ZipRecruiter

Log In

2

Entry Level Portfolio Manager Jobs (NOW HIRING)

Initio Capital

Assistant Portfolio Manager

New York, NY · On-site

$145K - $185K/yr

It is provided to help job seekers understand the responsibilities and qualifications typically associated with entry-level to mid-level portfolio management roles. Actual openings vary depending on ...

IBM

NC · On-site

As an Offering Manager on IBM's Cloud Portfolio team, you won't just manage timelines and budgets - you will act as the CEO of your offering, owning the strategy, the data infrastructure behind it ...

Huntington Bancshares, Inc.

$52K - $101K/yr

... portfolio management and underwriting activities ... In this entry level role, the analyst will develop skills in credit and market analysis including ...

The Mitchells Agency

Entry-Level Manager

Semmes, AL · On-site

$70K/yr

The entry-level manager is responsible for direct management and oversight of an individual's field performance, including new business acquisition & existing portfolio management. This ...

next page

Showing results 1-20

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Planner JobsEntry Level Portfolio Manager Jobs

Entry Level Portfolio Manager information

See salary details

$37K

$100.5K

$187.5K

How much do entry level portfolio manager jobs pay per year?

As of Sep 11, 2026, the average yearly pay for entry level portfolio manager in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 per year, depending on experience, location, and employer.

What does an entry level portfolio manager do?

An Entry Level Portfolio Manager assists in managing investment portfolios by researching market trends, analyzing financial data, and supporting senior portfolio managers in decision-making. They help develop investment strategies, monitor portfolio performance, and ensure compliance with financial regulations. This role requires strong analytical skills, attention to detail, and a solid understanding of financial markets. It serves as a foundation for advancing to higher-level portfolio management positions.

What are the key skills and qualifications needed to thrive as an entry level portfolio manager?

To excel as an Entry Level Portfolio Manager, you typically need a bachelor's degree in finance, economics, or a related field, along with strong analytical and quantitative skills. Familiarity with financial modeling software, portfolio management systems, and certifications such as CFA Level 1 can be advantageous. Attention to detail, effective communication, and a collaborative mindset are important soft skills in this role. These capabilities enable you to make informed investment decisions, manage client expectations, and work efficiently within a team-driven environment.

More about Entry Level Portfolio Manager jobs

What cities are hiring for Entry Level Portfolio Manager jobs?

Cities with the most Entry Level Portfolio Manager job openings:

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

The most popular types of Portfolio Manager jobs are:

What states have the most Entry Level Portfolio Manager jobs?

States with the most job openings for Entry Level Portfolio Manager jobs include:

What job categories do people searching Entry Level Portfolio Manager jobs look for?

The top searched job categories for Entry Level Portfolio Manager jobs are:

Entry Level Portfolio Manager jobs near you
Infographic showing various Entry Level Portfolio Manager job openings in the United States as of September 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.

Assistant Portfolio Manager

New York, NY • On-site

Initio Capital
See more jobs at Initio Capitalexternal

$145K - $185K/yr

Other

Posted 4 days ago

Job description

Job Summary

Assistant Portfolio Manager

Initio Capital

Full-time, Part-time, Contract, Temporary, Internship, Casual

Remote | New York, NY, United States


Assistant Portfolio Manager – Initio Capital

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Assistant Portfolio Manager position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with entry-level to mid-level portfolio management roles. Actual openings vary depending on employer needs.

For more information on the Career Launch AI Talent Network, visit: https://initiocapital.com/assessment

Position Overview

As an Assistant Portfolio Manager at Initio Capital, you will assist senior portfolio managers in managing client portfolios, executing investment strategies, and optimizing asset allocation. Your role will involve analyzing market trends, assisting in investment decisions, and supporting day-to-day portfolio management activities. This position is ideal for individuals looking to develop their career in investment management with hands-on experience in portfolio strategy and performance tracking.

Key Responsibilities

  • Portfolio management support: Work closely with senior portfolio managers to execute investment strategies, optimize asset allocation, and achieve client financial goals.

  • Market research & analysis: Perform extensive research on financial markets, securities, economic conditions, and investment opportunities to support decision-making.

  • Performance tracking: Monitor and report on portfolio performance, adjusting strategies based on performance, market shifts, and client objectives.

  • Risk management: Assist in managing and identifying risk across portfolios, ensuring alignment with clients' risk profiles and investment guidelines.

  • Financial modeling & reporting: Build and maintain financial models, helping to generate reports and presentations for senior management and clients.

  • Client communications & presentations: Prepare investment reports, presentations, and updates for clients, summarizing portfolio performance, market outlook, and investment strategies.

  • Collaborate with cross-functional teams: Support collaboration between internal research teams, senior managers, and external stakeholders to ensure comprehensive investment strategies.

  • Continuous learning: Stay up-to-date with financial news, industry trends, and regulatory changes to enhance investment strategies and portfolio performance.

Preferred Qualifications

  • Bachelor’s degree in Finance, Economics, Business, or a related discipline

  • CFA Level I or II (preferred or in progress)

  • 2-4 years of experience in portfolio management, asset management, or related fields

  • Proficiency in financial analysis, with strong skills in Excel, financial modeling, and performance metrics

  • Experience with investment software and tools for asset allocation, risk management, and performance tracking

  • Ability to handle multiple tasks in a fast-paced, deadline-driven environment while maintaining attention to detail

  • Excellent communication skills, with the ability to present complex financial information clearly to clients and senior leadership

  • Team player with a collaborative mindset, able to contribute to cross-functional teams and work effectively in a collective environment

  • Strong problem-solving abilities and a proactive approach to identifying and addressing investment opportunities and risks

  • Interest in global markets, asset classes, and emerging investment trends

About the Career Launch AI Talent Network

The Career Launch AI Talent Network provides job seekers with tools and resources to pursue Assistant Portfolio Manager roles, including:

  • Skills-based role matching

  • Assistance with resume optimization and customization

  • General guidance on outreach to hiring teams

  • Interview preparation for portfolio management and investment strategy assessments

To learn more or express interest in investment management roles, visit: https://initiocapital.com/assessment