Our client manages investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity.


Portfolio Associate Team Overview

Portfolio Associate team members directly support Portfolio Managers and build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm’s global offices. On a day-to-day basis, Portfolio Associates use their mathematical and fixed income training to actively monitor portfolios and markets to assist Portfolio Managers in measuring risk and managing client assets. Portfolio Associates are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team. This job is based in Newport Beach, CA.


Position Development Value

  • Extensive exposure to industry experts within Portfolio Management and across other functional areas of the firm
  • A broad range of opportunities to collaborate with talented colleagues
  • Learning environment focused on key buy-side portfolio risk and return principles
  • Constructive feedback to foster career growth in addition to a formal annual review process


  • Ensuring investment objectives are reflected across portfolios in scope
  • Monitoring portfolio positions and products versus client guidelines in concert with Compliance team
  • Coordinating with Portfolio Management on re-balancing of portfolios
  • Utilizing proprietary risk systems for monitoring of portfolio exposures
  • Assisting in account transitions and cash flow management
  • Conducting performance and attribution analyses
  • Responding to ad-hoc requests from the Portfolio Management team


Portfolio Associate Position Requirements:

  • Strong academic background in a technical field from a leading, accredited college or university
  • Deep understanding of fixed income including knowledge of most cash and derivative instruments
  • Exceptional communication skills are required to operate in a complex financial and mathematical environment
  • Excel “power user” – SQL, VBA and programming skills are preferred
  • Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness
  • Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a high-pressure and time-critical environment
  • Very strong attention to detail

Additional Emerging Markets Position Preferences:

  • 3+ years of emerging markets experience preferred
  • Fast paced trading environment experience preferred
  • Deliverable and NDF trading operations experience preferred
  • Local emerging market trading operations experience preferred

Seniority Level

Mid-Senior level


  • Financial Services
  • Investment Management
  • Investment Banking

Employment Type


Job Functions

  • Finance
  • Consulting
  • Research