns will be based out of our San Francisco, San Jose, or Sa...Show moreLast updated: 30+ days ago
  • Promoted
Senior Transaction Manager

Senior Transaction Manager

Marcus & MillichapSan Diego, CA, US
Full-time
Marcus & Millichap Capital Corporation ("Company"), a subsidiary of Marcus & Millichap, Inc.NYSE : MMI) is seeking a Senior Transaction Manager, Capital Markets, to manage and close commercial real e...Show moreLast updated: 30+ days ago
  • Promoted
2026 Summer Internship- Wealth Management Summer Intern

2026 Summer Internship- Wealth Management Summer Intern

LPL FinancialSan Diego, CA, US
Full-time
Wealth Management Intern Program.Are you ready to start your career with a dynamic, industry-leading company to accelerate your growth and development? Then our Wealth Management Intern Program is ...Show moreLast updated: 7 days ago
  • Promoted
  • New!
Sr. Loan Partner

Sr. Loan Partner

Robison Home LoansEscondido, California, US
Full-time
Escondido Mortgage Lender, a leader in personalized mortgage services, is seeking a dedicated and experienced Sr.Loan Partner to enhance our team. This role involves working closely with loan office...Show moreLast updated: less than 1 hour ago
  • Promoted
  • New!
Digital Asset Manager

Digital Asset Manager

Rylee and Cru CollectiveSan Diego County, CA, United States
Full-time
Rylee + Cru, founded by illustrator Kelli Larson, is a children's clothing line inspired by her own little ones.Rylee + Cru merges art with imagination, offering unique clothing for modern children...Show moreLast updated: 9 hours ago
  • Promoted
Chief Investment Officer (Full-Time)

Chief Investment Officer (Full-Time)

Centura WealthSan Diego, CA, United States
Full-time
Centura Wealth Advisory, a dynamic, registered investment advisory (RIA) firm serving ultra-high-net-worth individuals / families, is seeking a full-time, experienced investment professional to join ...Show moreLast updated: 30+ days ago
  • Promoted
Asset Manager

Asset Manager

TradeJobsWorkforce92164 San Diego, CA, US
Full-time
Asset Manager Job Duties : Manages client assets according to investment preferences and goals...Show moreLast updated: 30+ days ago
  • Promoted
IM Entry Level Analyst Program : Investment Platform Services

IM Entry Level Analyst Program : Investment Platform Services

Voya FinancialSan Diego, CA, US
Full-time
Associate Analyst, Investment Platform Services.Together we fight for everyone's opportunity for a better financial future. We will do this together with customers, partners, and colleagues.We will...Show moreLast updated: 27 days ago
  • Promoted
Finacial Advisor

Finacial Advisor

TradeJobsWorkForce92122 San Diego, CA, US
Full-time
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show moreLast updated: 30+ days ago
  • Promoted
Senior Financial Planning Consultant

Senior Financial Planning Consultant

LPL FinancialSan Diego, CA, US
Full-time
Financial Planning Group Professional.What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursu...Show moreLast updated: 30+ days ago
  • Promoted
Advisor, Financial Planning and Analysis

Advisor, Financial Planning and Analysis

Cardinal HealthSan Diego, CA, US
Full-time
Financial Planning & Analysis Role.Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financi...Show moreLast updated: 30+ days ago
  • Promoted
Acquisition Specialist Mid - Install

Acquisition Specialist Mid - Install

Clearance JobsSan Diego, CA, US
Full-time
Acquisition Specialist Mid - Install.Tyto Athene is searching for an Acquisition Specialist Mid - Install to support Program Executive Office (PEO) Command, Control, Communications, Computers, and ...Show moreLast updated: 12 days ago