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Investment Portfolio Associate Jobs in Boca Raton, FL

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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 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 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.

Senior Associate/Associate Manager, Trade Operations (LH-BPO)

SS&C Technologies

West Palm Beach, FL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 3 days ago

SS&C Technologies rating

7.7

Company rating: 7.7 out of 10

Based on 38 frontline employees who took The Breakroom Quiz

147th of 244 rated software companies

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Senior Associate/Associate Manager, Trade Operations
Location: Palm Beach Gardens, FL | Hybrid
About the Role
As an Entry-Level Associate, Trade Operations, you will support the day-to-day trade operations and post-trade functions for hedge fund clients through SS&C's partnership with Lighthouse Investment Partners, LLC (d/b/a Luminae Partners), an $18 billion AUM asset management firm. This role offers an excellent entry point into financial services with direct exposure to complex trading environments, multi-asset investment strategies, and institutional operations.
You will work closely with portfolio managers, traders, counterparties, prime brokers, and internal operational teams to help ensure accurate trade processing, settlement, reconciliation, and reporting across a broad range of financial products. This position is ideal for candidates interested in developing a long-term career within hedge fund operations, trade support, or asset management.
In this fast-paced, collaborative environment, you will gain hands-on experience with the full trade lifecycle while building strong analytical, operational, and client service skills.
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and healthcare operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
Through our partnership with Lighthouse Partners, you will gain exposure to sophisticated hedge fund strategies, institutional trading activity, and large-scale operational infrastructure while working alongside experienced industry professionals.
How You Will Make an Impact
  • Support daily trade operations activities for hedge fund clients across multiple investment strategies including Long/Short Equity, Global Macro, Credit, Fixed Income, Distressed, Emerging Markets, and Multi-Strategy funds
  • Monitor and process trade lifecycle events including trade capture, settlement, confirmation matching, and exception management
  • Reconcile cash, positions, market values, and trade activity across internal systems, custodians, and prime brokers
  • Research and resolve trade breaks, settlement discrepancies, and operational exceptions in a timely manner
  • Serve as a point of coordination between internal teams, counterparties, brokers, and fund administrators to ensure accurate and efficient trade processing
  • Provide operational support across a variety of financial instruments including equities, fixed income, FX, futures, swaps, options, repos, and other OTC products
  • Assist with wire processing, collateral movements, and payment confirmations related to settlements and financing activity
  • Prepare operational reporting and metrics related to trade volumes, reconciliation activity, and processing accuracy
  • Partner with internal SS&C GlobeOp teams including Fund Accounting, Investor Services, Technology, and Operations to support overall client servicing efforts
  • Contribute to process improvement initiatives focused on operational efficiency, risk reduction, and scalability

Required Experience
  • 2+ years of experience in Trade Operations
  • Bachelor's degree in Finance, Accounting, Economics, Business, or related field
  • Internship or academic exposure to financial markets, operations, accounting, or investment management preferred
  • Foundational understanding of capital markets and financial products

What Sets You Apart
  • Strong analytical and problem-solving skills with high attention to detail
  • Proficiency in Microsoft Excel and ability to work with large datasets
  • Strong written and verbal communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Team-oriented mindset with strong collaboration skills
  • Interest in hedge funds, trade operations, and financial markets
  • Ability to learn quickly and adapt within a dynamic operational environment

Join SS&C, where innovation meets global opportunities. Click here to apply.
#LI-HW1 #LI-HYBRID #CA-HW
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Applications will be accepted on an ongoing basis until the position is filled.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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About SS&C Technologies

Sourced by ZipRecruiter

SS&C Technologies is a prominent player in the software and IT services industry, specializing in investment and financial technologies. The company is headquartered in Windsor, Connecticut, USA, with the core mission to deliver advanced technology-driven solutions and software for the global financial services industry. SS&C Technologies was established in 1986, and since its inception, the company has grown immensely to offer a comprehensive portfolio of services that include fund administration, securities industry software, insurance and pension funds software, asset management, and trading and settlement services.

Industry

Computer and computer peripheral equipment and software wholesalers

Company size

10,000+ Employees

Headquarters location

Windsor, CT, US

Year founded

1986

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