Portfolio Management Analyst (Equities)

TL;DR

Portfolio Management Analyst (Equities): Supporting the daily oversight and management of equity portfolios with an accent on cash management, corporate event analysis, and data preparation for investment presentations. Focus on improving process efficiency and gaining foundational experience in fund management through the Analyst Development Program.

Location: Must be based in Santa Monica, CA (Hybrid role)

Salary: $82,500 - $105,000

Company

A global investment firm dedicated to delivering consistent and efficient investment solutions based on modern financial economics.

What you will do

• Support portfolio cash management, including credit lines, currency hedges, and cash forecasting.
• Analyze voluntary corporate events and provide recommendations to Portfolio Managers.
• Prepare data and presentations for client meetings and internal executive reviews.
• Execute projects aimed at increasing process efficiency and improving portfolio outcomes.
• Collaborate across internal functions such as Trading, Research, Technology, and Compliance.

Requirements

• Bachelor’s degree required.
• Must be authorized to work in the US (no immigration sponsorship provided).
• Strong quantitative problem-solving and analytical skills.
• Proficiency or aptitude for learning SQL, VBA, and Excel.
• Demonstrated interest in finance and financial theory.
• High attention to detail and strong time-management capabilities.

Culture & Benefits

• Participation in the structured Analyst Development Program.
• Comprehensive health and wellness benefits.
• Educational initiatives and professional development support.
• Collaborative environment focused on long-term career growth.
• Commitment to equal opportunity and inclusive workplace culture.