15 results for Portfolio Manager in Orange, CA

Project Manager

Beverly Hills, CA
onsite
Temporary
44 - 48 USD / Hourly
**** For Faster response on the position, please send a message to Jimmy Escobar on LinkedIn or send an email to Jimmy.Escobar@roberthalf(.com) with your resume. You can also call my office number at 424-270-9193**** We are looking for an experienced Project Manager to lead and oversee IT projects with precision and efficiency. This long-term contract position is based in Beverly Hills, California, and requires expertise in Agile methodologies and project management practices to deliver impactful results. The ideal candidate will possess strong organizational skills and a proven ability to drive projects to successful completion. Responsibilities:• Lead and coordinate IT projects, ensuring alignment with business objectives and timelines.• Implement Agile Scrum practices to enhance collaboration and efficiency within project teams.• Develop and manage detailed project plans, including scope, schedule, and resource allocation.• Facilitate communication between stakeholders to ensure clarity and alignment throughout project phases.• Monitor project progress and address any risks or issues proactively.• Utilize Atlassian Jira to track and manage project workflows and deliverables.• Ensure compliance with industry standards and organizational policies during project execution.• Provide mentorship and guidance to team members, fostering a culture of continuous improvement.• Conduct regular project reviews and prepare comprehensive reports for stakeholders.• Collaborate with cross-functional teams to identify opportunities for process optimization.
2026-03-31T00:00:00Z

Project Manager

Los Angeles, CA
onsite
Temporary
28.5 - 30 USD / Hourly
This role plays a key role in supporting a Financial Advisor by managing client relationships, streamlining administrative processes, and ensuring the seamless execution of investment and insurance operations. This position is responsible for maintaining accurate client records, coordinating account activity, and delivering timely, high-quality service to enhance the overall client experience. What You’ll Bring Exceptional attention to detail with strong organizational and time-management skills Excellent written and verbal communication with a client-focused approach Experience with CRM systems, account servicing, and document management Working knowledge of investment account operations and insurance underwriting processes Ability to multitask, adapt in a fast-paced environment, and collaborate across teams Key Responsibilities Client Service & Administrative Support Serve as a primary point of contact for client communications, including scheduling appointments and handling service requests such as account updates, payment inquiries, and documentation needs Manage calendars, coordinate meetings, and prepare materials including case files, reports, and research for financial planning support Maintain accurate and compliant electronic client records, ensuring detailed documentation of all interactions and transactions Perform administrative tasks including CRM updates, document filing, and tracking ongoing projects Deliver detail oriented, high-quality communication to clients and internal stakeholders Support process improvements and contribute to operational efficiencies Provide ongoing administrative support and assist with special projects as needed Investment Operations Support Assist in managing and maintaining client investment accounts, including account setup, updates, and servicing Execute transactions, asset transfers, and rollovers in alignment with client strategies Maintain accurate client and account information, including banking details and standing instructions Prepare comprehensive case materials for client meetings, including account summaries, performance reports, and tax information Respond to client inquiries promptly and resolve issues effectively Insurance Operations Support Support the full insurance lifecycle from application through underwriting and policy delivery Review applications, policy changes, and documentation for accuracy and completeness Coordinate medical exams and proactively manage underwriting requirements to ensure timely processing Act as a liaison between clients, underwriters, and external partners to expedite case progress Monitor application status and follow up on outstanding requirements Prepare client documentation, including illustrations, in-force ledgers, and policy delivery materials Maintain accurate insurance records and track new business pipelines within the CRM system
2026-04-03T00:00:00Z

