Client Portfolio Associate

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

Benefits offered by this job

Annual discretionary bonus

Comprehensive benefits package

Job summary

DoubleLine seeks a Client Portfolio Associate to analyze portfolios and support sales teams with insights on investment strategy positioning. The role collaborates across CPM and distribution to align investment expertise with client needs and sales priorities.

Initially non-client facing with a clear path toward future client engagement, the position requires 2–5 years in asset management and a strong grasp of fixed income markets. Morningstar Direct and Bloomberg skills are preferred.

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.
• Excellent written, verbal, and interpersonal communication across teams.
• Proactive and motivated to develop deep investment and product expertise.
• Series 7/63 is a plus; CFA/CAIA preferred.

Responsibilities

• Conduct in-depth portfolio analysis to support PMs and distribution teams, including performance attribution and risk drivers.
• Develop competitive intelligence through peer fund analysis, consultant research, and data comparisons.
• Produce high-quality data-driven fund content for client materials and presentations.
• Research market trends to inform portfolio analysis, product positioning, and client communications.

Skills

Asset management

Investment research

Portfolio analytics

Client portfolio management

Institutional sales support

Attention to detail

Education

Bachelor's degree in finance/economics/business

Tools

Bloomberg Terminal

Morningstar Direct

Macrobond

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.