ZipRecruiter

Log In

1

Associate Portfolio Analyst Jobs in Arizona (NOW HIRING)

Busey

Associate Portfolio Manager, Trading

Phoenix, AZ · On-site

$55K - $73K/yr

Position Summary The Associate Portfolio Manager, Trading works with Wealth Advisors, Associates ... analysis, under supervision of Investment PM, such as equity, fixed income or mutual fund research ...

New

Bank of America

Portfolio Manager III

Scottsdale, AZ · On-site

... mentoring associates. Responsibilities: * Works to understand the client's situation and ... Analytical Thinking * Attention to Detail * Client Experience Branding * Valuation Ethics and ...

Bank of America

Portfolio Manager III

Scottsdale, AZ · On-site

$150 - $230/hr

... mentoring associates. Responsibilities: * Works to understand the client's situation and ... Analytical Thinking * Attention to Detail * Client Experience Branding * Valuation Ethics and ...

Bank of America

Portfolio Manager III

Scottsdale, AZ · On-site

... mentoring associates. Responsibilities: * Works to understand the client's situation and ... Analytical Thinking * Attention to Detail * Client Experience Branding * Valuation Ethics and ...

next page

Showing results 1-20

All JobsAssociate Portfolio Analyst JobsAssociate Portfolio Analyst Jobs in Arizona

Associate Portfolio Analyst information

See Arizona salary details

$27K

$68.6K

$117K

How much do associate portfolio analyst jobs pay per year?

As of Aug 22, 2026, the average yearly pay for associate portfolio analyst in Arizona is $68,637.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,200.00 and $75,900.00 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 Arizona?

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

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

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

Associate Portfolio Analyst jobs near you
Infographic showing various Associate Portfolio Analyst job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 2% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $68,637 per year, or $33 per hour.

Associate Portfolio Manager, Trading

Busey

Phoenix, AZ • On-site

$55K - $73K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Position Summary

The Associate Portfolio Manager, Trading works with Wealth Advisors, Associates, and the Investment Team to monitor and invest client accounts. This position executes stock, mutual fund and fixed income trades to invest cash, raise cash, and rebalance accounts according to established guidelines. This position also monitors accounts, performs periodic compliance reviews and recommends or takes corrective actions when appropriate.Duties & ResponsibilitiesLevel I - operates as an entry level hire, in direct supervision of manager, to complete monitor portfolios and complete trade/rebalance tasksExecute stock and mutual fund trades as requested by advisors.Rebalance client accounts to predefined target allocations.Monitor accounts to insure that they are invested according to established guidelines and account specific policies and restrictions.Maintain and update client specific restrictions and investment guidelines in trading systems.Generate trade proposals and recommendations as requested by advisors.Perform periodic reviews of accounts for compliance purposes.Level II - manages more complex portfolios that have multiple accounts, non-standard holdings or tax issues. Requires a fairly deep understanding of underlying investments to make custom recommendations.Work directly with advisors to generate and execute customized proposals for client's unique situations incorporating legacy holdings, tax minimization and asset location across multiple accounts.Monitor and review trades generated across all client accounts. Compile trades and execute in appropriate market venue seeking best execution.Manage trading of large orders, illiquid assets or other uncommon securitiesImplement model changes across multiple client accountsAssist in the generation of performance reporting, market commentary, and presentation materials.Act as interface between trading functions and other core WM teams to problem solve and plan as neededComplete investment analysis, under supervision of Investment PM, such as equity, fixed income or mutual fund researchEducation & Experience

Knowledge of:

  • Strong oral and written communication skills
  • Strong attention to detail

Ability to:

  • Provide a high level of customer service
  • Work independently and perform duties under frequent time pressures
  • Adhere to established policies and procedures including maintaining confidentiality of customer account information
  • Minimize trade errors and account level non-compliance
  • Maintain timeliness of response to trade requests

Education and Training:

  • Requires Bachelor's degree.
  • Requires proficiency in Microsoft Office, experience with Microsoft Excel including use of Pivot Tables, Macros, and VBA.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $55,000 -$73,000/yr)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering extraordinary excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Apply