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Portfolio Assistant Jobs in Riverside, CA (NOW HIRING)

The Underwriter will have a thorough understanding of CNA's strategies and appetites and will use internal and external data to make appropriate individual and portfolio risk decisions. Essential ...

Under the direction of the Vice President of Portfolio Management the Asset Manager is an integral ... * Assist the Auction Asset Managers in identifying assets for auction and well as price change ...

The Underwriter brings a strong understanding of CNA's strategies and underwriting appetite and leverages both internal and external data to make sound individual risk and portfolio decisions.

... * Assist the Auction Asset Managers in identifying assets for auction and well as price change ... Responsible for the overall performance of the portfolio and the Asset Management Partner in which ...

Assistant Property Manager

Irvine, CA · On-site

$19.75 - $27/hr

About the role * Assist with management of a 2.5+ million square foot portfolio of industrial properties located throughout the Seattle Metro area; and 240,000 square feet in two iconic office ...

Assistant Property Manager

Irvine, CA · On-site

$65K - $75K/yr

Assistant Property Manager Location: Irvine, CA Schedule: In-office, Monday-Friday, 8:30 AM - 5:30 ... This role supports the management of a mixed portfolio of office, residential, and industrial ...

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Portfolio Assistant information

See Riverside, CA salary details

$14

$27

$40

How much do portfolio assistant jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for portfolio assistant in Riverside, CA is $27.49, according to ZipRecruiter salary data. Most workers in this role earn between $25.10 and $29.62 per hour, depending on experience, location, and employer.

How does a Portfolio Assistant typically support portfolio managers and analysts in their daily work?

As a Portfolio Assistant, you play a key support role by handling administrative tasks, preparing reports, and updating portfolio data to ensure smooth investment operations. You’ll regularly monitor portfolio performance, process trade orders, and help maintain compliance with regulations. This role involves close collaboration with portfolio managers, analysts, and occasionally clients, which provides valuable exposure to investment strategies and decision-making processes. The fast-paced environment also offers opportunities for learning and potential career progression within asset management.

How much does an assistant portfolio manager earn?

An assistant portfolio manager typically earns between $60,000 and $100,000 annually, depending on experience, location, and the size of the firm. They often work closely with senior managers, utilizing financial analysis tools and investment strategies to support portfolio management activities.

What are Portfolio Assistants?

Portfolio Assistants are professionals who support portfolio managers and investment teams in the administration and management of investment portfolios. Their responsibilities typically include preparing reports, conducting research, handling client communications, and assisting with trade execution and compliance. By ensuring that all administrative and operational tasks are handled efficiently, Portfolio Assistants help portfolio managers focus on making informed investment decisions. This role often requires strong analytical, organizational, and communication skills, as well as knowledge of financial markets and investment products.

What are the key skills and qualifications needed to thrive as a Portfolio Assistant, and why are they important?

To thrive as a Portfolio Assistant, you typically need strong analytical abilities, attention to detail, and a degree in finance, business, or a related field. Familiarity with portfolio management software, Microsoft Excel, and financial reporting systems is often required. Exceptional organizational skills, effective communication, and the ability to multitask help you excel in supporting portfolio managers and clients. These skills ensure accurate data management, smooth operations, and effective client service in fast-paced investment environments.

What is the highest paid assistant job?

The highest paid assistant jobs are often executive assistants or personal assistants to high-level executives, with salaries reaching six figures in some cases. These roles typically require advanced organizational skills, experience, and sometimes specialized knowledge or certifications, and they often involve working in corporate or high-profile environments.

What is a portfolio assistant?

A portfolio assistant supports the management and organization of investment or project portfolios by preparing reports, updating records, and coordinating with team members. They often use tools like Excel or portfolio management software and may assist with data analysis and documentation to ensure smooth operations.

Does portfolio management pay well?

