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

KPMG

Senior Associate - Portfolio Valuation

New York, NY · On-site

KPMG is currently seeking a Senior Associate - Portfolio Valuation to join our Valuations practice ... Perform analysis on financial and economic data, subject companies, guideline companies, industries ...

Axos Bank

Portfolio Associate

New York, NY · On-site

$80K - $95K/yr

About This Job The Portfolio Associate supports Credit and Portfolio Management within the Fund ... Perform reporting and analysis on lending portfolio including monthly and quarterly data reports

Axos Bank

Portfolio Associate

New York, NY · On-site

$80K - $95K/yr

About This Job The Portfolio Associate supports Credit and Portfolio Management within the Fund ... Perform reporting and analysis on lending portfolio including monthly and quarterly data reports

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Showing results 21-40

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 11, 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.

Portfolio Management Analyst - CIB Lending

eClercx

Manhattan, NY • On-site

$90K - $110K/yr

Full-time

Re-posted 19 days ago

Job description


Portfolio Management Analyst - CIB Lending
Location: New York City, New York, US
Type: Full-time
Department: BFSI
Job Summary
The Portfolio Management Analyst is an entry to early-career individual contributor role within US SCIB COO Lending Solutions responsible for supporting credit spreading, portfolio monitoring, covenant tracking, collateral monitoring, annual and quarterly review preparation and portfolio reporting across SCIB lending portfolios. The role supports multiple products and business lines, including Infrastructure Finance, Structured Finance, Leveraged Finance, Investment Grade corporate lending and GTB-linked credit exposures. Objectives are to:
  1. Provide accurate analytical and administrative support for portfolio monitoring
  2. Maintain disciplined tracking of financial reporting, covenants, collateral and review deliverables
  3. Develop foundational expertise in CIB lending lifecycle management.

Responsibilities
  • Credit Spreading and Analysis Support
    • Perform financial spreading and basic credit analysis for assigned borrowers using financial statements, internal systems and portfolio management templates.
    • Support quarterly and annual review preparation by gathering financials, covenant certificates, collateral data, borrower updates, rating inputs and prior review materials.
    • Prepare initial variance analysis, ratio outputs, covenant calculations and portfolio data summaries for review by Associates and Vice Presidents.
  • Monitoring and Tracking
    • Maintain trackers for financial statement delivery, covenant certificates, borrowing base certificates, collateral deliverables, insurance requirements, annual reviews, quarterly reviews and other monitoring obligations.
    • Identify missing or late deliverables, data inconsistencies and potential exceptions for escalation.
    • Update portfolio monitoring tools and shared records accurately and on schedule.
  • Lifecycle and Documentation Support
    • Assist with amendment, waiver and lifecycle event tracking by collecting data, maintaining logs and supporting evidence files.
    • Coordinate with Transaction Management, Agency, Operations and Portfolio Management colleagues to confirm post-close and ongoing monitoring requirements.
    • Support document organization and retrieval for audits, credit reviews, regulatory requests and management reporting.
  • Reporting and Process Support
    • Prepare recurring status reports, covenant dashboards, exception trackers and portfolio data extracts under supervision.
    • Support data quality reviews, procedure updates, training materials and process improvement initiatives.
    • Help maintain organized records for portfolio monitoring and control evidence.
  • Development and Collaboration
    • Build knowledge of Infrastructure Finance, Structured Finance, Leveraged Finance, IG and GTB credit products, documentation and monitoring requirements.
    • Collaborate with Front Office, Credit, Risk, Agency, Operations, Transaction Management and Finance stakeholders as directed.
    • Demonstrate ownership, responsiveness and willingness to learn in a fast-paced CIB lending environment.

Eligibility Requirements
  • Bachelor Degree or equivalent work experience.
  • 0-3 years of relevant experience in credit analysis, finance, accounting, banking, lending operations, portfolio monitoring, agency, risk management, or related roles.
  • Foundational knowledge of financial statements, credit analysis, Excel, and corporate finance.
  • Exposure to banking, credit, lending, infrastructure finance, structured finance, leveraged finance, Investment Grade (IG) corporate lending, or GTB is preferred.
  • Strong Excel, analytical, organizational, and written communication skills.
  • Ability to perform accurate data entry, financial spreading, and basic variance analysis.
  • Attention to detail and comfort working with recurring deadlines and trackers.
  • Willingness to learn credit systems, covenant tools, loan systems, and portfolio reporting processes.
  • High degree of accuracy and follow-through.
  • Curiosity and interest in CIB lending and credit risk.
  • Ability to ask relevant questions and escalate potential issues promptly.
  • Collaborative and service-oriented approach.

In the US, the target base salary for this role is $90,000-$110,000. Compensation is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications, and geography. We expect the majority of candidates who are offered roles at our company to fall throughout the range based on these factors
How to Apply
  • Click "Apply Now" to submit your resume through our career site
  • Be sure to include any relevant experience that aligns with the role.
  • Qualified candidates will be contacted by a member of our recruitment team for next steps

About eClerx
eClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results.
The firm provides business process management, automation, and analytics services to a number of Fortune 2000 enterprises, including some of the world's leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is traded on both the Bombay and National Stock Exchanges of India. The firm employs more than 19,000 people across Australia, Canada, France, Germany, Switzerland, Egypt. India, Italy, Netherlands, Peru, Philippines, Singapore, Thailand, the UK, and the USA.
For more information, visit www.eclerx.com
You can also find us on:
https://www.linkedin.com/company/eclerx/
https://www.indeed.com/cmp/Eclerx/about
https://www.glassdoor.com/eClerx
eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We are also committed to protecting and safeguarding your personal data. Please find our policy here

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