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Associate Portfolio Analyst Jobs in Rhode Island

Portfolio Manager II

Providence, RI · On-site

$105 - $175/hr

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

Portfolio Manager II

Providence, RI · On-site

$105K - $175K/yr

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

Portfolio Manager II

Providence, RI · On-site

$105K - $175K/yr

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

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Showing results 1-20

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 Sep 5, 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.

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 Rhode Island?

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

Infographic showing various Associate Portfolio Analyst job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $72,130 per year, or $34.7 per hour.

Development Associate, Academic Initiatives

Brown University

Providence, RI • On-site

Full-time

Re-posted 4 days ago


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Company rating: 8.1 out of 10

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Job description

Job Description:
The Development Associate provides comprehensive fundraising and high-level administrative support for development efforts, including those administered on behalf of 2+ academic initiatives managed by two Academic Initiatives Directors of Development (for a total of 4+ initiatives in the Associate's portfolio). The Associate manages various aspects of cultivation, solicitation, and stewardship for the respective academic areas for which their two Directors of Development serve as Advancement liaisons. These include: managing major gifts pipelines; providing updated information about programs and funding opportunities to fundraisers for cultivation and proposal development; supporting annual fund activities; tracking and reporting on prospect-related interactions and events involving relevant program directors; facilitating regular gift reports and analyses pertaining to fundraising; and maintaining a repository of proposals to advance Campaign fundraising priorities. In collaboration with donor stewardship and prospect managers, the Associate helps to ensure appropriate stewardship activities on behalf of the program directors. In collaboration with the several respective academic areas for which their two Directors of Development serve as Advancement liaisons, the Associate helps manage volunteer committees, particularly the President's Advisory Councils.
This role provides advanced-level direct support to two Academic Initiatives Directors of Development. Using knowledge of donor interests and university priorities, this position advances strategy development and donor engagement in coordination with the Directors of Development by drafting plans, briefings, and high-level correspondence, and by reviewing and tracking stewardship.
The Development Associate handles the following tasks, including but not limited to: meeting/travel arrangements, proposal pipeline maintenance, event support, and technical and logistical support to two Directors of Development. This position is also responsible for most information technology tasks and functions in support of the two Directors of Development.
Education and Experience
  • Bachelor's degree or equivalent combination of education and experience.
  • Minimum of 2 years of experience in a related field such as fundraising, administrative support, nonprofits, sales, customer service, volunteer management, and/or marketing.

Job Competencies
  • Excellent written and oral communication skills. Excellent attention to detail and excellent organizational skills, interpersonal skills, and project and time management skills.
  • Expertise in Microsoft and Google platforms, especially Google Calendar and email, Google Docs, Microsoft Word, Excel, and PowerPoint
  • Proficient with audio/visual and presentation platforms (Zoom, Microsoft Teams or WebEx, PowerPoint, etc.)
  • Excellent attention to detail and excellent organizational skills, interpersonal skills, and project and time management skills.
  • Proven ability to analyze data, research information, problem-solve, and coordinate projects.
  • Ability to manage multiple tasks and priorities in a fast-paced, multi-faceted work environment with emphasis on accuracy and deadline adherence. Ability to effectively and efficiently multitask and prioritize workload.
  • Possesses a willingness and ability to support a diverse and inclusive campus community
  • Highly motivated, proactive individual who can think independently and analytically and may seek to build a career in Advancement.
  • Ability to apply tact and maintain confidentiality. Customer-focused, customer service orientation
  • Must be detail-oriented and can handle and complete multiple projects concurrently
  • Ability to handle sensitive information and maintain confidentiality
  • Highly collaborative and strong interpersonal skills in building relationships with external and internal constituents.
  • Initiative and ability to work both independently and collaboratively as a member of a team.
  • Must have a degree of computer proficiency and Information Management Skills
  • Must be able to work occasional nights and weekends.

Preferred Qualifications
  • Knowledge of BSR Advance, or a similar CRM.
  • Experience using AI-powered tools to support proposal writing, build presentations, and administrative workflows.
  • Some exposure to data analytics and reporting tools to help interpret trends, track engagement, and support strategic decision-making.
  • Some experience in synthesizing and presenting data clearly through reports, dashboards, spreadsheets, and PowerPoint presentations.

Background Check: All offers of employment are contingent upon a successful criminal background check and education verification satisfactory to Brown.
Additional Information: Please submit a resume and cover letter when applying for this position.
Read more about the benefits of working at Brown here.
Benefits of Working at Brown:
Please review additional information on the Benefits of Working at Brown.
Recruiting Start Date:
2026-06-26
Job Posting Title:
Development Associate, Academic Initiatives
Department:
Advancement
Grade:
Grade 8
Worker Type:
Employee
Worker Sub-Type:
Regular
Time Type:
Full time
Scheduled Weekly Hours:
37.5
Position Work Location:
Hybrid
Submission Guidelines:
Please note that in order to be considered an applicant for any staff position at Brown University you must submit an application form for each position for which you believe you are qualified. Applications are not kept on file for future positions. Please include a cover letter and resume with each position application.
This position is not eligible for visa sponsorship.
Brown University is a registered employer in the following states: Rhode Island, California, Colorado, Connecticut, Florida, Maryland, Massachusetts, New York, New Hampshire, New Jersey, North Carolina, Washington, D.C. All remote work must be performed in a state in which Brown is registered to do business.
Still Have Questions?
If you have any questions you may contact employment@brown.edu.
Brown is an E-Verify Employer.
EEO Statement:
Brown University provides equal opportunity and prohibits discrimination, harassment and retaliation based upon a person's race, color, religion, sex, age, national or ethnic origin, disability, veteran status, sexual orientation, gender identity, gender expression, or any other characteristic protected under applicable law, in the administration of its policies, programs, and activities. The University recognizes and rewards individuals on the basis of qualifications and performance. The University maintains certain affirmative action programs in compliance with applicable law.

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