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Portfolio Operations Associate Jobs in Rancho Cucamonga, CA

Associate Portfolio Executive

Orange, CA · On-site

$19.23 - $38.47/hr

H. Robinson is hiring an Associate Portfolio Executive to build and manage a customer portfolio ... Operations, Account Management or other areas - so you can discover new interests, develop your ...

H. Robinson is hiring an Associate Portfolio Executive to build and manage a customer portfolio ... Operations, Account Management or other areas - so you can discover new interests, develop your ...

Operations Supervisor

Mira Loma, CA · On-site

$72K - $116K/yr

Our market reach, diverse solutions and services portfolio, and digital platform Ingram Micro ... Supervise and coach warehouse associates, set performance goals, and provide regular feedback to ...

Operations Supervisor

Mira Loma, CA · On-site

$72K - $116K/yr

Our market reach, diverse solutions and services portfolio, and digital platform Ingram Micro ... Supervise and coach warehouse associates, set performance goals, and provide regular feedback to ...

Associate Account Manager

Anaheim, CA · On-site

$128K - $134K/yr

The Associate Account Manager works with clients within the Senior Account Manager's portfolio ... Operation of a computer and other office equipment/system, such as a laptop, cell phone, and sales ...

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Portfolio Operations Associate information

See Rancho Cucamonga, CA salary details

$11

$26

$54

How much do portfolio operations associate jobs pay per hour?

As of Jul 18, 2026, the average hourly pay for portfolio operations associate in Rancho Cucamonga, CA is $26.82, according to ZipRecruiter salary data. Most workers in this role earn between $18.17 and $30.96 per hour, depending on experience, location, and employer.

How does a Portfolio Operations Associate typically collaborate with portfolio managers and other teams within an investment firm?

Portfolio Operations Associates work closely with portfolio managers, traders, compliance officers, and the accounting team to ensure the smooth execution and settlement of trades, accurate portfolio reporting, and adherence to regulatory requirements. They act as a bridge between the investment decision-makers and the back-office, facilitating communication and resolving any operational issues that arise. This collaborative environment provides valuable exposure to different facets of the investment process and can lead to career growth into more specialized or senior roles within operations, compliance, or even portfolio management.

What does a Portfolio Operations Associate do?

A Portfolio Operations Associate is responsible for supporting the day-to-day operational activities of an investment portfolio, such as trade settlement, cash management, and data reconciliation. They ensure that all transactions are processed accurately and in compliance with regulatory requirements. Additionally, they often work closely with portfolio managers, custodians, and other stakeholders to resolve discrepancies and improve operational efficiency. Their work is critical in maintaining the integrity and performance of investment portfolios.

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

AspectPortfolio Operations AssociateInvestment Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's degree, often pursuing CFA or related certifications
Work EnvironmentSupportive operations teams within asset management firmsResearch-focused, analyzing investment opportunities
Employer & Industry UsageAsset management, private equity, hedge fundsInvestment firms, asset management companies
Common Search & ComparisonYesYes

The main difference is that Portfolio Operations Associates focus on supporting the operational functions of investment portfolios, ensuring smooth transaction processing and compliance. Investment Analysts primarily analyze investment opportunities and market data to inform investment decisions. Both roles often require similar educational backgrounds and certifications, but their core responsibilities differ in focus and daily tasks.

What are the key skills and qualifications needed to thrive as a Portfolio Operations Associate, and why are they important?

To thrive as a Portfolio Operations Associate, you need strong analytical skills, attention to detail, and a bachelor’s degree in finance, accounting, or a related field. Familiarity with portfolio management systems, Excel, and trade settlement platforms, as well as knowledge of industry regulations, is typically required. Excellent organizational, problem-solving, and communication skills help you efficiently manage multiple tasks and collaborate with various teams. These skills ensure accurate trade processing, regulatory compliance, and smooth portfolio operations in a fast-paced financial environment.
What are the most commonly searched types of Portfolio Operations jobs in Rancho Cucamonga, CA? The most popular types of Portfolio Operations jobs in Rancho Cucamonga, CA are:
What job categories do people searching Portfolio Operations Associate jobs in Rancho Cucamonga, CA look for? The top searched job categories for Portfolio Operations Associate jobs in Rancho Cucamonga, CA are:
What cities near Rancho Cucamonga, CA are hiring for Portfolio Operations Associate jobs? Cities near Rancho Cucamonga, CA with the most Portfolio Operations Associate job openings:
Infographic showing various Portfolio Operations Associate job openings in Rancho Cucamonga, CA as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $55,785 per year, or $26.8 per hour.
Senior Credit Portfolio Manager

Senior Credit Portfolio Manager

East West Bank

City Of Industry, CA • On-site

$150K - $300K/yr

Full-time

Posted 11 days ago


Job description

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.


We are currently seeking a senior credit portfolio manager/leader. This position is responsible for leading the credit risk management, underwriting oversight, portfolio governance, and strategic management of a complex commercial loan portfolio. The position serves as a senior partner to Relationship Management, Credit Administration, and Executive Leadership, ensuring sound credit decisions, portfolio quality, regulatory compliance, and achievement of the Bank's growth and risk objectives. The SVP provides leadership in portfolio strategy, risk identification, credit structuring, and problem loan management while driving a strong credit culture across the organization.


• Provide leadership and oversight for a commercial loan portfolio, ensuring strong credit quality, portfolio performance, and adherence to the Bank's risk appetite.
• Direct the underwriting, structuring, and approval recommendation process for new and existing credit relationships, including complex borrower situations and high-value transactions.
• Maintain overall accountability for portfolio credit quality, risk ratings, covenant compliance, concentrations, and portfolio trends.
• Lead proactive portfolio monitoring efforts to identify emerging risks, recommend mitigation strategies, and escalate concerns to senior management and credit leadership as appropriate.
• Serve as a trusted advisor to senior business leaders on credit risk, deal structure, portfolio composition, industry trends, and market conditions.
• Partner with Relationship Managers and Business Banking leadership to achieve portfolio growth objectives while maintaining disciplined credit standards.
• Lead annual reviews, renewals, modifications, amendments, waivers, and complex credit actions across the portfolio.
• Present and defend credit recommendations before executive management, loan committees, and approval authorities, providing balanced assessments of risk and return.
• Drive resolution strategies for criticized, classified, and problem credits to minimize loss exposure and preserve client relationships where appropriate.
• Ensure compliance with credit policy, regulatory requirements, and portfolio management standards while promoting a strong risk management culture.
• Lead and develop portfolio management staff through coaching, mentoring, performance management, and succession planning.
• Foster collaboration across Credit, Relationship Management, Treasury Management, Operations, and other lines of business to deliver comprehensive client solutions and achieve strategic objectives.
• Perform other duties and special projects as assigned


• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field; advanced degree preferred
• 10+ years of commercial banking, corporate banking, credit risk management, or portfolio management experience, including significant leadership responsibility
• Demonstrated expertise in commercial credit underwriting, portfolio risk management, loan structuring, and problem credit resolution
• Deep understanding of credit policy, regulatory requirements, risk rating methodologies, and commercial lending practices
• Proven ability to balance growth objectives with prudent risk management and portfolio governance
• Strong leadership skills with experience managing and developing high-performing teams
• Executive-level communication, presentation, negotiation, and stakeholder management skills


East West Bank is an equal opportunity employer.

Applicants must have legal authorization to work in the United States.  We do not offer visa sponsorship at this time.  


The base pay range for this position is USD $150,000.00/Yr. - USD $300,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.