Equity Portfolio Analyst
$95k - $100k1872 Consulting
Equity Portfolio Analyst Location: Century City, CA (onsite) Compensation: $95K-$100K + 20% annual bonus We are an institutional real estate investment manager with a national footprint, investing across the capital stack and partnering with top operators in major U.S. markets. Our platform manages diversified equity portfolios and separate accounts with a rigorous approach to data, valuations, and investor reporting. We pair performance with a commitment to resilient, sustainable, and inclusive built environments. We're hiring an Analyst to support our equity portfolio management team in Century City, CA. You will own portfolio reporting and data integrity across funds, joint ventures, and separate accounts, turning complex operating and market data into clear insights for internal stakeholders and investors. The role blends advanced Excel modeling, valuation/appraisal support, BI tooling, and crisp communication. Maintain portfolio reporting for equity funds/JVs/separate accounts; ensure accurate quantitative and qualitative data across systems and dashboards. Drive quarterly valuation and external appraisal processes; support annual business plans across 200+ assets, including assumptions review and documentation. Analyze portfolio construction, diversification, leverage, commitments, cash flows, and performance versus benchmarks; develop sensitivities and scenarios. Prepare high-quality written reports and presentations for leadership and investors; support fundraising/IR with portfolio updates and materials. Partner with Asset Management, Finance/Accounting, and Business Applications to improve workflows, data quality, and real-time portfolio visibility. Contribute to ESG tracking and portfolio data integration initiatives; adopt new tools and evolving technology. Bachelor's in Finance, Business, Economics, Data Analytics, or related. Internship or 13 years in finance/investment/CRE analytics; institutional real estate exposure preferred. Advanced Excel modeling (build/maintain complex models, automate recurring reporting). Familiarity with data tools (SQL/Python/Power BI/Tableau) and with ARGUS/CRE valuation concepts. Strong analytical writing and presentation skills; accuracy and structured thinking. High initiative, adaptability, and cross-functional collaboration. Nice to have: Direct experience with quarterly valuations/appraisals and annual budgeting across multi-asset portfolios. Prior work preparing investor updates, fundraising materials, or portfolio dashboards. #J-18808-Ljbffr 1872 Consulting
$50 - $60 per hour
DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re ...SuggestedHourly payContract workWork experience placementRemote workFlexible hoursData Annotation
Bell, CAa month ago$20 - $25 per hour
...East West Bank is seeking a Portfolio Analyst in San Marino, CA to manage daily operations of the SBA Lending Team. Responsibilities include performing due diligence, ensuring compliance, and preparing reports. The ideal candidate has 3+ years in commercial banking and...SuggestedHourly payEast West Bank
San Marino, CA3 days ago- ...We're hiring a Client Portfolio Analyst to join a sophisticated, LA-based investment manager and multi-generational single-family office to support ultra-high-net-worth client portfolios. This role partners closely with the executive leadership team and offers exposure...SuggestedWork at office
Premier Financial Search
Los Angeles, CA4 days ago $95k - $125k
...A leading financial services firm in Los Angeles is seeking an Analyst/Associate for Direct Lending – Portfolio Management. The role involves monitoring corporate investments, supporting deal teams, and performing valuations. Candidates should have a Bachelor’s degree...SuggestedAres Management
Los Angeles, CA3 days ago$140k - $175k
...Equity Research Analyst Kayne Anderson Rudnick Investment Management is a Los Angeles–based registered investment adviser managing over $5... ...a meaningful role in generating original research, shaping portfolio decisions, and contributing to the success of our high-quality...SuggestedPermanent employmentVisa sponsorshipFree visaFlexible hoursKayne Anderson Capital Advisors
Los Angeles, CA1 day ago- ...The Portfolio Analyst position works in the Private Credit team in Los Angeles, CA. The professional in this role will be responsible for a wide variety of portfolio-level reporting and analytics, and will be liaising with all key functions across the Crescent platform...
