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Associate Portfolio Analyst Jobs in Edison, NJ (NOW HIRING)

ING Group

Associate, Portfolio Analytics

New York, NY · On-site

$110K - $135K/yr

Lending | Portfolio Management | Associate, Portfolio Analytics | New York About ING : In the Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and ...

Kimmel & Associates

Energy Portfolio Analyst

New York, NY · On-site +1

$90K - $110K/yr

About the Position The company is seeking an analytical and detail-oriented Energy Portfolio Analyst to support the company's growing portfolio of power, natural gas, and REC assets across East Coast ...

Kimmel & Associates

Energy Portfolio Analyst

New York, NY · On-site +1

$90K - $110K/yr

About the Position The company is seeking an analytical and detail-oriented Energy Portfolio Analyst to support the company's growing portfolio of power, natural gas, and REC assets across East Coast ...

Aksia

Portfolio Analyst, Private Credit

New York, NY · On-site

$80K - $120K/yr

Position Overview We are seeking an Analyst/Associate to join our Private Credit portfolio team. The successful candidate will support portfolio construction, implementation, monitoring, and ...

Aksia

Portfolio Analyst, Private Credit

New York, NY · On-site

$80K - $120K/yr

Position Overview We are seeking an Analyst/Associate to join our Private Credit portfolio team. The successful candidate will support portfolio construction, implementation, monitoring, and ...

Caxton Associates

Analyst

New York, NY · On-site

$140K - $200K/yr

Build analytical tools to support trade screening, idea generation and portfolio analysis using ... For the right individual, the role offers the opportunity to develop into an Associate Portfolio ...

Caxton Associates

Analyst

New York, NY

$140K - $200K/yr

Build analytical tools to support trade screening, idea generation and portfolio analysis using ... For the right individual, the role offers the opportunity to develop into an Associate Portfolio ...

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Showing results 1-20

All JobsAssociate Portfolio Analyst JobsAssociate Portfolio Analyst Jobs in Edison, NJ

Associate Portfolio Analyst information

See Edison, NJ salary details

$30K

$76.3K

$129.9K

How much do associate portfolio analyst jobs pay per year?

As of Aug 6, 2026, the average yearly pay for associate portfolio analyst in Edison, NJ is $76,250.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,000.00 and $84,400.00 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.

Associate Portfolio Analyst jobs near you
Infographic showing various Associate Portfolio Analyst job openings in Edison, NJ as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $76,250 per year, or $36.7 per hour.

Associate, Portfolio Analytics

Ares Management Corporation

New York, NY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 22 days ago

Job description

Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Job Description
The Ares Secondaries team specializes in secondary market transactions of private equity, real estate, credit, and infrastructure investments with AUM of approximately $38 billion as of September 30, 2025. The team is currently looking to hire an Associate, Portfolio Analytics in our NY or West Hartford, CT locations to join our dynamic Finance team of approximately 60 professionals located across our West Hartford, CT, Boston, MA and New York, NY locations.
The ideal candidate will possess investment analysis, accounting, or private equity / fund of funds experience with a basic understanding of fund reporting, basic partnership accounting, and performance metrics. This role will require a dynamic, adaptive, and agile hands-on professional who enjoys a fast-paced rapidly growing environment.
Primary functions and essential responsibilities
Key Responsibilities:
The firm is currently looking to hire an Associate to join our dynamic Portfolio Analytics team. Responsibilities include:
  • Work with investment professionals to assist in portfolio monitoring
  • Perform detailed analysis of quarterly investment report valuations, including diversification metrics as well as valuation gains and losses
  • Prepare support for quarterly investor reports, as well as performance returns at a portfolio and fund level (TWR, IRR, Multiples, etc.)
  • Prepare analysis of valuation changes and drivers across portfolio investments
  • Prepare quarterly investor reports with supporting schedules and documentation
  • Process investment amendments/consents with investment professionals
  • Provide data to Investor Relations as part of investor presentations and fundraising efforts

Qualifications
Education: Bachelor's degree in accounting or finance
Experience Required:
  • Approximately 2-3 years' experience in investment analysis, accounting, or related field
  • Strong record of academic achievement and will be self-motivated
  • Ability to work both independently and as a productive member of a team
  • Strong financial analysis, writing and presentation skills
  • Proficient in Microsoft Excel and Word
  • Strong work ethic, detail oriented and strong organization skills
  • Minimum GPA of 3.4

Reporting Relationships
Compensation
The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.
$100,000 - $120,000
The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.
Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.
There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

Apply