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Portfolio Management Associate Jobs in Santa Rosa, CA

Client Strategy Associate

Napa, CA · On-site

$65K - $80K/yr

Client Strategy Associate Department: Client Strategy Employment Type: Full Time Location: Napa ... For experienced CSAs, managing a small portfolio of clients to ensure they realize value from ...

Sales Associate

Napa, CA · On-site

$75K - $80K/yr

Building Customer Portfolio: Compile lists of prospective customers for use as sale leads that are ... Managing Inventory Awareness: Track stock levels to align product availability with customer demand

Oversee marketing strategy for NBA 2K's Mobile portfolio, managing an Associate, responsible for executing against your vision and maintaining relationships with key mobile development studios. What ...

Branch Manager

Napa, CA · On-site

$65K - $93K/yr

Lead, manage and coach associate performance and development while managing appropriate branch staffing levels. * Responsible for branch P&L, achieving growth targets, managing the branch's portfolio ...

Branch Manager

Napa, CA · On-site

$65K - $93K/yr

Lead, manage and coach associate performance and development while managing appropriate branch staffing levels. * Responsible for branch P&L, achieving growth targets, managing the branch's portfolio ...

Career Pathing As a Client Strategy Associate (CSA) , you'll support our Pods' Client Strategy ... For experienced CSAs, managing a small portfolio of clients to ensure they realize value from ...

Showing results 21-40

Portfolio Management Associate information

See Santa Rosa, CA salary details

$10

$20

$34

How much do portfolio management associate jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for portfolio management associate in Santa Rosa, CA is $20.79, according to ZipRecruiter salary data. Most workers in this role earn between $16.54 and $22.07 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 popular job titles related to Portfolio Management Associate jobs in Santa Rosa, CA?

For Portfolio Management Associate jobs in Santa Rosa, CA, the most frequently searched job titles are:

What job categories do people searching Portfolio Management Associate jobs in Santa Rosa, CA look for?

The top searched job categories for Portfolio Management Associate jobs in Santa Rosa, CA are:

What cities near Santa Rosa, CA are hiring for Portfolio Management Associate jobs?

Cities near Santa Rosa, CA with the most Portfolio Management Associate job openings:

Infographic showing various Portfolio Management Associate job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, and 4% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $43,240 per year, or $20.8 per hour.

Sales Associate, Trauma (Santa Rosa, CA) - Johnson & Johnson MedTech - Orthopaedics

Johnson & Johnson

Santa Rosa, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago


Johnson & Johnson rating

8.3

Company rating: 8.3 out of 10

Based on 112 frontline employees who took The Breakroom Quiz

25th of 86 rated pharmaceutical


Job description

At Johnson & Johnson,we believe health is everything. Our strength in healthcare innovation empowers us to build aworld where complex diseases are prevented, treated, and cured,where treatments are smarter and less invasive, andsolutions are personal.Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity.Learn more at jnj.com

As guided by Our Credo, Johnson & Johnson is responsible to our employees who work with us throughout the world. We provide an inclusive work environment where each person is considered as an individual. At Johnson & Johnson, we respect the diversity and dignity of our employees and recognize their merit.

Job Function:

MedTech Sales

Job Sub Function:

Clinical Sales - Surgeons (Commission)

Job Category:

Professional

All Job Posting Locations:

Santa Rosa, California, United States of America

Job Description:

We are searching for the best talent for Sales Associate to be in Santa Rosa, CA territory.

About Orthopaedics

Fueled by innovation at the intersection of biology and technology, we're developing the next generation of smarter, less invasive, more personalized treatments.

Are you passionate about improving and expanding the possibilities of Orthopaedics? Ready to join a team that's reimagining how we heal? Our Orthopaedics teams help keep more than 6 million people moving each year while delivering clinical and economic value to surgeons and healthcare systems. Our teams build solutions for joint reconstruction; trauma and craniomaxillofacial; sports, extremities, and elective foot and ankle; spine; and robotics and digital surgery.

Your unique talents will help patients on their journey to wellness. Learn more at https://www.jnj.com/medtech

DePuy Synthes, part of the Johnson & Johnson Medical Devices Companies, provides one of the most comprehensiveorthopedicsportfolios in the world.

DePuy Synthes solutions, in specialties including joint reconstruction, trauma, craniomaxillofacial, spinal surgery and sports medicine, are designed to advance patient care while delivering clinical and economic value to health care systems worldwide. For more information, visit www.depuysynthes.com.

DePuy Synthes Trauma offers a comprehensive portfolio of trauma care solutions for the treatment of themost simpleto the most complex trauma injuries using traditional and minimally invasive techniques.

The overall responsibilities of the Sales Associate position include providing clinical and customer support in hospitals and procedures, while ensuring customer service, saleslogistics, technicalexpertise, and product knowledge of highest order/level. Sales Associates also supportsales objectives, cover cases, andmaintain/manage surgeon and account relationships within a geographic territory - and may offer/sell the breadth of portfolio, services, and solutions for assigned accounts.

Key Responsibilities:

  • Assist DePuy Synthes sales organization inretainingand supporting further penetration with existing customers, while supporting product conversions with new customers.Assistin the attainment of established salesgoalsincluding market shareobjectivesin prescribed territory. Apply knowledge of salesprocess, productportfolioand customer knowledge to improve sales outcomes.

