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Associate Portfolio Analyst Jobs (NOW HIRING)

InforCapital

Associate, Portfolio Analytics

Manhattan, NY · On-site

$90 - $150/hr

The team is hiring an Associate, Portfolio Analytics to join its Finance team of approximately 60 professionals located across West Hartford, CT, Boston, MA and New York, NY.The ideal candidate will ...

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ProspectBlue

Associate Portfolio Manager

Richmond, VA · On-site

$65K - $75K/yr

Associate Portfolio Manager Richmond, VA | Wealth Management Advisory Client ProspectBlue is ... Analyze portfolio data and performance to support investment decisions and identify opportunities ...

ProShares

Analyst, Portfolio Management

Bethesda, MD · Hybrid

$80K - $100K/yr

The PM career track begins at Analyst, Senior Analyst, Associate Portfolio Manager, Desk Head, (Portfolio Manager, and Senior Portfolio Manager) and concludes with Director, Portfolio Management.

ProShares

Analyst, Portfolio Management

Bethesda, MD · On-site

$80K - $100K/yr

The PM career track begins at Analyst, Senior Analyst, Associate Portfolio Manager, Desk Head, (Portfolio Manager, and Senior Portfolio Manager) and concludes with Director, Portfolio Management.

T Rowe Price

Portfolio Analyst- Equity

Baltimore, MD · On-site

Educate and train diverse groups of TRP associates about assigned investment portfolios. * Provide ... Proven analytical skills Strong communication skills FINRA Requirements FINRA licenses are not ...

ING Group

Associate, Portfolio Analytics

New York, NY · On-site

$110K - $135K/yr

Lending | Portfolio Management | Associate, Portfolio Analytics | New York About ING : In the Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and ...

Bryn Mawr Trust Co.

$64 - $106/hr

... and portfolio strategy implementation across the firm's book of business. * Analyze accounts for ... For more information about Associate benefits, please visit WSFS Bank will only consider candidates ...

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Associate Portfolio Analyst information

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$29K

$73.7K

$125.5K

How much do associate portfolio analyst jobs pay per year?

As of Sep 4, 2026, the average yearly pay for associate portfolio analyst in the United States is $73,654.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,000.00 and $81,500.00 per year, depending on experience, location, and employer.

What does an associate portfolio analyst do?

An Associate Portfolio Analyst supports portfolio managers in analyzing and managing investment portfolios. Their responsibilities often include conducting research on markets and securities, monitoring portfolio performance, preparing reports, and assisting with investment strategy implementation. They use financial models and data analysis to provide insights and recommendations. This role is typically entry-level or early-career and is a stepping stone toward more senior investment positions.

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

To thrive as an Associate Portfolio Analyst, you need strong analytical skills, a solid understanding of financial markets, and a relevant degree such as finance, economics, or mathematics. Familiarity with portfolio management software, Bloomberg Terminal, and proficiency in Excel or data analysis tools is typically required. Attention to detail, effective communication, and the ability to work under pressure are vital soft skills for this role. These competencies ensure accurate portfolio analysis, informed investment decisions, and effective collaboration within investment teams.

How does an associate portfolio analyst typically collaborate with portfolio managers and other team members?

As an Associate Portfolio Analyst, you will work closely with portfolio managers by supporting research, preparing investment reports, and monitoring portfolio performance. Collaboration often involves attending regular team meetings, sharing market insights, and assisting in the implementation of investment strategies. You may also interact with risk analysts and client service teams to ensure portfolio alignment with client objectives and compliance requirements. Effective communication and teamwork are essential for success in this role.

What is the difference between Associate Portfolio Analyst vs Investment Analyst?

AspectAssociate Portfolio AnalystInvestment Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's degree, often pursuing CFA or related certifications
Work EnvironmentSupportive team within asset management firms, assisting portfolio managersResearch-focused role, analyzing securities and market trends
Employer & Industry UsageCommon in asset management, mutual funds, and hedge fundsWidely used in investment banking, asset management, and research firms

The Associate Portfolio Analyst typically supports portfolio management teams by analyzing data and assisting in investment decisions, often with a focus on specific portfolios. Investment Analysts conduct in-depth research on securities and market conditions to inform investment strategies. While both roles require similar educational backgrounds and certifications, the Associate Portfolio Analyst tends to have a more operational support role, whereas Investment Analysts focus more on research and analysis.

What cities are hiring for Associate Portfolio Analyst jobs?

Cities with the most Associate Portfolio Analyst job openings:

What are the most commonly searched types of Portfolio Analyst jobs?

The most popular types of Portfolio Analyst jobs are:

What states have the most Associate Portfolio Analyst jobs?

States with the most job openings for Associate Portfolio Analyst jobs include:

Associate Portfolio Analyst jobs near you
Infographic showing various Associate Portfolio Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $73,654 per year, or $35.4 per hour.

Associate, Portfolio Analytics

InforCapital

Manhattan, NY • On-site

$90 - $150/hr

Other

Posted 3 days ago

New

Job description

# Associate, Portfolio AnalyticsAres ManagementAssociateFund of FundsMultisector - GeneralistFull-timeLocationNew York, United StatesDate PostedAugust 1, 2026Stay ahead of the marketGet instant notifications when new job openings matching "Fund of Funds / Associate jobs in New York, United States" are published.## About This RoleThe Ares Secondaries team specializes in secondary market transactions of private equity, real estate, credit, and infrastructure investments with AUM of approximately $38 billion as of September 30, 2025. The team is hiring an Associate, Portfolio Analytics to join its Finance team of approximately 60 professionals located across West Hartford, CT, Boston, MA and New York, NY.The ideal candidate will possess investment analysis, accounting, or private equity / fund of funds experience with a basic understanding of fund reporting, basic partnership accounting, and performance metrics. This role requires a dynamic, adaptive, and agile hands-on professional who enjoys a fast-paced, rapidly growing environment.Key responsibilities include working with investment professionals to assist in portfolio monitoring; performing detailed analysis of quarterly investment report valuations, including diversification metrics as well as valuation gains and losses; preparing support for quarterly investor reports, as well as performance returns at a portfolio and fund level (TWR, IRR, Multiples, etc.); and preparing analysis of valuation changes and drivers across portfolio investments, along with quarterly investor reports with supporting materials.Over the last 20 years, Ares success has been driven by its people and culture, guided by core values of being Collaborative, Responsible, Entrepreneurial, Self-Aware, and Trustworthy, with a purpose of being a catalyst for shared prosperity. The firm is committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within the alternative investment industry.Ares Management is seeking a Associate, Portfolio Analytics to join their Fund of Funds team in New York, United States.This role is focused on the Multisector - Generalist sector.The position is Full-time.This opportunity was sourced via LinkedIn guest.Interested candidates can apply through the original job posting.Apply for this PositionYou will be redirected to the original job posting. #J-18808-Ljbffr

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