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Associate Portfolio Analyst Jobs in Utah (NOW HIRING)

Reefcp

Private Equity Associate, Joint Ventures

Lehi, UT · On-site

$120 - $140/hr

Private Equity Associate, Joint Ventures Company: Reef Capital Salary: $120,000-140,000 + Bonus ... Update monthly portfolio review decks * Assist with corporate development (M&A, FP&A) and ...

iCapital

Digital Marketing - Associate

Salt Lake City, UT · On-site

$65K - $80K/yr

This role is the execution engine for a portfolio of iCapital's web properties, owning day-to-day ... This role will work closely with the digital experience, discoverability, and analytics teams, as ...

iCapital

Digital Marketing - Associate

Salt Lake City, UT · Hybrid

$65K - $80K/yr

This role is the execution engine for a portfolio of iCapital's web properties, owning day-to-day ... This role will work closely with the digital experience, discoverability, and analytics teams, as ...

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All JobsAssociate Portfolio Analyst JobsAssociate Portfolio Analyst Jobs in Utah

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:

Associate Portfolio Analyst jobs near you

Development Associate

Extell Development Company

Park City, UT • On-site

Full-time

Re-posted 3 hours ago

Job description

The Company:

Founded and headed by Gary Barnett, Extell Development Company is a nationally acclaimed real estate developer of residential, office, retail and hospitality properties, operating primarily in New York City, and other premier cities across the nation, including Deer Valley, Utah. Experiencing outstanding growth since its founding in 1989, the company’s portfolio exceeds twenty-five million square feet.

Summary of Responsibilities:

The Development Associate is responsible for driving real estate development projects from beginning to end, supporting the Vice President or Senior Vice President, Development, and working in collaboration with legal, accounting, construction and asset management. The Development Associate is responsible for preparing and reviewing various analyses necessary to implement the development business plan; participates in the underwriting of development proformas, preparation of various reports and memorandums necessary for the day to day management of projects; and assists the development management team throughout all project phases such as site acquisition, contracts, programming, design, finance, construction, sales/marketing.

Essential Functions:

  • Create and modify complex financial models, including cash flow projections, valuation models and sensitivity analyses
  • Prepare predevelopment and development schedules
  • Prepare and modify development budgets for new and ongoing projects
  • Track and analyze market comparables and benchmark projects
  • Evaluate credit data to determine the degree of risk involved in order to prepare investment memos for debt and equity providers, assist with due diligence for lenders
  • Prepare comprehensive monthly reports for investors
  • Assist on execution of development agreement obligations
  • Assist on execution of major project agreement (hotel management agreements, loan agreements, etc.) obligations
  • Coordinate monthly budget and variance analysis and interpret financial performance with senior management 
  • Coordinate capital calls and prepare project updates to investors
  • Assist with negotiation and execution of contracts with design teams, track project costs and approve consultant and contractor requests for payment
  • Assist in review of design documents, participate in consultant coordination meetings, and use discretion for solving project design coordination issues
  • Assist in preparation of offering plans and marketing efforts
  • Participate in the process of sourcing new development and acquisition opportunities
  • Participate and assist with preparation of government agencies program applications
  • Review and analyze Request for Proposals (“RFP”), as well as participate in the preparation of RFP submission packages
  • Perform any additional duties assigned by manager

Competencies:

  • Strong financial, interpersonal, and analytical skills
  • Ability to work as part of a team in an entrepreneurial environment
  • Great attention to detail, work ethic and administrative skills
  • Sound business judgement
  • Excellent oral and written communication skills, ability to present recommendations and interact with the senior management and investment partners

Education /Experience Preferences:

  • Advanced degree preferred
  • Bachelor’s degree from an accredited university or college required
  • 24 years of relevant experience in real estate development or investment, business management, architecture or other related activities in the real estate industry
  • Knowledge of general workflow and processes for the construction of buildings
  • Advanced knowledge of budgets, cost reports and accounting terms
  • Excellent knowledge of MS Office (Excel, Word, Outlook)

Work Environment:

  • Office environment with the usual office equipment and minimal noise level
  • Project site with dust, construction equipment and moderate noise level
  • Travel to the New York City office, as necessary

*Equal Opportunity Employer

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