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Assistant Portfolio Manager Jobs (NOW HIRING)

Director, Assistant Portfolio Manager

Napa, CA ยท On-site

$163K - $195K/yr

The Assistant Portfolio Management manages the Wealth Channel's the first ever Semi Liquid Farmland Fund (Nuveen Farmland REIT - FREIT). Responsibilities include strategic and tactical allocations ...

The Assistant Portfolio Management manages the Wealth Channel's the first ever Semi Liquid Farmland Fund (Nuveen Farmland REIT - FREIT). Responsibilities include strategic and tactical allocations ...

Review loan documents comparing them to the approved CAM to ensure loan documents are executed in accordance with the CAM and loan policy. Assist Portfolio Manager II/III or Supervisor in preparation ...

The Assistant Portfolio Management manages the Wealth Channel's the first ever Semi Liquid Farmland Fund (Nuveen Farmland REIT - FREIT). Responsibilities include strategic and tactical allocations ...

The Assistant Portfolio Management manages the Wealth Channel's the first ever Semi Liquid Farmland Fund (Nuveen Farmland REIT - FREIT). Responsibilities include strategic and tactical allocations ...

The Assistant Portfolio Management manages the Wealth Channel's the first ever Semi Liquid Farmland Fund (Nuveen Farmland REIT - FREIT). Responsibilities include strategic and tactical allocations ...

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Assistant Portfolio Manager information

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$58.2K

$95.5K

How much do assistant portfolio manager jobs pay per year?

As of Sep 4, 2026, the average yearly pay for assistant portfolio manager in the United States is $58,177.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $61,000.00 per year, depending on experience, location, and employer.

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 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 much do assistant portfolio managers get paid?

Assistant portfolio managers typically earn a median annual salary between $70,000 and $120,000, depending on experience, location, and the size of the firm. They often work closely with senior managers, utilizing financial analysis tools and certifications like the CFA to support investment decisions.

How much does an assistant portfolio manager earn?

An assistant portfolio manager typically earns between $60,000 and $100,000 annually, depending on experience, location, and the size of the firm. They often work closely with senior managers and may require relevant certifications such as the CFA designation.

What does an assistant portfolio manager do?

An assistant portfolio manager supports the lead portfolio manager in managing investment portfolios by conducting research, analyzing market trends, and helping to develop investment strategies. They often assist with monitoring asset performance, preparing reports, and ensuring compliance with regulations, typically requiring strong analytical skills and familiarity with financial tools. This role may involve collaboration with clients and other team members to optimize investment outcomes.
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Infographic showing various Assistant Portfolio Manager job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $58,177 per year, or $28 per hour.

Insurance Portfolio Manager: Residential Loans & ABF

Bayview Fund Management, LLC

Manhattan, NY โ€ข On-site

$150 - $250/hr

Other

Posted 17 days ago


Job description

Bayview Fund Management, LLC is seeking an experienced Assistant Portfolio Manager for Residential Whole Loans and Asset Based Finance within their Insurance Asset Management team based in New York. This position involves managing and scaling insurance portfolios, collaborating with clients to meet investment objectives, and developing strategic asset allocation.

The ideal candidate will have over 8 years of investment management experience, with strong knowledge of insurance regulations and portfolio management. The expected compensation ranges from $150,000 to $250,000, including potential bonuses.

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