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Portfolio Management Associate Jobs in Santa Rosa, CA

Account Manager

Santa Rosa, CA · On-site

$70K - $85K/yr

Job Summary * The Account Manager serves as the primary point of contact for a portfolio of ... Associate's or Bachelor's degree in a business-related field, or equivalent experience in a ...

Client Strategy Associate

Napa, CA · Remote

$65K - $80K/yr

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

Sales Associate

Napa, CA

$15.75 - $21.50/hr

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

Sales Associate I

Petaluma, CA · On-site

$16.25 - $22/hr

Coach is part of the Tapestry portfolio - a global house of brands committed to stretching what ... Maintain high energy on the floor, manage multiple customers, and adapt selling techniques to ...

Sales Associate II

Petaluma, CA

$16.25 - $22/hr

Coach is part of the Tapestry portfolio - a global house of brands committed to stretching what ... Maintain high energy on the floor, manage multiple customers, and adapt selling techniques to ...

Sales Associate II

Petaluma, CA · On-site

$16.25 - $22/hr

Coach is part of the Tapestry portfolio - a global house of brands committed to stretching what ... Maintain high energy on the floor, manage multiple customers, and adapt selling techniques to ...

Sales Associate I

Petaluma, CA · On-site

$16.25 - $22/hr

Coach is part of the Tapestry portfolio - a global house of brands committed to stretching what ... Maintain high energy on the floor, manage multiple customers, and adapt selling techniques to ...

Coach is part of the Tapestry portfolio - a global house of brands committed to stretching what ... Maintain high energy on the floor, manage multiple customers, and adapt selling techniques to ...

Sales Management * Full Time Add to favorites View favorites We Put the World on Vacation Travel ... portfolio of resort, travel club, and lifestyle travel brands. Our dedicated associates help the ...

... management, and portfolio leadership visibility. * You should be excited about rethinking ... Executive search experience at the Principal, Senior Associate, or equivalent level, or in-house ...

New

Sales Associate III

Petaluma, CA · On-site

$17.25 - $20/hr

Coach is part of the Tapestry portfolio - a global house of brands committed to stretching what ... Maintain high energy on the floor, manage multiple customers, and adapt selling techniques to ...

Flynn owns and operates a diversified portfolio of restaurants in iconic, world class brands across ... Primary conduit of information between the associate and the management team * Retaining and ...

Flynn owns and operates a diversified portfolio of restaurants in iconic, world class brands across ... Primary conduit of information between the associate and the management team * Retaining and ...

Showing results 41-60

Portfolio Management Associate information

See Santa Rosa, CA salary details

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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.

Seasonal Tasting Room Support Associate - Sterling

Treasury Wine Estates

Calistoga, CA

$19.57 - $24.33/hr

Part-time

Re-posted 20 days ago


Job description

Boldly Cultivating (youtube.com) 

About us

Treasury Wine Estates (TWE) is one of the world's largest wine companies and we are proud of our Treasury America's portfolio of brands that have tremendous heritage, rich quality, and a reputation for excellence across the globe. At TWE we are led everyday by our purpose, Boldly Cultivating. We are boldly cultivating value through our brands, wine, people & environment for enriched & joyful communities.  

At TWE we cultivate our teams to be their very best. And in turn, our people push us to make bigger and bolder decisions. Our focus on Boldly Cultivating unites us as a global team and fuels our vision to become the world's most desirable luxury wine company - known for the experiences we create for our consumers, customers, partners, suppliers and our people. 

To learn more about our purpose and our renowned portfolio of global brands, click here.  

About Sterling Vineyards

Internationally known, Sterling Vineyards is one of the most visited wineries in Napa Valley. Modeled after a Greek monastery, the winery sits 300 feet above the valley floor where visitors take an aerial tram to access the top-quality Bordeaux varietals and majestic 360-degree views of Napa Valley.  Closed in September 2020 following the Glass Fire that affected much of the area, Sterling reopened to guests in October 2023 complete with a new gondola system, re-imagined visitor spaces and a fresh take on Napa Valley hospitality.

About the role

Sterling Vineyards is looking for a Seasonal Tasting Room Support Associate with a background in customer service, a good eye for detail, and truly enjoys fostering a wonderful experience for every guest that visits the property.  As a Tasting Room Support Associate, you will be the main point of contact for our guests, so a polite, friendly, and energetic demeanour is a must.

Responsibilities

  • Set-up and host wine tastings and tours for guests
  • Provide world class customer service to site visitors
  • Assist in events, private dinners and various site activities
  • Assist with restocking, inventory, wine packing and floor upkeep
  • Register operations, retail sales and wine club promotions
  • Follow site policies and procedures.
  • Complete projects and other duties as directed by Retail Sales Manager.

About you

  • You must be 18 years of age
  • You have some experience in retail sales or a similar hospitality setting
  • Exemplary customer service skills required
  • You have strong presentation skills with the ability to relay knowledge of wines and wine production
  • You are dynamic with a positive attitude
  • You have a clean professional appearance, and you excel at teamwork and interactions
  • Knowledge of food and wine, the wine industry, Napa and Bay Area restaurants
  • Must be able to lift 50 lbs. (a case of wine)
  • Wine industry and/or tasting room experience is highly desired but not required
  • This position must work weekends (Friday, Saturday and Sunday), some holidays and evenings

Why you'll love it here

  • Our culture is built on bringing our whole selves, being courageous and delivering together - it's our DNA and the heart of who we are at TWE. 
  • We prioritize your growth with access to global career opportunities and structured programs designed to support your health, wellbeing and career development.

We offer a range of great benefits such as flexibility, rewards and discounts and health and wellbeing initiatives. To find out more, click here. 

It takes all varietals! 

At TWE, we proudly celebrate diversity and are committed to being an equal opportunity employer. Our goal is to build a workforce that reflects the diversity of the consumers who enjoy our products. 

All qualified applicants will be considered for employment regardless of age, race, color, religion, sexual orientation, gender identity, national origin, or disability. If you require any assistance to be included in our process, please contact recruitment@tweglobal.com, quoting the job title and reference number. 

Pay Transparency Disclosure:

Base pay: Hourly rate ranges from $17.79 to $22.12 per hour, based on experience, skills, role scope, location, and business needs. 
Incentive pay: Eligible to participate in the Direct-to-Consumer Sales Incentive Plan (DSIP), offering variable compensation based on site performance. Incentive pay is not guaranteed. 
Estimated on-target earnings: $19.57 to $24.33 per hour, based on base pay plus target DSIP at target performance (where applicable). Actual earnings vary based on site performance, hours worked, and role classification. 
 Tips: Tips are paid by customers and vary by location, shift, and customer volume. Tips are not guaranteed.

Actual compensation will be determined based on factors including, but not limited to, candidate experience, skills, internal equity, geographic location, and applicable employment laws. This role will be eligible for an annual bonus as well as a comprehensive benefits package. Treasury reserves the right to modify the range in the future.

How to apply 

We do move quickly at TWE and continually review applications, so if you don't want to miss out, apply today.