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Assistant Portfolio Manager Jobs (NOW HIRING)

BNY

Associate Portfolio Manager

Newport Beach, CA

$71K - $104K/yr

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

D.I. Management, LLC

Portfolio Manager

Dallas, TX · On-site

The Portfolio Manager will report to the Managing Director of Portfolio Management. Position ... Liquidity Management: Assist in cash planning initiatives to manage the fund's liquidity and ...

BNP Paribas

Portfolio Manager

Stamford, CT · On-site

Portfolio construction, running hypothetical trades and orders in compliance with procedures. * Assist in building model portfolios with the rest of the portfolio management team for new CLOs and ...

United Community Bank

Portfolio Manager

Decatur, AL

Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining ...

United Community Bank

Portfolio Manager

Birmingham, AL · On-site

Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining ...

United Community Bank

Portfolio Manager

Decatur, AL · On-site

Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining ...

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Assistant Portfolio Manager information

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$38K

$58.2K

$95.5K

How much do assistant portfolio manager jobs pay per year?

As of Jun 13, 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.

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 typically 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 in managing investment portfolios, conducting research and analysis, and monitoring portfolio performance. Their tasks often include analyzing market trends, assisting with investment strategies, preparing reports, and communicating with clients. They play a crucial role in ensuring investment decisions are well-informed and aligned with clients’ objectives. Assistant Portfolio Managers also help with administrative duties and may contribute to risk management and compliance processes.
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Assistant Portfolio Manager jobs near you
Infographic showing various Assistant Portfolio Manager job openings in the United States as of June 2026, with employment types broken down into 2% As Needed, 60% Full Time, 35% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $58,177 per year, or $28 per hour.
Portfolio Analyst, Equity (Energy)

Portfolio Analyst, Equity (Energy)

Graham Capital Management, L.P.

Norwalk, CT • On-site

$125K - $200K/yr

Other

Medical, Life, Retirement

Posted 29 days ago

Job description

Description

Graham Capital Management, L.P. is seeking an Equity Portfolio Analyst to join our Portfolio Management team. The analyst will sit on the trading floor, working alongside a PM in all aspects of trading and portfolio management. The candidate should possess financial modeling expertise in the equities space with a focus on the energy sector. The candidate may be given the opportunity to grow into an assistant PM role with time.

Responsibilities

  • Assist Portfolio Manager with financial modeling and trade idea generation
  • Monitor the portfolio and assist with risk management. When appropriate, collect data and perform quantitative analysis on the portfolio and markets more broadly
  • Develop tools and analytics to assist in the portfolio management process
  • Support trade execution
Requirements
  • Bachelor's degree in relevant quantitative field
  • 2 - 5 years of experience covering energy equities on an equities desk or sector-focused investment team (buy-side or sell-side)
  • Proficient in Python and VBA, Bloomberg, and working with data in Microsoft Excel
  • Coding and front-office financial modeling experience
  • Strong problem solving and analytical skills
  • Highly motivated and intellectually curious
  • Exposure to portfolio manager trade execution platforms

This role requires commuting into our Rowayton, CT office Mondays through Fridays. 

Base Salary Range

The anticipated salary range for this position is $125,000 to $200,000.  The anticipated range is based on information as of the time this post was generated and does not include any discretionary bonus or benefits (see eligibility below). The applicable annual salary or hourly rate paid to a successful applicant will be determined based on multiple factors, including without limitation the nature and extent of prior experience, skills, and qualifications.  This wage range may be modified in the future.

In addition, the employee who fills this role will be eligible for a discretionary annual bonus, as well as a wide array of benefit programs, such as medical and life insurance, 401(K) plans, and access to other healthcare programs.

Notes:

No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, benefits, or any other form of compensation that a particular employee may be eligible for remains in the Company's sole discretion unless and until paid and may be modified at Graham's sole discretion, consistent with the law.

Graham is committed to providing equal employment opportunity to all employees and applicants for employment without regard to their race, color, religious creed, gender, age, national origin, ancestry, alienage, citizenship status, handicap, disability, marital status, sexual orientation, gender identity, pregnancy, childbirth or other related conditions, military status, genetic information, or any other personal characteristics protected by applicable law. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, layoff, termination, transfer, leave of absence and compensation.

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