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Entry Level Portfolio Analyst Jobs in California

Whittier Trust

Investment Associate

Pasadena, CA

$65K - $85K/yr

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

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 ...

City National Bank

Credit Analyst I

Irvine, CA · On-site

$25.93 - $41.43/hr

The Credit Analyst is an entry-level position responsible for supporting credit analysis and portfolio management activities. This role involves assisting with credit underwriting and portfolio ...

Conservice

Utility Rate Analyst

San Diego, CA

$50K/yr

This entry level position of utility rate analyst will initially include researching, analyzing, as well as defining the utility rates to be used through rate sheet projects for our portfolio of ...

New

Socket.dev

Analyst, Investment Research

San Francisco, CA · On-site

$85 - $90/hr

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 ...

Pathstone

Analyst, Investment Research

San Francisco, CA · On-site

$85K - $90K/yr

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 ...

Axos Bank

Construction Risk Analyst

Los Angeles, CA

$25 - $30/hr

... 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 ...

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Entry Level Portfolio Analyst information

See California salary details

$14

$38

$67

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

As of Aug 24, 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 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 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 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 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 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 84% Full Time, 11% Part Time, and 5% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $79,298 per year, or $38.1 per hour.

Quality Analyst/ Business Analyst

Beta.SoftSystems

Fremont, CA

Full-time

Re-posted 22 days ago

Job description

Company Description

Company Profile: 
Established in 2005, Beta Soft Systems Inc is an American-Indian IT Staffing & Consulting Company headquartered in Fremont California, USA. The Company has grown to become a 20 million dollar business (FY13), hiring over 350 employees in domains of IT Development and Consulting. Beta Soft Systems, since 2009, has included Technology Services, IT Product Development and Outsourcing to its business portfolio.

Job Description

Business Analyst (Recent Graduate/Early Career)


Betasoft Systems Inc. is looking for fresh talent!

You don't just want a job. You want an opportunity to be part of something special. A career at Betasoft Systems Inc. is that and more. This is where employees every day are given the chance to Dream Big and Take a Flight.

Job Description

Job Type: Full Time - W2 Employment

Position: Entry Level - Business Analyst

Location: United States

We are looking for energetic entry-level candidates, willing to work on multiple business projects and processes across the company. Someone, who desires success and has the drive to achieve it, who knows how to be a leader and also a team player.


Qualifications

Bachelor's degree in Accounting/Finance/Business Administration/Economics, Industrial Engineering, Computer Science, Management, Advertising, Marketing, Public Relations or equivalent experience.

US work authorization. (F1- CPT/OPT encouraged


Roles & Responsibilities: Consultant will be working as an Assistant of Project Manager. A business analyst is somebody that digs into the business plans and sees how they operate with technology. The analyst can research how the plans will work within the business strategy. The role requires a BA to act as an interface between the software developer and the client. He interacts with client, understand his requirements and then direct the development team to create solutions.



Beta Soft Systems is a project based consulting and business development company. Our primary goal is to staff internal projects, then secondarily, to extend our client support through supplemental staffing services.

The QA positions (Interns, Entry Level to Mid-Level) are available all over the United States.

Summary Description:

Position 1 - Automation QA Engineer 

Education: BS/MS degree/Engg (CS, MIS, CIS, IS, IT, CS & IS, Electrical Engg & related fields)

Skills: Programming experience in any language such as C/C++, VB, VBScript, Java, Perl, Python, Shell Required Knowledge:

Some experience with test automation tools, such as Selenium

Knowledge of mark-up languages, specifically xml

SQL skills and exposure to MySQL databases

Some experience in writing detailed test plans and conducting test plan reviews

Strong interpersonal, communication skills & presentation skills, written and verbal.

Position 2- Manual QA Engineer/ Tester 

Education: Masters/Bachelors preferably in Computer Science, Engineering, MBA and also for the people who have worked in IT.

Required Knowledge:

0-2 years in Quality Assurance working within software industry.

Knowledge of QA testing methodologies with experience in software development.

Working knowledge of HTML, CSS, JavaScript, and web standards is desired.

Writing QA test artifacts, i.e. test scripts, test plans, defects; test completion reports (scorecards) and release reports, risk analysis, etc.

Working with automated and manual test tools, i.e. Rally, Test Link, Jira, Test Rails, QTP, Jmeter, or other test tool.

Experience working with cross-functional teams and interacting with product development, marketing and support roles to deliver quality product on schedule. 

Excellent Communication Skills (verbal and written): ability to communicate with both technical and non-technical coworkers. 


Qualifications

Qualifications

Bachelor's degree in Accounting/Finance/Business Administration/Economics, Industrial Engineering, Computer Science, Management, Advertising, Marketing, Public Relations or equivalent experience.

Education: BS/MS degree/Engg (CS, MIS, CIS, IS, IT, CS & IS, Electrical Engg & related fields)


Additional Information

Candidates can contact me if they need additional information @ 510-744-1700 Ext 366

Apply