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Portfolio Management Analyst Jobs in California (NOW HIRING)

The Portfolio Management Analyst enables data-driven portfolio decisions by connecting Global Product Brand Teams with regional planning functions and commercial organizations. The role analyzes ...

The Portfolio Management Analyst enables data-driven portfolio decisions by connecting Global Product Brand Teams with regional planning functions and commercial organizations. The role analyzes ...

The Portfolio Management Analyst enables data-driven portfolio decisions by connecting Global Product Brand Teams with regional planning functions and commercial organizations. The role analyzes ...

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Portfolio Management Analyst information

See California salary details

$37.5K

$92K

$146.1K

How much do portfolio management analyst jobs pay per year?

As of Aug 28, 2026, the average yearly pay for portfolio management analyst in California is $92,014.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,500.00 and $106,600.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a portfolio management analyst?

To thrive as a Portfolio Management Analyst, you need strong analytical abilities, quantitative skills, and a solid understanding of finance or economics, often supported by a relevant degree. Expertise in portfolio management software, financial modeling tools like Excel, and sometimes certifications such as CFA or FRM are commonly required. Attention to detail, effective communication, and problem-solving skills help analysts interpret data and convey insights to stakeholders. These skills ensure accurate portfolio analysis, informed investment decisions, and effective collaboration within asset management teams.

What are some common challenges faced by portfolio management analysts when balancing multiple client portfolios?

Portfolio Management Analysts often juggle several client accounts, each with unique investment goals and risk profiles. One common challenge is prioritizing tasks and ensuring that all portfolios are regularly reviewed and adjusted according to market changes and client objectives. Analysts must stay organized, communicate proactively with portfolio managers and clients, and use analytical tools to monitor performance efficiently. Developing strong time management skills and leveraging technology for reporting and analysis can help mitigate these challenges.

What is the difference between Portfolio Management Analyst vs Investment Analyst?

AspectPortfolio Management AnalystInvestment Analyst
Primary FocusManaging and optimizing investment portfolios for clients or firmsResearching and analyzing securities to inform investment decisions
Required CredentialsTypically a bachelor's degree in finance, economics, or related; certifications like CFA are commonSimilar credentials; CFA or other finance certifications are often preferred
Work EnvironmentFinancial firms, asset management companies, banksResearch firms, investment banks, asset management firms
Key ResponsibilitiesPortfolio analysis, risk assessment, asset allocationSecurity analysis, market research, financial modeling

Both roles require strong analytical skills and finance knowledge, often sharing certifications like CFA. While Portfolio Management Analysts focus on managing investment portfolios, Investment Analysts concentrate on researching securities to guide investment decisions. They frequently work together within the same firms to optimize investment strategies.

Are portfolio management analysts paid well?

Portfolio management analysts typically earn competitive salaries that vary based on experience, location, and firm size. Entry-level analysts may start with lower pay, but experienced professionals with certifications like CFA can earn higher compensation, often including bonuses and incentives. Overall, the role is considered well-paying within the finance industry.

How much does a portfolio management analyst make?

A portfolio management analyst's average salary in the United States typically ranges from $60,000 to $100,000 per year, depending on experience, location, and the size of the firm. Entry-level analysts may earn less, while those with advanced certifications or in senior roles can earn higher compensation, often supplemented with bonuses and benefits.

What does a portfolio management analyst do?

A portfolio management analyst evaluates investment portfolios to optimize performance and manage risk. They analyze financial data, monitor market trends, and support decision-making using tools like Excel and financial modeling. Strong analytical skills and knowledge of investment strategies are essential for this role.

What is the role of a portfolio management analyst?

A portfolio management analyst evaluates investment portfolios to optimize performance and manage risk. They analyze financial data, monitor market trends, and support decision-making using tools like Excel and financial modeling. The role often requires strong analytical skills and relevant certifications such as CFA.

What are popular job titles related to Portfolio Management Analyst jobs in California?

For Portfolio Management Analyst jobs in California, the most frequently searched job titles are:

What job categories do people searching Portfolio Management Analyst jobs in California look for?

