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Portfolio Assistant Jobs in Georgia (NOW HIRING)

Servicon

Assistant Portfolio Manager

Marietta, GA · On-site

Responsibilities The Assistant Portfolio Manager supports the Portfolio Manager with managing multiple client sites, to ensure Servicon delivers the best client experience. This role compliments ...

Servicon

Assistant Portfolio Manager

Marietta, GA · On-site

The Role The Assistant Portfolio Manager supports the Portfolio Manager with managing multiple client sites, to ensure Servicon delivers the best client experience. This role compliments/supports the ...

Invitationhomes

Assistant Portfolio Manager

Atlanta, GA · On-site

$20.19 - $35/hr

Your Role on the Team The Assistant Portfolio Manager assists the Portfolio Director in the day-to-day operation of managing single-family home rentals including managing the financials and working ...

ResiHome

Assistant Portfolio Manager

Atlanta, GA · On-site

Assistant Portfolio Manager Position Purpose: Overseeing property and team management functions in a designated market Reports to: Portfolio Manager This is a corporate office-based role, requiring ...

FAVARH

AVP, Insurance Portfolio Manager

Atlanta, GA · On-site

The Assistant Vice President, Insurance Portfolio Manager is a core investment professional within the Insurance Portfolio Management (IPM) team, supporting the construction, oversight, and daytoday ...

The Franklin Group

Regional Manager

Atlanta, GA · On-site

$75K - $101K/yr

Provide final approval of all new hires in portfolio. * Assist Property Managers in resolving employee issues concerning performance evaluations, or employee disciplinary actions. * Reinforce Company ...

Invesco

Portfolio Analyst

Atlanta, GA · Hybrid

Produce portfolio analytics and reporting, including holdings analysis, sector and country exposures, and valuation metrics. * Assist in the design, development, and implementation of enhanced ...

Invesco

Portfolio Analyst

Atlanta, GA · On-site

Produce portfolio analytics and reporting, including holdings analysis, sector and country exposures, and valuation metrics. * Assist in the design, development, and implementation of enhanced ...

Franklin Group

Regional Manager

Atlanta, GA

$75K - $101K/yr

Provide final approval of all new hires in portfolio. * Assist Property Managers in resolving employee issues concerning performance evaluations, or employee disciplinary actions. * Reinforce Company ...

United Bank

Portfolio Manager

Lawrenceville, GA

The Portfolio Manager takes primary responsibility for the underwriting process, portfolio ... Accompanies lenders during sales calls to assist with account details, relationship building, and ...

United Bank

Portfolio Manager

Lawrenceville, GA · On-site

The Portfolio Manager takes primary responsibility for the underwriting process, portfolio ... Accompanies lenders during sales calls to assist with account details, relationship building, and ...

United Bank

Portfolio Manager

Lawrenceville, GA · On-site

The Portfolio Manager takes primary responsibility for the underwriting process, portfolio ... Accompanies lenders during sales calls to assist with account details, relationship building, and ...

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Portfolio Assistant information

See Georgia salary details

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$22

$32

How much do portfolio assistant jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for portfolio assistant in Georgia is $22.25, according to ZipRecruiter salary data. Most workers in this role earn between $20.29 and $23.94 per hour, depending on experience, location, and employer.

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 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 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.
What are the most commonly searched types of Portfolio jobs in Georgia? The most popular types of Portfolio jobs in Georgia are:
What are popular job titles related to Portfolio Assistant jobs in Georgia? For Portfolio Assistant jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Portfolio Assistant jobs in Georgia look for? The top searched job categories for Portfolio Assistant jobs in Georgia are:
What cities in Georgia are hiring for Portfolio Assistant jobs? Cities in Georgia with the most Portfolio Assistant job openings:
Portfolio Assistant jobs near you
Infographic showing various Portfolio Assistant job openings in Georgia as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, 2% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $46,285 per year, or $22.3 per hour.

