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Portfolio Assistant Jobs in Raleigh, NC (NOW HIRING)

CAPTRUST

Portfolio Implementation Associate

Raleigh, NC · On-site

$15.25 - $20.50/hr

... * Assist or run point on ad hoc requests within the team or from other teams as needed Minimum ... and portfolio management responsibilities * Basic understanding of financial markets.

Associa

Portfolio Community Manager

Raleigh, NC · On-site

The Community Manager (Portfolio Community Manager) is responsible for providing the overall ... Maintain unit and contract files relating to the operations of the Association * Assist Board of ...

GO Media

Accounting Assistant

Raleigh, NC · On-site

$19 - $24.75/hr

We are an entrepreneurial organization with a portfolio of interrelated companies operating across ... At a Glance Job Title Accounting Assistant Employment Type Full-Time Work Setting On-Site - Raleigh ...

Go Media

Accounting Assistant

Raleigh, NC · On-site

$19 - $24.75/hr

We are an entrepreneurial organization with a portfolio of interrelated companies operating across ... At a Glance Job Title Accounting Assistant Employment Type Full-Time Work Setting On-Site ...

GO Media

Accounting Assistant

Raleigh, NC · On-site

$19 - $24.75/hr

We are an entrepreneurial organization with a portfolio of interrelated companies operating across ... At a Glance Job Title Accounting Assistant Employment Type Full-Time Work Setting On-Site - Raleigh ...

O2 HOLDINGS LLC

Administrative Assistant

Raleigh, NC

$15 - $18/hr

About Us MDO Holdings is a rapidly growing holdings company with a diverse portfolio of brands ... Overview We are seeking a self-motivated team player to join us as an Administrative Assistant.

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All JobsPortfolio Assistant JobsPortfolio Assistant Jobs in Raleigh, NC

Portfolio Assistant information

See Raleigh, NC salary details

$13

$25

$37

How much do portfolio assistant jobs pay per hour?

As of Jul 5, 2026, the average hourly pay for portfolio assistant in Raleigh, NC is $25.62, according to ZipRecruiter salary data. Most workers in this role earn between $23.37 and $27.60 per hour, depending on experience, location, and employer.

How does a Portfolio Assistant typically support portfolio managers and analysts in their daily work?

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.

How much does an assistant portfolio manager earn?

An assistant portfolio manager typically earns between $60,000 and $100,000 annually, depending on experience, location, and the size of the firm. They often work closely with senior managers, utilizing financial analysis tools and investment strategies to support portfolio management activities.

What are Portfolio Assistants?

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, and why are they important?

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 is the highest paid assistant job?

The highest paid assistant jobs are often executive assistants or personal assistants to high-level executives, with salaries reaching six figures in some cases. These roles typically require advanced organizational skills, experience, and sometimes specialized knowledge or certifications, and they often involve working in corporate or high-profile environments.

What is a portfolio assistant?

A portfolio assistant supports the management and organization of investment or project portfolios by preparing reports, updating records, and coordinating with team members. They often use tools like Excel or portfolio management software and may assist with data analysis and documentation to ensure smooth operations.

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 or large organizations.
What are the most commonly searched types of Portfolio jobs in Raleigh, NC? The most popular types of Portfolio jobs in Raleigh, NC are:
What are popular job titles related to Portfolio Assistant jobs in Raleigh, NC? For Portfolio Assistant jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Portfolio Assistant jobs in Raleigh, NC look for? The top searched job categories for Portfolio Assistant jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Portfolio Assistant jobs? Cities near Raleigh, NC with the most Portfolio Assistant job openings:
Portfolio Assistant jobs near you
Assistant Community Association Manager

