Client Portfolio Associate

DoubleLine; Los Angeles (CA); On-site; USD 110,000 - 130,000; Full time

Job summary

DoubleLine's Client Portfolio Management (CPM) group seeks a Client Portfolio Associate focused on portfolio analysis, performance attribution, and competitive intelligence to strengthen sales engagement and client communications.

You will partner with CPMs, Product Specialists, and investment teams to deliver data-driven fund content for client materials and presentations, while building investment strategy expertise for future client engagement.

Qualifications

• 2-5 years of experience in asset management, investment research, or related investment functions.
• Strong understanding of fixed income markets, asset management, and portfolio construction principles.
• Excellent written, verbal, and interpersonal communication skills.
• Demonstrated ability to manage multiple priorities and meet deadlines.
• Proactive, intellectually curious, and motivated to develop investment expertise.
• Series 7 and Series 63 licenses are a plus.
• Morningstar Direct experience strongly preferred.
• Bloomberg terminal and Macrobond experience preferred.
• Interest or progress toward CFA or CAIA preferred.

Responsibilities

• Conduct in-depth portfolio analysis to support CPMs and distribution teams, including performance attribution and risk drivers.
• Develop competitive intelligence via peer fund analysis, consultant research, and Morningstar data.
• Produce high-quality, data-driven fund content for sales teams and client materials.
• Research market trends and competitive developments to inform portfolio analysis and client communications.

Skills

Portfolio analysis

Communication

Cross-functional collaboration

Attention to detail

Proactive learning

Education

Series 7/63 license (preferred)

CFA/CAIA (preferred)

Tools

Bloomberg

Macrobond

Morningstar Direct

Excel / data analytics

Job description

The Client Portfolio Associate is a key member of the Client Portfolio Management (CPM) group and broader sales teams, with a primary focus on portfolio analysis and competitive intelligence. The role develops differentiated insights on investment strategy positioning, performance, and relative value to strengthen sales engagement and enhance client communication. The role collaborates closely with DoubleLine investment and distribution teams to align investment expertise with client needs and sales priorities. Over time, the individual is expected to build deep DoubleLine investment strategy and financial market expertise and evolve into a subject matter expert. While initially non-client facing, the role offers a clear path to future client engagement.

Job Functions

• Conduct in-depth portfolio analysis to support Client Portfolio Managers and distribution teams, including performance attribution, portfolio positioning, and key risk and return drivers across investment strategies. Develop and maintain competitive intelligence through peer fund analysis, consultant research, Morningstar data, holdings comparisons, performance analysis, and differentiated product positioning.
• Partner with CPMs, Product Specialists, and investment teams to produce high-quality, data-driven fund and investment-related content for sales teams and client materials (e.g., client presentations, chart creation, commentaries, and analytics).
• Research market trends, investment themes, and competitive developments to inform portfolio analysis, product positioning, and client communications.
• Build expertise across DoubleLine investment strategies and financial market subject matter expertise over time, with a defined path toward deeper product ownership and eventual client engagement

Qualifications

• 2-5 years of experience in asset management, investment research, portfolio analytics, client portfolio management, institutional sales support, or related investment functions.
• Strong understanding of fixed income markets, asset management, investment products, and portfolio construction principles.
• Excellent written, verbal, and interpersonal communication skills, with the ability to collaborate effectively across investment and distribution teams.
• Demonstrated ability to manage multiple priorities, meet deadlines, and execute with a high level of attention to detail.
• Proactive, intellectually curious, and motivated to develop deep investment and product expertise.
• Series 7 and Series 63 licenses is a plus.
• Morningstar Direct experience strongly preferred.
• Experience with Bloomberg terminal and Macrobond (or similar financial market/charting platforms) preferred.
• Interest or progress towards CFA and/or CAIA preferred.

Base Salary Range

The estimated base salary range for this position is $110,000 -$130,000. In addition to base salary, this position is eligible for an annual discretionary bonus, plus a comprehensive benefits package.