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Portfolio Assistant Jobs in Colorado (NOW HIRING)

Namaste Solar

O&M Portfolio Manager I

Denver, CO · On-site

$70K - $95K/yr

Coordinate service activities with technicians and other Portfolio Managers. * Assist in prioritizing service requests and operational response activities. * Review completed work orders and ...

Namasté Solar

O&M Portfolio Manager I

Denver, CO · On-site

Coordinate service activities with technicians and other Portfolio Managers. * Assist in prioritizing service requests and operational response activities. * Review completed work orders and ...

Namaste solar

O&M Portfolio Manager I

Denver, CO · On-site

$80 - $100/hr

Coordinate service activities with technicians and other Portfolio Managers. * Assist in prioritizing service requests and operational response activities. * Review completed work orders and ...

BTAS

Acquisition Specialist

Colorado Springs, CO

$56K - $151K/yr

Maintain awareness of all programs and technology development efforts within the portfolio. * Assist integrated product teams and working groups and establish relationships with customers and ...

BTAS, Inc.

Acquisition Specialist

Colorado Springs, CO · On-site

$56K - $151K/yr

Maintain awareness of all programs and technology development efforts within the portfolio. * Assist integrated product teams and working groups and establish relationships with customers and ...

BTAS

Infrastructure Engineer

Colorado Springs, CO

$161K - $181K/yr

Maintain awareness of all programs and technology development efforts within the portfolio. * Assist integrated product teams and working groups and establish relationships with customers and ...

BTAS, Inc.

Infrastructure Engineer

Colorado Springs, CO · On-site

$161K - $181K/yr

Maintain awareness of all programs and technology development efforts within the portfolio. * Assist integrated product teams and working groups and establish relationships with customers and ...

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Portfolio Assistant information

See Colorado salary details

$14

$27

$40

How much do portfolio assistant jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for portfolio assistant in Colorado is $27.71, according to ZipRecruiter salary data. Most workers in this role earn between $25.29 and $29.81 per hour, depending on experience, location, and employer.

What is a portfolio assistant?

Portfolio Assistants are professionals who support portfolio managers and investment teams in the administration and management of investment portfolios. Their responsibilities typically include preparing reports, conducting research, handling client communications, and assisting with trade execution and compliance. By ensuring that all administrative and operational tasks are handled efficiently, Portfolio Assistants help portfolio managers focus on making informed investment decisions. This role often requires strong analytical, organizational, and communication skills, as well as knowledge of financial markets and investment products.

What does a portfolio assistant do?

As a Portfolio Assistant, you play a key support role by handling administrative tasks, preparing reports, and updating portfolio data to ensure smooth investment operations. You’ll regularly monitor portfolio performance, process trade orders, and help maintain compliance with regulations. This role involves close collaboration with portfolio managers, analysts, and occasionally clients, which provides valuable exposure to investment strategies and decision-making processes. The fast-paced environment also offers opportunities for learning and potential career progression within asset management.

What are the key skills and qualifications needed to thrive as a portfolio assistant?

To thrive as a Portfolio Assistant, you typically need strong analytical abilities, attention to detail, and a degree in finance, business, or a related field. Familiarity with portfolio management software, Microsoft Excel, and financial reporting systems is often required. Exceptional organizational skills, effective communication, and the ability to multitask help you excel in supporting portfolio managers and clients. These skills ensure accurate data management, smooth operations, and effective client service in fast-paced investment environments.

Does portfolio management pay well?

Portfolio management roles typically offer competitive salaries that vary based on experience, location, and the size of the firm. Professionals with certifications like the CFA and strong analytical skills tend to earn higher compensation, especially in financial hubs. Overall, portfolio management can be a well-paying career path for those with relevant expertise and credentials.

What are the most commonly searched types of Portfolio jobs in Colorado?

The most popular types of Portfolio jobs in Colorado are:

What are popular job titles related to Portfolio Assistant jobs in Colorado?

For Portfolio Assistant jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Portfolio Assistant jobs in Colorado look for?

The top searched job categories for Portfolio Assistant jobs in Colorado are:

What cities in Colorado are hiring for Portfolio Assistant jobs?

Cities in Colorado with the most Portfolio Assistant job openings:

Portfolio Assistant jobs near you
Infographic showing various Portfolio Assistant job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 23% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $57,639 per year, or $27.7 per hour.

