ZipRecruiter

Log In

1

Investment Portfolio Associate Jobs in Boca Raton, FL

DigitalBridge

Associate

Boca Raton, FL · On-site

Investment Associates are an integral part of the firm's transaction teams and are involved in all aspects of originating and executing transactions, monitoring portfolio companies and evaluating ...

DigitalBridge

Associate

Boca Raton, FL · On-site

Investment Associates are an integral part of the firm's transaction teams and are involved in all aspects of originating and executing transactions, monitoring portfolio companies and evaluating ...

DigitalBridge

Associate (2027 Start)

Boca Raton, FL · On-site

Investment Associates are an integral part of the firm's transaction teams and are involved in all aspects of originating and executing transactions, monitoring portfolio companies and evaluating ...

next page

Showing results 1-20

All JobsInvestment Portfolio Associate JobsInvestment Portfolio Associate Jobs in Boca Raton, FL

Investment Portfolio Associate information

See Boca Raton, FL salary details

$20.9K

$92.1K

$202.6K

How much do investment portfolio associate jobs pay per year?

As of Sep 13, 2026, the average yearly pay for investment portfolio associate in Boca Raton, FL is $92,119.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,700.00 and $111,500.00 per year, depending on experience, location, and employer.

What does an investment portfolio associate do?

An Investment Portfolio Associate supports portfolio managers by analyzing investment opportunities, monitoring market trends, and helping to manage client portfolios. They assist in research, generate performance reports, and ensure portfolios are aligned with clients’ financial goals and risk tolerance. The role often involves a mix of quantitative analysis, client communication, and administrative support to help optimize investment strategies.

How does an investment portfolio associate typically collaborate with portfolio managers and analysts to support investment decisions?

As an Investment Portfolio Associate, you'll work closely with portfolio managers and analysts by gathering and analyzing financial data, preparing performance reports, and assisting in the monitoring of portfolio holdings. You may participate in investment meetings, contribute to research on market trends, and help execute trades or rebalancing activities as directed. This collaborative environment allows you to develop a deep understanding of investment strategies and offers valuable exposure to decision-making processes, which can be instrumental for career advancement within the investment management field.

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

To thrive as an Investment Portfolio Associate, you need strong analytical abilities, a solid understanding of financial markets, and typically a bachelor's degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and possibly relevant certifications like CFA Level I is highly valuable. Attention to detail, strong communication skills, and the ability to work collaboratively make candidates stand out. These skills and qualities are essential for accurately analyzing investments, supporting portfolio managers, and ensuring sound decision-making in a fast-paced financial environment.

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

AspectInvestment Portfolio AssociateInvestment Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's or master's degree, CFA Level I or II often preferred
Work EnvironmentSupport role within asset management teams, client-facingResearch-focused, analyzing market data and securities
Employer & Industry UsageAsset management firms, banks, wealth managementInvestment firms, hedge funds, asset managers

The Investment Portfolio Associate primarily supports portfolio management activities, focusing on client accounts and operational tasks. In contrast, the Investment Analyst emphasizes research and analysis to inform investment decisions. Both roles often require similar credentials and work within the same industry, but their core responsibilities differ.

What cities near Boca Raton, FL are hiring for Investment Portfolio Associate jobs?

Cities near Boca Raton, FL with the most Investment Portfolio Associate job openings:

Investment Portfolio Associate jobs near you
Infographic showing various Investment Portfolio Associate job openings in Boca Raton, FL as of September 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $92,119 per year, or $44.3 per hour.

Investment Analyst - Private Markets

Deerfield Beach, FL • On-site

JM Family Enterprises
Motor Vehicle Manufacturing • 5 - 10K employees
Learn more about JM Family Enterprisesexternal

Full-time

Retirement

Re-posted 26 days ago

JM Family Enterprises rating

9.1

Company rating: 9.1 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job description

The Investment Analyst will join the Investment Team in managing JM Family's investment portfolios (Corporate, Insurance, Pension and 401k). The position will play a key role in supporting the investment team in underwriting new investment mandates, monitoring existing portfolio investments and conducting tailored investment research to benefit portfolio objectives. The position will work directly with the team's Portfolio Managers to assist in the evaluation of co-investments and fund investments across private equity, venture capital, private credit and public markets.
Responsibilities:
  • Responsible for investment monitoring activities for existing investments by attending review meetings, preparing research notes and integrating forecasting into performance monitoring systems
  • Support due diligence underwriting process for new investments by assessing fund offering documents, private placement memorandums and financial models
  • Evaluate investment performance with established metrics (e.g., benchmarks, expected risks and returns, strategies, etc.) to ensure investments perform as expected, enable timely corrective actions, and minimize negative exposure
  • Prepare insights regarding investment portfolio performance, including analytics, exposure, performance and other miscellaneous reports
  • Conduct industry, market and manager-level research to support broader investment and portfolio construction decisions
  • Assist with review and analysis of portfolio performance reports for specific investments to highlight areas of over- and under-performance and to identify areas requiring in-depth analysis
  • Perform research and analysis on investment strategies
  • Work with Investment Operations team regarding the reconciliation of transactions, valuations and investment returns, and custodian bank and portfolio management systems reconciliations
  • Assist and coordinate with the preparation of content for Investment Committee meeting materials
  • Other responsibilities as assigned

Qualifications:
  • 3+ years of related investment management / analytical experience
  • Bachelor's degree in Finance, Economics, Accounting or a related field
  • CFA or CAIA designation, or progress toward completion, is preferred but not required
  • Strong quantitative analytical skills
  • Familiarity with private markets investing and/or institutional portfolio management
  • Exceptional written and verbal communication skills
  • Ability to work independently or with a team and with changing priorities and deadlines
  • Exceptional knowledge of MS Office Products and specialized investment management tools such as NASDAQ TopQ, Pitchbook, FactSet and DealEdge

#Hybrid
#LI-NK1
This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.
JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER
JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard to age, race, religion, color, gender, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, gender expression, mental or physical disability, national origin, marital status, citizenship, military status, genetic information, veteran status, or any other characteristic protected by federal, state, provincial, or local law.
DISABILITY ACCOMMODATIONS
If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family's Talent Acquisition department at talentacquisition@jmfamily.com for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.

What JM Family Enterprises employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply