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Associate Portfolio Analyst Jobs in Utah (NOW HIRING)

Development Associate

Salt Lake City, UT ยท On-site

$62K - $80K/yr

Donor Portfolio & Cultivation: * Own and manage a portfolio of smaller-dollar donors and prospects ... Strong writing, verbal, analytic, and time-management skills with exceptional attention to detail.

Senior Analyst, M&A

Salt Lake City, UT ยท On-site

$82K - $103K/yr

... portfolio diligence and valuation, and transaction negotiation and execution.It will broaden the Sr Analyst's network to a range of developers selling projects in the U.S. and provide the Associate ...

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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 Aug 21, 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.

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 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:

Development Associate

ACLU of Utah

Salt Lake City, UT โ€ข On-site

$62K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago


Job description

Job Overview: 

The ACLU of Utah seeks a full-time Development Associate. The Development Associate is a non-exempt, salaried position that reports to the Development Director. This position is classified as "For-Cause" as defined in the ACLU of Utah handbook after an initial 6-month probationary period. 

The Development Associate provides dedicated support to the Development Director across donor stewardship, special event execution, grant management, and donor portfolio management. This position takes ownership of donation acknowledgements and reporting, coordinates and helps lead fundraising events, manages a portfolio of smaller-dollar donors and prospects, represents the ACLU of Utah at public events, and plays a lead role in the organization's grants program. The Development Associate helps maintain healthy relationships with ACLU of Utah members and donors and plays a key role in expanding the organization's capacity to raise funds in support of the ACLU of Utah’s mission. 

Primary Responsibilities: 

Donor Stewardship & Reporting: 

  • Timely process and manage acknowledgement letters for all incoming donations. 

  • Generate donor and gift reports, as assigned. 

  • Assist with reconciliation of CRM (Salesforce/Blackbaud CRM) and QuickBooks records, as needed. 

  • Attend and take minutes for the Board's Development Committee meetings. Provide support to the Committee as needed. 

  • Serve as a first point of contact for donors or prospective donors with questions, concerns, or feedback. 

  • Coordinate with the Development Director and relevant contacts at ACLU National to manage and update monthly and quarterly recurring donors. 

  • Serve as backup support for additional Development and Administration support tasks as assigned by the Development Director. This may include entering incoming donations to any relevant databases, processing recurring or third-party donations, etc.  

Donor Portfolio & Cultivation: 

  • Own and manage a portfolio of smaller-dollar donors and prospects under the supervision of the Development Director. (The Development Director and Executive Director also each manage a portfolio of higher-dollar donors.) 

  • Serve as the primary point of contact for this portfolio: inclusive of regular check-ins, event invitations, and in-person one-on-one or group meetings. Serve as their primary point of contact with the organization. 

  • Identify and evaluate prospective donors for inclusion in this portfolio and collaborate regularly with the Development Director to identify donors/prospects ready to transition into the Director's major gifts portfolio. 

Grants: 

  • Research potential grantors and funding opportunities. In coordination with the Development Director, prepare, update, and manage a grants calendar including submission and reporting deadlines.  

  • Prepare most grant requests and reports, inclusive of proposals, budgets, and supporting documents, under the Development Director's supervision and final review. For larger or more complex grants, prepare first drafts of proposals and reports, with the Development Director completing and finalizing the submission. 

  • Coordinate with internal departments and staff to gather information needed for grant proposals and reports. 

Fundraising and Special Events: 

  • Serve as lead project manager for assigned fundraising events, including coordinating with hosts and vendors to set a date, managing catering, creating event materials, sending invitations, managing the RSVP list, and conducting invitee follow-up calls/emails/text messages. Partner with the Development Director on events where leadership is shared, taking on the bulk of day-to-day logistics. 

  • Coordinate with the Communications Department to effectively advertise events and manage communications with guests. 

  • Support additional special events and donor gatherings as assigned. 

Community & Donor Outreach: 

  • Attend events associated with community partners, supporters, or donors on behalf of the ACLU of Utah, as assigned. 

