Portfolio Analyst

Are you passionate about investing, financial markets, and data-driven decision-making?

We are seeking a Portfolio Analyst to join a growing investment team and play a key role in portfolio analysis, market research, and investment strategy development.

What You'll Do:

Analyze investment portfolios, market trends, and economic data
Support portfolio implementation and asset allocation decisions
Research investment opportunities and quantitative strategies
Collaborate with advisors and participate in client discussions
Help develop market commentary and investment insights 
Why Apply? Hybrid work schedule Long-term growth into a Portfolio Manager role Collaborative and intellectually stimulating environment Opportunity to directly influence investment decisions and client outcomes

Equal Opportunity Employer / Disabled / Protected Veterans

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The pay transparency policy is available here:

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

What We're Looking For: 5+ years of investment or financial analysis experience preferred Strong analytical and quantitative skills Advanced Excel proficiency Experience with Morningstar, MoneyGuidePro, or similar platforms is a plus CFA designation or interest in pursuing the CFA program preferred