Portfolio Associate

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, you’ll 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).

Location:

San Diego, hybrid-eligible

FLSA Status:
Full‑Time, Exempt

Compensation: $75,000 to $90,000

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

• Analyze data from Fact Set, 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

• 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 Fact Set, Bloomberg, or Morningstar preferred
• Excellent written and verbal communication skills
• CFA progress is a plus
• While a bachelor’s degree in a related field is preferred, candidates with strong applicable experience are encouraged to apply

We provide equal opportunity to all qualified applicants. All candidates will receive consideration for employment without regard to race, color, religion, national origin, sex, gender identity, gender expression, sexual orientation, disability status, protected veteran status, marital status, or any other characteristic protected by law.

We offer a welcome and inclusive environment that values diversity and a culture in which employees feel empowered to share their perspectives.

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  .