Axos Bank · 7 hours ago
Portfolio Analyst
HQ - San Diego, CA
Full-time
Onsite
Entry Level
$25/hr - $26/hr
1+ years expAxos Bank is a digital-first financial institution that provides innovative financial tools and services. The Portfolio Analyst plays a critical role in supporting the development and execution of investment strategies that align with organizational objectives, requiring strong analytical skills and collaboration across teams.
Banking
Responsibilities
Collaborate with cross-functional teams to formulate and implement innovative investment strategies that optimize portfolio performance
Contribute to the creation of compelling, data-driven presentations for clients and stakeholders, ensuring clarity and impact
Maintain a proactive awareness of evolving market trends and regulatory requirements, providing timely insights to inform decision-making
Partner with senior leadership, including the Chief Investment Officer, on strategic projects and initiatives
Manage both short-term and long-term projects, ensuring deliverables are met with precision and within deadlines
Participate in internal and external meetings, calls, and collaborative projects with other team members to drive alignment and execution
Deliver financial modeling and reporting, execute tasks crucial to optimizing client portfolios within Axos Invest
Qualification
Required
Strong analytical skills
Attention to detail
Ability to collaborate effectively across teams
Collaborate with cross-functional teams to formulate and implement innovative investment strategies that optimize portfolio performance
Contribute to the creation of compelling, data-driven presentations for clients and stakeholders, ensuring clarity and impact
Maintain a proactive awareness of evolving market trends and regulatory requirements, providing timely insights to inform decision-making
Partner with senior leadership, including the Chief Investment Officer, on strategic projects and initiatives
Manage both short-term and long-term projects, ensuring deliverables are met with precision and within deadlines
Participate in internal and external meetings, calls, and collaborative projects with other team members to drive alignment and execution
Deliver financial modeling and reporting, execute tasks crucial to optimizing client portfolios within Axos Invest
Preferred
Bachelor's degree in Finance, Economics, Business, or related field
1+ years' experience working in investments, portfolio management and banking
Strong analytical and quantitative skills with proficiency in financial modeling and data analysis
Excellent communication and presentation skills
Ability to work independently and as part of a team in a fast-paced environment
Familiarity with investment products, portfolio management principles, and regulatory frameworks
Benefits
Medical, Dental, Vision, and Life Insurance
Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
HSA or FSA account and other voluntary benefits
401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading
Company
Axos Bank
Axos Bank is an online bank that assists consumers and businesses in managing their finances.
1001-5000 employees
H1B Sponsorship
Axos Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (24)
2024 (27)
2023 (25)
2022 (14)
2021 (2)
Funding
Current Stage
Late StageLeadership Team
Raymond Matsumoto
Executive Vice President - Chief Operating Officer
Recent News
2026-01-17
2026-01-05
Company data provided by crunchbase