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Investment Portfolio Associate Jobs (NOW HIRING)

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 ...

SBCERA

Associate Investment Officer

San Bernardino, CA · On-site

$136K - $202K/yr

Exempt Bargaining Unit: MGMT THE POSITION Under general supervision, the Associate Investment ... Monitor and analyze cash flows and portfolio liquidity to meet expenditure requirements while ...

HASI

Associate, BTM Investments

Annapolis, MD

$120K - $155K/yr

Position Summary HASI is currently seeking an associate or senior associate with renewable ... HASI's investment portfolio, which includes distributed generation, solar, storage and energy ...

HASI

Associate, BTM Investments

New York, NY · On-site

$120K - $155K/yr

Position Summary HASI is currently seeking an associate or senior associate with renewable ... HASI's investment portfolio, which includes distributed generation, solar, storage and energy ...

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Investment Portfolio Associate information

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$22K

$97.1K

$213.5K

How much do investment portfolio associate jobs pay per year?

As of Jul 4, 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.

How much does a portfolio analyst earn?

A portfolio analyst typically earns between $60,000 and $85,000 annually, depending on experience, location, and the size of the firm. Entry-level analysts may start at lower salaries, while experienced professionals with certifications like CFA can earn higher compensation. The role often involves analyzing investment data and supporting portfolio management decisions.

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 is the highest paying job in investment?

In investment, the highest paying roles are typically senior positions such as Chief Investment Officer (CIO) or Portfolio Manager at large firms, with compensation often including high base salaries, bonuses, and profit sharing. These roles require extensive experience, strong analytical skills, and often advanced certifications like the CFA, with compensation varying based on firm size and performance.

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.

What is a portfolio associate salary?

A portfolio associate's salary typically ranges from $50,000 to $80,000 annually, depending on experience, location, and the size of the firm. Entry-level positions may start lower, while experienced associates with certifications like CFA can earn higher compensation, often supplemented with bonuses and benefits.

What does an investment associate do?

An investment associate supports portfolio management by conducting research, analyzing financial data, and preparing reports to assist in investment decisions. They often work with financial models, use tools like Excel and Bloomberg, and may require relevant certifications such as the CFA. Their role involves collaborating with senior staff to monitor and optimize investment portfolios.

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 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
Operations Associate - Investment Office

Operations Associate - Investment Office

Carnegie Mellon University

Pittsburgh, PA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

Carnegie Mellon University rating

8.6

Company rating: 8.6 out of 10

Based on 24 frontline employees who took The Breakroom Quiz

54th of 544 rated colleges and universities

Job description

Carnegie Mellon University, located in Pittsburgh, Pennsylvania, is a global top-tier, private research university founded in 1900 by industrialist and philanthropist Andrew Carnegie. A birthplace of innovation throughout its greater than 125-year history, Carnegie Mellon is recognized for arts and technology programs, collaboration across disciplines, and leadership in educational excellence.
Created through generous gifts and augmented by careful financial stewardship, Carnegie Mellon's $4 billion investment portfolio serves as a key strategic and growing asset to support the university's research and education mission. Carnegie Mellon's Investment Office manages the endowment portfolio and the university's other long-term financial investments with a growth orientation. The equities-focused investment portfolio comprises premier investment management firms across the globe with an emphasis on private equity, including VC, growth, and buyouts, as well as allocations to hedge funds and traditional investments. As a leading research university, Carnegie Mellon has excellent access to the best investment opportunities and investment managers in the world. Carnegie Mellon has high expectations for its investment portfolio. The importance of our mission and the diversity of our activities foster a challenging, intellectually stimulating, and driven work environment that we balance with an inclusive and collaborative approach.
We are seeking an Operations Associate to join our team! This is an exciting opportunity if you thrive in an interesting and challenging work environment. You will assume critical process, control, and recording responsibilities for endowment financial reporting and analytics. Reporting to the Director - Investment Operations, Risk and Analytics, you will be responsible for core operational functions and for producing key reports and analytics for leadership.

Core responsibilities include:

  • Manage documentation and processes to onboard new external investment managers.
  • Monitor investment manager requests and coordinate with responsible investment team members.
  • Review quarterly valuations and transactions for the Long-Term Pool investment portfolio and post accounting entries in the general ledger.
  • Prepare dashboards and periodic portfolio analytics.
  • Assist with the tracking of portfolio company level data for private equity fund investments.
  • Assist with the operational due diligence review for private equity and hedge fund managers.
  • Assist with AI integration projects within the Investment Office.
  • Support audit, tax, and other regulatory filings.

Adaptability, excellence, and passion are vital qualities within Carnegie Mellon University. We are in search of a team member who can effectively interact with a varied population of internal and external partners at a high level of integrity. We are looking for someone who shares our values and who will support the mission of the university through their work.

You should demonstrate:

  • Knowledge of professional practice in financial accounting and reporting, internal controls, and external reporting. Ability to read, interpret, and analyze GAAP and IFRS financial documents.
  • Ability to problem solve and gather/analyze information skillfully and efficiently.
  • Technical proficiency in Microsoft Excel. Ability to analyze large data sets and identify patterns and gaps within the data.
  • Team player approach to collaboration, strong organizational skills and ability to handle multiple tasks with accuracy and attention to detail, and a keen sense of prioritization and planning.
  • Excellent interpersonal, listening, and communication skills and high standards of professional ethics and integrity.

Qualifications:

  • Bachelor's degree in business, accounting, economics or finance required; CPA desired.
  • Minimum five years in a finance, accounting or auditing position. Previous investment operations or asset management experience is a plus.
  • Experience with investment operations platforms such as Dynamo, Geneva Advent, BNY Nexen, Microsoft Power Bi is a plus.
  • A combination of education and relevant experience from which comparable knowledge is demonstrated may be considered.

Requirements:

  • Successful pre-employment background check

Joining the CMU team opens the door to an array of exceptional benefits.

Benefits eligible employees enjoy a wide array of benefits including comprehensive medical, prescription, dental, and vision insurance as well as a generous retirement savings program with employer contributions. Unlock your potential with tuition benefits, take well-deserved breaks with ample paid time off and observed holidays, and rest easy with life and accidental death and disability insurance.

Additional perks include a free Pittsburgh Regional Transit bus pass, access to our Family Concierge Team to help navigate childcare needs, fitness center access, and much more!

For a comprehensive overview of the benefits available, explore our Benefits page.

At Carnegie Mellon, we value the whole package when extending offers of employment. Beyond credentials, we evaluate the role and responsibilities, your valuable work experience, and the knowledge gained through education and training. We appreciate your unique skills and the perspective you bring. Your journey with us is about more than just a job; it's about finding the perfect fit for your professional growth and personal aspirations.

Are you interested in an exciting opportunity with an exceptional organization?! Apply today!

Location

Pittsburgh, PA

Job Function

Financial Planning, Analysis, Accounting and Reporting

Position Type

Staff - Regular

Full Time/Part time

Full time

Pay Basis

Salary

More Information:

  • Please visit "Why Carnegie Mellon" to learn more about becoming part of an institution inspiring innovations that change the world.

  • Click here to view a listing of employee benefits

  • Carnegie Mellon University is an Equal Opportunity Employer/Disability/Veteran.

  • Statement of Assurance

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