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Portfolio Management Associate Jobs in California

East West Bank

Portfolio Manager

City Of Industry, CA · On-site

$71K - $130K/yr

... our associates' potential for career advancement. Headquartered in California, East West Bank ... Ensure the portfolio administration and risk management of each client relationship is in ...

East West Bank

Portfolio Manager

Rowland Heights, CA · On-site

$71K/yr

... our associates' potential for career advancement. Headquartered in California, East West Bank ... Ensure the portfolio administration and risk management of each client relationship is in ...

Harbor Freight Tools

Sr Manager, IT Portfolio

Calabasas, CA · On-site

$159K - $239K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This role works with our project management community to define, implement and operationalize ... Eligible Associates are able to enroll in our company's 401k plan, as well as a deferred ...

BlackRock

Associate, Portfolio Manager

Sausalito, CA · On-site

  • Medical

  • Retirement

... Management team. The PM will be responsible for portfolio construction and rebalancing as well as investment strategy analysis. Our portfolio managers work with leading-edge portfolio risk and ...

East West Bank

Portfolio Manager

Pleasanton, CA

$75K - $150K/yr

... our associates' potential for career advancement. Headquartered in California, East West Bank ... Responsible for credit risk and quality of portfolio Portfolio Management * Perform maintenance on ...

East West Bank

Portfolio Manager

Pleasanton, CA · On-site

$75K/yr

... our associates' potential for career advancement. Headquartered in California, East West Bank ... Responsible for credit risk and quality of portfolio Portfolio Management * Perform maintenance on ...

Hackman Capital

Asset Management Associate

Culver City, CA · On-site

$18 - $24/hr

  • Medical

  • Retirement

The Associate will report to the Senior Vice President, Asset Management and play an integral role ... Requirements Asset Management & Portfolio Functions Support the execution of asset-level business ...

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Portfolio Management Associate information

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How much do portfolio management associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for portfolio management associate in California is $18.76, according to ZipRecruiter salary data. Most workers in this role earn between $14.95 and $19.90 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a portfolio management associate, and why are they important?

To thrive as a Portfolio Management Associate, you need strong analytical skills, a solid understanding of financial markets, and typically a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and proficiency in Excel and financial modeling are highly valued, and certifications like the CFA can be advantageous. Excellent attention to detail, communication skills, and the ability to work collaboratively are important soft skills in this role. These abilities are crucial for making informed investment decisions, accurately managing client portfolios, and effectively supporting the portfolio management team.

What is a portfolio management associate?

Portfolio Management Associates are professionals who support portfolio managers in overseeing investment portfolios for clients or institutions. Their duties typically include researching investment opportunities, monitoring portfolio performance, preparing reports, and ensuring that investment strategies align with clients' goals. They act as a liaison between clients and portfolio managers and help execute investment decisions. This role requires strong analytical skills, attention to detail, and knowledge of financial markets.

How does a portfolio management associate typically contribute to investment decision-making within a team environment?

As a Portfolio Management Associate, you play a vital supporting role in the investment process by conducting research, analyzing market trends, and assisting with portfolio monitoring and reporting. You’ll collaborate closely with portfolio managers, analysts, and sometimes client service teams to gather data, prepare performance reports, and help execute investment strategies. This role requires strong attention to detail and effective communication skills, as your insights and analyses often inform key decisions. Teamwork and the ability to manage multiple tasks under tight deadlines are essential for success.

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

AspectPortfolio Management AssociateInvestment Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, often pursuing CFA or related certifications
Work EnvironmentFinancial firms, asset management companiesResearch firms, investment banks, asset managers
Primary ResponsibilitiesSupporting portfolio strategies, trade execution, client reportingAnalyzing securities, market research, financial modeling

While both roles support investment decision-making, Portfolio Management Associates focus on implementing strategies and managing client portfolios, whereas Investment Analysts primarily conduct research and analysis to inform investment choices.

What are the most commonly searched types of Portfolio Management jobs in California?

The most popular types of Portfolio Management jobs in California are:

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

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

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

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

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

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

Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 2% Temporary, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $39,031 per year, or $18.8 per hour.

