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Investment Portfolio Associate Jobs (NOW HIRING)

BMW of Loveland

Portfolio Associate

Loveland, CO · On-site

$80K - $175K/yr

... Portfolio Associate to join our BMW team and become the friendly face behind our customers ... Paid Time Off & Sick Time - because balance matters. 401(k) Retirement Plan - invest in your future ...

BMW of Loveland

Portfolio Associate

Loveland, CO

$80K - $175K/yr

... Portfolio Associate to join our BMW team and become the friendly face behind our customers ... Paid Time Off & Sick Time -- because balance matters. 401(k) Retirement Plan -- invest in your ...

Caltech

Senior Investment Associate

Pasadena, CA · On-site

$120K - $142K/yr

Portfolio Management & Asset Allocation (10%) * Train Investment Analysts in analytical approaches, maintaining sufficient knowledge of the analytical underpinnings of asset allocation and cash flow ...

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How much do investment portfolio associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for investment 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.

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 are hiring for Investment Portfolio Associate jobs?

Cities with the most Investment Portfolio Associate job openings:

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

The most popular types of Investment Portfolio jobs are:

What states have the most Investment Portfolio Associate jobs?

States with the most job openings for Investment Portfolio Associate jobs include:

Investment Portfolio Associate jobs near you

Derivative Portfolio Associate

Venerable Insurance and Annuity Company

West Chester, PA • Hybrid

Full-time

Re-posted 27 days ago

Job description

As a Derivative Portfolio Associate, you will play a handson role supporting derivative portfolio managers in hedging capital market risk exposures of Variable Annuity liabilities and other risk exposures. This position requires strong quantitative skills and comfort working with complex derivatives.
* Please note that this position is not eligible for visa sponsorship now or in the future.
Venerable is currently working in a Hybrid Work Model, in the office 3 days/week and remote 2 days/week. This role is based in our West Chester, PA office.

Principle Responsibilities:

  • Monitor derivative portfolios which include listed and OTC interest-rate and equity derivatives (e.g., futures, total-return swaps, interest-rate swaps, options and swaptions, and variance swaps)

  • Research innovative trade ideas/hedging strategies and/or explain portfolio P&L performance and insights through clear risk reporting

  • Build quantitative/analytical tools to support portfolio management and/or hedge strategy development and/or risk reporting by leveraging financial engineering, capital markets, and product knowledge

  • Participate in various quantitative projects as needed to help support overall Hedging/Riskteamsgoals & objectives

  • Constant monitoring of market trends, news and economic indicators impacting the portfolio

  • Conduct research/analysis on market trends, financial instruments or new strategies evolving in the market

Required Qualifications:

  • Master's degree required in Financial Mathematics, Quantitative Finance, Financial Engineering, or related quantitative field

  • Minimum 1 - 3 years' experience in derivatives, hedging, risk management, or capital markets roles within asset management, insurance, or trading environments

  • Advanced knowledge of Financial Mathematics with solid understanding of Derivative Pricing Theory, and their applications

  • Strong understanding of interest rate and/or equity derivative Greeks (Delta, Gamma, Vega, Theta, Rho) and how they impact portfolio risk, hedging, and P&L

  • Experience in developing derivative trading strategies and/or developing risk reports which explain key drivers of P&L

  • Experience using SQL for reporting, or trading support

  • Strong computer programming skills in Python based environment linked to excel/VBAmodels

  • Superior quantitative/analytic reasoning and problem-solving abilities

  • Ability to analyze risk and make informed decisions under pressure

  • Adaptability to market changes and evolving trading strategies

  • Comfortable with ambiguity and manage shifting priorities

#LI-MB01

Venerable Values:

Every position at Venerable has responsibility for living out the company's values as described here:

We are Courageous - We think critically, ask "why?" and seek out creative solutions.

We are Curious - We take calculated risks, learn from out failures, and challenge traditional ways of thinking.

We are Connected- We are connected to each other, our customers and our community.

Please note: The use of AI tools (such as ChatGPT or similar platforms) during interviews is not permitted without the prior approval of Venerable, as the use of such tools may interfere with company confidentiality, misrepresent a candidate's skills and experience or otherwise conflict with Venerable's hiring policies. If you are selected for an interview and a reasonable accommodation is needed, please notify the Venerable Human Resources recruiter aligned to the open position in which you are interviewing for.

If Venerable, in its sole discretion, determines that AI is being used during an interview without prior approval, Venerable reserves the right to end the interview early and/or disqualify a candidate.

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