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Associate Portfolio Manager Jobs in Florida (NOW HIRING)

We're seeking a future team member for the role of Associate Portfolio Manager to join our Wealth Management team. This role can be located in Tampa, FL or West Palm Beach, FL. In this role, you'll ...

We're seeking a future team member for the role of Associate Portfolio Manager to join our Wealth Management team. This role can be located in Tampa, FL or West Palm Beach, FL. In this role, you'll ...

Portfolio Manager Department: Property Management Reports to: Regional Director Revision Date: May 29, 2026 Position Overview The Portfolio Manager is responsible for managing the operations ...

... mentoring associates. Responsibilities: * Works to understand the client's situation and ... Manages all aspects of the client's investment portfolio including asset allocation, portfolio ...

... mentoring associates. Responsibilities: * Works to understand the client's situation and ... Manages all aspects of the client's investment portfolio including asset allocation, portfolio ...

Portfolio Manager III

Miami, FL · On-site

$150 - $300/hr

... mentoring associates. Responsibilities: * Works to understand the client's situation and ... Manages all aspects of the client's investment portfolio including asset allocation, portfolio ...

... mentoring associates. Responsibilities: * Works to understand the client's situation and ... Manages all aspects of the client's investment portfolio including asset allocation, portfolio ...

... mentoring associates. Responsibilities: * Works to understand the client's situation and ... Manages all aspects of the client's investment portfolio including asset allocation, portfolio ...

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Associate Portfolio Manager information

See Florida salary details

$9

$18

$37

How much do associate portfolio manager jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for associate portfolio manager in Florida is $18.99, according to ZipRecruiter salary data. Most workers in this role earn between $12.93 and $22.26 per hour, depending on experience, location, and employer.

What is an associate portfolio manager?

An Associate Portfolio Manager is a finance professional who supports senior portfolio managers in managing investment portfolios for clients or institutions. Their responsibilities often include conducting research, analyzing financial data, monitoring portfolio performance, and assisting in making investment decisions. They may also help with client communications and reports. This role is typically a stepping stone toward becoming a full portfolio manager and requires strong analytical skills and financial knowledge.

How does an associate portfolio manager typically collaborate with senior portfolio managers and analysts within an investment team?

As an Associate Portfolio Manager, you will regularly work alongside senior portfolio managers and research analysts to support investment decisions. Your responsibilities often include preparing reports, analyzing market trends, and assisting in portfolio construction. You will also participate in team meetings, contribute to strategy discussions, and help implement trades. This collaborative environment offers valuable learning opportunities and can serve as a stepping stone toward more senior investment roles.

What are the key skills and qualifications needed to thrive as an associate portfolio manager, and why are they important?

To thrive as an Associate Portfolio Manager, you need strong analytical skills, investment knowledge, and typically a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and certifications like CFA Level I or II are highly valued. Attention to detail, effective communication, and the ability to work collaboratively are crucial soft skills for this role. These abilities are essential for making informed investment decisions, managing client relationships, and supporting the overall success of the portfolio management team.

What is the difference between Associate Portfolio Manager vs Investment Analyst?

AspectAssociate Portfolio ManagerInvestment Analyst
Required CredentialsBachelor's degree, CFA Level I or II often preferredBachelor's degree, CFA Level I or II often preferred
Work EnvironmentSupports portfolio management, collaborates with senior managersConducts research, analyzes market data, prepares reports
Employer & Industry UsageAsset management firms, mutual funds, hedge fundsInvestment firms, research departments, asset managers

Both roles typically require similar educational backgrounds and certifications like the CFA. The Associate Portfolio Manager assists in managing investment portfolios and supports senior managers, while Investment Analysts focus on research and analysis to inform investment decisions. The roles often overlap in asset management firms, but the Associate Portfolio Manager has a more direct role in portfolio oversight.

What are the most commonly searched types of Portfolio Manager jobs in Florida?

The most popular types of Portfolio Manager jobs in Florida are:

What are popular job titles related to Associate Portfolio Manager jobs in Florida?

For Associate Portfolio Manager jobs in Florida, the most frequently searched job titles are:

Infographic showing various Associate Portfolio Manager job openings in Florida as of August 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $39,504 per year, or $19 per hour.

Associate Portfolio Manager

Tampa, FL • On-site


BNY Mellon
Finance and Insurance • 10K+ employees

7.3

Company rating: 7.3 out of 10

Based on 52 frontline employees who took The Breakroom Quiz

125th of 152 rated financial services

Good employer

Respectful managers

Uninterrupted breaks


Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago


Job description


We're seeking a future team member for the role of Associate Portfolio Manager to join our Wealth Management team. This role can be located in Tampa, FL or West Palm Beach, FL.
In this role, you'll make an impact in the following ways:
  • Assist Portfolio Managers with more complex aspects of managing domestic and international portfolios.
  • Calculate the impact of strategy changes on portfolios and assess the suitability of proposed transactions.
  • Prepare trades, monitor clearing compliance notifications, and support investment reporting and analytics for assigned investment teams.
  • Interpret performance attribution and tracking error reports, generate portfolio analytics, and support marketing and client service teams with data requests.
  • Conduct detailed portfolio analysis and prepare reports that support informed business decisions.
  • May conduct research related to potential business profitability.

To be successful in this role, we're seeking the following:
  • Bachelor's degree or the equivalent combination of education and experience is required.
  • MBA and/or CFA preferred.
  • 3-5 years of prior financial/investment experience.
  • Strong analytical skills with the ability to interpret investment data and portfolio reporting.
  • Ability to work closely with Portfolio Managers and support internal teams with accurate, timely information.

About Us
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
About the Team
At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn
Here's a few of our recent awards:
  • America's Most Innovative Companies, Fortune, 2025
  • World's Most Admired Companies, Fortune 2025
  • "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.
Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

BNY Mellon logo

About BNY Mellon

Sourced by ZipRecruiter

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of Dec. 31, 2021, BNY Mellon had $46.7 trillion in assets under custody and/or administration, and $2.4 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com . Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US


What BNY Mellon employees say

Pay

Benefits

Hours and flexibility

Workplace

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