Project Manager

Torrance, CA
onsite
Temporary
58.9 - 68.2 USD / Hourly
We are looking for an experienced Project Manager to lead complex data privacy and advanced analytics initiatives. This position is based in Southern California and offers a long-term contract opportunity. The ideal candidate will play a pivotal role in overseeing technology and data platform projects, ensuring compliance with privacy regulations while driving organizational transformation and innovation. Responsibilities:• Develop and manage detailed project plans, schedules, and milestones to ensure timely and efficient execution of deliverables.• Lead initiatives focused on data privacy compliance, including assessments, regulatory reviews, and implementation of privacy controls.• Facilitate Agile ceremonies to prioritize sprint goals, address blockers, and guide teams toward improved delivery flow.• Collaborate with stakeholders across business, technical, and leadership teams to ensure alignment on project objectives and updates.• Oversee governance and quality assurance processes to ensure deliverables meet established standards and compliance requirements.• Coordinate knowledge transfer, documentation, and operational handoff activities for completed projects.• Manage end-to-end delivery of data pipelines, analytics solutions, dashboards, and modernization efforts.• Partner with product owners to maintain dual-focused backlogs that address feature delivery, data quality enhancements, and compliance tasks.• Ensure strong data governance practices, including metadata accuracy, documentation, and quality controls, throughout project lifecycles.• Identify opportunities for process improvement and implement changes to enhance project delivery practices.
2026-04-07T00:00:00Z

Manager Investor Services

Glendale, CA
onsite
Temporary
55 - 60 USD / Hourly
We are looking for an experienced Manager of Investor Services to join our team in Glendale, California. In this long-term contract role, you will oversee critical investor services operations, ensuring seamless communication and collaboration with key stakeholders. This position offers the opportunity to work on high-impact projects and contribute to the organization’s investor relations and financial reporting efforts. Responsibilities:• Supervise the Investor Services team, ensuring effective execution of stakeholder initiatives and communications.• Manage and coordinate company news releases, ensuring timely distribution to internal and external parties.• Collaborate with finance, accounting, and legal teams to oversee quarterly distributions, security issuance, and redemptions.• Serve as the primary point of contact for retail shareholders, addressing inquiries related to company filings, tax documentation, ownership transfers, and Forms 1099.• Administer limited partnership activities, including distribution processing, tax statement preparation, consent solicitation, and tender offers.• Assist in the preparation of Annual Reports, Proxy Statements, and organization of Annual Shareholder meetings.• Maintain relationships with external entities such as the New York Stock Exchange, transfer agents, financial printers, and news release providers.• Oversee administrative tasks for the Investor Services team, including contract management, invoice processing, and website updates.• Support the executive team and Board of Trustees by executing special projects and preparing detailed reports.• Drive operational excellence within the Investor Services team, ensuring adherence to deadlines and high-quality deliverables.
2026-03-16T00:00:00Z

Finance Manager

Culver City, CA
onsite
Temporary
70 - 85 USD / Hourly
Our client, a leading entertainment studio, is seeking an experienced IT Finance Consultant through Robert Half Management Resources for a 3-month hybrid engagement in Los Angeles, with three days per week onsite. In this position, you will play a key role in streamlining financial processes and delivering strategic insights to support technology initiatives across the organization. This opportunity is ideal for professionals with strong financial acumen, attention to detail, and a background in IT finance management within the entertainment, media, or technology industries. Responsibilities:• Assess, organize and document the current development expenditures, providing detailed visibility into project, product, and cost elements such as labor, vendor services, and cloud-related expenses.• Develop and implement a robust cost tracking system tailored to the operational needs of the studio, ensuring precise financial oversight at the project level.• Create and refine investment analysis tools to guide strategic planning, prioritization, and funding decisions for technology initiatives.• Build dynamic forecasting models connected to engineering plans, ensuring usability and long-term adaptability for team-wide adoption.• Collaborate with cross-functional technology teams to align financial tracking processes with the planning and execution of engineering projects.• Establish and document standardized procedures, templates, and governance frameworks for ongoing spend tracking, reporting, and decision-making.• Deliver comprehensive documentation for models, tools, and processes, facilitating seamless handoff and sustainable use by internal teams.• Provide actionable insights to enhance visibility, accountability, and informed decision-making across technology-driven financial operations.
2026-04-01T00:00:00Z

