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Associate Portfolio Analyst Jobs in California (NOW HIRING)

CAPTRUST

Associate Trader

Costa Mesa, CA · On-site

CAPTRUST is seeking an Associate Trader for an early-career investment role designed for ... The position supports the firm's trading and investment teams through portfolio analysis, account ...

CAPTRUST

Associate Trader

Costa Mesa, CA · On-site

CAPTRUST is seeking an Associate Trader for an early-career investment role designed for ... The position supports the firm's trading and investment teams through portfolio analysis, account ...

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Showing results 21-40

All JobsAssociate Portfolio Analyst JobsAssociate Portfolio Analyst Jobs in California

Associate Portfolio Analyst information

See California salary details

$28.6K

$72.7K

$123.9K

How much do associate portfolio analyst jobs pay per year?

As of Aug 11, 2026, the average yearly pay for associate portfolio analyst in California is $72,689.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,300.00 and $80,400.00 per year, depending on experience, location, and employer.

How does an associate portfolio analyst typically collaborate with portfolio managers and other team members?

As an Associate Portfolio Analyst, you will work closely with portfolio managers by supporting research, preparing investment reports, and monitoring portfolio performance. Collaboration often involves attending regular team meetings, sharing market insights, and assisting in the implementation of investment strategies. You may also interact with risk analysts and client service teams to ensure portfolio alignment with client objectives and compliance requirements. Effective communication and teamwork are essential for success in this role.

What does an associate portfolio analyst do?

An Associate Portfolio Analyst supports portfolio managers in analyzing and managing investment portfolios. Their responsibilities often include conducting research on markets and securities, monitoring portfolio performance, preparing reports, and assisting with investment strategy implementation. They use financial models and data analysis to provide insights and recommendations. This role is typically entry-level or early-career and is a stepping stone toward more senior investment positions.

What are the key skills and qualifications needed to thrive as an associate portfolio analyst, and why are they important?

To thrive as an Associate Portfolio Analyst, you need strong analytical skills, a solid understanding of financial markets, and a relevant degree such as finance, economics, or mathematics. Familiarity with portfolio management software, Bloomberg Terminal, and proficiency in Excel or data analysis tools is typically required. Attention to detail, effective communication, and the ability to work under pressure are vital soft skills for this role. These competencies ensure accurate portfolio analysis, informed investment decisions, and effective collaboration within investment teams.

What is the difference between Associate Portfolio Analyst vs Investment Analyst?

AspectAssociate Portfolio AnalystInvestment Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's degree, often pursuing CFA or related certifications
Work EnvironmentSupportive team within asset management firms, assisting portfolio managersResearch-focused role, analyzing securities and market trends
Employer & Industry UsageCommon in asset management, mutual funds, and hedge fundsWidely used in investment banking, asset management, and research firms

The Associate Portfolio Analyst typically supports portfolio management teams by analyzing data and assisting in investment decisions, often with a focus on specific portfolios. Investment Analysts conduct in-depth research on securities and market conditions to inform investment strategies. While both roles require similar educational backgrounds and certifications, the Associate Portfolio Analyst tends to have a more operational support role, whereas Investment Analysts focus more on research and analysis.

What are the most commonly searched types of Portfolio Analyst jobs in California? The most popular types of Portfolio Analyst jobs in California are:
What cities in California are hiring for Associate Portfolio Analyst jobs? Cities in California with the most Associate Portfolio Analyst job openings:
Associate Portfolio Analyst jobs near you
Infographic showing various Associate Portfolio Analyst job openings in California as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $72,689 per year, or $34.9 per hour.

