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Investment Management Portfolio Associate Jobs (NOW HIRING)

Raymond James Financial, Inc.

## Investment Portfolio Associate (Naples, FL)Applylocations: Naples, Florida - United Statestime type ... Maintains checklists for tracking periodic investment managers' reviews by third party and ...

Initio Capital

Portfolio Associate

Manhattan, NY · Hybrid

$145K - $185K/yr

Job Summary Portfolio Associate Initio Capital Full-time, Part-time, Contract, Temporary ... career portfolio management and investment support roles. Actual openings vary depending on ...

Ballentine Partners

Portfolio Associate

Waltham, MA · On-site

$17 - $22.75/hr

Portfolio Associate Ballentine Partners Waltham, Massachusetts, United States About this position ... Work effectively with our professional contacts, including custodians and investment managers

Ballentine Partners, LLC

Portfolio Associate

Boston, MA · On-site

$17 - $22.75/hr

The Portfolio Associate is responsible for supporting Senior Investment Advisors in providing asset ... Work effectively with our professional contacts, including custodians and investment managers

Ballentine Partners

Portfolio Associate

Boston, MA · On-site

$85K - $115K/yr

The Portfolio Associate is responsible for supporting Senior Investment Advisors in providing asset ... Work effectively with our professional contacts, including custodians and investment managers

Morgan Stanley

Portfolio Associate

Purchase, NY · On-site

... investment related questions concerning client accounts, including relaying stock positions, and ... M/F/D/V Version: 7/10/2024 Morgan Stanley Portfolio Associate • Managing the calendar including ...

Morgan Stanley

Portfolio Associate

Purchase, NY

... investment related questions concerning client accounts, including relaying stock positions, and ... M/F/D/V Version: 7/10/2024 Morgan Stanley Portfolio Associate Managing the calendar including ...

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Investment Management Portfolio Associate information

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$22K

$97.1K

$213.5K

How much do investment management portfolio associate jobs pay per year?

As of Sep 11, 2026, the average yearly pay for investment management portfolio associate in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

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Infographic showing various Investment Management Portfolio Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.

Credit Portfolio Management / Portfolio Associate

Manhattan, NY • On-site

Jefferies
Investment Banking and Securities Dealing • 10K+ employees
Learn more about Jefferiesexternal

$100K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

Job description

Jefferies Finance Portfolio Associate - Credit Risk & Portfolio Management Overview

Seeking a Portfolio Associate to support the management and monitoring of a diversified portfolio of leveraged and corporate loan exposures. This individual will partner closely with Underwriting, Leveraged Finance, Capital Markets, and Relationship Management teams to evaluate credit performance, identify emerging risks, and support credit decision-making throughout the life of a transaction.

The ideal candidate will have a strong foundation in credit analysis, financial statement analysis, and commercial lending, with experience monitoring non-investment grade companies.

Responsibilities Portfolio Management & Credit Monitoring

  • Monitor the ongoing credit performance of a portfolio of middle-market and large corporate borrowers.
  • Analyze quarterly and annual financial results, operating trends, liquidity, leverage, and cash flow performance.
  • Identify and escalate emerging credit risks, industry developments, and covenant compliance concerns.
  • Maintain risk ratings and recommend changes based on evolving borrower fundamentals.
  • Participate in annual reviews, portfolio reviews, watchlist discussions, and risk committee presentations.

Financial Analysis

  • Build and maintain detailed financial models.
  • Perform cash flow, liquidity, leverage, and debt service coverage analysis.
  • Conduct comparable company and capital structure analyses.
  • Assess borrower repayment capacity and downside risk scenarios.
  • Review management projections and variance-to-plan reporting.

Credit & Transaction Support

  • Evaluate amendments, waivers, covenant modifications, and restructuring requests.
  • Review credit agreements, loan documents, security packages, and collateral reporting.
  • Support underwriting efforts for new transactions, refinancings, and incremental financings.
  • Assist in preparing credit memoranda and approval materials.

Cross-Functional Partnership

  • Partner with Leveraged Finance, Capital Markets, Industry Coverage, Research, Trading, and Legal teams.
  • Present borrower updates and portfolio analysis to senior management.
  • Collaborate with relationship managers and deal teams on ongoing client developments.

Qualifications

  • 2-5 years of experience in:
    • Commercial Banking
    • Corporate Banking
    • Leveraged Finance
    • Credit Risk Management
    • Asset-Based Lending (ABL)
    • Portfolio Management
  • Experience analyzing non-investment grade and leveraged borrowers.
  • Strong understanding of commercial loan structures and credit documentation.
  • Familiarity with revolvers, term loans, ABL facilities, and covenant packages.
  • Financial modeling and credit underwriting experience.
  • Formal Credit Training Program preferred.
  • Bachelor's degree in Finance, Accounting, Economics, or related field.

Preferred Skills

  • Advanced Excel and financial modeling skills.
  • Strong accounting and financial statement analysis capabilities.
  • Familiarity with Bloomberg, Capital IQ, FactSet, or similar platforms.
  • Excellent analytical, communication, and presentation skills.
  • Ability to manage multiple priorities in a fast-paced environment.

New York, NY Full Time Base Salary Range of $100,000 - 150,000. 

#LI-DNI

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.

At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.

Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.

The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.


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