1

Asset Management Associate Jobs in Rhode Island (NOW HIRING)

... and its associates. This position interacts with asset managers, marina management, company officers, investors, and other constituents, providing timely and accurate response to inquiries and ...

New

... management including asset allocation, portfolio construction, security/manager selection, trade ... mentoring associates. Responsibilities: * Works to understand the client's situation and ...

Portfolio Manager II

Providence, RI ยท On-site

$105K - $175K/yr

... management including asset allocation, portfolio construction, security/manager selection, trade ... mentoring associates. Responsibilities: * Works to understand the client's situation and ...

... asset management. * Manage and monitor Windows Server 2019 systems in support of enterprise ... Associate or Bachelor's degree preferred. * CompTIA Security+ CE or equivalent DoD 8570 IAT II ...

Senior CMDB Analyst

Carolina, RI ยท Remote

$88K - $117K/yr

Operating within the IT Asset Management function, this role is central to maintaining an ... the needs of our associates. More information can be found at Qualifications: Minimum ...

Senior CMDB Analyst

Carolina, RI ยท Remote

$88K - $117K/yr

Operating within the IT Asset Management function, this role is central to maintaining an ... the needs of our associates. More information can be found at Qualifications: Minimum ...

Showing results 21-40

Asset Management Associate information

See Rhode Island salary details

$9

$18

$31

How much do asset management associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for asset management associate in Rhode Island is $18.62, according to ZipRecruiter salary data. Most workers in this role earn between $14.81 and $19.76 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an asset management associate, and why are they important?

To thrive as an Asset Management Associate, you need strong analytical abilities, financial modeling skills, and a solid understanding of investment principles, typically supported by a degree in finance, economics, or a related field. Familiarity with portfolio management software, Excel, Bloomberg Terminal, and often progress toward a CFA certification are highly valued. Attention to detail, effective communication, and strong organizational skills set top performers apart in this role. These skills enable accurate asset analysis, effective client communication, and optimal portfolio performance in a competitive financial environment.

What does an asset management associate do?

An asset management associate supports the management of investment portfolios by analyzing financial data, monitoring asset performance, and assisting with client reporting. They often use tools like Excel and financial software, and may need relevant certifications such as the CFA to perform their duties effectively.

How to start a career in asset management?

To start a career as an Asset Management Associate, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant experience through internships, developing strong analytical and communication skills, and obtaining certifications like the CFA can improve job prospects. Entry-level roles often require familiarity with financial modeling, portfolio management tools, and industry regulations.

Is asset management a prestigious career?

Asset management is considered a reputable and competitive field within finance, often associated with high earning potential and professional recognition. It requires strong analytical skills, industry knowledge, and certifications such as the CFA, contributing to its prestige among finance careers.

Is it hard to get a job in asset management?

Securing an asset management associate position can be competitive, often requiring a strong educational background in finance or related fields, relevant internships, and proficiency with financial analysis tools. Candidates who demonstrate analytical skills, industry knowledge, and professional certifications like the CFA may have better chances of success.

What is the difference between Asset Management Associate vs Investment Analyst?

AspectAsset Management AssociateInvestment Analyst
Required CredentialsBachelor's degree, often CFA Level I or IIBachelor's degree, often CFA Level I or II
Work EnvironmentFinancial firms, asset management companiesInvestment banks, asset management firms
Employer & Industry UsageAsset management firms, mutual fundsHedge funds, investment banks
Common Search & ComparisonYesYes

The Asset Management Associate and Investment Analyst roles share similar educational backgrounds and work environments, often requiring CFA levels. While associates focus on supporting portfolio management and client reporting, investment analysts primarily conduct research and analyze investment opportunities. Both roles are integral to asset management firms, but their daily tasks and focus areas differ slightly, making them common points of comparison for job seekers in finance.

How does an asset management associate typically collaborate with other departments within a firm?

As an Asset Management Associate, you'll regularly work with teams such as research analysts, portfolio managers, and client relations specialists. Collaboration can involve analyzing investment opportunities, preparing client reports, and supporting the execution of portfolio strategies. You'll often coordinate with compliance and operations teams to ensure that transactions and reporting meet regulatory standards. These cross-functional interactions not only enhance your understanding of the business but also build relationships that are valuable for career progression within asset management.
What are the most commonly searched types of Asset Management jobs in Rhode Island? The most popular types of Asset Management jobs in Rhode Island are:
What are popular job titles related to Asset Management Associate jobs in Rhode Island? For Asset Management Associate jobs in Rhode Island, the most frequently searched job titles are:
What job categories do people searching Asset Management Associate jobs in Rhode Island look for? The top searched job categories for Asset Management Associate jobs in Rhode Island are:
What cities in Rhode Island are hiring for Asset Management Associate jobs? Cities in Rhode Island with the most Asset Management Associate job openings:

VP - Relationship Management, Insurance/Sub Advisory

Soteria Reinsurance Ltd.

Smithfield, RI โ€ข On-site

$120 - $160/hr

Other

Posted 6 days ago


Job description

VP - Relationship Management, Insurance/Sub AdvisorySkip to main content#VP - Relationship Management, Insurance/Sub Advisory page is loaded## VP - Relationship Management, Insurance/Sub AdvisoryApplylocations: Smithfield, RItime type: Full timeposted on: Posted Todayjob requisition id: 2119555## ## Job Description:The RoleThe Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) for managing and expanding a portfolio of strategic clients in the Institutional Insurance market. The individual will focus on driving growth, retention and strategic engagement across a defined set of insurance firms, including those offering annuity and life insurance products. The ideal candidate brings deep industry relationships and a strong understanding of subadvised and Variable Insurance Trust (VIT) structures, with the ability to navigate complex client organizations and deliver Fidelityโ€™s full range of investment capabilities.In addition to insurance clients, this role may include coverage responsibilities across the Defined Contribution Investment Only (DCIO) and Core Wealth segments, fostering collaboration across Fidelity business lines to deliver integrated solutions that help clients meet their business objectives.The expertise and skills you bring* CFA or CIMA preferred.* 10+ years of experience in relationship management, distribution, or business development with in asset management.* Series 7 and 63 licenses required* Client-first mindset with the ability to develop trusted partnerships at senior levels* Deep understanding of the insurance marketplace, including investment, product, and regulatory trends influencing the industry.* Establish credibility with clients as an investment resource across asset classes* Exceptional communication, negotiation and presentation skills* Strong collaboration skills and the ability to partner with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management, product, finance and distribution* Ability to travel up to 50%Note: Fidelity will not provide immigration sponsorship for this position.The **Value** You Deliver:* Lead growth and retention efforts across a portfolio of institutional insurance clients.* Deepen and expand relationships by identifying new opportunities for Fidelityโ€™s investment solutions.* Asset Class expertise positioning various thought leadership and investment product topics* Thrive in a team environment of strong investment professionals within the Relationship Manager Team* Provide market intelligence and client feedback to help shape Fidelityโ€™s product strategy and initiatives.* Represent Fidelity at key industry events and client meetings as a thought leader and trusted partnerThe TeamFidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, a suite of alternative investments, and a comprehensive line of retirement products and services in partnership with Fidelityโ€™s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.## ## Certifications:Series 07 - FINRA, Series 63 - FINRA## ## Category:## Relationship ManagementPlease be advised that Fidelityโ€™s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.### About UsAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. #J-18808-Ljbffr