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Associate Portfolio Analyst Jobs in Oregon (NOW HIRING)

Franklintempleton

Associate Director, Research Analyst

OR · On-site +1

$129K - $150K/yr

... client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment ... The Associate Director, Research Analyst will lead, supervise, and release the programming and ...

NEWMARK

Valuation Associate

Portland, OR · On-site

$49K - $50K/yr

(Valuation Associate): Under supervision and oversight, prepares sections of the appraisal report ... portfolio analysis and estate purposes as well as other intended uses. Evolves into writing ...

NEWMARK

Valuation Associate

Portland, OR

$49K - $50K/yr

(Valuation Associate): Under supervision and oversight, prepares sections of the appraisal report ... portfolio analysis and estate purposes as well as other intended uses. Evolves into writing ...

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All JobsAssociate Portfolio Analyst JobsAssociate Portfolio Analyst Jobs in Oregon

Associate Portfolio Analyst information

See Oregon salary details

$30.7K

$77.9K

$132.7K

How much do associate portfolio analyst jobs pay per year?

As of Aug 31, 2026, the average yearly pay for associate portfolio analyst in Oregon is $77,873.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,200.00 and $86,200.00 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 Oregon?

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

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

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

Associate Portfolio Analyst jobs near you
Infographic showing various Associate Portfolio Analyst job openings in Oregon 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 $77,873 per year, or $37.4 per hour.

Portfolio Manager

Portland, OR • Hybrid

Coldstream Wealth Management
Investment Management and Consulting Services • 51 - 200 employees
Learn more about Coldstream Wealth Managementexternal

Full-time

Re-posted 28 days ago

Job description

Are you passionate about investing, building meaningful client relationships, and collaboration? Coldstream is seeking an experienced Portfolio Manager to join its NE Portland team and play a key role in shaping investment strategy, managing sophisticated client portfolios, and mentoring the next generation of investment professionals. This is an exciting opportunity to make a direct impact within an employee-owned firm that values thoughtful advice, exceptional client service, and long-term relationships.

Arnerich Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for investing with vision, passion, and purpose, with a focus on both client service and community commitment. In July 2024, Arnerich Massena merged with Coldstream. Located in NE Portland, the team is now adding a Portfolio Manager position.

We have a hybrid work environment, with team members working in our office three days per week (Tuesday through Thursday, 8:00-5:00) and then able to work remotely the other two days if they choose.

Specific responsibilities include:

  • Serve on the firm's Investment Strategy Group (ISG), providing input on strategic and tactical asset allocation guidelines for portfolios firm-wide, including:
    • Conducting due diligence on separate account managers
    • Researching a range of investment vehicles
    • Making recommendations on which to include on the firm's list of recommended investments for use in client portfolios
  • Client asset management, including development of investment policy statements and asset allocation recommendations, as well as implementation and ongoing management of client investment portfolios
  • Oversee trading and rebalancing of client portfolios
  • Develop operational processes and trading efficiencies
  • Review and analyze portfolio returns and attribution to make recommendations for changes to portfolios
  • Participate in client and prospective client meetings to answer portfolio-related questions, discuss Coldstream's investment philosophy, and share new investment opportunities
  • Compose timely investment commentary for clients and client-facing team members
  • Mentor and develop a team of Associate PM and Portfolio Administrator

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