Associate, Portfolio Strategy

Pacific Urban Investors

Los Angeles, CA • On-site

$130K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

Job description

Job Description
About the Company
Join the team responsible for helping manage an $8+ billion national institutional real estate investment portfolio on behalf of some of the world's most sophisticated institutional investors, including one of the largest public pension funds in the world.
Pacific Urban Investors ("PUI") is a leading institutional real estate investment manager focused exclusively on multifamily housing. Since 1998, PUI has acquired, developed, and managed more than $12 billion of apartment investments through disciplined capital allocation, active portfolio management, and operational excellence.
Today, PUI manages a national investment portfolio spanning major U.S. markets and is recognized for its long-term investment approach, entrepreneurial culture, and commitment to delivering superior risk-adjusted returns for institutional investors.
To find out more about the company, please visit Pacific Urban Investors.
Position Overview
Pacific Urban Investors is seeking an Associate, Portfolio Strategy to join its Portfolio Management team in Los Angeles.
This role is designed for a highly analytical professional who wants to build a career in institutional portfolio management. Working alongside senior investment leaders, the Associate will help oversee a national multifamily portfolio valued at more than $8 billion, contributing to portfolio strategy, capital allocation, financing, acquisitions, dispositions, and business planning.
As a member of the Portfolio Management team, the Associate will work closely with leaders across our Asset Management, Acquisitions, Finance, and Research to support strategic decision-making throughout the investment lifecycle. The role offers meaningful responsibility from day one and a clear path toward increasing leadership within the investment platform. This is an on-site role that works from PUI's West Los Angeles office, 5 days per week.
Key Responsibilities
Portfolio Strategy:
  • Evaluate acquisitions, dispositions, financings, recapitalizations, and other portfolio capital allocation decisions.
  • Support portfolio construction, capital allocation, and strategic investment decisions.
  • Analyze hold/sell recommendations and strategic alternatives.
  • Participate in quarterly portfolio reviews, annual business planning, and investment strategy discussions.
  • Prepare recommendations and supporting analyses for senior investment leadership.

Financial Analysis:
  • Build and maintain sophisticated financial models supporting investment decisions.
  • Perform valuation analyses, cash flow forecasting, scenario analyses, and sensitivity analyses.
  • Evaluate financing structures, leverage strategies, liquidity planning, and capital allocation alternatives.
  • Analyze market trends and competitive dynamics impacting portfolio performance.
  • Build analytical frameworks that support executive and investment committee decisions.

Strategic Initiatives:
  • Collaborate across Portfolio Management, Asset Management, Acquisitions, Finance, and Research on strategic initiatives.
  • Prepare presentations and analytical materials for executive leadership, investment committees, and institutional clients.
  • Conduct complex ad hoc analyses supporting portfolio and firm-wide initiatives.
  • Improve financial models, analytical tools, reporting capabilities, and investment processes.
  • Identify opportunities to leverage technology, automation, and data analytics to improve investment decision-making.
Knowledge, Skills & Abilities
Required:
  • Exceptional financial modeling, analytical, and problem-solving skills.
  • Advanced proficiency in Microsoft Excel and PowerPoint.
  • Experience working with complex financial models, large datasets, financial systems, and enterprise databases.
  • Excellent written and verbal communication skills with the ability to present complex analyses clearly and concisely.
  • Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
  • Demonstrated intellectual curiosity, initiative, sound judgment, and a collaborative approach.

Preferred:
  • Exposure to institutional real estate investing, alternative investments, or private markets.
  • Experience supporting investment decisions, capital allocation, portfolio management, or corporate strategy.
  • Familiarity with business intelligence, visualization, database platforms, or analytical tools such as Power BI, SQL, Tableau, or similar technologies.
  • Progress toward or completion of a CFA, CPA, or other relevant professional designation is a plus, but not required.
  • Prior experience with multifamily real estate is beneficial.
Education & Experience
  • Bachelor's degree in Finance, Economics, Business, Engineering, Mathematics, Accounting, or another quantitative discipline with a strong academic record.
  • 3-5 years of experience in investment banking, management consulting, private equity, institutional investment management, corporate finance, strategic finance, real estate investment, or another rigorous analytical environment.

We welcome candidates from investment banking, management consulting, corporate finance, strategic finance, private equity, institutional investment management, real estate investment, and other rigorous analytical environments.
Career Opportunity
This role is designed for professionals who aspire to become long-term investment leaders.
Unlike many roles that focus on a single discipline, this position offers broad exposure across the full investment lifecycle, including:
  • Portfolio strategy and construction
  • Capital allocation
  • Acquisitions and dispositions
  • Financing and capital markets
  • Institutional asset management
  • Business planning
  • Executive and investment committee decision-making

Working directly with senior investment professionals, the Associate will assume increasing responsibility across the platform with opportunities for long-term advancement within Pacific Urban Investors.
Additional Information
  • Regular attendance in the Los Angeles office is expected.
  • Limited travel may be required.
Benefits Overview
The compensation plan for this role is commensurate with the skills required for the position. As such, it is comprised of a base salary and an annual performance-based incentive, which is determined upon individual and portfolio performance.
The Company offers a comprehensive benefits package including:
  • Paid Time Off, Paid Holidays, and Paid Sick Time
  • 401k + Employer Contribution
  • Medical (H.S.A./HDHP option + Employer Contribution), Dental, and Vision Plan(s)
  • Flexible Spending Accounts
  • Group Term Life/AD&D and Voluntary Life/AD&D Plans
  • Long-Term Disability and Long-Term Disability Buy-Up Plans
  • Employee Assistance Program
  • Fitness & Wellness Program
  • Other Voluntary Plans

Depending on the role, other benefits such as commissions, an educational assistance program (tuition reimbursement), a referral program, and/or a car allowance may be applicable.

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