Product Manager

Irvine, CA
onsite
Permanent
132000 - 145000 USD / Yearly
We are looking for a highly analytical and detail-driven Product Manager to oversee the performance and optimization of our product offerings. Based in Irvine, California, this role involves leveraging data insights, monitoring tools, and analytical techniques to ensure product functionality and success. This is an exciting opportunity for someone who thrives at the intersection of technology, data, and product innovation. Responsibilities: • Define and track key performance metrics for products and features from launch through continuous improvement. • Develop and implement success criteria for product initiatives to ensure alignment with organizational goals. • Utilize analytics platforms and monitoring tools to assess product functionality and performance. • Create and maintain real-time systems for monitoring product health and identifying performance issues. • Analyze feature-level data such as latency, error rates, and user engagement trends to identify opportunities for enhancement. • Lead troubleshooting and root cause analysis efforts to resolve issues and improve reliability. • Conduct in-depth analyses using statistical and analytics tools to uncover patterns, challenges, and growth opportunities. • Establish robust data instrumentation standards to ensure precise tracking across all product features. • Implement automated alerts and anomaly detection systems to proactively address potential problems. • Support product launches by managing planning, execution, and post-launch performance evaluation.
2026-04-08T00:00:00Z

Financial Planning & Analysis Manager

Rancho Cucamonga, CA
onsite
Permanent
120000 - 150000 USD / Yearly
Our client is seeking a Financial Planning & Analysis Manager to oversee critical financial functions and support strategic decision-making within our organization. This role requires a dynamic leader who can manage forecasting, budgeting, and financial modeling while ensuring compliance with accounting standards. Based in the Rancho Cucamonga area, this position offers an opportunity to drive impactful financial insights and operational improvements. Responsibilities:• Lead the monthly forecasting process and annual budget planning to align with organizational goals and objectives.• Develop and refine financial models that incorporate various scenarios, including base, upside, and downside projections.• Monitor and deliver weekly and monthly financial forecasts, identifying risks, opportunities, and performance trends.• Conduct in-depth analyses on profitability, cost optimization, product margins, and capital allocation strategies.• Create executive-level dashboards and reporting materials that provide strategic insights and performance updates.• Perform variance analysis and trend reporting to assess financial and operational results.• Oversee month-end and year-end financial reporting while ensuring compliance with organizational policies and standards.• Collaborate on the improvement of accounting systems and processes to enhance efficiency and accuracy.• Serve as a backup for the Accounting Manager when necessary, supporting key accounting functions.
2026-03-27T00:00:00Z

Relationship Manager

Los Angeles, CA
onsite
Permanent
170000 - 200000 USD / Yearly
We are looking for a skilled Relationship Manager to join our team in Los Angeles, California. This role is essential to expanding our presence in the commercial real estate market by fostering client relationships and promoting banking solutions. The ideal candidate will bring expertise in lending, underwriting, and client management, while maintaining a thorough understanding of banking policies and compliance standards. Responsibilities: • Build and strengthen the bank's brand presence in the Los Angeles commercial real estate sector by identifying key influencers and establishing strategic partnerships. • Develop new customer relationships by sourcing prospects and fostering comprehensive banking solutions, including deposit accounts and lending services. • Conduct preliminary underwriting of debt opportunities based on credit policies, present proposals to committees, and prepare term sheets aligned with feedback. • Collaborate with credit officers to prepare detailed credit proposals, assess creditworthiness, and present recommendations to the Credit Committee. • Manage a portfolio of commercial real estate credits, maintaining regular communication with clients and performing periodic reviews of financial statements. • Monitor credit offerings and ensure compliance with the bank's approval processes and credit policies. • Interface with auditors and examiners as needed and prepare detailed reports for internal review. • Maintain a comprehensive understanding of internal banking processes and departments to ensure efficient operations. • Participate in bank-related activities and contribute to departmental initiatives. • Perform other duties as assigned to support the team and organizational goals.
2026-03-14T00:00:00Z

Personal Banker

Cerritos, CA
onsite
Temporary
22 - 23 USD / Hourly
We are looking for an experienced Personal Banker to join our client's team on a contract basis in Cerritos, California. In this role, you will provide exceptional customer service while assisting clients with their financial needs and transactions. This position requires strong attention to detail, adherence to banking regulations, and the ability to effectively recommend products and services that align with customer goals. Responsibilities:• Deliver outstanding customer service by addressing financial needs and providing tailored solutions.• Perform a variety of banking transactions, including deposits, withdrawals, wire transfers, and account openings.• Maintain and balance a cash drawer while ensuring all transactions are accurate and secure.• Build strong relationships with customers by understanding their financial goals and recommending appropriate products and services.• Resolve customer inquiries and issues promptly, ensuring satisfaction and compliance with banking policies.• Monitor and manage customer accounts, including overseeing transaction accuracy and fraud prevention.• Support branch visibility efforts by participating in sales and marketing activities to meet business objectives.• Conduct follow-up calls to assess customer satisfaction and identify opportunities for portfolio growth.• Ensure compliance with federal and state banking regulations, including anti-money laundering and customer due diligence requirements.• Maintain accurate records and logs related to customer interactions and lead generation.
2026-04-07T00:00:00Z

