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Entry Level Portfolio Analyst Jobs in California

Whittier Trust

Investment Associate

Pasadena, CA

$65K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

The Investment Analyst will provide relevant portfolio analysis to Portfolio Managers, research ... an entry-level position. * Advanced Excel skills with an emphasis on building formula-driven ...

Whittier Trust

Investment Associate

Pasadena, CA · On-site

$65K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

The Investment Analyst will provide relevant portfolio analysis to Portfolio Managers, research ... an entry-level position. * Advanced Excel skills with an emphasis on building formula-driven ...

REVOLVE

Assistant E-Commerce Photographer

Cerritos, CA · On-site

Through 16 years of continued investment in technology, data analytics, and innovative marketing ... Possesses exceptional organizational skills Minimum Qualifications: * Entry-level portfolio or ...

Reli.

Marketing Analyst

Cerritos, CA · On-site

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

You will be working with a large-scale campaign portfolio with budgets exceeding $100,000+ monthly ... This is not an entry-level position , but rather a role for an experienced hire. We are looking for ...

Pathstone

Analyst, Investment Research

San Francisco, CA · On-site

$85K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This is a 2-year, entry-level position with the potential for high performing analysts to expand ... Support Pathstone's portfolio managers and their client teams by responding to requests for ...

New

Axos Bank

Construction Risk Analyst

Los Angeles, CA

$25 - $30/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... portfolio data is essential * Assist in the development and execution of monitoring policies and ... Internship or entry-level experience in banking, real estate finance, or construction management ...

Axos Bank

Construction Risk Analyst

San Diego, CA · On-site

$25 - $30/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... portfolio data is essential * Assist in the development and execution of monitoring policies and ... Internship or entry-level experience in banking, real estate finance, or construction management ...

Axos Bank

Construction Risk Analyst

San Diego, CA

$25 - $30/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... portfolio data is essential * Assist in the development and execution of monitoring policies and ... Internship or entry-level experience in banking, real estate finance, or construction management ...

PlaceWorks

Entry-level Planner

Sacramento, CA · On-site

$31.25 - $41.83/hr

  • Retirement

  • PTO

You enjoy analyzing and compiling research and data as required by a project. * You can manage your ... Alternatively, include a link to your writing sample/design portfolio if it exceeds 500KB. Job ...

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Entry Level Portfolio Analyst information

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$14

$38

$67

How much do entry level portfolio analyst jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for entry level portfolio analyst in California is $38.12, according to ZipRecruiter salary data. Most workers in this role earn between $25.62 and $47.69 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an entry level portfolio analyst?

To thrive as an Entry Level Portfolio Analyst, you need strong analytical skills, attention to detail, and a bachelor's degree in finance, economics, or a related field. Familiarity with financial modeling, Excel, Bloomberg Terminal, and performance measurement systems is typically required. Effective communication, teamwork, and a proactive attitude help distinguish top candidates in this field. These skills are crucial for accurately evaluating investment portfolios, supporting decision-making, and ensuring precise reporting for clients and stakeholders.

What is an entry level portfolio analyst?

Entry Level Portfolio Analysts are professionals who help manage and analyze investment portfolios for organizations or clients. They typically assist more senior analysts by researching financial data, tracking market trends, preparing reports, and recommending adjustments to investment strategies. Their role involves using quantitative and qualitative skills to support investment decisions and ensure portfolios align with clients’ goals and risk tolerances. This entry-level position is a common starting point for a career in finance or asset management, offering opportunities to develop expertise in investments and financial analysis.

What is the difference between Entry Level Portfolio Analyst vs Junior Investment Analyst?

AspectEntry Level Portfolio AnalystJunior Investment Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; internships preferredBachelor's degree in finance, economics, or related field; internships often required
Work EnvironmentFinancial firms, asset management companies, banksInvestment firms, asset management companies, banks
Employer & Industry UsageCommonly used in asset management and investment firmsSimilar usage, often interchangeable in entry-level roles
Comparison FocusFocuses on supporting portfolio management and analysisEmphasizes research and analysis of investment opportunities

Both roles are entry-level positions in finance, requiring similar educational backgrounds and working in comparable environments. The main difference lies in their focus: Entry Level Portfolio Analysts primarily support portfolio management activities, while Junior Investment Analysts concentrate on researching investment options. These roles often overlap and are used interchangeably depending on the company.

What are some common challenges faced by entry level portfolio analysts, and how can they be addressed?