Associate, Portfolio Oversight

CIM Group, LP

Los Angeles, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Job description

ABOUT CIM GROUP:
CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today!
POSITION PURPOSE:
The Investments Group at CIM is comprised of investments and portfolio management professionals working collaboratively to a) source, structure and execute new investments, and b) ensure that investment and fund performance aligns with the fund objectives. The Portfolio Oversight function leads coordinated efforts to design the composition of CIM's funds, maximize the value of its investments to drive fund performance, and communicate ongoing fund performance to investors and prospective investors. As a critical part of the Investment Group, this position will provide portfolio oversight support to a subset of funds and/or investment vehicles within the firm's Real Estate Equity platform, in partnership with the lead PO. Additionally, this role will offer significant exposure to CIM's wide range of investment platforms active in principal investing across the Real Assets industry.
ESSENTIAL FUNCTIONS:
  • Portfolio Oversight: Support portfolio oversight efforts by developing a strong understanding of the strategy and underlying investments, and assisting with asset-level analysis to help inform decisions.
    • Acquisition analysis: work with investment acquisitions team to evaluate the risk/return and potential fit of new investments. Responsibilities include:
      • Review of underwriting models and investment memos.
      • Participation in weekly pipeline and deal screening discussions.
      • Assessing how proposed acquisitions impact portfolio exposures by sector, geography, duration, leverage, and income stability.
      • Providing feedback on pricing, structure, and assumptions.
    • Portfolio Composition Review: Assist in evaluating portfolio composition by helping translate top-down strategy into insights that support acquisition and disposition activity. Responsibilities include:
      • Developing and maintaining target portfolio allocations by sector, market, and risk profile.
      • Monitoring concentration limits, diversification targets, liquidity needs, and alignment with investor guidelines.
      • Evaluating market, valuation, and capital markets trends to inform go-forward portfolio positioning.
      • Developing hold/sell analyses across the portfolio.

  • Asset Management: work closely with investments acquisitions team to oversee and monitor the overall performance of all assets in the portfolio.
    • Track progress of each investment against its business plan.
    • Collaborate with other CIM departments to make recommendations for asset-level decisions, including leasing, property management, development, and construction.
    • Hold various internal groups across CIM accountable for delivering against stated business plan objectives.
    • Review and share recommendations/insights on annual budgets and business plans.
    • Review and present quarterly third-party appraisals to senior management.
    • Provide detailed and regular updates to investors and internal stakeholders.

  • Reporting & Fundraising: meet the needs of existing and prospective partners and co-investors to support our portfolio's activities by acting as subject matter expert on the strategy, composition and performance of the Fund.
    • Market research.
    • Investor and Consultant reporting (Quarterly Variance Analysis, Update reports, etc.).
    • Assisting in the development of presentations and materials to support marketing and due diligence efforts (Flipbook, Annual and Quarterly reports, DDQ, Case Studies, etc.).
    • Participate in Partner and Co-investor meetings, calls and tours.
    • On-site and off-site due diligence meetings.
    • Investor negotiation (side letters, closings).

  • Product Development - Assist with new product creation including the launch of new funds and co-investment opportunities.
    • Legal / regulatory requirements (PPM, LPA, Separate Account etc.).
    • Development of presentations and materials to support marketing and due diligence efforts (Flipbook, DDQ, Case Studies, etc.).
    • Lead internal education efforts for internal stakeholders of any new products.

EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
  • 2-3 Years' prior experience in Real Estate or Investment Banking or related field.
  • Demonstrated expertise with Microsoft Office including Outlook, Excel, PowerPoint and Word.
  • Demonstrated experience with financial modeling.
  • Familiarity with financial statements, including income statement, balance sheet, and cash flow statement.
  • Must be willing to travel up to 25% of the time, both domestically and internationally.

KNOWLEDGE, SKILLS, AND ABILITIES:
  • Familiarity with and ability to read, analyze and interpret complex legal documents, such as fund organizational documents and side letters.
  • Ability to respond clearly and concisely to the most sensitive inquiries in written and verbal format to a wide range of audiences.
  • Ability to effectively interact with both internal and external parties on complicated topics and sensitive matter.
  • Ability to calculate, analyze, and explain real estate related return metrics and other variables.
  • Ability to comprehend and analyze general economic data and statistics.
  • Ability to define problems, collect data, establish facts and draw valid conclusions.

PERFORMANCE METRICS:
  • Portfolio and asset level performance.
  • Support of fundraising efforts.
  • Consistency and quality of content.
  • Depth of subject-matter knowledge.

WHAT CIM OFFERS:
At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:
  • A variety of Medical, dental, and vision benefit plans
  • Health Savings Account with a generous employer contribution
  • Company paid life and disability insurance
  • 401(k) savings plan, with company match
  • Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave
  • Up to 16 hours of volunteer time off
  • Up to 16 weeks of Paid Parental Leave
  • Ongoing professional development programs
  • Wellness program, including monthly and quarterly prizes
  • And more!

Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. At CIM, base pay is one part of the total compensation package. This role is eligible for bonus pay in addition to base salary. The anticipated base salary range for the position in Los Angeles, CA is $130,000 - $150,000.
#LI-SP1
HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:
At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.
*Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.
CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy.
CIM does not accept unsolicited resumes from Agencies. Any unsolicited resumes received from Agencies will be considered property of CIM and no fees will be due or paid. If you wish to become an approved Agency with CIM or any of its Affiliates, please contact a member of the CIM Talent Acquisition Team.

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