1

Portfolio Implementation Associate Jobs in Azusa, CA

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 ...

next page

Showing results 1-20

Portfolio Implementation Associate information

See Azusa, CA salary details

$14

$30

$52

How much do portfolio implementation associate jobs pay per hour?

As of Jul 15, 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, and why are they important?

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:
Infographic showing various Portfolio Implementation Associate job openings in Azusa, CA as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $64,137 per year, or $30.8 per hour.

Associate, Portfolio Company Value Creation, Opportunistic Credit

Ares Operations LLC

Los Angeles, CA

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 14 days ago


Job description

Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

Ares Management is a leading global alternative investment manager with approximately $623 billion of assets under management. The Opportunistic Credit Group invests across the capital structure in complex, special situations, stressed and distressed opportunities, often with the ability to drive meaningful influence or control outcomes. Opportunistic Credit combines rigorous business underwriting with hands-on operational engagement to unlock value in businesses undergoing transformation or inflection.

Within Opportunistic Credit, Portfolio Optimization is responsible for driving value creation across control and highly influential portfolio positions. The function partners with deal teams, boards, and management teams to translate investment theses into measurable value creation plans, institutionalize performance management systems, and stand up transformational capabilities - particularly in data enablement and AI-driven operating models.

Ares is seeking an Associate, Value Creation - Opportunistic Credit to join the Portfolio Optimization team in Los Angeles. The Associate will report directly to the Managing Director, Portfolio Optimization, and will operate in a direct, high-trust apprenticeship model. Working side-by-side with the Managing Director, the Associate will co-develop value creation strategies and independently own execution-heavy workstreams across portfolio companies.

This role is designed for a high-horsepower builder - someone equally comfortable structuring a board-ready KPI framework and rolling up their sleeves to help implement AI-enabled workflows inside traditional businesses.

The Role

Working directly with the Managing Director, Portfolio Optimization, the Associate will help architect value creation plans and lead implementation of priority initiatives across the portfolio. The role requires translating investment theses into practical, sequenced, and measurable actions - and partnering with management teams to drive real execution. This is not a purely advisory role. The Associate will be expected to help design, launch, and scale initiatives that materially impact performance.

Primary Responsibilities

Value Creation Agenda Development

  • Partner with investment professionals and management teams to develop and refine value creation plans aligned to the investment thesis.
  • Identify the critical operational, financial, and strategic value drivers within each portfolio company.
  • Translate high-level strategic objectives into actionable initiatives with clear metrics, ownership, and timelines.

Performance Measurement & Data Enablement

  • Design and implement KPI frameworks directly tied to enterprise value creation.
  • Stand up or enhance business intelligence capabilities (e.g., dashboards, reporting packages, operating review materials).
  • Develop disciplined monthly performance reporting aligned with board-level priorities.
  • Help portfolio companies institutionalize data-driven decision-making and operating rigor.

Technology & AI-Driven Transformation (Core Focus)

  • Identify and prioritize tech-enabled and AI-driven use cases that improve speed, cost structure, and competitive advantage.
  • Co-design and support launch of practical AI applications (e.g., workflow automation, sales enablement, pricing analytics, forecasting, procurement optimization, back-office automation).
  • Evaluate and recommend tools across the AI and data landscape, including LLM-based applications, copilots, analytics platforms, and workflow automation solutions.
  • Identify and help establish a curated set of trusted third-party partners (e.g., AI specialists, data engineering firms, implementation partners) to support portfolio companies alongside their internal IT teams.
  • Work directly with management teams to pilot, refine, and scale initiatives in real operating environments.

Organizational Alignment & Change Enablement

  • Ensure initiatives have clear accountability, milestones, and measurable impact.
  • Help align talent and organizational structure to key value drivers.
  • Support change management efforts required to embed new processes and technologies.
Qualifications

Education

  • Bachelor's degree required; strong academic performance preferred.
  • MBA optional but not required.

Experience

  • 2-3 years of experience in management consulting, investment banking, or similar analytical environment and / or 2+ years in an operating role at a technology-enabled or middle-market company, with hands-on involvement in designing and implementing operational or data-driven initiatives.
  • Clear evidence of having built, launched, or implemented initiatives - not solely advised on them.

Technical & Analytical Capabilities

  • Strong fluency with business intelligence tools (e.g., Power BI, Tableau, Looker, or similar).
  • Comfort structuring KPI systems and performance dashboards from the ground up.
  • Working knowledge of the AI tooling landscape, including LLM-based applications and workflow augmentation tools.
  • Exposure to implementing AI or automation use cases within a company setting.
  • Advanced Excel and PowerPoint skills with the ability to synthesize complex data into clear executive narratives.

Personal Characteristics

  • High intellectual horsepower paired with pragmatic execution ability.
  • Builder mindset; comfortable operating in ambiguous, imperfect environments.
  • High emotional intelligence and ability to work effectively with diverse management styles.
  • Strong communication skills and executive presence.
  • Willingness to travel 2-3 times per month.
  • Ability to work onsite in Los Angeles.

Reporting Relationships

Compensation

The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.

$130,000.00 - $185,000.00

The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.