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1,192 Results for

Portfolio Analyst Jobs in California

$95,000.00 - $125,000.00

The firm also offers robust Benefits offerings.

30+ days ago

Los Angeles, Washington
Remote

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  • Underwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures;
  • Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds;
  • Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews;
  • Research and develop knowledge of industry trends and participants;
  • Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and.
    • Bachelor’s degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry;
    • Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector;
    • Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis;
    • Excellent written and verbal communication skills;
    • Demonstrated knowledge of commercial real estate underwriting and valuation, and.

    • 18 days ago

    San Diego, California

    Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

    PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus.

    14 days ago

    La Jolla, CA

    p>Essential Job Functions:

    • Support the Research team with the due diligence of new private markets funds by constructing track record models, which are used to analyze the historical performance of private markets fund managers.

      We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors.

    30 days ago

    San Diego, CA
    • $80,000–$110,000 / year

    ul>

  • Supporting (i) the funding process with tax equity investors, cash equity investors, and lenders for Clearway's wind, solar, and battery energy storage projects under construction, and (ii) the identification and execution of valuation maximization opportunities for Clearway's fleet of operating assets, which includes refinancing, tax/cash equity buyouts, repowering analysis, term loan facilities, and other ad-hoc restructurings.
  • Supporting the transaction lead on the internal deal funding checklist and a subset of certain "conditions precedent" for funding; responsibilities may include (i) implementing bringdown assumption updates to funding models, (ii) coordinating deliverables associated with the engineer, transmission consultant, insurance consultant, and other 3rd party advisors, and (iii) other documentation-related funding conditions.

    • 10 days ago
    New

    Moorpark, California
    • $65,000–$100,000 / year

    p style="margin-top:0pt;margin-bottom:0pt">Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below:

    3 days ago

    Newport Beach, CA
    • $93,600–$114,400 / year

    p>Base Pay Range:

    The base pay range noted represents the companys good faith minimum and maximum range for this role at the time of posting.

    How youll help move us forward:

    Provide setup, ongoing monitoring, and release of construction funds according to specific requirements in the transaction documents.

    30+ days ago

    Moorpark, CA
    • $65,000–$100,000 / year

    The primary function of Portfolio Strategy Analyst II is to support management on multiple areas within Portfolio Strategy with recurring reporting, ad hoc analysis, build out of new reporting and analysis to support new business lines, and handle conversions based on changing datastructures. Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market.

    30+ days ago

    Newport Beach, California

    Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

    The ideal candidate will have experience in systematic investing especially in Credit and be excited at the prospect of deploying the latest quantitative techniques and financial theory across our business bringing efficiency, consistency and scale.

    28 days ago

    Anton, CA
    Remote
    • $47,840–$75,000 / year

    Our Total Rewards program includes industry-leading compensation and benefits plus additional incentives that are designed to meet your needs and those of your family so you can get the most out of your career and your life, including: Time Away: Program starts at 20 paid time off days in addition to 11 paid holidays and 8 hours of volunteer time off yearly (time off days are prorated based on start date and program varies based on full or part-time status and management level). Supporting your Health & Well-being: flexible health and insurance options including medical, dental and vision, employee, spouse and child life insurance, short- and long-term disability, pre-tax Health Savings Account with employer contributions, Healthcare FSA, critical illness, accident & hospital indemnity insurance, and a total well-being program that helps you and your family stay on track physically, socially, emotionally, and financially.

    7 days ago

    San Diego, California

    You'll partner closely with portfolio managers, asset managers, and executives to help ensure our investment strategies are well-informed, data-driven, and aligned with performance expectations. • Preferred 1+ years of work experience in commercial real estate, financial analysis, accounting, or related fields; relevant internship experience may be applied toward this requirement.

    30+ days ago

    Newport Beach, California

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    • Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents.

      How you’ll help move us forward:

      • Provide setup, ongoing monitoring, and release of construction funds according to specific requirements in the transaction documents.

