21 portfolio analyst jobs at 18 companies in Malibu, CA
1mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
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
4d
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
1w
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
5d
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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.
1d
Save
Mark Applied
Hide
Project Management Analyst
Thousand Oaks, California, United States
$90k-$141k/yr OnsiteFull Time
5+ YOEBachelor’s degree and 5+ years in PMO, portfolio management, governance, business excellence, project controls, or related environments; requires KPI tracking, risk management, leadership reporting, analytics, and communication skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Power BI, Smartsheet, Microsoft Project
1mo
Save
Mark Applied
Hide
Credit Analyst II - High Net Worth
Los Angeles, California, United States
$31-$50/hr OnsiteFull Time
Bachelor's degree in finance or business, strong analytical and communication skills, desire to learn credit underwriting and portfolio management, ability to interpret complex data.
1d
Save
Mark Applied
Hide
IS Contracts Analyst, Senior - IS Portfolio Governance - Full Time 8 Hour Days (Exempt) (Non-Union)
Los Angeles, California, United States
$84k-$138k/yr OnsiteFull Time
5+ YOEHigh school diploma or equivalent and 5 years of contract review and processing experience required, with negotiation, communication, analysis, stakeholder management, and process improvement skills.
IS Contracts Database, IS Contracts tracker
1d
Save
Mark Applied
Hide
IS Contracts Analyst, Senior - IS Portfolio Governance - Full Time 8 Hour Days (Exempt) (Non-Union)
Los Angeles, California, United States
$84k-$138k/yr OnsiteFull Time
5+ YOERequires five years of contract review and processing experience, legal and technical contract knowledge, negotiation, communication, stakeholder management, process improvement, and attention to detail.
IS Contracts Database
3mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
Explore Jobs