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Asset Allocation Jobs in California (NOW HIRING)

Packard Foundation

Analyst

Los Altos, CA · On-site

PRIMARY DUTIES AND RESPONSIBILITIES Collect, analyze, and synthesize portfolio-wide data related to exposures (e.g., geographic and sector exposure, liquidity, asset allocation) and performance ...

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Asset Allocation information

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$23K

$96.7K

$195.4K

How much do asset allocation jobs pay per year?

As of Aug 17, 2026, the average yearly pay for asset allocation in California is $96,719.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,919.00 and $122,893.00 per year, depending on experience, location, and employer.

What does an asset allocation professional do?

An Asset Allocation job involves managing investment portfolios by strategically distributing assets across various categories like stocks, bonds, and cash to optimize returns while managing risk. Professionals in this role analyze market trends, assess risk tolerance, and adjust allocations to meet financial goals. They often work for investment firms, wealth management companies, or financial institutions, ensuring portfolios remain balanced and aligned with clients' objectives.

What are the key skills and qualifications needed to thrive in asset allocation?

To succeed in Asset Allocation, a solid understanding of investment principles, portfolio theory, risk management, and financial markets is required, usually supported by a degree in finance, economics, or a related field. Expertise with analytical tools such as Bloomberg Terminal, Morningstar Direct, and advanced Excel, as well as certifications like CFA, are highly valued. Strong analytical thinking, attention to detail, communication, and teamwork skills help professionals excel in collaborating with colleagues and clients. These abilities are crucial for making informed investment decisions, managing risk, and achieving optimal returns for portfolios.

Is asset allocation a good career path?

Asset allocation is a key role in finance that involves managing investment portfolios to balance risk and return. It requires strong analytical skills, knowledge of financial markets, and often certifications like the CFA. The field offers opportunities for advancement and can be financially rewarding for those with expertise and experience.

What does an asset allocation do?

An asset allocation professional develops investment strategies by dividing a portfolio among different asset classes such as stocks, bonds, and cash to balance risk and return. They analyze market conditions, client goals, and risk tolerance to determine the optimal distribution, often using financial modeling tools and adhering to regulatory standards.

What are popular job titles related to Asset Allocation jobs in California?

For Asset Allocation jobs in California, the most frequently searched job titles are:

What job categories do people searching Asset Allocation jobs in California look for?

The top searched job categories for Asset Allocation jobs in California are:

What cities in California are hiring for Asset Allocation jobs?

Cities in California with the most Asset Allocation job openings:

Asset Allocation jobs near you
Infographic showing various Asset Allocation job openings in California as of August 2026, with employment types broken down into 1% Internship, 87% Full Time, 10% Part Time, 1% Temporary, and 1% Contract. Highlights an 89% Physical, 5% Hybrid, and 6% Remote job distribution, with an average salary of $96,719 per year, or $46.5 per hour.

Investment Professional [Multiple Positions Available]

JPMorgan Chase & Co

San Francisco, CA • On-site

$155K - $165K/yr

Full-time

Medical, Retirement

Posted 21 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

DESCRIPTION:

Duties: Directly execute complex trades with large notional value across asset classes for ultra-high net worth and institutional clients. Monitor market liquidity dynamics, price trades and develop trading strategies across asset classes. Research market movements and the state of the global economy, delivering insights from the bank solution and strategy teams. Synthesize and communicate economic and market research to internal teams and clients. Create regulatory report templates, frequencies, contexts, levels of data, submission methods, and product regulations. Facilitate and advise on investments and risk management strategies across multiple asset classes including equities, fixed income, rates, and foreign currency for ultra-high net worth and institutional clients. Own client relationships, including exercising business judgement to effectively manage risk and return for the team, such as managing client expectations, ensuring compliance to regulatory requirements, and mitigating potential risk to the business. Engage prospects and identify new opportunities with existing clients. Lead projects to source new revenue opportunities. Develop systems and internal materials to maintain business workflows. Manage cross-functional projects to improve business workflows and client experience. Lead events and client meetings with private equity and venture capital client contacts. Develop new relationships for the team. Train team members on trading, business and regulatory process, and market dynamics.

QUALIFICATIONS:

Minimum education and experience required: Bachelor's degree in Economics (any), Mathematics, Statistics, Finance, or related field of study plus 3 years of experience in the job offered or as Investment Professional, Global Investment Opportunities Analyst, Investment Solutions Assistant, FX Sales and Trading Analyst, or related occupation.

Skills Required: This position requires experience with the following: Executing trades with notional value; executing tactical trades that are tailored for a specific client's asset allocation across multiple asset classes including equities, fixed income, rates, and foreign currency; presenting on market dynamics and the state of the global economy to inform clients of state of geopolitics, economic landscapes and how this can affect their portfolios; utilizing Visual Basic Applications (VBA) for automating tasks, enhancing data management, and building custom financial models within Microsoft Office applications including Excel and Access; communicating investment concepts and trade execution with ultra-high net worth and institutional clients; setting and communicating long-term asset allocation according to client's investments, spending needs, and risk preferences; engaging prospects and identifying new opportunities with existing clients; offering a range of investment solutions to meet a client's specific needs and objectives; collaborating with investment strategy and solutions partners to develop investment options to meet a client's goals; integrating client's local investments with their investments abroad in order to develop a holistic global allocation for the client; regulatory report templates, frequencies, contexts, levels of data, and submission methods; Infrastructure design and database modeling of regulatory reporting and reconciliation systems; and Utilizing Bloomberg to monitor market dynamics, price trades, and develop trading strategies.

Job Location: 560 Mission Street, San Francisco, CA 94105. Position requires up to 20% domestic travel to various client sites.

Full-Time. Salary: $155,000.00-$165,000.00 per year.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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