Portfolio Management Analyst Jobs in California
Portfolio Management Analyst jobs in California are among the most active in the country, with strong demand running from entry-level associates through senior analysts and portfolio managers across investment management, banking, insurance, and corporate treasury. The heaviest hiring concentrates in Los Angeles, San Francisco, and San Diego, where firms like BlackRock, Wells Fargo, and Pacific Investment Management Company maintain major California operations. The most sought-after specialties include equity portfolio analysis, fixed income, and quantitative risk analytics. Find a role that fits below and apply directly.
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Showing 5 of 31+ Portfolio Management Analyst jobs
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.
Position Summary
Provides local market product leadership for the West Region. This is an individual contributor position. This role will be accountable for portfolio benefit strategy, design, and execution; development and management of differentiated and tailored portfolio solutions aligned to market opportunities and customer needs
Key Responsibilities
- Defining portfolio strategy translating market intelligence, buyer needs, competitive insights, and performance data into differentiated product and solution roadmaps
- Driving end-to-end portfolio performance, monitoring key metrics and adjusting strategies to achieve business objectives
- Translating strategy into execution - defining priorities, creating timelines, and project managing deliverables while managing risks and dependencies
- Driving alignment across a matrixed organization, partnering closely with Product, Sales, Underwriting, Actuarial, Network and other stakeholders to accelerate delivery and impact
- Leading change management and continuous improvement across segments and markets related to application and process changes
Required Qualifications
- 10+ years of experience in product management, portfolio management or healthcare benefits within the healthcare industry.
- Medical Benefits Product experience / knowledge
- Must reside Pacific and Mountain Time Zone residents which is priority. May consider Central for stellar candidate.
- Demonstrated success developing and executing portfolio strategies that drive growth, retention, customer value, and business performance
- Demonstrated success influencing up and across a highly matrixed organization
- Executive-level presentation and storytelling skills
Education
- Bachelor’s degree or equivalent experience required
Pay Range
The typical pay range for this role is:
$100,000.00 - $231,540.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company’s equity award program.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
Great benefits for great people
We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.
This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.
Additional details about available benefits are provided during the application process and on Benefits Moments.
We anticipate the application window for this opening will close on: 11/30/2026
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.
Position Summary
Provides local market product leadership for the West Region. This is an individual contributor position. This role will be accountable for portfolio benefit strategy, design, and execution; development and management of differentiated and tailored portfolio solutions aligned to market opportunities and customer needs
Key Responsibilities
- Defining portfolio strategy translating market intelligence, buyer needs, competitive insights, and performance data into differentiated product and solution roadmaps
- Driving end-to-end portfolio performance, monitoring key metrics and adjusting strategies to achieve business objectives
- Translating strategy into execution - defining priorities, creating timelines, and project managing deliverables while managing risks and dependencies
- Driving alignment across a matrixed organization, partnering closely with Product, Sales, Underwriting, Actuarial, Network and other stakeholders to accelerate delivery and impact
- Leading change management and continuous improvement across segments and markets related to application and process changes
Required Qualifications
- 10+ years of experience in product management, portfolio management or healthcare benefits within the healthcare industry.
- Medical Benefits Product experience / knowledge
- Must reside Pacific and Mountain Time Zone residents which is priority. May consider Central for stellar candidate.
- Demonstrated success developing and executing portfolio strategies that drive growth, retention, customer value, and business performance
- Demonstrated success influencing up and across a highly matrixed organization
- Executive-level presentation and storytelling skills
Education
- Bachelor’s degree or equivalent experience required
Pay Range
The typical pay range for this role is:
$100,000.00 - $231,540.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company’s equity award program.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
Great benefits for great people
We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.
This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.
Additional details about available benefits are provided during the application process and on Benefits Moments.
We anticipate the application window for this opening will close on: 11/30/2026
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
See All 31 Portfolio Management Analyst Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find JobsPortfolio Management Analyst Jobs by City in California
Where California roles are concentrated, by current openings.
Portfolio Management Analyst Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Biotechnology & Pharmaceuticals
- Banking & Financial Services
- Healthcare & Medical Services
What California Employers Look For
The qualifications that appear most often in portfolio 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 Bloomberg Terminal, FactSet, or comparable portfolio analytics platforms
- Experience with portfolio performance attribution and investment risk measurement
- Advanced Excel modeling skills with familiarity in Python or SQL for data analysis
- Strong written communication skills for presenting investment recommendations to stakeholders
Portfolio Management Analyst Jobs in California: Frequently Asked Questions
How do you become a portfolio management analyst in California?
Most portfolio management analyst roles in California require a bachelor's degree in finance, economics, accounting, or a related quantitative field. While California does not issue a state-specific license for this role, employers consistently favor candidates who hold or are pursuing the CFA designation through the CFA Institute. Gaining experience in investment operations, financial analysis, or equity research builds the foundation most California hiring teams expect before promoting into a portfolio management analyst position.
How much do portfolio management analysts make in California?
Portfolio 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 portfolio management analysts in California?
Employers hiring portfolio management analysts in California right now include PIMCO, MUFG, and RCLCO, based on current listings on Migrate Mate as of October 2026. California's concentration of asset managers, regional banks, and insurance carriers means openings arise across a broad range of firm types, from large institutional investors headquartered in the state to corporate treasury teams at major California technology and healthcare companies.
Which California cities have the most portfolio management analyst jobs?
The cities with the most portfolio management analyst openings in California are Irvine, Los Angeles, and Newport Beach. Los Angeles and San Francisco anchor the list because of their dense concentrations of institutional asset managers, private banks, and insurance carriers, while San Diego draws demand from its established financial services sector and the regional presence of investment advisory firms serving both retail and institutional clients.
Are there remote portfolio management analyst jobs in California?
Yes, and more than many finance roles. About 62% of portfolio management analyst openings tied to California are remote or hybrid as of October 2026, reflecting how much of the work centers on data analysis, modeling, and reporting rather than in-person client meetings. Research-heavy and performance-reporting tasks tend to be the most remote-compatible parts of the role, while client-facing or trading-floor responsibilities typically require an in-office presence.
How can I get hired as a portfolio management analyst in California with little or no experience?
The most realistic entry path is landing an investment operations associate or financial analyst role at a California asset manager or bank, then moving laterally into portfolio analysis. Large California-based firms such as Pacific Investment Management Company and Western Asset Management run analyst development programs that recruit new graduates directly. Building proficiency in Bloomberg and Excel, completing the first CFA exam level, and pursuing internships through California's major finance programs at UCLA, UC Berkeley, or USC gives candidates a measurable edge in competitive entry-level pools.
Where can I find and apply to portfolio management analyst jobs in California?
You can find and apply to portfolio management analyst jobs in California on Migrate Mate, which lists current openings from employers hiring in the state right now. Search the available roles, find the ones that match your experience and target location, and apply directly to the ones that fit.
See All 31 Portfolio Management Analyst Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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