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Portfolio Assistant Jobs in Basking Ridge, NJ (NOW HIRING)

Clarity Recruiting

Portfolio Analyst

New York, NY

... Assist with annual budgeting, asset planning, and strategic portfolio initiatives Support advisory committee meetings, board meetings, and other investor-related activities through financial analysis ...

BNP Paribas

Junior Portfolio Manager

New York, NY · On-site

Job Purpose To assist in managing our current portfolios of US structured finance funds (including hedge funds and long-only mandates), providing portfolio management support on some funds while ...

Cube Root Corporation

Portfolio Manager

New York, NY · On-site

$40 - $70/hr

The Portfolio Manager will work in the Engineering Project Delivery Division (EPD) and will be a ... The candidate selected will assist the EOP with Capital Plan Development by working with Design ...

Tri-Hill Management LLC

Be Seen First

Portfolio Manager

Manhattan, NY · On-site

$135K - $140K/yr

... assist team with curing violations. ● Contribute with creation and implementation of handbook processes and procedures. ● Provide oversight and strategic insight on best practices for asset ...

Urgent

Invesco

Client Portfolio Analyst

New York, NY · Hybrid

In addition, you will assist in the creation and maintenance of new quarterly marketing materials ... The Client Portfolio Analyst must have an intimate knowledge of the investment philosophy and ...

Kimmel & Associates

Energy Portfolio Analyst

New York, NY · On-site +1

$90K - $110K/yr

Support scenario analysis and risk modeling activities * Assist in identifying portfolio optimization and supply opportunities * Contribute to strategic decision-making related to energy procurement ...

Invesco

Client Portfolio Analyst

New York, NY · On-site

In addition, you will assist in the creation and maintenance of new quarterly marketing materials ... The Client Portfolio Analyst must have an intimate knowledge of the investment philosophy and ...

Kimmel & Associates

Energy Portfolio Analyst

New York, NY · On-site +1

$90K - $110K/yr

Support scenario analysis and risk modeling activities * Assist in identifying portfolio optimization and supply opportunities * Contribute to strategic decision-making related to energy procurement ...

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Portfolio Assistant information

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How much do portfolio assistant jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for portfolio assistant in Basking Ridge, NJ is $27.16, according to ZipRecruiter salary data. Most workers in this role earn between $24.76 and $29.23 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 Basking Ridge, NJ?

The most popular types of Portfolio jobs in Basking Ridge, NJ are:

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The top searched job categories for Portfolio Assistant jobs in Basking Ridge, NJ are:

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Cities near Basking Ridge, NJ with the most Portfolio Assistant job openings:

Portfolio Assistant jobs near you
Infographic showing various Portfolio Assistant job openings in Basking Ridge, NJ as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, 1% Temporary, and 3% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution, with an average salary of $56,490 per year, or $27.2 per hour.

Assistant Vice President, Portfolio Manager - HFF

Western Alliance Bancorporation

New York, NY • On-site

$129K - $160K/yr

Full-time

Medical, Dental, Retirement

Posted 6 days ago

Job description

Job Title:
Assistant Vice President, Portfolio Manager - HFF
Location:
New York, New York
What you'll do:
As Assistant Vice President, Portfolio Manager - HFF you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending policies and procedures. The Portfolio Manager will work with the Vice President, Commercial Banker to manage loans to ensure the credit risks are responsibly monitored and identified. You'll assist in attaining established Bank, region, and branch goals through active participation in underwriting and closing desirable credits with the Vice President, Commercial Banker. As a Portfolio Manager II - Mid Market you'll be responsible for assuring compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
  • Along with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.
  • Gather and analyze necessary information to present along with the Relationship Manager, a financing request to senior management or Loan Committee for approval.
  • Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio.
  • Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees.
  • Handle various other underwriting, portfolio management and upkeep tasks and responsibilities related to new loan requests and/or the existing Relationship Managers portfolio.

What you'll need:
  • 4+ years of related experience in Portfolio Management or similar field.
  • Bachelor's degree or equivalent experience required.
  • Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
  • Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Intermediate knowledge of commercial credit and loan structuring, and pricing dynamics. Credit analyst training completed.
  • Intermediate speaking and writing communication skills.

Compensation: Salary range for new hires is generally $129,995.00 - $160,581.00 for New York, NY. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.
Benefits you'll love:
We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
About the company:
Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands - Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank - that remain part of the company's heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.
© Western Alliance Bancorporation

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