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Portfolio Associate Jobs in Azusa, CA (NOW HIRING)

East West Bank

Portfolio Manager

City Of Industry, CA

$71K - $130K/yr

... our associates' potential for career advancement. Headquartered in California, East West Bank ... The Portfolio Manager is responsible for underwriting, credit monitoring and portfolio management ...

East West Bank

Portfolio Manager

Rowland Heights, CA · On-site

$71K/yr

... our associates' potential for career advancement. Headquartered in California, East West Bank ... Overview The Portfolio Manager is responsible for underwriting, credit monitoring and portfolio ...

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 ...

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 ...

Adecco

SCS Portfolio Accounting Analyst

Santa Ana, CA · On-site

$33.33/hr

The SCS Portfolio Accounting Analyst will provide technical assistance and support to client teams ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

Adecco

SCS Portfolio Accounting Analyst

Santa Ana, CA · On-site

$33.33/hr

The SCS Portfolio Accounting Analyst will provide technical assistance and support to client teams ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

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 ...

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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All JobsPortfolio Associate JobsPortfolio Associate Jobs in Azusa, CA

Portfolio Associate information

See Azusa, CA salary details

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How much do portfolio associate jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for portfolio associate in Azusa, CA is $19.34, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.53 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 Azusa, CA?

The most popular types of Portfolio jobs in Azusa, CA are:

What job categories do people searching Portfolio Associate jobs in Azusa, CA look for?

The top searched job categories for Portfolio Associate jobs in Azusa, CA are:

What cities near Azusa, CA are hiring for Portfolio Associate jobs?

Cities near Azusa, CA with the most Portfolio Associate job openings:

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Azusa, CA 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 $40,235 per year, or $19.3 per hour.

Client Portfolio Associate

Los Angeles, CA • On-site

DOUBLELINE GROUP LP
Finance and Insurance • 201 - 500 employees
Learn more about DOUBLELINE GROUP LPexternal

$110K - $130K/yr

Full-time

Re-posted 5 days ago

Job description

The Client Portfolio Associate is a key member of the Client Portfolio Management (CPM) group and broader sales teams, with a primary focus on portfolio analysis and competitive intelligence. The role develops differentiated insights on investment strategy positioning, performance, and relative value to strengthen sales engagement and enhance client communication. The role collaborates closely with DoubleLine investment and distribution teams to align investment expertise with client needs and sales priorities. Over time, the individual is expected to build deep DoubleLine investment strategy and financial market expertise and evolve into a subject matter expert. While initially non-client facing, the role offers a clear path to future client engagement.

Job Functions

  • Conduct in-depth portfolio analysis to support Client Portfolio Managers and distribution teams, including performance attribution, portfolio positioning, and key risk and return drivers across investment strategies. Develop and maintain competitive intelligence through peer fund analysis, consultant research, Morningstar data, holdings comparisons, performance analysis, and differentiated product positioning.
  • Partner with CPMs, Product Specialists, and investment teams to produce high-quality, data-driven fund and investment-related content for sales teams and client materials (e.g., client presentations, chart creation, commentaries, and analytics).
  • Research market trends, investment themes, and competitive developments to inform portfolio analysis, product positioning, and client communications.
  • Build expertise across DoubleLine investment strategies and financial market subject matter expertise over time, with a defined path toward deeper product ownership and eventual client engagement
  • Bachelor’s degree.
  • 2-5 years of experience in asset management, investment research, portfolio analytics, client portfolio management, institutional sales support, or related investment functions.
  • Strong understanding of fixed income markets, asset management, investment products, and portfolio construction principles.
  • Excellent written, verbal, and interpersonal communication skills, with the ability to collaborate effectively across investment and distribution teams.
  • Demonstrated ability to manage multiple priorities, meet deadlines, and execute with a high level of attention to detail.
  • Proactive, intellectually curious, and motivated to develop deep investment and product expertise.
  • Series 7 and Series 63 licenses is a plus.
  • Morningstar Direct experience strongly preferred.
  • Experience with Bloomberg terminal and Macrobond (or similar financial market/charting platforms) preferred.
  • Interest or progress towards CFA and/or CAIA preferred.

Base Salary Range

The estimated base salary range for this position is $110,000 -$130,000. In addition to base salary, this position is eligible for an annual discretionary bonus, plus a comprehensive benefits package.

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