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Portfolio Implementation Associate Jobs in Azusa, CA

Substitute Associate Teacher

Riverside, CA ยท On-site

$17.05 - $25.58/hr

Catalyst teaching staff support the planning and implementation of Catalyst's programming for ... plans, portfolios, and anecdotal notes) * Ability to work alongside colleagues and maintain a ...

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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 9, 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:
Infographic showing various Portfolio Implementation Associate job openings in Azusa, CA as of August 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.

Associate/Senior Associate, Management Consulting

RCLCO

Los Angeles, CA โ€ข Hybrid

$16.25 - $19.50/hr

Full-time

Posted 9 days ago


Job description

Associate/Senior Associate – Management Consulting

Los Angeles, New York, or Washington, D.C.

ABOUT RCLCO

Since 1967, RCLCO Real Estate Consulting has been the "first call" for real estate developers, investors, public institutions, and non-real estate companies seeking strategic and tactical advice regarding property investment, planning, and development. RCLCO leverages quantitative analytics and a strategic planning framework to provide end-to-end business planning and implementation solutions at an entity, portfolio, or project level.

RCLCO works nationally with offices in Austin, Denver, Los Angeles, New York, Orlando, San Francisco, and Washington, D.C. Our team comes from a variety of backgrounds and disciplines, though everyone shares a passion for real estate and the built environment.

ABOUT THE MANAGEMENT CONSULTING TEAM

Working within the Management Consulting team at RCLCO provides an incomparable education in real estate. Members of this practice group have a hand in directing how real estate companies make long-term decisions about their enterprises. By working with real estate companies across all geographies, sectors, and stages of growth, team members develop a deep understanding of the different players in the industry, capital markets and how capital flows through the industry, market analysis and how to identify properties in which to invest, and how organizations and teams are structured effectively. Each client engagement provides the opportunity to peel back the layers of an organization, immerse yourself in its operations, think creatively about potential futures, and help clients grapple with fascinating, real-world issues.

The Management Consulting team leverages RCLCO's resources and its 59-year history working with real estate companies, bringing a unique lens to its engagements relative to any other consulting firm in the space.

Management Consulting client engagements can involve any number of strategic priorities, including:

  • Strategic Planning: Evaluate a company's current state, help define a desired future state, and chart different paths from A to B
  • Portfolio Strategy: Determine where to invest and in what types of properties
  • Capital Strategy: Weigh different options for funding those investments
  • Organizational Strategy: Build a platform and structure an organization to execute a strategy effectively
  • Compensation Consulting: Incentivize team performance and craft competitive compensation plans
  • Executive Search: Identify and hire key leaders to carry out strategic plans

Case studies of our work can be found throughout RCLCO's website.

ABOUT THIS ROLE

After going through initial onboarding, Associates/Senior Associates join our consulting team and work directly on client engagements alongside senior firm leadership.

Key responsibilities include:

  • Work with a project director to establish and maintain relationships with client stakeholders; provide regular updates to the client team on project status
  • Gather and organize data, analyze trends, and construct financial models; develop hypotheses and test them through existing or bespoke methodologies
  • Participate in discovery interviews with client stakeholders to understand an organization's context and strategic issues
  • Synthesize findings from client data and interviews to frame up key strategic issues
  • Think critically to assess strategic alternatives
  • Prepare presentations to communicate key findings and recommendations to clients
  • Track project scope, schedule, and budget as the project manager or in conjunction with the project manager
  • Develop, incorporate, and expand RCLCO's current research methodologies to elevate the quality of deliverables
  • Support internal firm initiatives as needed, including business development and intellectual property production

Associates typically lead the day-to-day execution of our assignments, whereas Senior Associates serve as project managers. The appropriate title will be determined based on candidate experience.

Our team enjoys a hybrid work model (3 days in office each week), continued variety in project work, training and professional development support, a close-knit culture built on intellectual curiosity and collaboration, and a robust benefits package, which includes: employee healthcare that is 100% paid by the employer, 401(k) annual employer contribution, option to participate in flex benefits (FSA and HSA), parking/commuting benefits, cell phone stipends, professional development, a hybrid work policy, paid time off, wellness days, employee resource groups, parental leave, back-up care (childcare, pet care, senior care), an annual companywide retreat, in-office lunches and events, and more.

DESIRED PERSONAL ATTRIBUTES

  • You are curious about and interested in the built environment, real estate, and land use
  • You like variety and are a lifelong learner
  • You are comfortable with ambiguity. This work is seldom clear-cut, there's often no right answer, and our role is to assess different paths forward
  • You approach complex issues with curiosity and tenacity; you're a problem solver and have an internal drive to figure things out
  • You like big picture, "blue sky" thinking and often throw ideas against the wall to see what sticks
  • You question the status quo and remain open minded (even excited!) about the prospect of doing things differently
  • You are an analytical thinker with social savvy. You're comfortable doing focused, independent work and also enjoy collaborating with a team and communicating face-to-face with clients
  • You are passionate about research, analysis, and problem-solving
  • You pay attention to details and care about the accuracy of your work

DESIRED QUALIFICATIONS

  • Undergraduate degree with a mix of quantitative and qualitative coursework
  • 2-5+ years of experience in an analytical role within the real estate industry
  • Strong academic record
  • Experience with Microsoft Excel, PowerPoint, and Word
  • Demonstrated written and verbal communication skills
  • Professional attitude; self-starter; dependable team player
  • Understanding of or interest in learning additional analytical methods and software programs, such as advanced Excel functions, GIS, R, Tableau, or AI tools

Please indicate your preferred office location(s) in your application. Periodic travel will be required for project work.

Estimated base salary range (not including annual bonus): $90,000 - $140,000

RCLCO is an Equal Opportunity Employer

Research shows that women and other underrepresented groups tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage all, especially women, people of color, those in the LGBTQ+ community, veterans, and individuals with disabilities, to apply for positions even if they do not necessarily check every box outlined in the job description. RCLCO believes that our organization and culture are made stronger through diverse perspectives and experiences.