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Portfolio Implementation Associate Jobs in Azusa, CA

Caltech

Senior Investment Associate

Pasadena, CA · On-site

$120K - $142K/yr

... implementation and management of investment strategies. The Senior Associate contributes to the ... The Senior Associate spearheads analytical work for asset allocation, portfolio management, and ...

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All JobsPortfolio Implementation Associate JobsPortfolio Implementation Associate Jobs in Azusa, CA

Portfolio Implementation Associate information

See Azusa, CA salary details

$14

$30

$52

How much do portfolio implementation associate jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for portfolio implementation associate in Azusa, CA is $30.84, according to ZipRecruiter salary data. Most workers in this role earn between $20.53 and $36.20 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.
What job categories do people searching Portfolio Implementation Associate jobs in Azusa, CA look for? The top searched job categories for Portfolio Implementation Associate jobs in Azusa, CA are:
What cities near Azusa, CA are hiring for Portfolio Implementation Associate jobs? Cities near Azusa, CA with the most Portfolio Implementation Associate job openings:
Portfolio Implementation Associate jobs near you
Infographic showing various Portfolio Implementation Associate job openings in Azusa, CA as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $64,137 per year, or $30.8 per hour.

Portfolio Supervisor - Los Angeles

Swami International

Gardena, CA • On-site

$27 - $35/hr

Full-time

Re-posted 10 days ago

Job description

Portfolio Manager Job Description
TO APPLY EMAIL COVER LETTER AND RESUME TO JOBS@SWAMIINT.COM FOR CONSIDERATION
Reports to: Associate Director of Operations
Department: Operations
Employment Status: Full Time, Exempt
Company Overview: Swami International was established in 1978. The founder envisioned a company with a hands-on management style, a property management company that would be directly involved with all aspects of providing a comfortable, affordable living environment for our residents.
Position Overview: As a key leader of the operations team, the Portfolio Supervisor (PS) is responsible for the day to day operations of Swami assets, tenant relations, and management of Resident Managers and Key Holders. The PS will work closely with other departments
Core Responsibilities
Asset Performance:
  • Monitor financial performance of all Swami Assets in their portfolio
  • Advise Ownership and Sr. Management on ideas and tactics that can improve financial performance.
  • Act as a conduit between Resident Managers, Maintenance, the Front Office, and Operations
  • Provide Management with reports and updates on key performance metrics.
  • Monitor and improve occupancy rates through marketing and tenant retention efforts.
  • Conduct open houses and other duties evenings and weekends as needed.

Asset Care:
  • Routinely inspect and monitor the physical condition of Swami assets in their portfolio.
  • Work with the Resident Managers and Maintenance team to ensure proper care and maintenance for assets.
  • Assist Maintenance in tenant relations for any maintenance work.
  • Ability to manage and negotiate favorable terms with vendors.

Tenant Relations:
  • Works closely with the Front Office, Maintenance, and other support teams to handle tenant relations.
  • Minimize vacancies and move-outs by ensuring tenants are receiving appropriate care and service.
  • Assist the Associate Director of Operations in implementing systems that maximize tenant relations while streamlining workflows.
  • Understand and perform against delinquency numbers.

Minimum Requirements:
  • 3+ years of proven success in property management.
  • 1+ years in a management or leadership role.
  • Knowledge of industry legal rules and regulations.
  • Flexibility to work evening and weekend hours.
  • This position requires strong written, oral, and reading communication skills to accurately obtain, interpret and transcribe complex programs at all levels of the organization.
  • Strong computer skills and ability to learn new software
  • Ability to effectively strategize with the overall vision of the organization in mind.
  • Ability to work under tight deadlines and consistently meet deadlines.
  • Understand how to influence and lead when there is no direct supervisory relationship.
TO APPLY EMAIL COVER LETTER AND RESUME TO JOBS@SWAMIINT.COM FOR CONSIDERATION
Compensation:
  • Commensurate with experience the hourly rate ranges from $27-$35/hour and $69,000-$75,000 salaried options offered based on experience

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