6 portfolio analyst jobs at 4 companies in Temecula, CA
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Vice President, Portfolio Management- ABL/Tech
Denver or Austin or San Diego or Boston or Costa Mesa or San Jose or Reston
$122k-$161k/yr OnsiteFull Time
6+ YOERequires 6+ years of portfolio management experience, a bachelor's degree or equivalent, commercial credit and loan structuring expertise, credit analyst training, regulatory knowledge, and advanced communication skills.
1w
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2027 Portfolio Management & Investment Research Summer Analyst
La Jolla, California, United States
$30/hr HybridInternship
Pursuing a Bachelor's or Master's in finance/economics/analytics, graduating Dec 2027–Jun 2028. Strong Python/R/VBA and Excel skills, familiarity with SQL/MySQL/Power BI, attention to detail, prior finance/data internship preferred, must be 18+.
MySQL, Python, R, VBA, Power Query, Microsoft Excel, SQL, Power BI
1mo
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Junior Analyst - Portfolio Management
La Jolla, California, United States
$30/hr HybridInternship
Pursuing a Bachelor's or Master's in finance/economics/analytics, strong programming (Python, R, VBA, SQL/MySQL), proficiency in Excel, analytical and communication skills; prior internship or finance/data experience preferred.
MySQL, Python, R, VBA, Microsoft Excel, SQL, Power BI
3d
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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.
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Credit Analyst II - Middle Market
Ontario, California, United States
$31-$50/hr OnsiteFull Time
Bachelor's degree in Finance/Business or equivalent; ability to analyze credit data, prepare reports, perform portfolio reviews, and learn underwriting and risk management principles.
4w
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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