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Associate Portfolio Analyst Jobs in Alabama (NOW HIRING)

Associates are expected to perform all additional duties as assigned. Qualifications * Bachelor's Degree in Business Administration * 5 years as a securities analyst, portfolio manager, or similar ...

Associates are expected to perform all additional duties as assigned. Qualifications * Bachelor's Degree in Business Administration * 5 years as a securities analyst, portfolio manager, or similar ...

Portfolio Manager II/III

Mobile, AL ยท On-site

$95 - $130/hr

Associates are expected to perform all additional duties as assigned. Qualifications * Bachelor's Degree in Business Administration * 5 years as a securities analyst, portfolio manager, or similar ...

Associates are expected to perform all additional duties as assigned. * Bachelor's Degree in Business Administration * 5 years as a securities analyst, portfolio manager, or similar industry related ...

The incumbent will: * Conduct financial analysis of credit for new and existing clients and ... Reasonable accommodation may be made to enable otherwise qualified associates/applicants with ...

Client Portfolio Manager

Birmingham, AL ยท On-site

$89K - $95K/yr

Work with all levels in the organization to identify, analyze and solve problems and create ... Associate's degree in criminal justice, business or a related field with three (3) years of ...

Client Portfolio Manager

Birmingham, AL ยท On-site

$89K - $95K/yr

Work with all levels in the organization to identify, analyze and solve problems and create ... Associate's degree in criminal justice, business or a related field with three (3) years of ...

Monitor and drive portfolio growth by reviewing key financial indicators and monthly trends ... Ability to develop strong working relationships with clients and associates * Demonstrated client ...

... loan portfolio reports and ad hoc reports as requested. The analyst will also monitor, and ... Reasonable accommodation may be made to enable otherwise qualified associates/applicants with ...

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Associate Portfolio Analyst information

See Alabama salary details

$26.3K

$66.8K

$113.8K

How much do associate portfolio analyst jobs pay per year?

As of Aug 29, 2026, the average yearly pay for associate portfolio analyst in Alabama is $66,759.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,800.00 and $73,900.00 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 are the most commonly searched types of Portfolio Analyst jobs in Alabama?

The most popular types of Portfolio Analyst jobs in Alabama are:

What cities in Alabama are hiring for Associate Portfolio Analyst jobs?

Cities in Alabama with the most Associate Portfolio Analyst job openings:

Infographic showing various Associate Portfolio Analyst job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 22% Part Time, 2% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $66,759 per year, or $32.1 per hour.

Portfolio Analytics & Research Associate

100 Raymond James & Associates, Inc.

Huntsville, AL โ€ข On-site

Full-time

This job post hasย expired today.ย Applications are no longer accepted.


Job description

100 Raymond James & Associates, Inc. in Huntsville, AL seeks a Financial Research Associate to analyze portfolio analytics, asset allocation, and investment holdings. You will support Financial Advisors by preparing research reports and building financial models, with regular client-facing collaboration. The role involves developing individualized client investment strategies, preparing industry reports, and assisting in meetings to identify client goals and tolerances.