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Portfolio Implementation Associate Jobs in Oxnard, CA

UBS

Senior Wealth Strategy Associate

Westlake Village, CA · On-site

$90K - $140K/yr

... by creating and implementing a strategic client book development plan • work closely with ... client portfolios. Join us At UBS, we know that it's our people, with their diverse skills ...

OLS HOTELS

HOUSEKEEPING INSPECTOR/ESS FT

Santa Barbara, CA · On-site

$21 - $23/hr

Supervise the housekeeping associates to attract, retain and motivate them while providing a safe ... Implement emergency training and procedures to ensure appropriate protection of the hotel's guests ...

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Showing results 21-40

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

Portfolio Implementation Associate information

See Oxnard, CA salary details

$15

$32

$54

How much do portfolio implementation associate jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for portfolio implementation associate in Oxnard, CA is $32.10, according to ZipRecruiter salary data. Most workers in this role earn between $21.39 and $37.69 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 Oxnard, CA look for? The top searched job categories for Portfolio Implementation Associate jobs in Oxnard, CA are:
What cities near Oxnard, CA are hiring for Portfolio Implementation Associate jobs? Cities near Oxnard, CA with the most Portfolio Implementation Associate job openings:
Portfolio Implementation Associate jobs near you
Infographic showing various Portfolio Implementation Associate job openings in Oxnard, 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 $66,762 per year, or $32.1 per hour.

Senior Wealth Strategy Associate

UBS

Westlake Village, CA • On-site

$90K - $140K/yr

Full-time

Posted 16 days ago

Job description

Your role
Do you have the knowledge, ambition and experience to
drive the business development of our client base? Can
you build collaborative relationships with internal business partners to deliver solutions and identify new business opportunities?
We're looking for a Wealth Strategy Associate to:
• build important relationships with those inside the fi rm
as well as with partners outside of UBS to better meet
client investment needs.
• proactively identify new business opportunities from our
existing and prospective clients
• coordinate and manage the team's business
development eff orts by creating and implementing a
strategic client book development plan
• work closely with teammates, as well as with clients to
solve complex problems and develop creative solutions for client portfolios.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
You will be working as part of Wealth Management Americas in Westlake Village, CA. The two principals are part of a select group of experienced professionals that work with a limited clientele, helping to craft customized, comprehensive
wealth management plans
Your expertise
• excellent interpersonal and communication skills
• detail-oriented and ability to multi-task
• ideally 7+ years of professional experience preferred
• demonstrated creativity in solving problems as well as excellent analytical and organizational skills
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - California - Westlake Village / T min USD 90000 - max USD 140000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
UBS Financial Services logo

About UBS Financial Services

Sourced by ZipRecruiter

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Weehawken, NJ, US

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