    30+ days ago

    San Francisco, CA
    • $110,000–$120,000 / year

    Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ's Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies]. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients' lives and legacies, and create uncommon opportunities across sectors and society.

    30+ days ago

    Mountain View, CA
    • $110,000–$120,000 / year

    Advanced Proficiency in Microsoft Office (Outlook, Word, Excel, and PowerPoint), G-Suite, Smartsheets and Salesforce.• Experience supporting senior Government Executives and/or corporate leadership, DOD a plus with a demonstrated ability to coordinate complex logistics in support of activities across multiple locations.• The ideal individual will have the ability to exercise good judgment in a diversity of situations, with excellent written and verbal communication, analytical, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities and equities in a high-tempo environment serving NSIN and DIU's mission.

    30+ days ago

    San Francisco, California

    Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ’s Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].

    ICONIQ Venture & Growth is seeking a Senior Analyst to join its Portfolio Operations team, a highly strategic function focused on driving commercial and strategic value across our portfolio and broader ecosystem.

    18 days ago

    San Francisco, CA
    • $110,000–$120,000 / year

    Personal information collected by the Greenhouse portal is subject to the Greenhouses privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ’s Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies]. With over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society.

    17 days ago
    New

    Los Angeles, CA
    • $100,000–$115,000 / year

    p>The Analyst, Portfolio Compliance will play an integral role within the Compliance team monitoring trade activities to ensure DoubleLine advised accounts maintain conformity with investment guidelines and regulatory limits.

  • Proficiency in Microsoft Office products, particularly Excel with the ability to code macros using Visual Basic and other tools.

    • 3 days ago

    San Jose, CA
    • $45–$52.78 / hour

    With 850+ global consultants, VARITE is committed to delivering excellence to its customers by leveraging its global experience and expertise in providing comprehensive scientific, engineering, technical, and non-technical staff augmentation and talent acquisition services. Duties:

    • The Business Analyst, HR Technology, is responsible for ensuring strong portfolio governance, Jira data integrity, and disciplined execution across HR Technology initiatives and enhancements.

    30+ days ago

    San Francisco, California

    p/>

    As a/an Analyst, you will (be):

    • Compile underwriting in both Argus and Excel to assist with multi-year planning, hold-sell decisions, financings, leasing, value-add strategies, and review of quarterly reporting.

      We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture.

    30+ days ago

    San Francisco, California

    p/>

    As a/an Analyst, you will (be):

    • Compile underwriting in both Argus and Excel to assist with multi-year planning, hold-sell decisions, financings, leasing, value-add strategies, and review of quarterly reporting.

      We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture.

    30+ days ago

    Santa Monica, CA
    • $82,500–$105,000 / year

    Desired Experience and Traits: • Bachelor's degree required • Demonstrated understanding of and alignment with Dimensional's investment strategy • Time-management skills • High attention to detail and commitment to excellent work quality • Comfort with large data sets • Verbal communication and presentation skills • Excellent quantitative problem-solving and analytic skills • Intellectual curiosity • Background or interest in finance and financial theory • Aptitude for learning basic computer programming languages and software • Knowledge of SQL, VBA, and/or Excel is helpful. Responsibilities: • Support cash management of portfolios with credit lines, currency hedges and cash forecasting • Analyze voluntary corporate events and recommend elections to Portfolio Managers • Prepare data for Portfolio Manager presentations to clients and internal executives • Complete ad hoc requests from Portfolio Managers • Propose and execute projects that increase process efficiency and improve portfolio outcomes • Collaborate across business functions and teams, both internal and external to the firm.

    30+ days ago

    San Diego, CA

    As of September 30, 2025, BioMed Realty owns and operates high-quality life science real estate comprising more than 17 million square feet concentrated in leading innovation markets throughout the United States and the United Kingdom, including Boston/Cambridge, San Francisco, San Diego, Seattle, Boulder and Cambridge, U.K. In addition, BioMed Realty maintains a premier development platform with 1.5 million square feet of Class A properties in active construction to meet the demand of the life science and technology industries. BioMed owns and operates high-quality life science real estate in leading innovation markets across the United States and the United Kingdom, including Boston/Cambridge, San Francisco, San Diego, Seattle, Boulder, and Cambridge, U.K.