Account Manager

Burbank, CA
onsite
Permanent
95000 - 110000 USD / Yearly
We are looking for a dynamic Account Manager to join our team in Burbank, California. This role is ideal for someone with a passion for managing client relationships, overseeing experiential projects, and contributing to business growth across diverse industries. You will work closely with internal teams and clients to deliver innovative solutions that elevate physical and experiential activations. Responsibilities:• Manage client relationships to ensure satisfaction and foster long-term partnerships.• Collaborate with internal sales, project management, and engineering teams to execute high-quality activations.• Oversee the planning and execution of experiential events and physical builds, ensuring projects meet timelines and budgets.• Identify opportunities to diversify and expand business into new business sectors, across various organizations, hospitality, and trade events.• Develop cost-effective solutions for clients, balancing budget constraints and creative objectives.• Coordinate with vendors and suppliers to source materials for physical builds, ensuring quality and feasibility.• Lead efforts to innovate and enhance experiential marketing strategies.• Provide guidance on material selection and engineering processes to optimize project outcomes.• Contribute to the growth of new categories and markets by leveraging industry insights and client needs.• Handle multiple projects simultaneously, ensuring all deadlines and deliverables are met.
2026-03-31T00:00:00Z

FP&A Manager

Beverly Hills, CA
remote
Temporary
75 - 99 USD / Hourly
Robert Half Management Resources is recruiting for a strong Financial Business Analyst to support our entertainment client on a 6+ month project starting immediately. The Financial Business Analyst will primarily be responsible for assisting with a large-scale OneStream implementation, and will assist with the following tasks: Responsibilities:• Contribute to the successful implementation of OneStream by offering technical expertise and insights gained from previous experience.• Collaborate with the OneStream Solution Architect to provide functional guidance and ensure governance throughout the project.• Partner with the systems integrator to optimize delivery and enhance proposed solutions to meet organizational needs.• Gather, analyze, and document business requirements, ensuring they are accurately reflected in the system design.• Engage with Oracle teams to critically evaluate proposed solutions, ensuring they are tailored to business objectives.• Work closely with technical teams and business units during the design and implementation phases to ensure functional requirements are met.• Support the go-live phase by providing functional expertise to facilitate a smooth transition.• Actively participate in the final design and initial implementation stages, ensuring all functional and technical aspects align with objectives.• Communicate effectively with stakeholders to ensure project goals are understood and achieved.• Document processes and workflows to support ongoing system usage and enhancements.
2026-04-06T00:00:00Z

FP&A Manager

Beverly Hills, CA
remote
Temporary
80 - 90 USD / Hourly
Robert Half Management Resources is seeking an experienced Financial Reporting Managers for a remote engagement supporting our global entertainment client. In this role, you will be instrumental in advancing financial reporting processes, which includes assessing current reporting practices, identifying process gaps, and designing and developing future-state financial reports. You will also support the successful implementation of the OneStream platform. This position provides the opportunity to collaborate with both finance and IT stakeholders to ensure financial reporting solutions align with key business objectives. Responsibilities:• Conduct thorough analyses of current financial and management reporting systems, including legacy and OneStream configurations.• Engage with finance and technical teams to gather and document reporting requirements for future-state design.• Develop, test, and implement new financial and operational reports within the OneStream platform.• Troubleshoot and resolve reporting and data-related issues, offering actionable recommendations for improvement.• Provide expert guidance on best practices for OneStream reporting and system utilization.• Offer training and knowledge transfer sessions to finance and project teams to ensure effective system adoption.• Collaborate with stakeholders to refine reporting processes and align them with organizational goals.• Support ongoing system enhancements and proactively address gaps in reporting functionality.• Review deliverables and provide feedback to ensure alignment with project milestones and objectives.
2026-04-03T00:00:00Z

