23 portfolio analyst jobs at 18 companies in Commerce, CA
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Analyst, Portfolio Compliance
Los Angeles, California, United States
$100k-$115k/yr OnsiteFull Time
3+ YOEBachelor's degree; 3+ years in investment management with trade/portfolio compliance; familiarity with compliance engines (e.g., Bloomberg CMGR); knowledge of Investment Company Act of 1940 and UCITS; Microsoft Office/Excel proficiency with Visual Basic macros.
Bloomberg CMGR, Microsoft Office, Microsoft Excel, Visual Basic
2w
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Portfolio Management, Analyst
Los Angeles, California, United States
$90k-$110k/yr OnsiteFull Time
2+ YOEUndergraduate degree in business/finance/economics/real estate,2+ years relevant experience,Excel proficiency; RealPage and Yardi experience preferred; CFA/CPA encouraged.
RealPage, Yardi, Microsoft Excel
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Analyst, Portfolio Management
Santa Monica, California, United States
$70k-$78k/yr HybridFull Time
0+ YOEBA/BS in finance/economics preferred; 0–1 years experience in finance/accounting/investments; proficiency in Microsoft Excel; interest in pursuing CFA; strong communication, attention to detail, and teamwork skills.
Microsoft Excel
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Portfolio Compliance Analyst
Pasadena, California, United States
$79k-$93k/yr HybridFull Time
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
21h
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Portfolio Management Analyst
El Segundo, California, United States
$68k-$87k/yr OnsiteFull Time
2+ YOEBachelor’s degree in business, supply chain, analytics, finance, operations, or related field; 2–3 years’ relevant experience; advanced Excel and PowerPoint; BI tools; strong analytical and communication skills.
Microsoft Excel, Microsoft PowerPoint, Power Query, Tableau, Power BI, SQL, Python, Alteryx
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Senior Portfolio Management Analyst
Los Angeles, California, United States
$110k-$120k/yr OnsiteFull Time
2+ YOEBachelor's in a technical field required; 2+ years in commercial real estate, FP&A, public accounting, or consulting; advanced Excel, PowerPoint, Word; Yardi preferred; strong communication and cross-functional collaboration skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Yardi
1w
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Vice President, Portfolio Management
Beverly Hills or San Diego
OnsiteFull Time
6+ YOE6+ years portfolio management experience, Bachelor's degree or equivalent, commercial credit and loan structuring knowledge, credit analyst training, regulatory compliance familiarity, strong communication skills.
1mo
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VP Portfolio Strategy
Moorpark, California, United States
$110k-$170k/yr OnsiteFull Time
7+ YOEBachelor's degree required (Finance/Economics/Accounting/Statistics), MBA preferred; 7+ years progressive financial industry experience (mortgage or fixed income preferred); expert Excel; experience with relational databases and business intelligence; leadership of analysts.
Microsoft Excel, relational databases, business intelligence tools
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Analyst, Portfolio Management (Equities)
Santa Monica, California, United States
$83k-$105k/yr HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
Bachelor's degree required; comfort with large data sets; knowledge of SQL, VBA, and/or Excel helpful; strong quantitative, analytic, time-management, and communication skills; alignment with firm's investment strategy.
SQL, VBA, Microsoft Excel
5d
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Analyst, Portfolio Analytics & Reporting
Los Angeles or Santa Monica
$80k-$105k/yr HybridFull Time
2+ YOEBachelor's degree in STEM or business, 2–4 years of relevant experience, strong Excel and analytical skills, communication, data management, reporting, and process management experience.
Microsoft Excel, Python, SQL
3w
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Analyst, Real Estate (Portfolio Management)
Los Angeles or Chicago
$95k-$110k/yr HybridFull Time
1+ YOEBachelor's degree or equivalent,1-2 years CRE or investment experience,strong Excel and PowerPoint skills,Argus preferred,strong analytical and communication skills.
Argus, Microsoft Excel, Microsoft PowerPoint, Microsoft Office
1mo
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Analyst, Portfolio Oversight (Infrastructure Focus)
Los Angeles, California, United States
$90k-$120k/yr OnsiteFull Time
1+ YOE1+ years experience in infrastructure, investment banking, or related field; strong Microsoft Office skills (Outlook, Excel, PowerPoint, Word); familiarity with financial statements; ability to travel up to 15%; strong communication, analysis, and AI‑assisted workflow skills.
Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
3w
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Sr Systems Analyst(Project Portfolio Management)
Newport Beach or Charlotte
$125k-$153k/yr HybridFull Time
8+ YOE8+ years supporting enterprise PPM implementations, writing business requirements, process flows, user stories, test scripts; strong financial acumen and stakeholder facilitation skills.
Planview, OnePlan, Clarity, Microsoft Power BI, Snowflake
2d
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Credit Analyst – Underwriting & Portfolio Management – Sponsor, Growth & Middle-Market
Los Angeles, California, United States
$89k-$110k/yr HybridFull Time
1+ YOEBachelor’s degree required; 1+ year in commercial or corporate banking, leveraged finance, credit risk, investment banking, or related financial services; financial modeling, valuation, credit analysis, and strong communication skills.
KYC
1d
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Credit Analyst I
Irvine, California, United States
$26-$41/hr OnsiteFull Time
Bachelor's degree in Finance, Business, or a related field; strong analytical, communication, and collaboration skills; interest in credit, lending, risk management, underwriting, and portfolio management.
trendcards
2w
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ESG Stewardship Analyst
Los Angeles, California, United States
$90k-$145k/yr OnsiteFull Time
Conduct proxy research, make voting recommendations, engage with portfolio companies, produce governance research, partner with investment teams, and communicate insights clearly.
3w
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Loan Surveillance Analyst
Irvine, California, United States
HybridFull Time
3+ YOEMonitor and analyze loan portfolios, review financial statements, prepare watchlists, communicate with investors/agencies, and produce reports; requires Excel/Word/Access proficiency, McCracken familiarity, bachelor's or equivalent, and 3+ years' experience.
Microsoft Excel, Microsoft Word, Microsoft Access, McCracken
3mo
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Los Angeles Branch - Financial Analyst Associate/AVP
Los Angeles, California, United States
$65k-$150k/yr OnsiteFull Time
3+ YOEBachelor’s degree in Business/Finance/Accounting/Economics; 3+ years credit underwriting/portfolio management for Associate; 5+ years for AVP; strong financial analysis and credit risk skills; proficient with MS Office.
Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
3w
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Sr. Principal Insights Analyst - Central Product Insights
Los Angeles, California, United States
$225k-$338k/yr OnsiteFull Time
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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