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Portfolio Associate (San Diego)
Portfolio Associate (San Diego)Brandes Investment Partners, L.P. • San Diego, CA, United States
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Portfolio Associate (San Diego)

Portfolio Associate (San Diego)

Brandes Investment Partners, L.P. • San Diego, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

About the job

Why This Role?

Are you interested in investment strategy and skilled at transforming data into actionable insights? Do you thrive in environments where cross-team collaboration amplifies the impact of your work? As a Portfolio Associate within our Product Management team, youll play a role in supporting sales, marketing, and client service teams by delivering meaningful content (and insights that drive decisions). This position provides the opportunity to contribute to strategic initiatives, bridge data analysis with content, and support multiple portfolios (and channels). This is a full-time, exempt role with a compensation range of $75,000 to $90,000.

What Youll Do

As a Portfolio Associate, youll play a key role in supporting strategic initiatives across portfolios and channels. Youll work closely with product specialists, sales teams, and client services to :

  • Analyze data from FactSet, Morningstar, Bloomberg, and other sources
  • Create and update product presentations, Q&A documents, and positioning scripts
  • Contribute to RFPs and strategic messaging
  • Conduct industry and competitor research
  • Maintain peer group reporting and product intelligence
  • Collaborate across departments to ensure timely and accurate delivery of materials

What Were Looking For

  • 1-3 years of experience in investment product management, research, marketing, or strategy
  • Strong understanding of investment products and performance metrics
  • Proficiency in Microsoft Office; experience with FactSet, Bloomberg, or Morningstar preferred
  • Excellent written and verbal communication skills
  • CFA progress is a plus
  • While a bachelors degree in a related field is preferred, candidates with strong applicable experience are encouraged to apply
  • Why Consider This Role?

    This role offers a unique opportunity to gain broad exposure to investment products, collaborate with multiple teams, and contribute to the firms strategic growth. Youll be part of a dynamic environment where your insights and execution matter.

    Interested?

    To apply for a posted opening, please submit a cover letter indicating position of interest and current resume or CV.

    Electronic submission to :

    careers@brandes.com

    Mail to :

    Brandes Investment Partners, L.P.

    Attention : Careers at Brandes

    4275 Executive Square, 5th Floor

    La Jolla, CA 92037

    Lets create value through collaboration while elevating product strategy and client experience.

    Brandes Investment Partners is an equal opportunity employer and does not discriminate against applicants or employees based upon race, religion, color, national origin, sex, gender identity, gender expression, sexual orientation, pregnancy, reproductive health decision-making, national origin, ancestry, ethnicity, alienage, political activities or affiliations, status as a victim of domestic violence, assault or stalking, age, military or veteran status, physical or mental disability, marital status, medical condition or any other protected classification, in accordance with applicable federal, state and local laws.

    Brandes Investment Partners, L.P. will not request credit information or reports (or other sensitive information) from a job candidate via email. Please report any suspicious emails from Brandes at Careers@Brandes.com.

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