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Assistant Portfolio Manager Jobs in Florida (NOW HIRING)

BNY Mellon

Associate Portfolio Manager

Tampa, FL · On-site

In this role, you'll make an impact in the following ways: * Assist Portfolio Managers with more complex aspects of managing domestic and international portfolios. * Calculate the impact of strategy ...

BNY

Associate Portfolio Manager

Tampa, FL · On-site

In this role, you'll make an impact in the following ways: * Assist Portfolio Managers with more complex aspects of managing domestic and international portfolios. * Calculate the impact of strategy ...

Atto Trading

Portfolio Manager

Miami, FL

Atto Trading is a quantitative trading firm operating a portfolio of signal-driven high-frequency ... Demonstrated ability to effectively leverage modern AI tools (e.g., generative AI, code assistants ...

Atto Trading

Portfolio Manager

Miami, FL · On-site

Atto Trading is a quantitative trading firm operating a portfolio of signal-driven high-frequency ... Demonstrated ability to effectively leverage modern AI tools (e.g., generative AI, code assistants ...

Atto Trading

Portfolio Manager

Miami, FL

Atto Trading is a quantitative trading firm operating a portfolio of signal-driven high-frequency ... Demonstrated ability to effectively leverage modern AI tools (e.g., generative AI, code assistants ...

Trace Systems

C2ISR Portfolio Manager

Tampa, FL · On-site

The C2ISR Portfolio Manager will serve as the on-site Project Manager supporting the execution of all contract requirements and mission objectives and will assist in ensuring project requirements are ...

First Horizon

Portfolio Manager II

Orlando, FL · On-site

On site in Orlando, FL SUMMARY The Portfolio Manager assists in the assessment of risk and ... and existing credits. * Assist in the pricing and structure of new loans and renewals.

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Assistant Portfolio Manager information

See Florida salary details

$28.4K

$43.5K

$71.4K

How much do assistant portfolio manager jobs pay per year?

As of Aug 9, 2026, the average yearly pay for assistant portfolio manager in Florida is $43,475.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $45,600.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an assistant portfolio manager, and why are they important?

To thrive as an Assistant Portfolio Manager, you need a solid understanding of financial analysis, investment strategies, and portfolio management, usually supported by a degree in finance or a related field. Proficiency with financial modeling software, Bloomberg terminals, and often progress toward certifications like the CFA is highly valuable. Strong analytical thinking, attention to detail, and effective communication skills help you interpret data and collaborate with both internal teams and clients. These skills are vital for making informed investment decisions, managing risk, and supporting the overall performance of the investment portfolio.

What is the difference between Assistant Portfolio Manager vs Financial Analyst?

AspectAssistant Portfolio ManagerFinancial Analyst
Required CredentialsBachelor's degree, CFA Level I or II often preferredBachelor's degree, CFA Level I or II often preferred
Work EnvironmentAsset management firms, investment companiesBanks, investment firms, corporate finance departments
Primary ResponsibilitiesAssisting in managing investment portfolios, research, client reportingAnalyzing financial data, preparing reports, supporting investment decisions

Assistant Portfolio Managers and Financial Analysts often share similar credentials and work in related environments within the finance industry. While Assistant Portfolio Managers focus on supporting portfolio management and client interactions, Financial Analysts primarily analyze data to inform investment strategies. Both roles require strong analytical skills and relevant certifications, but their daily tasks and responsibilities differ slightly, with Assistant Portfolio Managers taking on more client-facing and decision-making support functions.

How does an assistant portfolio manager collaborate with senior managers and analysts on investment decisions?

As an Assistant Portfolio Manager, you will regularly collaborate with senior portfolio managers and research analysts to evaluate investment opportunities and monitor portfolio performance. Your role often involves gathering and analyzing data, preparing investment reports, and contributing insights during strategy meetings. Open communication and teamwork are crucial, as your analyses help inform the team's decisions on asset allocation, risk management, and potential trades. This collaborative environment not only hones your analytical skills but also provides exposure to strategic thinking, preparing you for advancement within portfolio management.

What does an assistant portfolio manager do?

An assistant portfolio manager supports senior portfolio managers by helping to analyze investment opportunities, monitor portfolio performance, and execute trades. They often use financial analysis tools and research to assist in making investment decisions and may be involved in client communication and reporting. This role typically requires strong analytical skills, knowledge of financial markets, and relevant certifications such as the CFA.

How much does an assistant portfolio manager earn?

Assistant portfolio managers typically earn between $60,000 and $100,000 annually, depending on experience, location, and the size of the firm. They often have a background in finance, investment analysis, or related certifications like the CFA, and work closely with senior managers in investment environments.

How much do assistant portfolio managers get paid?

Assistant portfolio managers typically earn a median annual salary ranging from $70,000 to $120,000, depending on experience, location, and the size of the firm. They often work closely with senior managers and may hold certifications like the CFA to advance their careers.
What are the most commonly searched types of Portfolio Manager jobs in Florida? The most popular types of Portfolio Manager jobs in Florida are:
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What job categories do people searching Assistant Portfolio Manager jobs in Florida look for? The top searched job categories for Assistant Portfolio Manager jobs in Florida are:
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What are popular job titles related to Assistant Portfolio Manager jobs in FL? For Assistant Portfolio Manager jobs in FL, the most frequently searched job titles are:
Assistant Portfolio Manager jobs near you
Infographic showing various Assistant Portfolio Manager job openings in Florida 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 $43,475 per year, or $20.9 per hour.

Associate Portfolio Manager

BNY Mellon

Tampa, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

BNY Mellon rating

7.3

Company rating: 7.3 out of 10

Based on 52 frontline employees who took The Breakroom Quiz

124th of 150 rated financial services

Job description


We're seeking a future team member for the role of Associate Portfolio Manager to join our Wealth Management team. This role is located in Tampa, FL.
In this role, you'll make an impact in the following ways:
  • Assist Portfolio Managers with more complex aspects of managing domestic and international portfolios.
  • Calculate the impact of strategy changes on portfolios and assess the suitability of proposed transactions.
  • Prepare trades, monitor clearing compliance notifications, and support investment reporting and analytics for assigned investment teams.
  • Interpret performance attribution and tracking error reports, generate portfolio analytics, and support marketing and client service teams with data requests.
  • Conduct detailed portfolio analysis and prepare reports that support informed business decisions.
  • May conduct research related to potential business profitability.

To be successful in this role, we're seeking the following:
  • Bachelor's degree or the equivalent combination of education and experience is required.
  • MBA and/or CFA preferred.
  • 3-5 years of prior financial/investment experience.
  • Strong analytical skills with the ability to interpret investment data and portfolio reporting.
  • Ability to work closely with Portfolio Managers and support internal teams with accurate, timely information.

About Us
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
About the Team
At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn
Here's a few of our recent awards:
  • America's Most Innovative Companies, Fortune, 2025
  • World's Most Admired Companies, Fortune 2025
  • "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.
Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

What BNY Mellon employees say

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About BNY Mellon

Sourced by ZipRecruiter

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of Dec. 31, 2021, BNY Mellon had $46.7 trillion in assets under custody and/or administration, and $2.4 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com . Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1784

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