Entry level portfolio analysts often encounter challenges such as quickly learning complex financial modeling tools, managing large datasets, and adapting to fast-paced decision-making environments. To address these, new analysts benefit from proactively seeking mentorship from senior team members, participating in ongoing training sessions, and developing strong organizational skills to handle multiple tasks efficiently. Emphasizing communication and collaboration with both portfolio managers and fellow analysts also helps in understanding expectations and improving analytical outcomes.
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 are popular job titles related to Entry Level Portfolio Analyst jobs in California? For Entry Level Portfolio Analyst jobs in California, the most frequently searched job titles are:
What job categories do people searching Entry Level Portfolio Analyst jobs in California look for? The top searched job categories for Entry Level Portfolio Analyst jobs in California are:
What cities in California are hiring for Entry Level Portfolio Analyst jobs? Cities in California with the most Entry Level Portfolio Analyst job openings:
Entry Level Portfolio Analyst jobs near you
Infographic showing various Entry Level Portfolio Analyst job openings in California as of August 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 84% In-person, 8% Hybrid, and 8% Remote job distribution, with an average salary of $79,298 per year, or $38.1 per hour.

Asset Management Analyst (Entry Level)

Retirement Housing Foundation

Long Beach, CA • On-site

$32/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago

Job description

Position Summary
The Asset Management Analyst supports the asset management team in the oversight and performance tracking of a diverse portfolio of affordable housing communities. This entry-level role focuses on financial analysis, compliance monitoring, reporting, and risk assessment. The position collaborates with internal departments including Accounting, IT, and Property Management to help maintain strong portfolio performance and ensure regulatory compliance. This is an excellent opportunity for an early-career professional interested in affordable housing, finance, or real estate asset management.
Essential Duties and Responsibilities
Portfolio Oversight & Reporting
  • Assist in maintaining and updating internal systems to track asset performance.
  • Help monitor portfolio cash flow, occupancy, and operating metrics.
  • Support the identification and tracking of Watch List properties.
  • Compile data and assist with preparing portfolio reports for internal and external stakeholders.

Financial Analysis
  • Review and analyze monthly and quarterly financial statements to assess property performance.
  • Compare actual results to budgeted projections.
  • Assist in developing operating forecasts.
  • Support the annual budget review process and track key financial indicators.
  • Respond to requests for property-level financial data from partners, lenders, and compliance agencies.

Compliance and Regulatory Monitoring
  • Learn to interpret key documents including Limited Partnership Agreements (LPAs), regulatory agreements, and loan documents.
  • Assist in ensuring compliance with federal, state, and local affordable housing programs such as LIHTC, HUD programs, HOME, and others.
  • Help track physical and financial compliance deadlines.

Risk Management Support
  • Assist in compiling SWOT assessments for underperforming properties.
  • Monitor and flag issues related to property performance, compliance, and financial viability.
  • Participate in identifying properties requiring asset management action plans.

Collaboration & Communication
  • Work cross-functionally with Operations, IT, and Accounting to maintain accurate records and reporting systems.
  • Support communication and reporting with lenders, investors, and governmental agencies.

Site & Special Projects
  • Occasionally support site visits and inspections as needed.
  • Contribute to special reporting projects and strategic initiatives.
  • Attend training to build knowledge in asset management, real estate finance, and affordable housing programs.

Qualifications
Education:
  • Bachelor's degree in Finance, Accounting, Business, Real Estate, Public Administration, Urban Planning, or a related field.

Preferred Skills and Experience:
  • 0-3 years of relevant experience (internships or work experience in real estate, finance, or affordable housing a plus.
  • Strong analytical and Excel skills.
  • Familiarity with financial statements and basic budgeting concepts.
  • Strong attention to detail and ability to manage multiple tasks.
  • Excellent written and verbal communication skills.
  • Interest in affordable housing, community development, or real estate asset management.

Compensation:
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.
The role is considered non-exempt and may be eligible for overtime pay in accordance with federal and state law. The anticipated base pay range for the position is $32.- $40.00 per hour.
Benefits:
  • Competitive pay
  • Health, dental, and vision insurance
  • Paid time off and holidays
  • Retirement savings plan
  • Employee assistance and more
  • Term life and Voluntary supplemental life insurance

Why RHF?
At RHF, we are dedicated to making a meaningful difference in the lives of our residents. We strive to create vibrant communities where individuals can thrive, regardless of age or background. With over 60 years of experience in providing affordable housing and supportive services, RHF is a mission-driven organization that focuses on the well-being, independence, and dignity of every resident we serve. We offer a collaborative and supportive work environment, opportunities for professional growth, and a commitment to making a lasting impact in the communities we serve. Join us in our mission to create positive change and improve lives-because at RHF, we believe in making every day better for those who need it most.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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