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Associate Portfolio Analyst Jobs in Alabama (NOW HIRING)

First Horizon

Portfolio Manager

Mobile, AL · On-site

Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to ... clients, communities and associates unlock their full potential with capital and counsel.

First Horizon Bank

Portfolio Manager

Mobile, AL · On-site

Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to ... clients, communities and associates unlock their full potential with capital and counsel.

ServisFirst Bank

Portfolio Manager

Birmingham, AL · On-site

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 ...

First Horizon

Senior Credit Analyst

Mobile, AL · On-site

Partner with Portfolio Managers to monitor and manage assigned commercial loan portfolios. This ... clients, communities and associates unlock their full potential with capital and counsel.

First Horizon Bank

Senior Credit Analyst

Mobile, AL · On-site

Partner with Portfolio Managers to monitor and manage assigned commercial loan portfolios. This ... clients, communities and associates unlock their full potential with capital and counsel.

ServisFirst Bank

Credit Analyst

Birmingham, AL · On-site

... 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 ...

Protective

Associate II, Risk Analyst

Birmingham, AL · On-site

$70K - $100K/yr

Produce thoughtful, accurate analysis to support all strategic and tactical Enterprise initiatives, including large-scale portfolio trades, M&A, reinsurance, strategic business partnerships, stress ...

Protective

Associate II, Risk Analyst

Birmingham, AL · On-site +1

$70K - $100K/yr

Produce thoughtful, accurate analysis to support all strategic and tactical Enterprise initiatives, including large-scale portfolio trades, M&A, reinsurance, strategic business partnerships, stress ...

KBR

Configuration Management Analyst

Huntsville, AL

$85K - $94K/yr

Job Summary Join KBR in supporting the Portfolio Acquisition Executive Fires SHIELD Project Office ... Associate degree with 9 years of relevant experience, OR * BS/BA and 8 years, OR * MS/MA and 6 ...

KBR, Inc.

Configuration Management Analyst

Huntsville, AL · On-site

$85K - $94K/yr

Job Summary Join KBR in supporting the Portfolio Acquisition Executive Fires SHIELD Project Office ... Associate degree with 9 years of relevant experience, OR * BS/BA and 8 years, OR * MS/MA and 6 ...

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Showing results 1-20

All JobsAssociate Portfolio Analyst JobsAssociate Portfolio Analyst Jobs in Alabama

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 6, 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.

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 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:
Associate Portfolio Analyst jobs near you
Infographic showing various Associate Portfolio Analyst job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $66,759 per year, or $32.1 per hour.

Investment Portfolio Associate-Huntsville, AL

Raymondjames

Huntsville, AL • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Job description

Job Description Summary

Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.

Job Description

Responsibilities

  • Collects fundamental research on related companies as requested by Financial Advisors.
  • Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
  • Assists in preparation of written industry and company specific reports
  • Assists in development of financial models for revenue and income forecasts.
  • Assists with research and analytics used in Investment Strategy white papers for Financial Advisors.
  • Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.
  • May participate in client meetings to identify client goals and tolerances.
  • Assists with developing individualized client investment strategy for Financial Advisor.
  • Responds to inquiries from Financial Advisors to research and resolve issues.
  • Prepares customized written industry and company specific reports upon request to Financial Advisor.
  • Assists in development of financial models to forecast team revenue and income.
  • Assists with preparation of scheduled and ad hoc performance reports.
  • Maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager searches.
  • Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.
  • Interfaces effectively with all levels of staff in managing portfolios.
  • Completes ad hoc projects and reports as assigned.
  • Performs other duties and responsibilities as assigned.

Education/Experience Requirements

  • Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis on conducting market research and analysis

~or~

  • An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses

  • SIE required provided that an exemption or grandfathering cannot be applied
  • Series 7
  • Series 63, 65 and/or 66 as required by state
  • Additional licenses or designations may be required as needed.

Education

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance

Work Experience

General Experience - 13 months to 3 years

Certifications

S65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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