    23 days ago

    Los Angeles, CA

    Collaborate with and integrate pricing inputs from Product Teams, Business Lines, Service Line SME's, Account Management representatives and pursuit team into a final pricing solution; Perform internal proforma analysis and support the CRB (internal deal approval) process, including working with counterparts in Europe, Latin America and Asia Pacific to consolidate P&Ls and client solutions across Regions; Perform multiple rounds of scenario modeling, analysis and assumptions to support the initial solutioning process and potential multiple bid rounds. What your day-to-day will look like: Manage the data inputs to inform the structuring of commercial solutions for sales and solution teams in support of complex, global, large, and small TM pursuits; Build transaction commission and volume projections and understand the impact of differing transaction types, speculative revenue, commission pay structures and rebates on profitabiliy.

    30+ days ago

    San Diego, CA
    • $76,286–$86,661 / year

    This role is well‑suited for an individual with strong technical expertise who can manage and analyze large, multi‑source datasets, apply critical thinking to validate data and derive meaningful business insights, as well as partner with cross‑functional stakeholders to ensure the accuracy, consistency, and usability of portfolio‑level reporting. In this position, you will be responsible for maintaining operational workflows, ensuring on-going data management to enhance visibility into the portfolio, conducting financial analyses, and producing recurring reports/dashboards to support the management of our commercial real estate investment portfolio.

    30+ days ago

    Newport Beach, CA
    • $71,000–$104,500 / year

    In this role, youll make an impact in the following ways: Assist Portfolio Managers in more complex aspects of the management of portfolios, both domestic and international, along with researching potential business profitability. Our ambition is to build the best global team one that is representative and inclusive of the diverse talent, clients and communities we work with and serve and to empower our team to do their best work.

    30+ days ago

    San Francisco, California

    This Associate will work closely with members of the Global Equity Investment Committee (GEIC) to support the implementation of our global equity investment strategy and other critical business processes, including performance analysis and client communications.

  • Researching, interpreting, and preparing portfolio and market analytics, which includes measuring asset class risk and return opportunities, running quantitative screens and conducting comparable company analysis.

    • 30+ days ago

    Los Angeles, California

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  • Designing and interpreting fixed income attribution, portfolio construction, and risk models & analysis to support portfolio construction and performance analysis;
  • Serving as the go-to resource for portfolio managers on risk, construction, and analytical questions; helping ensure seamless coordination across portfolio operations, data flows, and investment implementation processes;
  • Translating complex quantitative models into clear insights for investment teams and senior leadership;
  • Leading the build-out and maintenance of reporting infrastructure using SQL, Python, Power BI, and cloud-based tools;
  • Working closely with portfolio managers across U.S. and European High Yield and Senior Loan strategies to enhance investment decision-making;
  • Collaborating with Business Analysts and IT to improve data systems, pipelines, and automation capabilities;
  • Supporting firmwide understanding of RR&A deliverables, data environments, and third-party data sources (e.g., FactSet, Bloomberg); and.
    • 8+ years of experience at an asset manager, investment bank, or other financial institution focused on fixed income or credit analytics;
    • In-depth understanding of high yield bonds, leveraged loans, and the broader leveraged credit market;
    • Experience with fixed income attribution and portfolio risk models; familiarity with tools like FactSet, Bloomberg, and proprietary analytics platforms;
    • Strong technical proficiency, including advanced SQL and Python, and experience building reports in Power BI;
    • Understanding of cloud data architectures and large-scale data workflows;
    • Experience managing cross-functional projects and communicating with stakeholders across investment and technology teams;Personal Attributes.

    • 30+ days ago

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