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Portfolio Assistant Jobs in Riverside, CA (NOW HIRING)

Assistant Property Manager

Irvine, CA

$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 ...

Handle chain-of-title recordation and ownership updates across copyright, trademark, and patent portfolios. * Assist with inventor declarations, and assignment filings. * Coordinate with inventors ...

Handle chain-of-title recordation and ownership updates across copyright, trademark, and patent portfolios. * Assist with inventor declarations, and assignment filings. * Coordinate with inventors ...

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 ...

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 ...

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 ...

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 ...

We are looking for a highly organized Administrative Assistant to support daily operations across a multi-property real estate portfolio in California. This contract position is ideal for someone who ...

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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 Aug 8, 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.

What does a portfolio assistant do?

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 is a portfolio assistant?

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?

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:
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 job categories do people searching Portfolio Assistant jobs in Riverside, CA look for? The top searched job categories for Portfolio Assistant jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Portfolio Assistant jobs? Cities near Riverside, CA with the most Portfolio Assistant job openings:
Infographic showing various Portfolio Assistant job openings in Riverside, CA as of June 2026, with employment types broken down into 2% As Needed, 91% Full Time, 3% Part Time, 2% Temporary, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $57,187 per year, or $27.5 per hour.

Associate Portfolio Manager Franchise Finance & Retail Petroleum

Citizens Bank

Irvine, CA • On-site

$91K - $115K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Job description


Associate Portfolio Manager, Franchise Finance
Description
At Citizens, we're more than a bank and here you'll experience new things, create new opportunities, think beyond your role, and make an impact. While in this role, you will oversee effective credit underwriting, credit, and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, and as needed client support for an assigned portfolio of existing restaurant finance and retail petroleum credits. Most importantly, you'll feel valued for you are and supported to achieve what's important to you, personally and professionally.
Primary responsibilities include
  • Assist with processing loan modifications, tracks and collects financial reporting and covenant compliance.
  • Develop solutions and alternative to modifications, including financial covenant structuring.
  • Engage with existing customers on a specific financial analysis or account management issue.
  • Work diligently in managing assigned credits to present information in an organize manner.
  • Responsible for managing the existing portfolio of credits through verification and analysis of financial and collateral information.
  • Use independent judgment and discretion to complete credit memos, cash flow coverage, projections, collateral coverage, spreads, and risk ratings for assigned credits.
  • Work with an assigned group of PMs in support of the activities noted above for moderate to complex credits.
  • Interpret financial statements and make recommendations based on the analysis completed and will advise findings to PM or RM.
  • Answer financial analysis or modeling questions for other credit analysts.
  • Handle multiple accounts on your own, engage in 1:1 client contact, and actively participate in risk discussions.

Qualifications, Education, Certifications and/or Other Professional Credentials
  • 3-5 years of proven experience in credit and risk administration, with a strong understanding of credit policy and compliance requirements.
  • Proficiency in financial analysis, modeling, and risk evaluation, including interpreting financial statements and advising on findings.
  • Demonstrated ability to manage and maintain portfolios, including loan modifications and covenant compliance.
  • Capable of independently completing credit packages, including terms and conditions, cash flow and collateral coverage worksheets, and risk ratings.
  • Strong judgment and discretion in credit decisioning and client engagement.
  • Effective communicator with clients and internal stakeholders, including Credit and Portfolio Managers.
  • Comfortable handling multiple accounts and participating in risk discussions.
  • Collaborative mindset with experience supporting credits and mentoring peers on financial analysis and modeling.
  • Maintains up-to-date knowledge of market trends and industry developments relevant to restaurant finance and retail petroleum sectors.

Hours & Work Schedule
  • Hours per Week: 40
  • Work Schedule: M-F
  • Originally based in Irvine, CA, but in the third quarter of 2026 will move to Newport Beach, CA, office.

Pay Transparency
The salary range for this position is $91,000 - $115,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
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About Us
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Equal Employment and Opportunity Employer
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Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.