Crescent Capital
Los Angeles, CA22 hours ago $20 - $25 per hour
...industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable... ...people the confidence to reach further. Overview As a Portfolio Analyst, this position will be responsible for the administrative and...Bank staffWork at officeEast West Bank
San Marino, CA3 days ago$20 - $25 per hour
...East West Bancorp is seeking a Portfolio Analyst to maintain daily operations of the SBA Lending Team in California. Responsibilities include performing due diligence searches, submitting invoices, preparing reports, and ensuring compliance with loan requirements. The...Hourly payEast West Bank
San Marino, CA4 hours ago$24.04 - $26.45 per hour
...As the SBA Portfolio Analyst, you will be responsible for handling transactional and straightforward servicing actions on the existing loan portfolio under the senior officers’ supervision. Answer mainline calls and process transactional servicing actions. Prepare...Hourly payFull timeLocal areaBank of Hope
Los Angeles, CA1 day ago$24.04 - $26.45 per hour
...Bank of Hope is seeking a SBA Portfolio Analyst in Los Angeles, CA. In this role, you will manage transactional servicing actions on existing loans, prepare credit memos, and ensure compliance with loan policies and regulations. The ideal candidate will possess a High...Hourly payBank of Hope
Los Angeles, CA2 days ago$65.3k - $104.3k
...PORTFOLIO ANALYST WHAT IS THE OPPORTUNITY? The Portfolio Analyst primary responsibilities are: Prepare review book materials for client presentations Prepare IPS letters for new clients and IPS change / reallocation letters when necessary Assist the Portfolio...InternshipRemote workCity National Bank
West Hollywood, CA15 hours ago$50 - $60 per hour
Data Annotation is committed to creating high-quality AI. Join our team to help train the nextgeneration of AI while enjoying the flexibility of remote work and the freedom to set your ownschedule. This role is designed to fit a variety of lifestyles — whether you’re looking...Hourly payFull timeContract workPart timeWork experience placementRemote workData Annotation
Cudahy, CA3 days ago- Equity Research Analyst (Entry-Level) - Career Launch AI Talent Network About This Role Equity Research roles like this — especially at top banks — rarely get posted publicly. They often fill roles through referrals or targeted outreach. This posting is a sample from our...Internship
$140k - $175k
Virtus Investment Partners in Los Angeles seeks an International Research Analyst focusing on small/mid-cap investments. The role includes conducting financial analysis, writing reports, and making investment recommendations. The position requires 3+ years of relevant research...$135k - $160k
Kayne Anderson Rudnick is seeking an International Research Analyst based in Los Angeles. The ideal candidate will have 3+ years of experience in small/mid-cap research and a strong understanding of financial modeling and industry dynamics. This role includes comprehensive...- A leading investment bank is seeking an entry-level Equity Research Analyst to support coverage of high-growth sectors such as Tech and Healthcare. You will build financial models, prepare earnings previews, and conduct market research while learning to analyze companies...
$140k - $175k
Virtus Investment Partners, Inc, located in Los Angeles, is looking for an International Research Analyst to focus on small/mid-cap investments. This role involves performing fundamental research, conducting financial analysis, and developing investment recommendations....- Virtus Investment Partners, Inc is seeking an experienced International Research Analyst to join our Los Angeles office, focusing on small/mid-cap companies. The analyst will assess industry dynamics, conduct financial analysis, and prepare research reports that inform...Work at office
- InforCapital, partnership in Los Angeles is seeking an Analyst/Associate for the Portfolio Management team. The role focuses on monitoring, valuation, and analytics of corporate debt and equity investments. Key responsibilities include managing assigned investments, performing...
- Athene is seeking a dedicated individual for a portfolio management role within the Apollo Aligned Alternatives Fund (AAA). This position offers deep exposure to senior leadership and requires strong quantitative analysis skills. The successful candidate will support portfolio...
$20 - $25 per hour
Portfolio Analyst East West Bank is one of the largest independent banks headquartered in California serving consumers and businesses throughout the U.S. and Greater China. With over 130 locations worldwide including California, Texas, New York, Georgia, Massachusetts,...WorldwideFlexible hours$90k - $125k
...Debt Portfolio Analyst 2 Openings: Associate-Level and Analyst-Level Location: Century City, CA (onsite) Compensation: $90K-$125K + 20... ...real estate investment management firm specializing in debt and equity strategies across diverse portfolios. Our approach integrates...Internship- ...Analyst, Portfolio Management About the Firm Firm Mission "Achieving Client Success through Research and Technology" Los Angeles Capital, the "Firm", is a global equity manager of assets for leading institutions around the world. The Firm is recognized as...Work experience placementInternship
Los Angeles Capital
Los Angeles, CA1 day ago $75k - $85k
...Dimensional Fund Advisors in Santa Monica is looking for a candidate to develop complex portfolio analysis for clients. This role requires a Bachelor's degree and 1-2 years in the Financial Services Industry. You will also be educating clients through webinars and answering...Dimensional Fund Advisors
Santa Monica, CA3 days ago- Bank-of-Hop in Los Angeles seeks an SBA Portfolio Analyst responsible for servicing actions and monitoring loans under senior supervision. The role requires maintaining reports, preparing credit memos, and ensuring compliance with regulations. Applicants should have a High...Hourly payFull time
- Feitong Buke is seeking an experienced SEC Reporting Analyst to join the team in Glendale, California. The ideal candidate will have at... ...in SEC reporting and technical accounting, particularly in equity accounting and stock-based compensation. The role entails preparing...Contract work
$140k - $175k
...searching for an International Research Analyst with a small/mid-cap focus. The International... ...on research findings. Make portfolio recommendations based on findings. Develop... ...presentation for explaining and recommending equities for our portfolios. Skill with...Permanent employmentWork at officeVisa sponsorshipFree visaFlexible hoursVirtus Investment Partners
Los Angeles, CA1 day ago$90k - $110k
...West LA or Calabasas. This position requires excellent communication and presentation skills, and offers the chance to service a portfolio, interact with clients, and analyze investment strategies. The ideal candidate has a Series 7 license or is willing to acquire it...Bookman Consulting
Los Angeles, CA4 days ago$135k - $160k
...International Research Analyst Kayne Anderson Rudnick Investment, a Registered Investment... ...on research findings. Make portfolio recommendations based on findings. Develop... ...presentation for explaining and recommending equities for our portfolios. Skill with...Work at officeFlexible hoursKayne Anderson Capital Advisors
Los Angeles, CA1 day ago- ...JPMorgan Asset Management is looking for an analyst to join its West Coast Asset Management team in Los Angeles. The role involves underwriting, financial modeling, and analyzing market data to drive value for clients. The ideal candidate will possess exceptional quantitative...
TwinThread LLC
Los Angeles, CA4 days ago
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