Asset Management Analyst Jobs in California
Asset Management Analyst jobs in California are among the most active in the country, concentrated in wealth management, private equity, real estate investment, and institutional portfolio management, with openings at every level from junior analyst through senior portfolio associate. The largest hiring centers are San Francisco, Los Angeles, and San Diego, where firms like BlackRock, PIMCO, and Wells Fargo Wealth Management maintain significant California operations. The most in-demand specialties include real estate asset management, fixed income analysis, and ESG portfolio oversight. Find a role that fits below and apply directly.
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About MidPen
At MidPen, we build communities that change lives. Since 1970, we have been committed to our mission: to provide safe, affordable housing of high quality to those in need; establish stability and opportunity in the lives of residents; and foster diverse communities that allow people from all ethnic, social, and economic backgrounds to live in dignity, harmony, and mutual respect. We develop affordable housing, provide professional property management for all our communities, and coordinate robust onsite support programs that help residents thrive. We are active in 12 Northern California counties and have earned recognition as one of the nation's leading non-profit developers and stewards of affordable housing. Our current portfolio of more than 130 properties is home to 20,000 working families, seniors, and people with special needs. We take pride in delivering affordable housing solutions, and we invite you to join us on a journey toward social, economic, and racial equity. MidPen is, once again, proud to be certified as an official Great Place to Work® in 2025.
Location: Foster City Corporate Office
Asset Management Analyst
The Asset Management Analyst provides support to the Asset Management Department with a specific focus on the portfolio of their Asset Manager supervisor. The support includes administrative responsibilities, reporting analysis, and involvement in special projects as assigned. This position is critical to the department's continued effort to support other departments and provide excellent customer service to lenders, agencies, and partners.
Responsibilities
- Prepare monthly, quarterly, and annual reports for investors, lenders, and regulatory agencies
- Analyze property financials, budgets, and portfolio performance
- Provide excellent customer service to internal and external stakeholders
- Coordinate communications and manage requests from investors, lenders, partners, and agencies
- Ensure timely delivery of audited financials, budgets, and other required reports
- Research and interpret partnership agreements, financing documents, and regulatory requirements
- Monitor financial and legal requirements within the portfolio
- Maintain accuracy of data in reporting and database systems
- Support reserve draws, capital/construction projects, and assigned tasks related to annual budgeting and proforma modeling
- Produce analyses, reports, presentations, and memos as needed
Qualifications
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the education, knowledge, skill, and/or ability required.
Knowledge, Skills, and Abilities
- Proficiency using Excel, Word and Outlook
- Ability to prepare financial reporting and perform analysis
- Detail oriented and able to comprehend and research legal documents
- Excellent reading, written, and verbal communication
- Ability to work both within a team and independently
- Commitment to the Mission and Values of MidPen
- Must have valid California driver's license, reliable transportation, and proof of current auto insurance policy
Physical Requirements
- Constantly perform desk-based computer tasks, frequently sitting
- Occasionally stand/walk, reach/work above shoulders, grasp lightly/fine manipulation, grasp forcefully, use a telephone, sort/file paperwork or parts, lift/carry/push/pull objects that weigh up to 15 pounds
- Rarely twist/bend/stoop/squat, kneel/crawl
Education and Experience
- Bachelor's degree in Finance, Business Administration, Accounting, or related field, plus two years' relevant work experience, or an equivalent combination of education and relevant work experience
- Master's Degree or experience in real estate, low-income housing, accounting or asset management preferred
Pay Range
$70,304 - $76,500 Annual Salary - Pay based on applicable experience and qualifications
Benefits and Compensation (see here for full details)
- Health Insurance
- Dental, Vision, Life & Disability Insurance
- 403(b) Retirement Investment
- Employee Education Reimbursement Program
- Paid Parental Leave
- FSA for Childcare, Medical, and Commuter Benefits
- EAP Program
- Pet Insurance
- Paid Time Off
- Company Holidays
- Wellness Days
EQUAL OPPORTUNITY EMPLOYER
MidPen Housing Corp. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We are committed to providing an inclusive and accessible hiring process. If you need a reasonable accommodation for any part of the application or interview process, please notify your recruiter.
Consistent with its obligations under the law, MidPen Housing Corp. will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.
About MidPen
At MidPen, we build communities that change lives. Since 1970, we have been committed to our mission: to provide safe, affordable housing of high quality to those in need; establish stability and opportunity in the lives of residents; and foster diverse communities that allow people from all ethnic, social, and economic backgrounds to live in dignity, harmony, and mutual respect. We develop affordable housing, provide professional property management for all our communities, and coordinate robust onsite support programs that help residents thrive. We are active in 12 Northern California counties and have earned recognition as one of the nation's leading non-profit developers and stewards of affordable housing. Our current portfolio of more than 130 properties is home to 20,000 working families, seniors, and people with special needs. We take pride in delivering affordable housing solutions, and we invite you to join us on a journey toward social, economic, and racial equity. MidPen is, once again, proud to be certified as an official Great Place to Work® in 2025.
Location: Foster City Corporate Office
Asset Management Analyst
The Asset Management Analyst provides support to the Asset Management Department with a specific focus on the portfolio of their Asset Manager supervisor. The support includes administrative responsibilities, reporting analysis, and involvement in special projects as assigned. This position is critical to the department's continued effort to support other departments and provide excellent customer service to lenders, agencies, and partners.