Portfolio management roles typically offer competitive salaries that vary based on experience, location, and the size of the firm. Professionals with certifications like the CFA and strong analytical skills tend to earn higher compensation, especially in financial hubs or large organizations.
What are the most commonly searched types of Portfolio jobs in Riverside, CA? The most popular types of Portfolio jobs in Riverside, CA are:
What are popular job titles related to Portfolio Assistant jobs in Riverside, CA? For Portfolio Assistant jobs in Riverside, CA, the most frequently searched job titles are:
What cities near Riverside, CA are hiring for Portfolio Assistant jobs? Cities near Riverside, CA with the most Portfolio Assistant job openings:
Director, Presales Engineering (Req#1329)

Director, Presales Engineering (Req#1329)

ePlus Technology, inc.

Irvine, CA

$180K - $210K/yr

Other

Medical, Retirement, PTO

Posted 13 days ago


Job description


Overview


Candidates MUST BE local to the Irvine, California area with a willingness to work on-site two to three days per week as necessary.

As a Director, Presales Engineering, you will lead, develop, mentor and grow a team of pre-sales engineers. You will work closely with Engineering Leadership on process, alignment and reporting while peering with colleagues in order to set business priorities across the different technologies we support. 


Your Impact


The essential functions of this position include:

  • Oversee, train, assist and develop the Presales staff
  • Lead a team of systems engineers to deliver pre-sales technical support in sales presentations, solution development, and product demonstrations of ePlus capabilities
  • Lead, grow, and mentor your Sales Engineering team to develop and maintain skills necessary to deliver proposed solutions around our strategic technologies such as Core, Data Center, UC and Security
  • Develop and improve processes and procedures to minimize errors, maximize efficiencies and ensure a clean handoff from pre-sales to post-sales
  • Manage group workload and resource scheduling across multiple projects/opportunities with pre-sales coordinator
  • Develop methodology to measure and delegate opportunities that will allow for visibility to workload and forecasted needs
  • Conduct typical management functions such as interview/hire qualified candidates, conduct performance reviews, and actively participate in employee career planning
  • Conduct customer presentations on ePlus value proposition and technical solution set for assigned accounts and focus areas throughout the Region (and Nationally, when requested)
  • Work with ePlus personnel and ePlus National Practice Leads to help develop differentiated solutions
  • Develop training roadmaps for individuals and/or team as it relates to our strategic portfolio
  • Assist account teams with collecting customer business and technical requirements and determining ePlus recommended solution(s)
  • Assist sales account managers and pre-sales engineers with overall account planning as it relates to technical aspects of hardware, software, and services opportunity development
  • Assist with RFP/RFI/RFQ responses, as presented
  • Responsible for review of Statement of Work (SOW) prior to customer presentation
  • Function as a liaison between the sales team and professional services organization to ensure timely and accurate proposals are generated
  • Follow ePlus' performance review process to promote communication, provide useful feedback about job performance and contribute to an employee's professional development

As a manager, you are also expected to:

  • Lead and guide team members, fostering growth through mentoring, coaching, and development, while ensuring effective communication and collaboration
  • Promote an environment of inclusivity and respect, valuing diverse perspectives and encouraging open dialogue among all team members
  • Collaborate on strategic initiatives, leveraging your expertise to drive innovation and positive change within the organization
  • Cultivate a proactive approach to conflict resolution, striving for amicable solutions and escalating concerns as needed

Qualifications


  • College Degree in related field or equivalent business experience required
  • 5+ years of applicable technical pre-sales experience in the IT industry preferred
  • 3+ years of management experience preferred
  • Previous VAR managerial experience preferred
  • Proven ability to align with sales and operations for coordinated efforts in growing the business
  • Thorough knowledge of full customer engagement cycle
  • MS Office Suite (Visio, Excel, Word, PowerPoint)
  • Ability to present to all levels of executive and technical management

Position Specifics


The initial base salary range for this position is expected to be between $180,000 and $210,000 annually.The final base salary offered will be determined by multiple factors, including, but not limited to, job-related knowledge, depth of experience, skills, certifications, and geographic location. In addition to the base salary, our compensation structure may include other components such as commissions and discretionary bonuses.

ePlus offers a full range of medical, financial, and/or other benefits (including 401(k) eligibility, employee stock purchase program and various paid time off benefits, such as vacation, sick time, and personal leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an offer of employment is extended.

If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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