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Associate Portfolio Analyst Jobs in Rhode Island

Bank of America

Portfolio Manager II

Providence, RI · On-site

$105K - $175K/yr

  • PTO

... 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 II

Providence, RI · On-site

$105K - $175K/yr

  • PTO

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

Marriott

General Accountant

Newport, RI · On-site

Record, store, access, and/or analyze computerized financial information. Classify, code, and ... associates. That's The JW Treatment. In joining JW Marriott, you join a portfolio of brands with ...

Marriott International

General Accountant

Newport, RI · On-site

$20.50/hr

Record, store, access, and/or analyze computerized financial information. Classify, code, and ... of our associates. That's The JW Treatment™. In joining JW Marriott, you join a portfolio of ...

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Showing results 1-20

All JobsAssociate Portfolio Analyst JobsAssociate Portfolio Analyst Jobs in Rhode Island

Associate Portfolio Analyst information

See Rhode Island salary details

$28.4K

$72.1K

$122.9K

How much do associate portfolio analyst jobs pay per year?

As of Aug 15, 2026, the average yearly pay for associate portfolio analyst in Rhode Island is $72,130.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,800.00 and $79,800.00 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 Rhode Island?

The most popular types of Portfolio Analyst jobs in Rhode Island are:

Associate Portfolio Analyst jobs near you
Infographic showing various Associate Portfolio Analyst job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $72,130 per year, or $34.7 per hour.

Senior Business Analyst - Enterprise Portfolio Reporting (Remote)

First Citizens Bank

Carolina, RI • On-site, Remote

$120K - $140K/yr

Full-time

Posted 7 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

107th of 171 rated banks

Job description

Overview

This is a remote role that may be hired in several markets across the United States.

This position supports the Enterprise Portfolio Reporting capability within the Enterprise Portfolio & Change Office (EPCO), serving as a key contributor to the delivery and continuous improvement of enterprise portfolio reporting. The role is responsible for executing the enterprise portfolio reporting strategy, supporting the operational delivery of executive portfolio reporting, and advancing reporting capabilities that enable effective portfolio governance and decision-making.

This individual supports the administration and ongoing enhancement of the EPCO Power BI reporting environment, including the consolidation of data from multiple portfolio management systems into standardized reporting solutions. Working collaboratively with stakeholders across the enterprise, the role develops reporting solutions and actionable insights that support informed decision-making.


Responsibilities
  • Reporting & Analytics – Develop, maintain, and enhance executive dashboards, recurring portfolio reports, and self-service reporting solutions that support the enterprise project portfolio. Analyze portfolio data to identify trends, risks, and opportunities, translating complex information into actionable insights for leadership
  • Power BI Administration – Administer and maintain the EPCO Power BI reporting environment, including report publishing, workspace management, data refresh monitoring, and user access. Support the integration and validation of data from multiple portfolio management tools to ensure reporting accuracy and consistency
  • Reporting Process Improvement – Identify opportunities to automate, standardize, and streamline reporting processes, improving reporting efficiency, data quality, and overall reporting maturity. Develop and maintain reporting documentation and operating procedures to support a sustainable reporting capability
  • Stakeholder Partnership – Collaborate with project teams, business partners, and technology teams as needed to define reporting requirements and resolve data issues. Support executive governance forums by preparing reporting materials and responding to ad hoc reporting requests.

Qualifications
  • Bachelor's Degree and 6 years of experience in Analytics, or modeling, or reporting OR High School Diploma or GED and 10 years of experience in Analytics, or modeling, or reporting
  • Proficient in Power BI, Word, Excel, and PowerPoint

Preferrred Qualifications

  • Experience supporting enterprise portfolio management, PMO, governance, or strategic planning functions
  • Experience designing, developing, publishing, and maintaining Power BI dashboards and reporting solutions
  • Experience with Clarity PPM or similar Project Portfolio Management (PPM) platforms
  • Experience developing executive dashboards and KPI reporting for senior leadership
  • Knowledge of project, program, and portfolio management methodologies
  • Experience within a large financial services or other highly regulated organization

This job posting is expected to remain active for 3 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants.

The base pay for this position is generally between $120,000 and $140,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:
  • Bachelor's Degree and 6 years of experience in Analytics, or modeling, or reporting OR High School Diploma or GED and 10 years of experience in Analytics, or modeling, or reporting
  • Proficient in Power BI, Word, Excel, and PowerPoint

Preferrred Qualifications

  • Experience supporting enterprise portfolio management, PMO, governance, or strategic planning functions
  • Experience designing, developing, publishing, and maintaining Power BI dashboards and reporting solutions
  • Experience with Clarity PPM or similar Project Portfolio Management (PPM) platforms
  • Experience developing executive dashboards and KPI reporting for senior leadership
  • Knowledge of project, program, and portfolio management methodologies
  • Experience within a large financial services or other highly regulated organization

This job posting is expected to remain active for 3 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants.

The base pay for this position is generally between $120,000 and $140,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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