Responsibilities
- Prepare monthly, quarterly, and annual reports for investors, lenders, and regulatory agencies
- Analyze property financials, budgets, and portfolio performance
- Provide excellent customer service to internal and external stakeholders
- Coordinate communications and manage requests from investors, lenders, partners, and agencies
- Ensure timely delivery of audited financials, budgets, and other required reports
- Research and interpret partnership agreements, financing documents, and regulatory requirements
- Monitor financial and legal requirements within the portfolio
- Maintain accuracy of data in reporting and database systems
- Support reserve draws, capital/construction projects, and assigned tasks related to annual budgeting and proforma modeling
- Produce analyses, reports, presentations, and memos as needed
Qualifications
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the education, knowledge, skill, and/or ability required.
Knowledge, Skills, and Abilities
- Proficiency using Excel, Word and Outlook
- Ability to prepare financial reporting and perform analysis
- Detail oriented and able to comprehend and research legal documents
- Excellent reading, written, and verbal communication
- Ability to work both within a team and independently
- Commitment to the Mission and Values of MidPen
- Must have valid California driver's license, reliable transportation, and proof of current auto insurance policy
Physical Requirements
- Constantly perform desk-based computer tasks, frequently sitting
- Occasionally stand/walk, reach/work above shoulders, grasp lightly/fine manipulation, grasp forcefully, use a telephone, sort/file paperwork or parts, lift/carry/push/pull objects that weigh up to 15 pounds
- Rarely twist/bend/stoop/squat, kneel/crawl
Education and Experience
- Bachelor's degree in Finance, Business Administration, Accounting, or related field, plus two years' relevant work experience, or an equivalent combination of education and relevant work experience
- Master's Degree or experience in real estate, low-income housing, accounting or asset management preferred
Pay Range
$70,304 - $76,500 Annual Salary - Pay based on applicable experience and qualifications
Benefits and Compensation (see here for full details)
- Health Insurance
- Dental, Vision, Life & Disability Insurance
- 403(b) Retirement Investment
- Employee Education Reimbursement Program
- Paid Parental Leave
- FSA for Childcare, Medical, and Commuter Benefits
- EAP Program
- Pet Insurance
- Paid Time Off
- Company Holidays
- Wellness Days
EQUAL OPPORTUNITY EMPLOYER
MidPen Housing Corp. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We are committed to providing an inclusive and accessible hiring process. If you need a reasonable accommodation for any part of the application or interview process, please notify your recruiter.
Consistent with its obligations under the law, MidPen Housing Corp. will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.
See All 10 Asset Management Analyst Jobs in California
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Find Asset Management Analyst JobsAsset Management Analyst Jobs by City in California
Where California roles are concentrated, by current openings.
Asset Management Analyst Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- PIMCO2
- Audubon Companies1
- JPMorganChase1
- Jobot1
- MBK Real Estate1
Top Industries Hiring
- Banking & Financial Services2
- Consulting & Professional Services2
- Investment & Asset Management2
- Construction & Real Estate1
- Healthcare & Medical Services1
What California Employers Look For
The qualifications that appear most often in asset management analyst jobs across California.
- Bachelor's degree in finance, economics, or a related quantitative field required
- CFA designation or active progress toward CFA charterholder status strongly preferred
- Proficiency in Excel financial modeling and portfolio analytics software expected
- One to three years of experience in investment analysis, portfolio management, or related finance roles
- Familiarity with Bloomberg Terminal or FactSet for market data and performance reporting
- Strong written communication skills for client reporting and investment committee presentations
Asset Management Analyst Jobs in California: Frequently Asked Questions
How do you become a asset management analyst in California?
Most California employers require a bachelor's degree in finance, economics, accounting, or a closely related field as the baseline qualification. Asset management analysts in California are not required to hold a state-issued license to work in an analytical capacity, but many employers expect progress toward the CFA designation, which is administered by the CFA Institute. Analysts at registered investment advisers may also need to register with the California Department of Financial Protection and Innovation as an investment adviser representative.
How much do asset management analysts make in California?
Asset management analysts in California earn a median of about $109,110 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $72,840 for the lowest 10% to over $198,280 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire asset management analysts in California?
Employers hiring asset management analysts in California right now include PIMCO, Audubon Companies, and JPMorganChase, based on current listings on Migrate Mate as of June 2026. California's concentration of large institutional investors, real estate investment trusts, and registered investment advisers means demand is spread across both global firms with California headquarters and regional wealth management boutiques.
Which California cities have the most asset management analyst jobs?
Newport Beach, Bakersfield, and Foster City have the most asset management analyst openings in California. San Francisco and Los Angeles drive the bulk of demand due to their dense clusters of institutional asset managers, private equity firms, and large bank wealth divisions, while San Diego's strong presence of real estate investment trusts and independent registered investment advisers keeps it consistently active.
Are there remote asset management analyst jobs in California?
Yes, and more than many finance roles. About 20% of asset management analyst openings tied to California are remote or hybrid as of June 2026, reflecting the desk-based and analytical nature of the work. The tasks most commonly offered remotely include financial modeling, performance reporting, and market research, while client-facing portfolio review and investment committee work tends to remain in-office.
How can I get hired as a asset management analyst in California with little or no experience?
The most realistic entry path is through a rotational analyst program at a large California-based financial institution or asset manager, where firms like Wells Fargo, BlackRock's San Francisco office, and PIMCO in Newport Beach recruit new graduates directly. Lateral entry from roles such as financial analyst, credit analyst, or operations associate at a bank or brokerage is also common. Building toward the CFA Level I exam and developing proficiency in Excel modeling or Bloomberg gives candidates a concrete edge with California hiring managers.
Where can I find and apply to asset management analyst jobs in California?
You can find and apply to asset management analyst jobs in California on Migrate Mate, which lists current California openings across the state's major hiring markets. Find roles that fit your experience and target city, then apply directly to the employer through each listing.
See All 10 Asset Management Analyst Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Asset Management Analyst Jobs