  • Alongside the Campaigns Department, table at rallies, protests, Pride, and other community events as assigned.  

Requirements and Skills: 

  • Ability to and comfortability in assisting with fundraising efforts, including managing and fostering relationships with donors. 

  • Experience in event planning, including planning organizing and executing events. 

  • Experience working in a role that requires interacting with customers, donors, clients, etc. in a direct and sustained way. Experience and comfortability serving as the “face” of the organization for these individuals. 

  • Strong writing, verbal, analytic, and time-management skills with exceptional attention to detail. Ability to communicate effectively verbally and in writing with diplomatic skills. 

  • Ability to work effectively with and gain the respect of diverse constituencies, including donors, board members, volunteers, and staff. 

  • An utmost dedication to discretion and confidentiality. The ideal candidate will be capable of maintaining strict privacy regarding donors’ personal information and details. 

  • Ability to maintain databases and record-keeping, including donor database/CRM. 

  • Excellent organizational skills with strong follow-through and the ability to meet tight deadlines. 

  • Ability to use sound judgment in maintaining confidentiality of donor information. Strict adherence to privacy protocols is required. 

  • A highly detail-oriented work style. As this role interacts with sensitive areas of work, including financial information, donor relation management, and grant reporting, a demonstrated ability to meet deadlines, document processes and decision making, and ensure appropriate follow-through is critical. 

  • The ability, on occasion, to work evenings, weekends, and irregular hours. Some travel may be required. 

  • A commitment to diversity: a personal approach that values the individual and respects differences of race, ethnicity, age, sex, sexual orientation, gender identity and expression, religion, ability, involvement with the criminal justice system, and socio-economic circumstance. 

Preferred Qualifications 

  • 2-4 years of experience in nonprofit Development or a similar role with directly transferrable skills. 

  • Demonstrated success in interacting with nonprofit donors with a wide variety of personalities and preferences. 

  • Direct experience with nonprofit donor databases, such as BlackbaudCRM, Salesforce, the Raiser’s Edge, etc. 

  • Professional writing experience in areas such as grant-writing, financial reporting, copywriting for annual reports, etc. Writing samples may be requested. 

Physical Demands: 

  • Ability to work at a computer for multiple hours per day. 

  • Ability to participate in person for donor meetings, donor events, and fundraising efforts. In person office work may be required by the Development Director. 

  • Ability to perform the physical acts associated with donor event organizing, including lifting & pulling items that weigh approximately 5-15lbs; standing, sitting, kneeling, or squatting. 

  • Ability to travel short distances within Salt Lake City and its immediate vicinity. On occasion, travel elsewhere in Utah or to professional conferences or events outside of Utah may be required. 

Work Environment: 

Hybrid work requirement consisting of approximately a 40-hour work week with work from home permitted when work responsibility permits. This position does have some in-person responsibilities that must occur at the office, see above. 

SALARY & BENEFITS: 

The Development Associate salary range is $62,000-$80,000 based on experience. Demonstrated experience is strongly preferred, but candidates with applicable skills who think they might be a great fit are encouraged to apply. Excellent benefits include: generous paid time off, medical, vision, and dental insurance, and a 401(k) plan with employer matching contribution that vests immediately. 

TO APPLY: 

Please upload BOTH a resume and cover letter in order for your application to be considered. 

Application review will begin immediately and will continue until the position is filled. 

The ACLU of Utah is committed to providing reasonable accommodation to individuals with disabilities. If you are a qualified individual with a disability and need assistance applying online, please e-mail HR at sgomez@acluutah.org. If you are selected for an interview, you will receive additional information regarding how to request an accommodation for the interview process.

The ACLU of Utah is committed to providing reasonable accommodation to individuals with disabilities. If you are a qualified individual with a disability and need assistance applying online, please e-mail HR at cwelburn@acluutah.org. If you are selected for an interview, you will receive additional information regarding how to request an accommodation for the interview process.

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