CareerPlan

Portfolio Analyst/Associate – Credit Desk

Newport Beach, CA USAFull-time$90k2026-09-15 → 2026-11-11
No visa sponsorship

Core

Support Credit Portfolio Managers by monitoring fixed income portfolios, managing risk, and facilitating trade execution for client assets.

Role type

Associate-level fixed income portfolio analyst

Builds

Client fixed income portfolios across public and private credit markets

Domain

Asset management / Fixed income / Credit

Required skills

Fixed income analysis, risk monitoring, trade execution coordination, cash flow management, proprietary risk system utilization, analytical problem-solving

Preferred skills

None stated

Technologies

Proprietary risk systems

Responsibilities

Monitor portfolio positions against client guidelines, coordinate trade sizing and re-balancing, assist in account transitions, process credit trades efficiently, respond to ad-hoc portfolio management requests

Seniority

Associate, entry-level IC