Assistant Community Association Manager

Associa

Chapel Hill, NC • On-site

$15.75 - $19/hr

Full-time

Posted 4 days ago

Associa rating

7.2

Company rating: 7.2 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

82nd of 210 rated facilities management

Job description

Come work at Associa! We are an industry leader in community association management and we are looking for a talented Full Time Assistant Community Association Manager to join our team.
We're looking for a motivated and detail-driven Assistant Community Association Manager to join our team! In this fast-paced role, you'll provide vital administrative and operational support to assigned community associations and properties. You'll work hand-in-hand with Community Managers and serve as a helpful, professional resource for homeowners, board members, vendors, and committees alike.
This is a great opportunity for someone who thrives on variety, values strong community connections, and enjoys solving problems while keeping things running smoothly behind the scenes.
Typical schedule is Monday - Friday 8:00 AM-5:00 PM. Weeknight and/or Saturday events (once a month).
Duties and Responsibilities (may include but not limited to):
  • Plan, schedule and assist in hosting community events according to budget.
  • Prepare newsletters, flyers, and other various documents to inform homeowners of
    maintenance service or projects, activities, meetings, etc.
  • Update and file association documents for Community Managers. Arrange for delivery and
    pick up of documents from storage when necessary.
  • Assist in preparing agendas, update management reports, and compile documents and
    copies for Board meeting.
  • Assist in preparing annual disclosure packages, annual meeting notifications, and annual
    financial statement packages for all homeowners and arrange bulk mailing of same within the time frames set by state statute or governing documents.
  • Update homeowner and association information in C3 and shared files.
  • Process and distribute incoming and outgoing mail for the office and Association
  • Process print jobs, scanning and faxing as general office support when needed.
  • Assist Community Manager with ARB (Architectural Review Board) application processing and perform on-site community inspections as necessary.
  • Assist with issuing of key fobs, pool passes and processing access keys.

Other Duties and Responsibilities:
  • Assist Community Manager in monitoring client delinquency rates and collections process
    for account portfolio.
  • Assist Community Manager with requests for proposals, repair quotes, insurance
    notifications.
  • Assist Community Manager with update of property fact sheets in C3.
  • Assist Community Manager in preparing homeowner CC&R violation letters and communicate results of hearings to homeowners within the time frames set by state statues or governing documents as needed.
  • Assist homeowners with Associa corporate programs (website, portals, etc.) including client
    enrollment.
  • Other duties as assigned.

  • Knowledge of Microsoft Office products (Word, Excel, Outlook, etc.) at a proficient level.
  • Knowledge of communities, property, real estate and homeowners' associations.
  • Knowledge of the role of the association board, the Community Association Manager, and how those roles interface with the requests of homeowners.
  • Knowledge of typical business correspondence (grammar, structure, punctuation, spelling, etc.) at a proficient level.
  • Knowledge of conflict resolution techniques at a proficient level.
  • Professional customer service skills.
  • Ability to keep workspaces organized and maintained. Alerts Office Manager of low supplies and assists in supply stocking and distribution.
  • Partner with multiple stakeholders, for example community managers, vendors, peers, clients.
  • Ability to self-motivate, be proactive, detail oriented and successfully function as part of a team.
  • Ability to maintain confidentiality and discretion in the performance of all duties and responsibilities.
  • Knowledge of company policies, procedures, and forms.
  • Must be able to work effectively with others in person and in group setting.
  • Must be able to prioritize, manage time, and meet deadlines.
  • Must be able to interpret verbal and/or written instructions at a proficient level.
  • Must be able to communicate effectively and professionally on phone, email, and in-person.
  • Must be able to operate general office equipment (copier, fax, phone systems, etc.).

Education and Experience:
  • High School Diploma
  • Associates Degree strongly preferred
  • At least one year of Customer Service experience is required
  • At least one year of Community Association Management or relevant experience is preferred
  • Experience with a high call volume is preferred

Working Conditions:
  • Typical office environment.
  • Frequent social interaction.

What Associa employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Associa

Sourced by ZipRecruiter

With more than 180 branch offices across North America, Associa delivers unsurpassed management and lifestyle services to nearly five million residents worldwide. Our 10,000+ team members lead the industry with unrivaled education, expertise and trailblazing innovation. For more than 40 years, Associa has provided solutions designed to help communities achieve their vision.

Industry

Real estate

Company size

10,000+ Employees

Headquarters location

Dallas, TX, US

Year founded

1979

Social media

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