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Investment Portfolio Associate Jobs (NOW HIRING)

Clay Cove

Investment Associate

Philadelphia, PA · On-site

By assembling institutional-quality portfolios in partnership with trusted operators, we capture ... Investment Associate As Investment Associate, this role will play a central role in analyzing ...

CFA Institute

Investment Associate

Saint Paul, MN · On-site

We're seeking a new Investment Associate to manage the day‑to‑day operations, systems and ... Portfolio Support (approximately 30% of the role) * Actively participate in strategic investment ...

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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Investment Portfolio Associate information

See salary details

$22K

$97.1K

$213.5K

How much do investment portfolio associate jobs pay per year?

As of Sep 13, 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?

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What are popular job titles related to Investment Portfolio Associate jobs?

For Investment Portfolio Associate jobs, the most frequently searched job titles are:

Investment Portfolio Associate jobs near you

Associate II - Portfolio Management

Richmond, VA • On-site

Atlantic Union Bank
Commercial Banking • 1 - 5K employees
Learn more about Atlantic Union Bankexternal

$99K - $178K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Atlantic Union Bank rating

6.2

Company rating: 6.2 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

Job description

Job Category: Asset/Investment Management

Requisition Number: ASSOC010418

  • Posted : August 26, 2026
  • Full-Time
  • Hybrid
  • Salary Range : $99,100 USD to $178,400 USD
Locations

Showing 1 location

DescriptionJob ProfilePosition Description

Investment Portfolio Management is responsible for managing client investment portfolios to help achieve financial objectives while balancing risk and return. Responsibilities include asset allocation, security selection, portfolio implementation, cash management, and ongoing portfolio monitoring. Conducts regular client portfolio reviews, investment research, and provides investment guidance.

Sub-Family Definition

Asset Investment Management is responsible for overseeing asset allocation, investment strategy implementation, and performance monitoring. Activities of supporting roles may include:

  • Administration of investment transactions
  • Analysis of portfolio performance
  • Resolution of routine account discrepancies
  • Maintenance of regulatory compliance documentation
  • Client reporting support

Investment Portfolio Management work is accountable for investments portfolio management including asset selection to maximize return while appropriately balancing risk. Prepares reports on investment transactions and status for submission to management. Determines portfolio allocation and manages cash and securities including both debt and equities. Other duties as assigned.

Applies practical knowledge of a job area typically obtain through advanced education and work experience. Responsibilities typically include:

  • Working independently with general supervision.
  • Problems faced are difficult but typically not complex.
  • May influence others within the job area through explanation of facts, policies and practices.
Knowledge & Experience
  • Bachelor's Degree required; equivalent combination of education and experience may be considered
  • Typically requires 3 - 5+ years prior experience, with practical knowledge of job area

Job Code:AMPRTMP2
FLSA Status:Exempt
Salary Grade:118

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Compensation offered will be based on a variety of factors, including but not limited to education, work experience, skills, certifications, and geographic location, etc.

Eligible teammates may participate in a comprehensive benefits package that includes medical, dental, vision, life insurance, disability coverage, paid time off, retirement savings through a 401(k) plan, wellness resources, and other programs designed to support teammates' health and financial well-being, subject to plan terms and eligibility requirements. In addition, certain positions may be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria. General information on our comprehensive benefits package can be found by visiting Employee Benefits | Banking Career Benefits | Atlantic Union Bank

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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