Contracts Manager (3-Month Contract, Fully Remote)

Playa Vista, CA
remote
Temporary
29 - 34 USD / Hourly
Robert Half Legal is seeking a detail-oriented Paralegal to join a dynamic and rapidly growing technology-driven client in the restaurant services sector. This company is recognized as a leader in offering digital ordering and takeout solutions to independent businesses nationwide, empowering clients to succeed in the evolving digital economy. This opportunity is a 3-month contract assignment and is fully remote. Position Overview:As a Paralegal, you will play a critical role in supporting legal transactions and internal compliance initiatives within a fast-paced, agile environment. You will collaborate closely with cross-functional teams, manage contract lifecycle processes, and act as the initial point of contact for legal matters, ensuring timely execution and thorough documentation. This position reports to the VP of Legal Affairs and involves no direct reports. Key Responsibilities:<ul><li>Administer contract lifecycle workflows using legal tech platforms (including intake, repository maintenance, and stakeholder training).</li><li>Track contract milestones, expirations, renewals, and report on contract status.</li><li>Perform legal research on regulatory and compliance issues, including data privacy and platform-related regulations; prepare summaries for attorney review.</li><li>Maintain and update contract templates and conduct first-level review of request modifications.</li><li>Review, process, and monitor NDAs for attorney sign-off.</li><li>Coordinate compliance-related documentation, track SOPs/licenses/permits, and escalate non-compliance as necessary.</li><li>Serve as primary filter for internal legal inquiries, escalating to attorney when appropriate.</li><li>Draft weekly agendas for department meetings; provide timely status updates and coordinate privacy/compliance requests.</li><li>Support policy research, creation, and departmental administration.</li></ul>
2026-04-08T00:00:00Z

WIP Manager

Los Angeles, CA
onsite
Permanent
110000 - 130000 USD / Yearly
We are looking for an experienced WIP (Work in Progress) Manager to oversee financial operations for active projects and installations. This role is instrumental in ensuring accurate job costing, timely billing, and proper revenue recognition. The ideal candidate will work closely with both accounting and operational teams to maintain financial integrity and drive process improvements. Responsibilities: • Oversee and maintain the WIP schedule for all ongoing installation and project-based jobs. • Collaborate with project managers to confirm job status, completion percentages, and billing readiness. • Identify and address unbilled work, invoicing delays, and potential revenue loss. • Analyze overbilling and underbilling situations, ensuring timely resolution of discrepancies. • Ensure revenue is recognized accurately based on project progress and contract terms, adhering to U.S. accounting standards. • Monitor project performance by comparing actual costs to budgets and proactively highlighting risks to margins. • Reconcile WIP balances with the general ledger and provide accurate data for month-end close. • Establish structured processes and accountability for WIP management across accounting and operations. • Hold teams accountable for providing timely and accurate updates on job-related financials. • Support audit processes related to project accounting and revenue recognition.
2026-04-03T00:00:00Z

Project Manager - Food

El Segundo, CA
onsite
Contract / Temporary to Hire
41.8 - 48.4 USD / Hourly
We are looking for a skilled Project Manager to join our team in El Segundo, California, specializing in the food and food processing industry. In this Contract-to-permanent position, you will oversee critical projects related to logistics and supply chain operations, ensuring seamless coordination and execution. This opportunity is ideal for professionals who excel in managing complex processes and thrive in collaborative environments. Responsibilities: • Coordinate inbound logistics operations to ensure timely delivery of materials and products. • Develop and track performance metrics to optimize efficiency and reduce costs in logistics processes. • Collaborate with procurement, warehouse, and supply chain teams to maintain accurate records and streamline operations. • Build and maintain strong relationships with transportation providers and customs brokers to ensure smooth operations. • Address and resolve transportation-related issues, including delays and damages, to minimize disruptions. • Contribute to the development of logistics strategies aligned with organizational objectives. • Ensure compliance with domestic and international regulations governing logistics operations. • Monitor industry trends and regulations to adapt processes and maintain best practices. • Guide teams in adopting efficient systems and workflows to enhance productivity.
2026-03-27T00:00:00Z