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Asset Management Associate Jobs in Philadelphia, PA

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Asset Management Associate information

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How much do asset management associate jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for asset management associate in Philadelphia, PA is $18.17, according to ZipRecruiter salary data. Most workers in this role earn between $14.47 and $19.28 per hour, depending on experience, location, and employer.

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 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 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 to break into asset management?

Breaking into asset management typically requires a strong educational background in finance, economics, or related fields, along with relevant internships or entry-level roles to gain industry experience. Developing skills in financial analysis, valuation, and proficiency with tools like Excel and Bloomberg can improve prospects. Certifications such as the CFA can also enhance credibility and career advancement opportunities.

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 with relevant certifications like the CFA and strong analytical skills tend to have better prospects, but the hiring process can be rigorous and may involve multiple interview stages.

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 financial software and require strong analytical skills to help optimize investment strategies and ensure compliance with regulations.

What are the most commonly searched types of Asset Management jobs in Philadelphia, PA?

The most popular types of Asset Management jobs in Philadelphia, PA are:

What are popular job titles related to Asset Management Associate jobs in Philadelphia, PA?

For Asset Management Associate jobs in Philadelphia, PA, the most frequently searched job titles are:

What job categories do people searching Asset Management Associate jobs in Philadelphia, PA look for?

The top searched job categories for Asset Management Associate jobs in Philadelphia, PA are:

What cities near Philadelphia, PA are hiring for Asset Management Associate jobs?

Cities near Philadelphia, PA with the most Asset Management Associate job openings:

Asset Management Associate jobs near you
Infographic showing various Asset Management Associate job openings in Philadelphia, PA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $37,798 per year, or $18.2 per hour.

Management Associate, Portfolio Management

Glenmede Trust Co

Philadelphia, PA • On-site

Full-time

Medical, Retirement, PTO

Re-posted 5 days ago

Job description

Empowering Financial Futures.

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).

OVERVIEW:

The primary function of the Management Associate is to support a team of Relationship Managers, Portfolio Managers and investment specialists in the daily execution of portfolio management responsibilities and the respective daily client service requirements. The role is an integral component of the relationship team and will provide a broad landscape from which to learn the application of holistic, goals-based wealth and investment management. The Management Associate position is intended for an individual with an interest in portfolio management, construction and implementation for private clients.

RESPONSIBILITIES:

Portfolio Management and Investments

  • Assist Portfolio Managers in the management of client portfolios. This includes analysis of asset allocation, portfolio construction, and strategy-specific investments to ensure that portfolios are aligned with the client’s wealth objectives, investment policy guidelines and Glenmede’s best thinking.
  • Analyze asset-specific data to formulate perspectives around asset allocation, portfolio construction, and strategy specific investments.
  • Synthesize data into observable messages around style/sector tilts, geographic concentrations, performance drivers, risk contribution, and company-specific information.
  • Actively participate in internal investment meetings, including morning update, Investment Policy Committee (IPC), and manager/strategy updates by the Manager Research Group (MRG).

Relationship Management and Client Service

  • Proactively and independently handle routine to moderately complex client (internal and/or external clients) inquiries as part of the relationship management team.
  • Respond to client requests or proactively identify potential issues in the normal course of business, undertake research or take needed action to resolve (with guidance from senior officers where appropriate) and keep all relevant parties informed.
  • Cover situations that arise when other team members are out of the office.
  • Act as initial point of contact for client and internal communications, manage information flow, prioritize needs, assist with and draft communications, as required.
  • Participate in client meetings and conference calls, as requested.
  • Assist relationship management team in maintaining client information and communications in the client relationship management (CRM) system in accordance with firm best practices.
  • Develop a strong foundational understanding of wealth management topics including; financial, estate and income tax planning.

Portfolio and Account Administration

  • Review daily reports (e.g., transaction, overdraft, bond maturity) for possible investment implications.
  • Assist in preparation of presentation materials for client meetings.
  • Coordinate with wealth planning, wealth advisory, tax, or other departments to ensure deadlines are met.
  • Develop an understanding of middle and back office functions and processes and how they apply to data and systems used in the management of portfolios.
  • Assist with firm compliance and regulatory reviews as a means to reduce firm-level risk and the employment of portfolio management best practices.

Business Development

  • Attend Glenmede sponsored events as requested.

Firm Building

  • Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes.
  • Ability and willingness to contribute to the advancement of team, office and business capabilities.
  • Other duties as required by the position.

REQUIRED QUALIFICATIONS:

  • Bachelor’s degree.
  • 0-5 years of experience in an investment environment.

PREFERRED QUALIFICATIONS:

  • Interest in or progress toward CFA or CFP designations is preferred.
  • Advanced knowledge of Microsoft Office and ability to adapt to investment and CRM-oriented IT applications.
  • Superior team orientation.
  • Self-starter with a great deal of initiative.
  • Excellent written and verbal communication skills.
  • Full understanding of client privacy and confidentiality.
  • Proven competence in the following: ability to work well under pressure; detail-oriented, particularly with financial calculations; organizational and problem-solving skills; ability to multi-task and prioritize work.

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

Our Benefits Overview:

-Competitive health and welfare benefits, including company HSA contributions

-Numerous voluntary benefit choices available

-Superior 401k match

-Tuition reimbursement

-Company subsidized commuter benefits

-Generous paid time off, including parental leave

-Plus more!

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/.

** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede

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