Client Portfolio Associate
$110,000–$130,000 year
On-siteLos Angeles, California, United States
Job Summary
Conduct in-depth portfolio analysis to support Client Portfolio Managers, including performance attribution, key risk drivers, and competitive intelligence through peer fund and consultant research. Partner with investment and distribution teams to produce high-quality, data-driven content for sales materials, client presentations, and analytics. Research market trends and investment themes to inform product positioning and client communications while building deep expertise in DoubleLine strategies and financial markets. Manage multiple priorities with high attention to detail to meet deadlines.
Required Qualifications
- Bachelor's degree
- 2-5 years of experience in asset management, investment research, portfolio analytics, client portfolio management, institutional sales support, or related investment functions
- Strong understanding of fixed income markets, asset management, investment products, and portfolio construction principles
- Excellent written, verbal, and interpersonal communication skills, with the ability to collaborate effectively across investment and distribution teams
- Demonstrated ability to manage multiple priorities, meet deadlines, and execute with a high level of attention to detail
- Proactive, intellectually curious, and motivated to develop deep investment and product expertise
Desired Qualifications
- Series 7 and Series 63 licenses is a plus
- Morningstar Direct experience strongly preferred
- Experience with Bloomberg terminal and Macrobond (or similar financial market/charting platforms) preferred
- Interest or progress towards CFA and/or CAIA preferred
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