Portfolio Analytics & Strategy Associate

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

Job summary

DoubleLine Group LP is seeking a Client Portfolio Associate in Los Angeles to support portfolio analysis and competitive intelligence within the CPM group and sales teams.

You will develop insights on investment strategy positioning, performance drivers, and client communications, collaborating with investment and distribution colleagues to align expertise with client needs and sales priorities. The role offers a clear path toward deeper product ownership and eventual client engagement.

Qualifications

• Bachelor’s degree.
• 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 and portfolio construction.

Responsibilities

• Conduct in-depth portfolio analysis to support CPMs and distribution teams.
• Produce data-driven fund content for client materials and presentations.
• Research market trends and competitive developments to inform portfolio analysis.

Skills

Portfolio analysis

Data-driven reporting

Client communication

Education

Bachelor’s degree

Tools

Bloomberg terminal

Morningstar Direct

Macrobond

Job description

DoubleLine Group LP is seeking a Client Portfolio Associate in Los Angeles to support portfolio analysis and competitive intelligence within the CPM group and sales teams.

You will develop insights on investment strategy positioning, performance drivers, and client communications, collaborating with investment and distribution colleagues to align expertise with client needs and sales priorities. The role offers a clear path toward deeper product ownership and eventual client engagement.