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26 portfolio analyst jobs at 20 companies in Riverside, CA

5d
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Sr. Portfolio Analyst
Orange County or Los Angeles County +1 more
$76k-$102k/yr OnsiteFull Time
CalPrivate Bank
CalPrivate Bank: Private commercial and private bank serving successful individuals, businesses, entrepreneurs, and trusted advisors in coastal Southern California.
3+ YOE3+ years commercial credit underwriting experience; completion of Moody's or equivalent financial accounting course; strong financial analysis skills; proficiency in credit analysis software and Microsoft Office; bachelor's degree in business or finance preferred.
Icore, Microsoft Office
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6d
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Portfolio Analyst, Commercial Banking
Los Angeles, California, United States
$70k-$74k/yr OnsiteFull Time
Banc of California
Banc of CaliforniaNYSE: BANC: Public U.S. bank holding providing commercial banking, lending, treasury management, and payment services to businesses.
1+ YOEBachelor's degree and/or relevant work experience; high school diploma or equivalent required; ability to analyze financial statements; strong analytical, interpersonal, and communication skills; MS Word and Excel proficiency; travel to client sites.
Microsoft Word, Microsoft Excel
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3mo
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Portfolio Compliance Analyst
Pasadena, California, United States
$79k-$93k/yr HybridFull Time
Western Asset
Western Asset: Western Asset is a private global fixed-income investment manager serving institutional and individual investors.
Knowledge of fixed-income securities and securities industry experience; strong attention to detail, research and documentation skills; ability to interpret guidelines and learn compliance systems; undergraduate degree or equivalent experience.
Aladdin
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2mo
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Portfolio Data Analyst
Chicago or Plantation or Dallas or Los Angeles
OnsiteFull Time
Motorola Solutions
Motorola SolutionsNYSE: MSI: Global leader in mission-critical communications and security technology.
2+ YOEBachelor's degree in a quantitative field and 2–4 years in data, financial, strategy, product growth, or consulting analysis within SaaS or high-growth technology; advanced Python and SQL required.
Python, NumPy, Pandas, SciPy, Scikit-learn, SQL, Tableau, Power BI, Microsoft Excel
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1mo
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Portfolio Analyst/Associate – Credit Desk
Newport Beach, California, United States
$90k-$105k/yr OnsiteFull Time
PIMCO
PIMCO: Global leader in active fixed income investment management.
1+ YOE1-3 years relevant work experience in financial services/asset management; Bachelor's degree in a technical field; deep understanding of fixed income and derivative instruments; exceptional communication and analytical skills.
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2w
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Portfolio Implementation Compliance Analyst
Los Angeles, California, United States
$99k-$159k/yr OnsiteFull Time
Capital Group
Capital Group: Provides investment management services globally.
Self-driven, nimble learner; ability to work autonomously and collaboratively; analytical mindset; proficiency in complex processes and emerging technologies.
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1mo
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Assistant Vice President, Portfolio Manager
New York City or Phoenix or San Diego or Los Angeles
$130k-$161k/yr OnsiteFull Time
Western Alliance Bancorporation
Western Alliance BancorporationNYSE: WAL: A national bank holding providing diverse commercial financial services.
4+ YOE4+ years portfolio management or related experience; bachelor's degree or equivalent; intermediate to advanced fixed income and commercial credit knowledge; credit analyst training; advanced Excel, writing, and communication skills; CFA progress preferred.
Microsoft Excel
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1w
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Analyst, Portfolio Operations
Los Angeles, California, United States
$65k/yr HybridFull Time
Los Angeles Capital Management
Los Angeles Capital Management: Employee-owned quantitative equity manager serving institutional investors with global active equity strategies.
1+ YOEBachelor's degree in finance, business administration, or related field; 1-2 years related work experience including internships; Microsoft Suite proficiency; strong organizational, communication, and teamwork skills; hybrid position requiring weekly attendance in Los Angeles.
Microsoft Suite
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1mo
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Portfolio Administration - Fund Analyst
New York or Los Angeles or Boston or Chicago or London
OnsiteFull Time
Crescent Capital Group
Crescent Capital Group: Global alternative asset manager serving investors and borrowers through private and tradable corporate-credit strategies.
3+ YOEBachelor's degree in Finance or Accounting; 3–5 years preferred in asset management or fund accounting; private credit and private equity experience; loan facility knowledge; strong Excel, analytical, organizational, and communication skills.
Microsoft Excel
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1w
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Credit Analyst - Underwriting & Portfolio Management - Power & Utilities
Los Angeles or Houston or New York City +1 more
$100k-$110k/yr HybridFull Time
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial GroupTokyo Stock Exchange: MUFG: Japanese publicly traded bank holding providing banking, securities, trust, asset-management, leasing, card, and consumer-finance services globally.
1+ YOEBachelor's degree required; MBA, CPA, or CFA preferred; 1+ year related experience; understanding of power and utility sector preferred; strong credit and analytical skills; Microsoft Word, Excel, PowerPoint proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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2mo
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Investment Analyst
Irvine or Highland
OnsiteFull Time
San Manuel Band of Mission Indians
San Manuel Band of Mission Indians: Federally recognized tribal government operating gaming and hospitality enterprises.
