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Portfolio Management Associate Jobs in California

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 ...

InforCapital

Associate, Portfolio Strategy

Los Angeles, CA · On-site

$120 - $180/hr

Since 1998, PUI has acquired, developed, and managed more than $12 billion of apartment investments.**Role Overview**PUI is hiring an Associate, Portfolio Strategy to join its Portfolio Management ...

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East West Bank

Portfolio Manager

Pleasanton, CA · On-site

$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

$75 - $150/hr

... 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

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 ...

Hackman Capital

Asset Management Associate

Culver City, CA · On-site

$18 - $24/hr

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 ...

Hackman Capital

Asset Management Associate

Culver City, CA · On-site

$18 - $24/hr

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 Sep 4, 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 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 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 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, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $39,031 per year, or $18.8 per hour.

Portfolio Manager

East West Bank

Rowland Heights, CA • On-site

$71K/yr

Full-time

Re-posted 15 days ago

East West Bank rating

7.2

Company rating: 7.2 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

117th of 174 rated banks

Job description

Introduction
Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.
Overview
The Portfolio Manager is responsible for underwriting, credit monitoring and portfolio management of Commercial Banking relationships. Primary responsibilities include analyzing financial data to determine the merits of loan requests, recommending structure, as well as identifying cross selling/referring opportunities of other services.
Responsibilities
  • Assist Relationship Manager in underwriting, managing, and structuring commercial Lines of Credit, Asset Based lending Lines of Credit, Owner Occupied Real Estate, Sponsor Back, and Leverage Buy Out and related event driven transactions, according to the Bank established guidelines and policies.
  • Assist with due diligence/analysis of new prospective client relationships and with the preparation of opportunity memos as appropriate.
  • Co-manage commercial relationships by analyzing financial and industry data to determine the merits of specific loan requests, collaborate on recommended structure and aggressively manage the client relationship.
  • May make presentations on specific loans and participate in the bank's Loan Approval Process, recommending approval and appropriate structure of credits.
  • Analyze and create financial loan write-ups to generate new loans.
  • Assist in accurately risk rating loans/credits and ongoing grade review processes.
  • Manage the renewal process by working with the Relationship Manager, the client and the credit department on any increase/amendment/waiver.
  • Partner with the Relationship Manager as the point of contact for the client, acting as a liaison to the Credit Department, the Commercial support staff and other internal business partners.
  • Work with credit analyst in reviewing existing credits.
  • Ongoing monitoring of credit/Covenant Compliance.
  • Develop problem loan credit solutions.
  • Responsible for credit risk and quality of the portfolio.
  • Ensure the portfolio administration and risk management of each client relationship is in compliance with established EWB credit policy, procedure and business strategy as well as commercial and regulatory guidelines.
  • Perform other administrative duties required for the maintenance of a portfolio of clients.
  • Perform other duties and special projects as needed.

Qualifications
  • Bachelor's degree or combination of education and directly related experience.
  • Has 10 plus years of banking experience with direct portfolio management experience.
  • Demonstrates strong underwriting and projection skills.
  • Has strong understanding of credit policy and procedures and is able to accurately risk-rate loans/credits, evaluates both cash-flow and collateral-based loans/credits.
  • Has strong knowledge in Commercial and Industrial Loans including Asset Based transactions, Sponsor Back /Cash Flow loans.
  • Must be proficient in Excel for purposes of financial modeling.
  • Background in Accounting preferred.
  • Excellent writing and interpersonal skills with focus on quality and integrity.

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation
The base pay range for this position is USD $71,000.00/Yr. - USD $130,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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