Associate Commercial Portfolio Manager

Fortis Bank

Denver, CO • On-site

Full-time

Posted 24 days ago

Job description

Summary

The Fortis Associate Commercial Portfolio Manager (“APM”) is responsible for supporting Commercial Portfolio Managers in underwriting new loan opportunities and loan servicing actions of existing clients. The APM will assist in the management of commercial credits and partner closely with Bankers, Portfolio Managers, and Relationship Managers to deliver outstanding solutions to our clients. This individual is not required to source new business opportunities, but rather will focus on converting commercial loan opportunities generated by Bankers and will support the team in client meetings.

The ideal candidate will be able to undertake a variety of tasks and work diligently under pressure. This individual will be comfortable working with a high degree of attention to detail and discretion as well as incorporating new and effective ways to achieve better results.

 

Responsibilities

  • Assist Bankers and Portfolio Managers in managing a portfolio of commercial clients.
  • Respond to client inquiries and provide assistance with banking products and services.
  • Act as a liaison between clients and internal departments (Credit, Treasury, Operations).
  • Conduct financial analysis of borrower and guarantors, including business and personal financial statements, tax returns, and other documents.
  • Complete global cash flow computations, calculate performance ratios, and analyze multi-year trends.
  • Communicate a thorough understanding of client cash flows in analysis and meetings.
  • Research industry trends and data to identify questions and risks for each credit.
  • Perform analysis of loan collateral: accounts receivable, equipment, inventory, real estate and/or marketable securities.
  • Review existing credits for compliance with financial and reporting covenants.
  • Ensure that loan policy exceptions and loan file document exceptions are identified.
  • Author high-quality credit narratives, specifically:
  • Providing background of the borrower and detailing the requested transaction;
  • Identifying and discussing strengths as well as key risks and relevant mitigation;
  • Identifying Loan Policy and Product Guide exceptions;
  • Summarizing the financial performance of businesses and individuals; and
  • Evaluating collateral position for current and future clients.
  • Demonstrate understanding of the loan process from start to finish, including preflight memos, underwriting, loan documentation, loan servicing, etc.
  • Other duties as assigned.

Qualifications

  • Bachelor’s Degree with an emphasis in Finance and/or Accounting required.
  • 3-5 years of relevant experience within banking or financial services required.
  • Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management.
  • Must be comfortable working with and adapting to new complex systems and technology operating systems; prior experience with Salesforce and nCino is preferred.
  • Ability to support multiple projects in parallel and prioritize competing demands.
  • Embodies the Fortis Bank culture principles and competencies and consistently demonstrating a positive, ambitious, and solution-oriented attitude with clients and team members.
  • Proficient and experienced in Microsoft Office suite products and technology, including but not limited to: Outlook, Microsoft Teams, Word, Excel, and PowerPoint.
  • Communicates effectively, collaboratively, and professionally, both verbally and via e-mail and other chat tools.
  • Excellent organizational skills, regularly demonstrating the ability to multitask, prioritize, and manage time efficiently.
  • Demonstrates strong interpersonal skills, with the ability to build meaningful professional relationships with senior management and team members.


ADDITIONAL INFORMATION

Reporting Structure: Reports to the VP, Commercial Portfolio Management 

Office Requirements: This position will follow a hybrid work schedule and is required to work in the office at least 4 days per week.


  

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About Fortis Bank 

Fortis Bancorp is the $1.3 billion bank holding company for Fortis Bank, a full-service commercial bank that provides lending, deposit, and cash management solutions to businesses and their owners. With branches across the Denver and Salt Lake City Metropolitan areas, we also serve clients nationwide through our specialty business lines. Learn more today at www.fortisbankus.com. 

We believe banking is about more than products and services. It is about being a trusted partner to our clients. We work hard to understand our clients’ businesses, provide thoughtful solutions, and build meaningful relationships.

Every role on our team plays an important part in our success. Our talented people work together, bring their expertise to the table, and can make a real impact on our clients, our business, and our culture.

We value people who go the extra mile, make a difference for our clients, and are excited to help move our business forward. In return, we recognize their contributions, support their growth, and celebrate their success.


Fortis is Great Place to Work-Certified™

Join a team where your expertise and passion can make a meaningful impact. 

Learn more today at https://www.fortisbankus.com/working-at-fortis.