Portfolio Assistant - Warner Robins

Vallant Bank

Warner Robins, GA • On-site

Full-time

Posted 19 days ago

Job description


JOB DESCRIPTION



Employer Department

Vallant Bank Business Banking


Job title Exemption status

Portfolio Assistant Non-Exempt

Supervised by

Portfolio Assistant Manager


Job Summary


The Portfolio Assistant is responsible for assisting the Business Banker with office duties such as opening/closing the office, answering the phone and providing exceptional customer service. Team member will serve as face of the bank, relationship contact and liaison between the client and other areas of the Bank in resolving client problems and meeting the client’s needs.


The team member will assist the customers, bank staff and third-party relationships on behalf of the lender. The assistant will work closely with the lender on business development and marketing efforts. The team member is responsible for assisting with origination documentation and follow-up for loan closings. They are responsible for ensuring compliance with regulatory requirements and conformance with Bank policies and procedures. They will work closely with the loan officer as well as the Bank’s approved settlement agents, obtaining the necessary documentation needed for the transaction to ensure that the loan package is compliant according to regulatory guidelines and that lien attachment has been properly established. The assistant will work with the loan officer to clear document exceptions both prior to and post-closing. They will assist in managing various portfolio items necessary to service existing loans and maturing loans.


The team member is responsible for:

  • cross selling bank products and services to customers through telephone contacts and personal visits
  • building long-term customer relationships
  • maintaining a positive service mentality
  • ensuring superior quality service in completing all customer transactions
  • matching the financial needs that achieve those customer goals with product and service solutions
  • demonstrating an accurate knowledge of the bank's products and services


The employee will complete job duties in accordance to compliance guidelines and regulations. The employee will support the bank's strategic goals, vision, mission, core values, service standards and service philosophy in actions, words and deeds.


Skills, Knowledge, Talents


Education

  • High school diploma, College preferred.

Prior Experience

  • Three-year banking, administrative and related sales experience preferred.

Required Skills & Talents

  • Must have a basic knowledge of the bank's products and services.
  • Must have a willingness to serve.
  • Must be able to function efficiently in a network environment and have a working knowledge of Microsoft Office and SharePoint.
  • Must be able to function efficiently on a general business level of math, possess general accounting knowledge (i.e. debits, credits, and an understanding of the bank's account reconciliations).
  • Project a professional image by adhering to guidelines in the employee handbook.
  • Must be able to collect, research, and analyze information skillfully.
  • Must be a self-starter, a creative thinker, flexible, eager, nurturing, open to change and exhibit good judgment.
  • Must be a leader by example, attentive to detail, work well with others and responsive to supervisory guidance.
  • Must be able to identify and interpret trends in financial data.
  • Must have a working knowledge of compliance guidelines for the bank and the industry.
  • Prospecting for new clients.
  • Obtaining appointments by telephone and in person.
  • Conducting interviews with prospects and clients.
  • Closing the deal.
  • Asking for referrals.
  • Tracking new business through completion.
  • Initiating communications with vendors on behalf of clients.
  • Document and maintain records of all transactions and communications with clients.
  • Keeping records of sales results.
  • Must have knowledge, skills, and experience with loan software.
  • Banking and Finance skills, knowledge and talents:
  • Must know loan documentation necessary for consumer and commercial lending.
  • Must have knowledge of lending regulations.
  • Must know how to read financial statements. This includes the balance sheet, profit & loss statement, and cash flow statement.
  • Must be able to identify and interpret trends in financial data.
  • Must have a working knowledge of compliance guidelines for the bank and the industry.
  • Broad, general knowledge of insurance products.
  • Must understand loans and commitment letters.
  • Other as required to meet departmental needs.


Vallant Bank is an Equal Opportunity Employer and a Drug Free Workplace. As a condition of employment, a completed Application of Employment and satisfactory results from a background check and drug screening must be received. Vallant supports a diverse work force and welcomes all qualified applicants. It is the policy of Vallant Bank to consider applicants without regard to race, color, religion, creed, national origin, gender, disability, marital or veteran status, age or any other legally protected status.