The top searched job categories for Portfolio Management Analyst jobs in California are:

What cities in California are hiring for Portfolio Management Analyst jobs?

Cities in California with the most Portfolio Management Analyst job openings:

Infographic showing various Portfolio Management Analyst job openings in California as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $92,014 per year, or $44.2 per hour.

Portfolio Management Analyst

El Segundo, CA • On-site


Mattel
Manufacturing • 5 - 10K employees

8.4

Company rating: 8.4 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

People enjoy working here

Good employer

Paid breaks


Full-time

Posted 22 days ago


Job description

Company Description

CREATIVITY IS OUR SUPERPOWER. It’s our heritage and it’s also our future. Because we don’t just make toys. We create innovative products and experiences that inspire fans, entertain audiences and develop children through play. Mattel is at its best when every member of our team feels respected, included, and heard—when everyone can show up as themselves and do their best work every day. We value and share an infinite range of ideas and voices that evolve and broaden our perspectives with a reach that extends into all our brands, partners, and suppliers.

Job Description

The Opportunity: 

The Portfolio Management Analyst enables data-driven portfolio decisions by connecting Global Product Brand Teams with regional planning functions and commercial organizations. The role analyzes portfolio and supply chain performance, identifies trends, risks, and opportunities, and translates complex data into clear executive insights and recommended actions.

As a critical member of the Portfolio Management team, the analyst will own the monthly Portfolio Management Review analytics and presentation process, strengthen performance measurement and governance, and support cross-functional process improvements across the S&OP organization. The analyst will also apply modern analytics and responsible AI tools to improve the speed, quality, and consistency of analysis and decision support.

What Your Impact Will Be: 

  • Own the end-to-end monthly Portfolio Management Review (PMR) analytics and PowerPoint deck development process, including data collection, validation, synthesis, storyline development, executive-ready visuals, and distribution of supporting materials.
  • Analyze portfolio performance across brands, regions, product lines, and planning horizons; identify meaningful trends, variances, outliers, risks, and opportunities that require management attention.
  • Translate large and complex data sets into concise business narratives, clear recommendations, and actionable metrics that help leaders understand what changed, why it changed, and what action is required.
  • Develop and maintain standardized KPI views, scorecards, dashboards, and presentation templates to improve consistency, comparability, and efficiency across monthly reviews.
  • Conduct ad hoc analysis, scenario modeling, and what-if assessments to evaluate portfolio choices, timing changes, demand shifts, item productivity, and process impacts.
  • Partner with Global Brand Teams, regional planning, commercial teams, Finance, Product Development, and Sourcing to understand business challenges, challenge assumptions constructively, and drive alignment on decisions and follow-up actions.
  • Lead or support strategic initiatives that improve Portfolio Management and S&OP processes, including defining requirements, documenting workflows, measuring outcomes, and managing implementation milestones.
  • Partner with Supply Chain Analytics to validate data, perform user acceptance testing, improve dashboard usability, and increase adoption and understanding of reporting tools.
  • Use approved AI and automation tools responsibly to accelerate research, data preparation, quality checks, meeting summaries, and presentation development while applying sound judgment, protecting confidential information, and validating outputs before use.
  • Maintain action logs and decision records from PMR sessions, monitor follow-through, and escalate unresolved risks or dependencies when appropriate.
Qualifications

What We’re Looking For:

  • Bachelor’s degree or higher in Business Administration, Supply Chain, Analytics, Finance, Operations, or a related field.
  • 2-3 years of relevant experience in supply chain, portfolio management, product development, business analytics, or a related function; consumer products experience preferred.
  • Strong analytical and critical-thinking skills, including the ability to frame ambiguous business questions, test assumptions, distinguish signal from noise, identify root causes, and form evidence-based recommendations.
  • Demonstrated ability to develop recurring management presentations that combine accurate analysis, effective data visualization, and a compelling executive storyline.
  • Advanced Microsoft Excel skills, including pivot tables, lookups, data cleansing, scenario modeling, and management of large data sets; experience with Power Query or similar automation capabilities is preferred.
  • Highly proficient in Microsoft PowerPoint, with strong capability in slide architecture, chart selection, visual hierarchy, and communicating complex information clearly to senior stakeholders.
  • Working knowledge of Business Intelligence and visualization tools such as Tableau, Power BI, or comparable platforms; ability to validate dashboard outputs and interpret underlying data.
  • Practical proficiency with generative AI and productivity tools for analysis, research, summarization, and content development, including effective prompting, output validation, data privacy awareness, and responsible-use practices.
  • Strong written and verbal communication skills, with the ability to tailor messages for technical, operational, and executive audiences.
  • Ability to collaborate cross-functionally, build trust, influence without direct authority, and constructively challenge stakeholders to drive decisions and accountability.
  • Excellent attention to detail, data-quality discipline, organizational skills, and ability to manage multiple deliverables within a monthly recurring cadence.
  • Demonstrated growth mindset, intellectual curiosity, learning agility, and willingness to improve processes through new methods and technologies.

Preferred Qualifications

  • Experience with SQL, Python, Alteryx, Power Query, or other data-transformation and automation tools.
  • Familiarity with S&OP, integrated business planning, product lifecycle management, portfolio optimization, or consumer-products planning processes.
  • Experience defining KPIs, building repeatable reporting processes, and documenting data definitions or business rules.

*The pay range is indicative of projected hiring range, however base pay will be determined based on a candidate’s work location, skills and experience. Mattel offers competitive total pay programs, comprehensive benefits, and resources to help empower a culture where every employee can reach their full potential. 


Additional Information

Don’t meet every single requirement? At Mattel, we are dedicated to an inclusive workplace and a culture of belonging. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Join Mattel's Talent Community and start receiving exciting updates about our company, our employees, and our culture. Also, interested in signing up for job alerts? Do so here!
How We Work:
We are a purpose driven company aiming to empower generations to explore the wonder of childhood and reach their full potential. We live up to our purpose employing the following behaviors:

  • We collaborate: Being a part of Mattel means being part of one team with shared values and common goals. Every person counts and working closely together always brings better results. Partnership is our process and our collective capabilities is our superpower.
  • We innovate: At Mattel we always aim to find new and better ways to create innovative products and experiences. No matter where you work in the organization, you can always make a difference and have real impact. We welcome new ideas and value new initiatives that challenge conventional thinking.
  • We execute: We are a performance-driven company. We strive for excellence and are focused on pursuing best-in-class outcomes. We believe in accountability and ownership and know that our people are at their best when they are empowered to create and deliver results.

Who We Are:
Mattel is a leading global toy and family entertainment company and owner of one of the most iconic brand portfolios in the world. We engage consumers and fans through our franchise brands, including Barbie, Hot Wheels, Fisher-Price, American Girl, Thomas & Friends, UNO, Masters of the Universe, Matchbox, Monster High, MEGA and Polly Pocket, as well as other popular properties that we own or license in partnership with global entertainment companies. Our offerings include toys, content, consumer products, digital and live experiences. Our products are sold in collaboration with the world’s leading retail and ecommerce companies. Since its founding in 1945, Mattel is proud to be a trusted partner in empowering generations to explore the wonder of childhood and reach their full potential.

Mattel’s award-winning workplace culture has been recognized by Forbes, Fast Company, Newsweek, Great Place to Work, TIME, and more.

Visit us at https://jobs.mattel.com/ and www.instagram.com/MattelCareers.
Mattel is an Equal Opportunity Employer where we want you to bring your authentic self to work every day. We welcome all job seekers, and all applicants will receive consideration for employment without regard to race, ethnicity, color, national origin, religion, sex, gender, gender identity or expression, sexual orientation, veteran and protected veteran status, disability status, and or any other basis protected by applicable federal, state or local law.

Pursuant to the Los Angeles Fair Chance Ordinance and the California Fair Chance Act, qualified applicants with arrest or conviction records will be considered for employment.

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