1+ YOEBachelor's degree required before starting; one year of institutional investment portfolio experience preferred. Requires quantitative, analytical, research, communication, and Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Bloomberg, Morningstar
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2mo
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Wealth Analyst (Seattle)
Seattle or San Francisco or New York City or Los Angeles or Philadelphia or South Dakota or United States
$90k-$115k/yr HybridFull Time
Laird Norton Wetherby
Laird Norton Wetherby: Private wealth management and trust-services firm serving families and individuals across the United States.
4+ YOEBachelor's degree required; 4–6 years of client service, financial planning, tax, or private client relationship management experience; Microsoft Office Suite proficiency and strong analytical, communication, and portfolio management skills.
Microsoft Office Suite
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2w
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MFD Loan Analyst
Irvine, California, United States
$75k-$90k/yr OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Regional financial institution providing banking and wealth management services.
2+ YOE2-4 years related portfolio management experience required; intermediate knowledge of real estate laws, loan underwriting, financial analysis; proficiency in Word, Excel, Outlook; strong analytical and communication skills; occasional travel.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Streets & Maps
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1mo
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Sr. Business Analyst
Newport Beach or Omaha
$103k-$126k/yr HybridFull Time
Pacific Life
Pacific Life: Provides life insurance, annuities, and retirement solutions.
5+ YOE5+ years business analysis, project coordination, or portfolio management experience; strong communication and facilitation skills; proficiency in Microsoft tools including Copilot, OneNote, Teams, SharePoint, Project, PowerPoint, Excel, and project management tools such as Planview or Smartsheet.
Microsoft Copilot, Microsoft OneNote, Microsoft Teams, Microsoft SharePoint, Microsoft Project, Microsoft PowerPoint, Microsoft Excel, Planview, Smartsheet
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2mo
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Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities) - Multiple Locations
Atlanta or Los Angeles or San Francisco or New York City or Boston or Chicago or Dallas or Washington
$75k-$120k/yr OnsiteFull Time
Houlihan Lokey Financial Advisors, Inc.
Houlihan Lokey Financial Advisors, Inc.NYSE: HLI: Wholly owned valuation advisory subsidiary providing business and asset analyses for mergers, divestitures, and tax support.
1+ YOEBachelor’s degree and at least one year of valuation experience at an accounting or valuation firm. Requires strong financial modeling, analytical, communication, and quantitative skills; complex securities experience preferred.
Python, R, MATLAB, VBA, Microsoft Excel, Microsoft Office, Fincad, CapitalIQ, Refinitiv, Bloomberg, Black-Scholes, Monte Carlo simulations
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3w
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Analyst, Client Reporting
Los Angeles, California, United States
$95k-$105k/yr OnsiteFull Time
DoubleLine
DoubleLine: Independent, employee-owned investment manager serving institutional and high-net-worth investors with fixed-income and multi-asset strategies.
Proficiency in MS Excel required; experience in client reporting, performance measurement, portfolio administration, or fund accounting strongly preferred; bachelor's degree preferred; technical aptitude with Power BI, Python, SQL preferred.
Microsoft Excel, Power BI, Python, SQL
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1mo
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Technology Operations Analyst
Chicago or New York or Santa Monica or Los Angeles or Palo Alto or Washington or Boston or Colorado or Seattle or San Francisco or San Diego or Reston
$103k-$150k/yr HybridFull Time
Cooley
Cooley: Private law firm advising technology, life sciences and high-growth companies on deals, litigation, intellectual property and regulation.
4+ YOERequires 4+ years in technology operations or support, ITSM and ITIL knowledge, advanced Microsoft Excel and PowerPoint, and experience with technology governance, portfolio management, or intake processes. Bachelor's degree and ITIL certification preferred.
Microsoft Office, iManage, Adobe Workfront, Microsoft Power Platform, Microsoft SharePoint, Microsoft Excel, Microsoft PowerPoint, Information Technology Infrastructure Library (ITIL)
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3w
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Compliance Analyst - Torrance, West LA, San Francisco, Walnut Creek, Phoenix, Philadelphia, Boston (Hybrid) (copy)
Torrance or Los Angeles or San Francisco or Walnut Creek or Phoenix or Media or Exton or Norwood
$78k-$105k/yr HybridFull Time
EP Wealth Advisors
EP Wealth Advisors: Fee-only wealth advisory firm serving mass-affluent and high-net-worth families through investment, tax, estate, and financial planning.
4+ YOEBachelor's degree or equivalent; 4+ years compliance experience in financial services; 2+ years direct RIA compliance; knowledge of Investment Advisers Act; proficiency in Microsoft Office; willingness to learn AI tools.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, ChatGPT, Tamarac, PortfolioCenter
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2mo
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Intelligence Analyst, Global Trend Detection - Trust and Safety
Singapore or Los Angeles or New York City or London or Dublin or Paris or Berlin or Dubai or Jakarta or Seoul or Tokyo
OnsiteFull Time
TikTok
TikTok: Short-form mobile video and social media platform.
Experience managing complex projects, programs, or risk portfolios; AI tools, data analytics, or technical detection systems; quantitative analysis of large datasets; stakeholder communication; and knowledge of geopolitics, social media, and online harms.
Python, SQL
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3mo
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Sr. Principal Insights Analyst - Central Product Insights
Los Angeles, California, United States
$225k-$338k/yr OnsiteFull Time
Riot Games
Riot Games: Developer and publisher of video games and esports.
10+ YOEBachelor's in a quantitative field,10+ years analytics experience (3+ in games),expertise with Tableau,SQL,Python/Pyspark,strong communication,mentoring,product and portfolio analytics.
Tableau, SQL, Python/Pyspark
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