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Portfolio Implementation Associate Jobs in California

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Portfolio Implementation Associate information

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$14

$29

$50

How much do portfolio implementation associate jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for portfolio implementation associate in California is $29.91, according to ZipRecruiter salary data. Most workers in this role earn between $19.90 and $35.10 per hour, depending on experience, location, and employer.

What does a portfolio implementation associate do?

A Portfolio Implementation Associate plays a key role in the investment management process by ensuring that investment strategies designed by portfolio managers are accurately and efficiently executed. They are responsible for translating portfolio decisions into trades, monitoring trade execution, and coordinating with traders and other teams to ensure compliance with regulations and client guidelines. Additionally, they often assist with portfolio rebalancing, performance analysis, and reporting, helping to optimize investment outcomes for clients.

What is the difference between Portfolio Implementation Associate vs Portfolio Analyst?

AspectPortfolio Implementation AssociatePortfolio Analyst
Primary FocusSupporting the setup and execution of client portfolios, ensuring smooth implementation processesAnalyzing portfolio performance, market trends, and providing investment insights
Required SkillsProject coordination, client communication, basic financial knowledgeData analysis, financial modeling, reporting skills
Work EnvironmentClient-facing, collaborative teams within asset management firmsResearch-driven, analytical roles within investment teams
CertificationsOften requires or prefers CFA Level I or similarTypically requires CFA Level I or II, strong quantitative background

The Portfolio Implementation Associate focuses on executing and supporting portfolio setups and client onboarding, while the Portfolio Analyst emphasizes analyzing investment data and performance. Both roles often require similar certifications and work within asset management firms, but their core responsibilities differ in execution versus analysis.

How does a portfolio implementation associate typically collaborate with portfolio managers and traders during the investment process?

Portfolio Implementation Associates play a key role in ensuring seamless execution of investment strategies by working closely with both portfolio managers and traders. They act as a bridge, translating investment decisions made by portfolio managers into actionable trades, and collaborating with traders to ensure timely and accurate execution. Regular communication is essential to resolve discrepancies, monitor market conditions, and adjust strategies as needed. This collaborative environment offers exposure to multiple aspects of the investment process, enhancing both technical and interpersonal skills.

What are the key skills and qualifications needed to thrive as a portfolio implementation associate?

To thrive as a Portfolio Implementation Associate, you need strong analytical skills, attention to detail, and a solid understanding of financial markets, typically supported by a degree in finance, economics, or a related field. Familiarity with portfolio management systems, trading platforms, and proficiency in Excel or other data analysis tools is common, and certifications like CFA Level 1 can be beneficial. Excellent communication, problem-solving abilities, and the capacity to work well under tight deadlines set top performers apart. These skills and qualities ensure accurate execution of investment strategies, minimize operational risk, and support seamless collaboration with portfolio managers and clients.
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What cities in California are hiring for Portfolio Implementation Associate jobs? Cities in California with the most Portfolio Implementation Associate job openings:
Portfolio Implementation Associate jobs near you
Infographic showing various Portfolio Implementation Associate job openings in California as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $62,218 per year, or $29.9 per hour.

Trader - Program Trading & FX Team

Artisan Partners

San Francisco, CA • On-site

$125K - $160K/yr

Full-time

Re-posted 22 days ago

Job description

Artisan Partners has an immediate opening for a Trader to work in our Program Trading & FX team. The Program Trading & FX team is responsible for the efficient execution of trades in support of implementing investment decisions as well as the evolution of Artisan's execution strategy. In addition, the team plays a critical role in supporting and scaling Artisan's ETF offering and platform, including building out the trading, liquidity, and ecosystem across both the primary and secondary markets. The trader will be an integral addition to this team.
The candidate should have a proven background in trading global equity baskets, algorithmic trading, dispersion and execution analysis, and portfolio construction. This role partners closely with trading, investment teams, trade operations, technology and compliance.
Location: San Francisco, CA
Responsibilities
The candidate is expected to:
  • Assist in the analysis and implementation of portfolio construction for account transitions, client and regulatory guidelines, rebalances, and cash flow events, and execution of the necessary equity and FX-related orders
  • Review and manage investment dispersion relative to models for multiple global strategies and portfolios, including various vehicle types (mutual funds, separately managed accounts, private funds, etc.)
  • Support ETF-related activities, including primary market interactions (creations and redemptions) and executions of trades and FX tied to ETF flows
  • Maintain trading blotter, including but not limited to: building trades, running trades through compliance (addressing alerts and warnings), routing trades and execution instructions to brokers, confirming trades with brokers, allocating and booking out trades
  • Support transaction cost analysis (TCA) as well as develop trade strategies through pre/intra/post trade data analysis to optimize trade execution to minimize market impact, transaction costs and risk.
  • Build relationships with internal and external stakeholders, acting as a partner to Trading, Portfolio Managers and Analysts
  • Deliver on ad hoc requests related to Program Trading and FX, while monitoring market conditions and liquidity in real time, and staying up to date on relevant market structure and news for various markets
  • Partner with Technology to continuously identify areas to improve and automate workflows as well as evaluate new tools and processes
Qualifications
The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:
  • Undergraduate degree in finance, economics or business
  • Comprehensive understanding of financial services, investment products, securities operations and trade lifecycle
  • 3-5 years of trading experience with a strong background in equity markets, including trading baskets and algorithmic trading
  • ETF knowledge preferred, including familiarity with primary market structure (creations and redemptions), secondary market dynamics (liquidity, spreads, premiums/discounts), and portfolio implementation related to ETF flows
  • Familiarity with FX markets and currency hedging a plus
  • Strong analytical, quantitative skill set with proven experience using advanced technology to create efficiency
  • Dedication to quality and a strong work ethic
  • Proven ability to cultivate relationships with internal and external stakeholders
  • Excellent oral and written presentation and interpersonal communication skills
  • Experience with Bloomberg, Charles River, and Flex Trade a plus
  • Advanced proficiency in Microsoft Office applications, specifically Excel
  • Proven ability to thrive in a fast-paced environment
  • FINRA Series 7 license a plus

Base Salary Range: $125,000 - $160,000
Specific placement within the provided range will be determined by an individual's geographic location as well as relevant experience and skills for the role. Base salary is only one component of our total compensation package. Associates may be eligible for a discretionary bonus, which is determined upon Firm and individual performance.
Privacy Notice for California Applicants
Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.
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