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Portfolio Associate Jobs in California (NOW HIRING)

East West Bank

Portfolio Manager

Los Angeles, CA

$75K - $150K/yr

... our associates' potential for career advancement. Headquartered in California, East West Bank ... East West Bank is seeking a Portfolio Manager. * Monitor loan repayment activities and financial ...

East West Bank

Portfolio Manager

Los Angeles, CA · On-site

$75K/yr

... our associates' potential for career advancement. Headquartered in California, East West Bank ... Overview East West Bank is seeking a Portfolio Manager. Responsibilities * Monitor loan repayment ...

River City Bank

Commercial Portfolio Manager

Sacramento, CA · On-site

$110K - $150K/yr

... Credit Associates to help maintain a risk-focused approach to credit analysis. Identify and ... Ensure the portfolio administration and risk management of each client relationship complies with ...

C. H. Robinson

Associate Portfolio Executive

Orange, CA · On-site

$19.23 - $38.47/hr

Robinson is hiring an Associate Portfolio Executive to build and manage a customer portfolio while developing long-term, trusted relationships. In this role, you will leverage AI-powered tools to ...

River City Bank

Commercial Portfolio Manager

Sacramento, CA · On-site

$110K - $150K/yr

... Credit Associates to help maintain a risk-focused approach to credit analysis. Identify and ... Ensure the portfolio administration and risk management of each client relationship complies with ...

C. H. Robinson

Associate Portfolio Executive

Orange, CA

$19.23 - $38.47/hr

Robinson is hiring an Associate Portfolio Executive to build and manage a customer portfolio while developing longterm, trusted relationships. In this role, you will leverage AIpowered tools to ...

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How much do portfolio associate jobs pay per hour?

As of Aug 6, 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 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.

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 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, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $39,031 per year, or $18.8 per hour.

Portfolio Manager

East West Bank

Los Angeles, CA

$75K - $150K/yr

Full-time

Re-posted 4 days ago

East West Bank rating

7.2

Company rating: 7.2 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

118th of 170 rated banks

Job description

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. 

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.


East West Bank is seeking a Portfolio Manager. 


  • Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts.
  • Partner with the Relationship Manager as the point of contact for the client: acting as a liason to credit supervision, the commercial support staff and other internal business partners
  • Responsible for underwriting credit risk of new and existing loan deals and quality of the portfolio, and developing problem loan credit solutions, if necessary.
  • Manage the renewal process independently by working with existing clients and obtaining approval from credit supervision.
  • Manage transactions from underwriting through to closing.
  • Conduct due diligence work customary to asset based financings.
  • Review, analyze, and summarize company and property operating and financial statements.
  • Create deal specific asset based, cash flow and valuation models.
  • Analyze borrower and guarantor financial statements and tax returns.
  • Interact with borrowers or brokers to obtain necessary information and documentation for evaluation, underwriting, and closing of loans.
  • Prepare credit memoranda for review and approval by Senior Management and credit supervision.
  • Review and analyze third-party reports such as appraisals, field exams and other 3rd party due diligence.
  • Ensure the portfolio administration and risk management of each client relationship is in compliance with established EWB credit policy, procedure and business strategy as well as commercial and regulatory guidelines.
  • May act as a contact manager for non-borrowing accounts and loan clients for matters relating to other banking services.
  • Must be comfortable dealing directly with clients independently.
  • Assist in the development of junior bankers and credit analysts.
  • Perform other duties and special projects as needed.

  • Bachelor's degree preferably in finance and/or accounting, or combination of education with working knowledge of finance/accounting
  • 8+ years of AR and inventory lending experience.
  • 5+ years of direct portfolio management and underwriting experience
  • Strong understanding of credit policy and procedures and is able to accurately risk-rate loans/credits, evaluates both cash-flow and collateral-based loans/credits
  • Strong written and verbal communication

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.


The base pay range for this position is USD $75,000.00/Yr. - USD $150,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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