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Associate Portfolio Analyst Jobs (NOW HIRING)

T Rowe Price

Portfolio Analyst- Equity

Baltimore, MD

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 ...

ProShares

Analyst, Portfolio Management

Bethesda, MD · Hybrid

$80K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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.

ING Group

Associate, Portfolio Analytics

New York, NY · On-site

$110K - $135K/yr

  • Medical

  • Retirement

  • PTO

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 ...

Digital Realty

Portfolio Analyst

Boston, MA · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Portfolio Analyst - Associate Location: Boston, MA (Hybrid) Your Role As a Portfolio Analyst, you will play a highvisibility role supporting the financial performance and strategic decisionmaking of ...

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Associate Portfolio Analyst information

See salary details

$29K

$73.7K

$125.5K

How much do associate portfolio analyst jobs pay per year?

As of Aug 15, 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.

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 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.

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 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $73,654 per year, or $35.4 per hour.

Associate Portfolio Analyst - Equities

T Rowe Price

Baltimore, MD • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

PRIMARY PURPOSE OF THE POSITION

The Associate Portfolio Analyst is primarily responsible for assisting the portfolio analyst in researching investment portfolios and supporting other investment staff. The associate portfolio analyst leverages the time of the portfolio analyst, portfolio specialist and portfolio manager by providing analysis and expertise on investment strategies. Analysis and content developed by the portfolio analyst team supports the firm's efforts to provide outstanding client service and to gather and retain assets. The associate portfolio analyst must continuously grow and adapt to meet changing demands and a wide range of requests for support as markets, strategy lifecycles and performance cycles change over time. The associate portfolio analyst must excel at working independently while collaborating with many groups across the enterprise.

ACCOUNTABILITIES

Data, Research & Analysis:

  • Grow and maintain expertise on multiple investment data applications in order to extract investment data, interpret results and assist with analysis.
  • Conduct investment research, in conjunction with the portfolio analyst, on assigned investment portfolios, taking into account financial market conditions, competitor analysis, asset class characteristics, portfolio construction and positioning. Research conducted may provide direct support for marketing, sales, and client service efforts.
  • Under the direction of the portfolio analyst, creates custom analysis either to anticipate client concerns or to respond to client inquiries in a time sensitive environment on a global scale.
  • Develop and maintain knowledge on markets, portfolios, portfolio manager thinking and positioning, benchmarks, and peers.
  • Assist with quarterly strategy updates to inform the enterprise of investment results and views on assigned strategies

Provide leverage to other investment professionals:

  • Support portfolio analysts, portfolio specialists and portfolio managers in response to internal distribution and client inquiries, including ad hoc and follow-up to prospect, client, and consultant questions.
  • Works closely with portfolio analyst in the content creation process including custom presentations, exhibits and analysis (i.e. mini kits, capital market decks, matrixes, new product collateral, etc.) used by Investment Management, portfolio specialists and the Business Units.
  • Provide investment support for the creation and updating of sales and marketing collateral.

Franchise and asset class support:

  • Develop and maintain relationships necessary to navigate an often complex organizational structure and evolving regulatory environment in order to respond to client needs.
  • Contribute to an informed sales group by providing general education and support for distribution associates.
  • Educate and train diverse groups of TRP associates about assigned investment portfolios.
  • Provide assistance on client questionnaires for assigned investment strategies.

QUALIFICATIONS

Preferred

  • College degree and 4+ years of investment experience
  • Progress toward Master of Business (MBA) or related degree and/or Charter Financial Analyst Accreditation (CFA)
  • Institutional Investment knowledge

Required

  • College degree and 2 - 3 years of related investment work experience
  • Outstanding analytical skills, both quantitative and qualitative
  • Able to prioritize work and meet deadlines
  • Self-motivated, enthusiastic, responsible, with excellent attention to detail
  • Excellent written and verbal communication skills, with experience in communicating investment matters
  • Capable of building and maintaining strong relationships with Portfolio Analysts, Portfolio Specialists and Portfolio Managers.

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