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Portfolio Associate Jobs in California (NOW HIRING)

Axos Bank

Portfolio Associate

San Diego, CA · On-site

$75K - $100K/yr

About This Job The Non-Real Estate Lender Finance (NRELF) Portfolio Associate supports the ongoing credit risk management and monitoring of a leveraged finance loan portfolio. Responsibilities ...

Axos Bank

Portfolio Associate

San Diego, CA · On-site

$85K - $100K/yr

About This Job The Non-Real Estate Lender Finance (NRELF) Portfolio Associate supports the ongoing credit risk management and monitoring of a leveraged finance loan portfolio. Responsibilities ...

Axos Bank

Portfolio Associate

San Diego, CA

$85K - $100K/yr

About This Job The Non-Real Estate Lender Finance (NRELF) Portfolio Associate supports the ongoing credit risk management and monitoring of a leveraged finance loan portfolio. Responsibilities ...

Axos Bank

Portfolio Associate

San Diego, CA · On-site

$75K - $100K/yr

About This Job The Portfolio Management Associate supports the ongoing credit risk management and monitoring of a portfolio of commercial loans to operating companies. This role sits within the ...

Axos Bank

Portfolio Associate

San Diego, CA · On-site

$75K - $100K/yr

About This Job The Portfolio Management Associate supports the ongoing credit risk management and monitoring of a portfolio of commercial loans to operating companies. This role sits within the ...

Axos Bank

Sr. Portfolio Associate

San Diego, CA · On-site

$75K - $87K/yr

About This Job The Sr. Portfolio Associate is responsible for active portfolio management and servicing of a commercial real estate loan portfolio within Income Property Lending. The role focuses on ...

Axos Bank

Sr. Portfolio Associate

San Diego, CA

$75K - $87K/yr

About This Job The Sr. Portfolio Associate is responsible for active portfolio management and servicing of a commercial real estate loan portfolio within Income Property Lending. The role focuses on ...

TIAA

Portfolio Strategy

San Francisco, CA · On-site

$114K - $143K/yr

Portfolio Strategy_Multi-Asset Portfolio Strategy provides support and coverage of the multi-asset ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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Portfolio Associate information

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How much do portfolio associate jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for portfolio associate in California is $18.76, according to ZipRecruiter salary data. Most workers in this role earn between $14.95 and $19.90 per hour, depending on experience, location, and employer.

What is a portfolio associate?

A Portfolio Associate is a finance professional who supports portfolio managers in overseeing investment portfolios. Their main responsibilities include monitoring portfolio performance, conducting research and analysis, preparing reports, and handling trade execution and compliance tasks. They act as a bridge between portfolio managers, clients, and other financial teams to ensure smooth investment operations. Portfolio Associates typically work at asset management firms, banks, or investment companies and play a crucial role in helping manage client assets effectively.

How does a portfolio associate typically collaborate with portfolio managers and analysts in daily operations?

As a Portfolio Associate, you will work closely with portfolio managers and analysts to ensure the smooth execution of investment strategies. This includes assisting with trade execution, monitoring portfolio performance, and preparing reports for client meetings. You may also help with research, data analysis, and responding to client inquiries. Effective communication and attention to detail are essential, as you'll often serve as a bridge between investment teams and other departments such as compliance and operations.

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

To thrive as a Portfolio Associate, you need a solid understanding of finance, investment principles, and portfolio management, often supported by a bachelor's degree in finance, economics, or a related field. Familiarity with portfolio management software, financial modeling tools, and proficiency in Excel are commonly required, and certifications like CFA Level I can be advantageous. Strong analytical thinking, attention to detail, and effective communication are critical soft skills for collaborating with managers and interpreting data. These skills ensure accurate portfolio monitoring, informed decision-making, and efficient support of investment strategies.

Does portfolio management pay well?

Portfolio management is generally a well-paying profession, especially for experienced managers and those working in finance or investment firms. Salaries can vary based on location, level of experience, and performance bonuses, with many roles offering six-figure compensation for senior positions.

What are the most commonly searched types of Portfolio jobs in California?

The most popular types of Portfolio jobs in California are:

What are popular job titles related to Portfolio Associate jobs in California?

For Portfolio Associate jobs in California, the most frequently searched job titles are:

What job categories do people searching Portfolio Associate jobs in California look for?

The top searched job categories for Portfolio Associate jobs in California are:

What cities in California are hiring for Portfolio Associate jobs?

Cities in California with the most Portfolio Associate job openings:

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $39,031 per year, or $18.8 per hour.

Portfolio Associate

San Diego, CA • On-site

Axos Bank
Commercial Banking • 1 - 5K employees
Learn more about Axos Bankexternal

$75K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 3 days ago. Applications are no longer accepted.

Job description

Axos Bank

Target Range:

$75,000.00/Yr. - $100,000.00Yr.

Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

Eligible for an Annual Discretionary Cash Bonus Target: 12.5%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 12.5%

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job

The Non-Real Estate Lender Finance (NRELF) Portfolio Associate supports the ongoing credit risk management and monitoring of a leveraged finance loan portfolio. Responsibilities include portfolio surveillance, covenant tracking, loan review support, data integrity across systems, and coordination with Portfolio Managers, Credit, and Operations to ensure compliance with internal policy and regulatory expectations.

Responsibilities:

  • Monitor assigned NRELF loan portfolio for payments, maturities, covenant compliance, and required documentation
  • Track, escalate, and document covenant breaches, exceptions, and emerging credit risks
  • Support quarterly and annual loan reviews, including financial analysis and risk rating recommendations
  • Assist with amendments, waivers, extensions, and ongoing portfolio maintenance
  • Support portfolio reporting, stress testing exercises, and audit/regulatory requests
  • Maintain accurate loan data and ownership in nCino and related systems
  • Identify data issues and contribute to process and reporting improvements

Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • 1-3+ years of experience in portfolio management, credit analysis, or commercial lending
  • Working knowledge of financial statements, credit agreements, and covenant structures
  • Strong Excel skills; experience with credit systems (nCino, Moody's, or similar) preferred
  • High attention to detail, strong organizational skills, and ability to manage deadlines

Axos Employee Benefits May Include:

  • Medical, Dental, Vision, and Life Insurance

  • Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year)

  • HSA or FSA account and other voluntary benefits

  • 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan

  • Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.

Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

Learn more about working at Axos

Pre-Employment Background Check and Drug Test:

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity:

Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

Job Functions and Work Environment:

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

IER Right to Work Poster (English/Spanish)

E-Verify Participation Poster (English/Spanish)

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