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Associate Portfolio Manager Jobs in Massachusetts

SCHOCHET ASSOCIATES

Portfolio Manager

Braintree, MA · On-site

$150K - $170K/yr

The Portfolio Manager will oversee multiple sites within the portfolio, largely based in the Greater Boston area and points north. The portfolio consists mostly of subsidized housing. Duties include ...

Ballentine Partners

Portfolio Manager

Boston, MA · On-site

$115 - $160/hr

Mentoring Portfolio Analysts and Portfolio Associates * Other duties as assigned. The ideal ... Be highly organized and able to manage competing priorities, take direction from multiple team ...

New

Ballentine Partners

Portfolio Manager

Waltham, MA · On-site

$115K - $160K/yr

Mentoring Portfolio Analysts and Portfolio Associates * Other duties as assigned. The ideal ... Be highly organized and able to manage competing priorities, take direction from multiple team ...

Imea

Associate Client Portfolio Manager

Boston, MA · On-site

$100 - $135/hr

The Associate Client Portfolio Manager will be an active member of the investment team and partner with sales, client service, and marketing to support business development efforts for GW&K's equity ...

New

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All JobsAssociate Portfolio JobsAssociate Portfolio Manager JobsAssociate Portfolio Manager Jobs in Massachusetts

Associate Portfolio Manager information

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How much do associate portfolio manager jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for associate portfolio manager in Massachusetts is $27.76, according to ZipRecruiter salary data. Most workers in this role earn between $18.89 and $32.55 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 Massachusetts?

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

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

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

What job categories do people searching Associate Portfolio Manager jobs in Massachusetts look for?

The top searched job categories for Associate Portfolio Manager jobs in Massachusetts are:

Associate Portfolio Manager jobs near you
Infographic showing various Associate Portfolio Manager job openings in Massachusetts as of August 2026, with employment types broken down into 90% Full Time, 9% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $57,732 per year, or $27.8 per hour.

Associate Portfolio Manager

Brown Advisory Incorporated

Boston, MA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 21 days ago

Job description

Company Overview
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.
Job Summary
Brown Advisory's Boston office is seeking a proactive and professional individual to serve as an Associate Portfolio Manager. Due to the complex nature of clients' investment objectives and related service needs, Associate Portfolio Managers must be well versed in a broad range of investment disciplines and strategies. The position requires a high level of attention to detail, sophistication, and flexibility in understanding and implementing diverse investment strategies.
The primary duties and responsibilities include but are not limited to:
  • Participate in portfolio management activities for a broad array of Individual, Family, Trust, and Balanced Institutional portfolios; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income, and opportunistic alternative investments as appropriate
  • Ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems)
  • Develop and implement investment strategies for clients in coordination with the Portfolio Management team and Investment Solutions Group
  • Perform detailed analyses of both existing and prospective client investment portfolios and create client-specific materials and reports
  • Assist in the management of all aspects of client relationships, including trading, reporting, communication, and coordination with Portfolio Managers, Portfolio Analysts, Strategic Advisors, Account Administrators, and Messaging
  • Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members
  • Expand and maintain relationships with internal and external business partners to increase introductions of prospective clients
  • Proactively participates in firm initiatives directed by local management
  • Demonstrates curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and thoughtfully leverage new technologies and tools, including AI-enabled productivity solutions

Qualifications:
This individual will be a key member of our growing investment team in Boston. They possess exceptional organizational skills and attention to detail, are able to operate independently with a high level of direct responsibility, maintain strong ties to the various investment teams at the firm, and participate actively in the analysis of new strategies. Associate Portfolio Managers are highly professional and unconditionally dedicated to delivering a first-class experience to clients.
  • A minimum of 3 - 5 years' experience within the finance industry; 5 - 7 years' experience preferred.
  • Strong quantitative, analytical, and interpersonal skills
  • MBA or progress towards CFA designation is desired
  • Ability to effectively communicate with clients
  • Proficiency in Microsoft Office Suite, Bloomberg, FactSet, Charles River, APX is a plus
  • Ability to multi-task, to establish priorities, and to work both independently and within a small team environment
  • Ability to handle confidential material with utmost discretion
  • A passion for financial markets
  • Ability to work in Boston office location

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
MA Salary: $115-140k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.

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