  • Guide andassistsurgeons in the operating room through their clinical and product knowledge. Use product knowledge to present,demonstrate, and ensure properutilizationof DePuy Synthes products

  • Support customers by attending surgeries, assuring that the proper equipment is available and performing, including ways tooptimizetrays; Provide Operating Room and Sterile Processing Department consultation

  • Troubleshoot and provide other technicalassistance; handle customer requests, effectively manage hospital billing, create/close purchase orders

  • Share key customer, procedural and marketplace insights with other sales, clinical,marketingand strategic account teams toimprove onsolutions/service levels. Prepare sales reports and documents asrequired

  • Maintenance, tracking and effective deployment of equipment, and assets throughout assigned areaensuringproduct availability. Ensure all promotional materials aremaintainedin a presentable manner. Ensure DePuy Synthes Services and offeringmeethighest quality standards.

  • Focus on customer satisfaction andretention;and improving the customers' insights into DePuy Synthes tangible and non-tangible value proposition and solutions. Differentiate DPS's products versus competition byprovidingthecustomerunique insights.

A pre-identified candidate for consideration has been identified. However, all applications will be considered.

Qualifications

Education & Experience:

  • Bachelor's Degreeor

  • Associate Degreeor Medical Certification (CST, PT, etc.) + minimum of 2 years of professional and/or related experienceor

  • Minimum of 4 years of professional and/or related experienceor

  • Recently transitioned from Active Military Duty

Other:

  • The ability to work in a lab/operating room environment.

  • A valid driver's license issued in the United States

  • The ability to travel which may includeweekendand/or overnight travel.

  • Residence in or willingness torelocateto the postedterritory.

  • Strong interpersonal communication, negotiation, influencing, strategic thinking, problem solving, and business acumen skillsrequired.

  • A qualified candidate will be efficient, organized, self-motivated,positiveand pro-active

  • Strong technical product knowledge of surgical instruments, procedures,protocolsand solutions preferred

If you are under 18 years of age, you (the candidate) may need to obtain the necessary working papers or other documentation required by state law to start the assignment, as well as get a parent's consent for the background check

Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act.

Johnson & Johnson is committed to providing an interview process that is inclusive of our applicants' needs. If you are an individual with a disability and would like to request an accommodation, external applicants please contact us via https://www.jnj.com/contact-us/careers , internal employees contact AskGS to be directed to your accommodation resource.

At Johnson & Johnson, we want every candidate to feel supported throughout the hiring process. Our goal is to make the experience clear, fair, and respectful of your time.


Here's What You Can Expect

Application review: We'll carefully review your CV to see how your skills and experience align with the role.

Getting to know you: If there's a good match, you'll be invited to complete a short-recorded video interview, giving you the chance to share more about yourself. If successful, a recruiter will also reach out by phone to walk you through the process and answer any questions.

Interviews with the team: If you move forward, you'll meet with the hiring manager (and possibly others on the team) in one or two interview rounds, depending on the role.

Staying informed: We know waiting can be hard, so our recruitment team will keep you updated and make sure you know what to expect at each step.

Final steps: For successful candidates, you will need to complete country-specific checks before starting your new role. We will help guide you through these.


At the end of the process, we'll also invite you to share feedback in a short survey - your input helps us continue improving the experience for future candidates. Thank you for considering a career with Johnson & Johnson. We're excited to learn more about you and wish you the best of luck in the process! #RPONA

Johnson & Johnson announced plans to separate our Orthopaedics business to establish a standalone orthopaedics company, operating as DePuy Synthes. The process of the planned separation is anticipated to be completed within 18 to 24 months, subject to legal requirements, including consultation with works councils and other employee representative bodies, as may be required, regulatory approvals and other customary conditions and approvals.


Should you accept this position, it is anticipated that, following conclusion of the transaction, you would be an employee of DePuy Synthes and your employment would be governed by DePuy Synthes employment processes, programs, policies, and benefit plans. In that case, details of any planned changes would be provided to you by DePuy Synthes at an appropriate time and subject to any necessary consultation processes.

Required Skills:

Preferred Skills:

Account Management, Business Behavior, Collaboration, Commission Accounting, Cultural Competence, Customer Centricity, Execution Focus, Goal Attainment, Healthcare Trends, Market Knowledge, Market Research, Relationship Building, Sales, Sales Presentations, Sales Promotions, Solutions Selling, Sustainable Procurement, Vendor Selection

The anticipated base pay range for this position is :

Position is 100% commission/incentive compensation and is eligible for a bi-weekly draw.

Additional Description for Pay Transparency:

Subject to the terms of their respective plans, employees and/or eligible dependents are eligible to participate in the following Company sponsored employee benefit programs: medical, dental, vision, life insurance, short- and long-term disability, business accident insurance, and group legal insurance. Subject to the terms of their respective plans, employees are eligible to participate in the Company's consolidated retirement plan (pension) and savings plan (401(k)). Subject to the terms of their respective policies and date of hire, Employees are eligible for the following time off benefits: Vacation -120 hours per calendar year Sick time - 40 hours per calendar year; for employees who reside in the State of Washington -56 hours per calendar year Holiday pay, including Floating Holidays -13 days per calendar year Work, Personal and Family Time - up to 40 hours per calendar year Parental Leave - 480 hours within one year of the birth/adoption/foster care of a child Condolence Leave - 30 days for an immediate family member: 5 days for an extended family member Caregiver Leave - 10 days Volunteer Leave - 4 days Military Spouse Time-Off - 80 hours Additional information can be found through the link below. https://www.careers.jnj.com/employee-benefits.

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