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Investment Portfolio Associate Jobs in Boca Raton, FL

Seacoast Bank

Private Advisor II

Fort Lauderdale, FL · On-site

Able to clearly articulate tactical adjustments for client investment portfolios and demonstrate ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast Bank

Private Advisor II

Fort Lauderdale, FL

Able to clearly articulate tactical adjustments for client investment portfolios and demonstrate ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast Bank

Private Advisor II

Fort Lauderdale, FL · On-site

Able to clearly articulate tactical adjustments for client investment portfolios and demonstrate ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

ISAM

Client Relations Associate

Boca Raton, FL · On-site

$37K - $47K/yr

... portfolios. About the Role: The role exists to strengthen the Firm's client relations capabilities ... Support the preparation, updating and quality control of marketing and investor reporting materials ...

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Showing results 21-40

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 Aug 16, 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 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 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 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 August 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution, with an average salary of $92,119 per year, or $44.3 per hour.

Operations Associate or Internship

Schonfeld

Fort Lauderdale, FL

Internship

Posted 18 days ago

Job description

The Role

We are seeking a highly motivated and detail-oriented Operations Associate to join our growing quantitative investment firm in Fort Lauderdale. This role is ideal for someone who thrives in a fast-paced environment and is eager to learn hedge fund and trading operations. No prior experience is required - we are willing to train the right candidate.

The Operations Associate will support both U.S. trading hours and early APAC operational workflows, working closely with portfolio managers, traders, prime brokers, and technology teams to ensure smooth daily operations and accurate trade processing.

What you'll do 

  • Monitor and manage daily operational workflows for U.S. and early APAC trading activities
  • Coordinate with prime brokers and counterparties to resolve:
    • Missing trade files
    • Locate issues
    • Trade rejects
    • Order mismatches
  • Perform OMS and position reconciliations/tie-outs
  • Investigate and resolve operational breaks and discrepancies
  • Work closely with trading, portfolio management, and technology teams
  • Assist with operational process improvements and ad hoc projects
  • Learn and develop knowledge of hedge fund operations and market workflow

What you need

  • Bachelor's degree in Finance, Economics, Mathematics, Computer Science, or a related field
  • Strong attention to detail and organizational skills
  • Ability to work in a fast-paced, deadline-driven environment
  • Strong problem-solving and communication skills
  • Basic familiarity with SQL and/or Python is a plus
  • Willingness to learn and take ownership of responsibilities
  • Ability to support early APAC operational coverage when needed
  • Must be legally authorized to work in the United States

Who We Are 

Schonfeld is a global multi-manager hedge fund that strives to deliver industry-leading risk-adjusted returns for our investors. We leverage both internal and external portfolio manager teams around the world, seeking to capitalize on inefficiencies and opportunities within the markets. We draw from decades of experience and a significant investment in proprietary technology, infrastructure and risk analytics to invest across four main strategies: Quant, Tactical, Fundamental Equity and Discretionary Macro & Fixed Income.

Our Culture

At Schonfeld, we'll invest in you. Attracting and retaining top talent is at the heart of what we do, because we believe that exceptional outcomes begin with exceptional people. We foster a culture where talent is empowered to continually learn, innovate and pursue ambitious goals. We are teamwork-oriented, collaborative and encourage ideas-at all levels-to be shared. As an organization committed to investing in our people, we provide learning and educational offerings and opportunities to make an impact. We encourage community through internal networks, external partnerships and service initiatives that promote inclusion and purpose beyond the firm's walls.

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