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Portfolio Assistant Jobs in Riverside, CA (NOW HIRING)

Bank of Hope

Senior Portfolio Officer - CBG

Irvine, CA · On-site

$130K - $150K/yr

As the Portfolio Senior Officer - CBG, you will be responsible for commercial loan underwriting and ... manager. * Assist in loan closing and funding including obtaining signatures on loan documents ...

Auction.com

Portfolio Asset Manager - Irvine, CA

Irvine, CA · On-site

$67K - $112K/yr

... * 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 ...

Investment Concepts, Inc.

Be Seen First

Commercial Property Administrative Assistant

Orange, CA · On-site

$23 - $25/hr

We are currently seeking a reliable, organized, and energetic Administrative Assistant to support our commercial property portfolio. What You'll Do: * Provide day-to-day administrative and clerical ...

Addison Group

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 ...

Addison Group

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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All JobsPortfolio Assistant JobsPortfolio Assistant Jobs in Riverside, CA

Portfolio Assistant information

See Riverside, CA salary details

$14

$27

$40

How much do portfolio assistant jobs pay per hour?

As of Jun 9, 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.

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 are the most commonly searched types of Portfolio jobs in Riverside, CA? The most popular types of Portfolio jobs in Riverside, CA are:
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What cities near Riverside, CA are hiring for Portfolio Assistant jobs? Cities near Riverside, CA with the most Portfolio Assistant job openings:
Portfolio Assistant jobs near you
Senior Portfolio Officer - CBG

Senior Portfolio Officer - CBG

Bank of Hope

Irvine, CA • On-site

$130K - $150K/yr

Full-time

Posted 11 days ago

Job description

As the Portfolio Senior Officer - CBG, you will be responsible for commercial loan underwriting and credit monitoring/reporting. As part of loan underwriting, you should be able to perform financial analysis and cash flow analysis with good analytical skills. You will be asked to monitor financial covenants and reporting conditions per loan agreement and to report any violation to manager. You will be asked to submit credit approval memo in timely manner for loan approval. In addition, you should be able to present the loan package to appropriate lending authority for approval.
  • Keep abreast of industry changes, local economic, financial and legislative events which may have an impact on commercial lending activities.
  • Analyze cash flow, liquidity, profitability, leverage and other financial ratios and be able to come to various conclusions, including evaluation of collateral and other relevant credit information.
  • Prepare loan presentations that include all pertinent information associated with the overall risk of the loan, identifying the strengths and weaknesses of borrower's surrounding credits.
  • Recommend or deny loan requests in conformance with banking regulations and Bank's loan policies and procedures.
  • Gather documents to perfect the security interest in collateral, if applicable.
  • Detect early warning signs of problem loans and immediate notification to a supervisor, Chief Credit Administrator, Loan Review, or Loan Servicing.
  • Monitor loan covenants and conditions per loan agreement and report any violation to manager.
  • Assist in loan closing and funding including obtaining signatures on loan documents according to the Bank's procedures.
  • Analyze collateral values and insurance coverage.
  • Collect loan accounts and overdraft information.
  • Submit reports of calls made and document customer contact.
  • Meet customers regularly and seek opportunities to grow relationship.
  • Conduct site visits and on-site interviews under the supervision of a portfolio manager.
  • Comply with regulatory requirements including but not limited to: Reg B, HMDA, Bank Secrecy Act, OFAC, and USA Patriot Act, CRA, Privacy, and Security.
  • Comply with the Bank's security program, including but not limited to:
    • Review and comply with the End-User Computing Agreement.
    • Acquire good knowledge on functions and usage of computer systems as related to the assigned job functions.
    • Be current and knowledgeable in industry's trend in safeguarding the Bank against confidential data leak, identity theft, fraudulent activities, and computer security threats.
    • Reports suspicious activities to manager, Chief Risk Officer or Information Security Officer.
  • Mentor junior lending staff.
  • Occasional local travel is required, as may participate in client meetings with Relationship Managers.
  • Participate in community organizations and/or events to help the Bank meet its CRA Objectives.
  • All other reasonable duties as assigned.

Job Qualifications/Requirements
Education/Credentials
  • Minimum Education Level: Bachelor's Degree, preferably in Accounting and Finance

Prior Experience
  • Minimum Job Experience: 5+ years of commercial lending experience

Skills
  • Required: Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
  • Required: Ability to respond effectively to customer complaints or other sensitive inquiries.
  • Required: Ability to make effective presentations.
  • Required: Excellent analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions.
  • Required: Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
  • Required: Strong Analytical/Math skills.
  • Required: Effectively manage multiple deadlines and projects.
  • Required: Knowledge of bank regulations affecting customer accounts.
  • Required: Knowledge of lending operations, Note or International Dept policies and procedures.

The salary range for this full-time position is $130,000.00 annually - $150,000.00 annually + bonus + benefits
Salary ranges are determined based on qualifications, level, and location.
Exact compensation may vary based on your skills and experience.
Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.
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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