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Associate Portfolio Analyst Jobs in Utah (NOW HIRING)

Cross Creek

Vice President

Salt Lake City, UT · On-site

Managing Analyst and Associate program: Help to direct and manage workflows for Analysts and Associates. * Portfolio Support: Act as a valuable partner to portfolio companies, anticipating their ...

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Associate Portfolio Analyst information

See Utah salary details

$26.4K

$67.1K

$114.3K

How much do associate portfolio analyst jobs pay per year?

As of Jul 27, 2026, the average yearly pay for associate portfolio analyst in Utah is $67,052.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,000.00 and $74,200.00 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 Utah? The most popular types of Portfolio Analyst jobs in Utah are:
What cities in Utah are hiring for Associate Portfolio Analyst jobs? Cities in Utah with the most Associate Portfolio Analyst job openings:
Associate Portfolio Analyst jobs near you
Associate Commercial Portfolio Manager

Associate Commercial Portfolio Manager

Fortis Bank

Midvale, UT • On-site

$90K - $100K/yr

Full-time

Posted 25 days ago

Job description

ASSOCIATE COMMERCIAL PORTFOLIO MANAGER

Summary

The Fortis Associate Commercial Portfolio Manager (“APM”) is responsible for supporting Commercial Portfolio Managers in underwriting new loan opportunities and loan servicing actions of existing clients. The APM will assist in the management of commercial credits and partner closely with Bankers, Portfolio Managers, and Relationship Managers to deliver outstanding solutions to our clients. This individual is not required to source new business opportunities, but rather will focus on converting commercial loan opportunities generated by Bankers and will support the team in client meetings.

The ideal candidate will be able to undertake a variety of tasks and work diligently under pressure. This individual will be comfortable working with a high degree of attention to detail and discretion as well as incorporating new and effective ways to achieve better results.

Responsibilities

  • Assist Bankers and Portfolio Managers in managing a portfolio of commercial clients.
  • Respond to client inquiries and provide assistance with banking products and services.
  • Act as a liaison between clients and internal departments (Credit, Treasury, Operations).
  • Conduct financial analysis of borrower and guarantors, including business and personal financial statements, tax returns, and other documents.
  • Complete global cash flow computations, calculate performance ratios, and analyze multi-year trends.
  • Communicate a thorough understanding of client cash flows in analysis and meetings.
  • Research industry trends and data to identify questions and risks for each credit.
  • Perform analysis of loan collateral: accounts receivable, equipment, inventory, real estate and/or marketable securities.
  • Review existing credits for compliance with financial and reporting covenants.
  • Ensure that loan policy exceptions and loan file document exceptions are identified.
  • Author high-quality credit narratives, specifically:
  • Providing background of the borrower and detailing the requested transaction;
  • Identifying and discussing strengths as well as key risks and relevant mitigation;
  • Identifying Loan Policy and Product Guide exceptions;
  • Summarizing the financial performance of businesses and individuals; and
  • Evaluating collateral position for current and future clients.
  • Demonstrate understanding of the loan process from start to finish, including preflight memos, underwriting, loan documentation, loan servicing, etc.
  • Other duties as assigned.

Qualifications

  • Bachelor’s Degree with an emphasis in Finance and/or Accounting required.
  • 3-5 years of relevant experience within banking or financial services required.
  • Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management.
  • Must be comfortable working with and adapting to new complex systems and technology operating systems; prior experience with Salesforce and nCino is preferred.
  • Ability to support multiple projects in parallel and prioritize competing demands.
  • Embodies the Fortis Bank culture principles and competencies and consistently demonstrating a positive, ambitious, and solution-oriented attitude with clients and team members.
  • Proficient and experienced in Microsoft Office suite products and technology, including but not limited to: Outlook, Microsoft Teams, Word, Excel, and PowerPoint.
  • Communicates effectively, collaboratively, and professionally, both verbally and via e-mail and other chat tools.
  • Excellent organizational skills, regularly demonstrating the ability to multitask, prioritize, and manage time efficiently.
  • Demonstrates strong interpersonal skills, with the ability to build meaningful professional relationships with senior management and team members.


ADDITIONAL INFORMATION

Reporting Structure: Reports to a Specialty Relationship Manager

Office Requirements: This position will follow a hybrid work schedule and is required to work in the office at least 3-4 days per week.


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ABOUT FORTIS

Fortis Bancorp is the $1.3 billion bank holding company for Fortis Bank. Fortis Bank is a full-service bank that provides loans, deposits, and cash management services to businesses and their principals, with branch locations in Colorado and Utah. More information about Fortis Bank is available at www.fortisbankus.com.


At Fortis Bank, we take great pride in being a commercial banking partner for our clients. Our people enjoy being empowered with the ability to make a tangible impact in a progressive and less bureaucratic work culture that can often be a struggle for larger institutions. We strongly believe in hiring people greater than ourselves and we recognize, reward, and develop those individuals who make an outsized impact to the business. Each of our hand-selected and exceptionally talented teammates contribute to the heart of our company culture that combines banking expertise and personalized services to create an unparalleled level of client experience.


Fortis is Great Place to Work-Certified™

Join a team where your expertise and passion can make a meaningful impact. Learn more today at www.fortisbankus.com/careers.