Portfolio Implementation Analyst

Analyst, Portfolio Implementation

About the Firm

Firm Mission

“Achieving Client Success through Research and Technology”

Los Angeles Capital, the “Firm”, is a global equity manager of assets for leading institutions around the world. The Firm is recognized as a pioneer in dynamic equity management, utilizing proprietary technology to engineer equity portfolios that adapt to today’s equity market. The Firm’s senior investment professionals have worked together for three decades developing models for measuring and forecasting return and risk of global equity securities. The Firm manages approximately $40.1 billion as of December 31, 2025, across a wide variety of public equity strategies designed to meet institutional client return and risk objectives. The Firm has been ranked for seven years in a row by Pensions and Investments as one of the “Best Places to Work in Money Management.” The Firm’s working environment places a strong focus on teamwork and values work-life balance. The Firm offers a competitive compensation package that includes health care plans, 401(k), and top-tier benefits. The Firm is 100% employee-owned through a holding company structure and seeks to retain and motivate employees’ long term. Los Angeles Capital firmly believes the quality and commitment of the individuals are vital to the success of the Firm, ensuring that client expectations are exceeded.

Position Overview

Reporting directly to the Managing Director, Portfolio Implementation, the Portfolio Implementation Analyst (“Analyst”) will work closely with all members of the Portfolio Implementation team to support department responsibilities, including internal analysis, trade list and portfolio review, reporting, portfolio construction, parameterization, and optimization across the model-to-trade lifecycle. The successful candidate will play an increasingly important role in streamlining foundational processes, workflows, systems, and applications that underpin functional implementation and data analysis.

This role offers exposure to most aspects of an institutional money management firm. In addition to Portfolio Implementation, the position will intersect with Research, Portfolio Management, Trading, Operations, Compliance, and Information Technology, contributing to both standard duties and ad hoc projects. The Analyst will serve as a key support resource to the broader Portfolio Implementation team and is expected to contribute to organizational operational efficiency with the fundamental objective of improving alpha capture in client portfolios.

Key Job Responsibilities

Support all aspects of the Portfolio Implementation function, developing a thorough understanding of foundational portfolio activities, rebalance workflows, and the systems and applications that support them.
Collaborate with internal stakeholders on trade list optimization for regular program and objective-based rebalances, including preparation of relevant inputs for the optimization process. Assist in evaluating and proposing enhancements to implementation parameters and constraints to more effectively capture model signals in client portfolios.
Assist in reviewing, maintaining, and monitoring client guidelines to ensure portfolios remain in compliance with account-specific objectives and restrictions.
Perform ad hoc portfolio analysis to provide insights related to expected implementation objectives and outcomes, including assessments of signal exposure, transfer coefficients, and constraint impacts.
Support the development and maintenance of internal reporting metrics and dashboards that enhance visibility into rebalancing activity, cash flow decision-making, and implementation outcomes across normal and varying market environments.
Identify opportunities to adapt workflows in an operationally efficient manner, contributing to the ongoing systematization of implementation decisions and the integration of implementation strategies across portfolios and products.
Assist in evaluating and automating decision criteria underlying recommended changes to portfolio parameters, both on an ad hoc basis and as part of regular rebalance activities.
Participate in quality assurance for new technology resources, systems, and tools used within the Portfolio Implementation group, including assessment of optimizer solutions, portfolio management systems, and data platforms.
Support the integration of relevant data inputs, including corporate actions, liquidity considerations, and event risks, into daily and rebalance-related workflows.
Contribute to cross-functional projects with Research, Portfolio Management, Trading, Operations, Compliance, and Information Technology as directed.
The nature of portfolio implementation in global financial markets requires availability beyond standard office hours. The Analyst is expected to contribute outside of normal business hours on a regular basis or as needed in response to events that may require prompt action or coordination.

Skills and Knowledge Required

Bachelor’s degree or higher in Business, Finance, Economics, or a related field.
1–3 years’ experience in investment management or a related field; relevant internship experience or an advanced degree may be considered.
Familiarity with investment strategies, portfolio analytics and optimization systems, portfolio construction concepts, and data analysis.
Strong quantitative and analytical skills, with an ability to interpret and communicate data-driven insights.
Technical proficiency preferred: Python, R, VBA, Bloomberg, or CIQ.
Expert Excel and Microsoft Office skills. Demonstrated aptitude for adopting new applications and platforms, including data and visualization tools (e.g., Databricks, Snowflake, Tableau) and AI-based tools that drive process efficiency (e.g., Claude, Copilot).
Creative and curious mindset with an eagerness to think beyond the normal course of operations.
Highly organized, detail-oriented, self-motivated, and possessing a strong work ethic.
Excellent team player who anticipates needs and works collaboratively across functions.
Crisp and clear written and verbal communication skills.
Demonstrated success in process and project management.
Ability to work under time pressure and manage multiple priorities simultaneously.

Skills and Knowledge Desired

CFA candidacy

This is a hybrid position based in Los Angeles, CA which requires weekly attendance.

NO RECRUITERS, PLEASE.

Apply today!

Los Angeles Capital is an SEC registered investment adviser and required to track certain political contributions under rule 206(4)-5. Therefore, you will be required to disclose your prior political contributions.

Los Angeles Capital is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual’s race, color, religion, age, gender, gender identity, sexual orientation, national origin, ancestry, marital status, medical condition, genetic information, veteran status or disability.

For more information about the company, please refer to our website at www.lacapm.com.

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