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Associate Portfolio Analyst Jobs in Rhode Island

Senior Associate, Product Training

Warwick, RI ยท On-site

$64K - $129K/yr

With a comprehensive portfolio that includes heating, cooling, ventilation, and energy systems ... Analytical thinking, creative and systematic working habits, demonstration of leadership and an ...

Senior Associate, Product Training

Warwick, RI ยท On-site

$64K - $129K/yr

With a comprehensive portfolio that includes heating, cooling, ventilation, and energy systems ... Analytical thinking, creative and systematic working habits, demonstration of leadership and ...

Analyze operational performance and provide recommendations to ensure maximum profitability for ... Conduct regularly scheduled meetings with marina management and associates to provide ...

Analyze operational performance and provide recommendations to ensure maximum profitability for ... Conduct regularly scheduled meetings with marina management and associates to provide ...

Director of Finance

Jamestown, RI ยท On-site

$150 - $210/hr

Analyze operational performance and provide recommendations to ensure maximum profitability for ... Conduct regularly scheduled meetings with marina management and associates to provide ...

Director of Marina Finance

Cranston, RI ยท On-site

$150 - $230/hr

Provide daily counseling, direction, leadership and support to marina finance associates. * Oversee ... Analyze operational performance and provide recommendations to ensure maximum profitability for ...

Outside Sales Representative

Providence, RI ยท On-site

$75K - $120K/yr

Analyze territory potential, track sales, and generate reporting to management Professional Skills ... Professional outside sales experience with a portfolio of consistently meeting or exceeding sales ...

Outside Sales Representative

Providence, RI ยท On-site

$75K - $120K/yr

Analyze territory potential, track sales, and generate reporting to management Qualifications ... Professional outside sales experience with a portfolio of consistently meeting or exceeding sales ...

Analyze territory potential, track sales, and generate reporting to management Qualifications ... Professional outside sales experience with a portfolio of consistently meeting or exceeding sales ...

Showing results 41-60

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.

Senior Director of Development, College of Engineering

University Of Rhode Islan

Kingston, RI โ€ข On-site

$125K - $145K/yr

Full-time

Posted 9 days ago


Key responsibilities

  • Develop and implement strategies for qualification, cultivation, solicitation, and stewardship of prospects and donors.

  • Manage and cultivate a portfolio of high-capacity prospects and donors, guiding them through the full gift cycle.

  • Lead and mentor the major gifts officer(s), coordinate fundraising efforts with university teams, and support prospect engagement activities.


Job description

Title: Senior Director of Development, College of Engineering

Department: Development

Reports to: Jeff Simon, AVP for Unit Development

Location: Kingston, RI

Employment Type: Full-Time, Exempt


Position Summary

The Senior Director of Development leads, plans, and executes fundraising initiatives for the College of Engineering. The Senior Director cultivates and manages a portfolio of major and principal gift prospects and donors with the inclination and capacity to make significant major gifts to URI. The Senior Director works closely and collaborates with the Dean and other Foundation staff to best support the University’s priorities and strategic initiatives through philanthropic giving. The Senior Director of Development will supervise a newly added major gift officer that supports fundraising for the College.


Key Responsibilities

Major Gift Fundraising & Donor Portfolio Management

  • Develop and implement comprehensive qualification, cultivation, solicitation, and stewardship strategies for individual and some corporate prospects assigned. Work both independently and in concert with senior officers, other colleagues, and volunteers to implement strategies including direct solicitation of gifts.

  • Manage and actively cultivate a portfolio of high-capacity prospects and donors capable of making $100,000+ gifts, guiding them through the full lifecycle of identification, qualification, cultivation, solicitation, and stewardship.

  • Develop solicitation and closure strategies of major gifts aligned with the College of Engineering and University fundraising priorities and campaigns, measured against the attainment of personal metrics associated with the position.

  • Partner with the URI Foundation Gift Planning team to devise strategies for cultivating, soliciting and stewardship of planned gift donors.

  • Partner with the Donor Relations team to ensure stewardship is provided to donors on existing endowment and current-use funds.

  • Build strategic partnerships with the Corporations and Foundations team to enhance industry support for the university and the college.

Leadership and Team Management

  • Lead and mentor the major gifts officer(s) to ensure they are prepared to meet the ongoing challenges of broadening and diversifying the College of Engineering’s philanthropic support.

  • Demonstrate leadership to coordinate the efforts of the College of Engineering fundraising team, including overseeing productivity, fundraising priorities, and professional development. Delegate fundraising activities and ensure collaboration with central development and alumni relations.

  • Maintain close collaboration on prospect strategies and activity with URI Foundation CEO and Associate Vice President of Unit Development.

  • Work closely with the Deans and their Academic Leadership teams to clearly identify and communicate philanthropic priorities for the College of Engineering, and manage the Dean in their fundraising activity. 

  • Advise the Deans on prospect management issues, challenges, and opportunities that affect the division’s effectiveness.

Prospect Strategy, Research & Pipeline Development

  • Review and analyze the currently identified prospect pools to assess accuracy of research and amend and expand as appropriate.

  • Respond quickly and effectively to strategic opportunities for increased prospect engagement.

Donor Engagement, Stewardship & Special Events

  • Schedule appointments and oversee the preparation of necessary materials, including funding proposals, briefings for senior officers and board members when necessary, and scheduled stewardship reports, for all assigned prospects. Identify prospects to participate in specific events, committees, or other programs that promote the cultivation process.

  • Provide support and guidance for development or advisory committees including the College of Engineering and the International Engineering Program, to ensure fundraising initiatives are aligned with Foundation fundraising expectations.

  • Participate in signature events at the University that provide opportunities for strategic engagement with prospects and donors, including but not limited to Homecoming Weekend, Family Weekend, various award events, Golden Grad Weekend, and athletic events.

Required Education and Experience

  • Bachelor’s degree.

  • 5–7 years of progressive fundraising experience, with a proven record of securing gifts of $500,000+.

  • Strong track record in managing donor pipelines and closing six- and seven-figure gifts.

  • Exceptional communication and interpersonal skills.

  • Demonstrated ability to collaborate effectively with science and engineering faculty, academic leadership, and external stakeholders.

Preferred Education and Experience

  • Advanced degree.

  • Leadership experience within a college’s dean’s team.

  • Experience working with corporate partners.

  • Experience with Salesforce, Workday, or comparable CRM/ERP systems.

  • Knowledge of best practices in donor engagement, pipeline development, and campaign planning.

Salary: The anticipated hiring range for this position is $125,000 – $145,000 annually, commensurate with experience and qualifications. We remain open to discussion with exceptional candidates.

Join the URI Foundation team!