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Portfolio Assistant Jobs in Ridgely, TN (NOW HIRING)

Pilot Company

Deli Shift Leader I

Hayti, MO

$15.70 - $23.33/hr

Pilot Company supports a growing portfolio of brands with expertise in supply chain and retail ... Along with providing excellent guest service, they are to assist the Deli Manager by ensuring that ...

Save the children

Teacher Early HS I

Dyersburg, TN · On-site

$15.85/hr

... portfolio assessment for each child including weekly observations, examples of the child's work ... Eat with and assist children in eating during mealtime to teach social and self-help skills and ...

Save the children

Teacher Early HS I

Dyersburg, TN · On-site

$15.85/hr

... portfolio assessment for each child including weekly observations, examples of the child's work ... Eat with and assist children in eating during mealtime to teach social and self-help skills and ...

ADM

Elevator Worker - Marston, MO

Marston, MO · On-site

General maintenance * Assist operations personnel, maintenance personnel and supervisors as needed ... With industry-advancing innovations, a complete portfolio of ingredients and solutions to meet any ...

Liberty

Construction, Operator

Caruthersville, MO

$17 - $21.75/hr

... our portfolio of utility investments to over one million customer connections, largely in the ... May assist in the installation and maintenance of cathodic protection systems in accordance with ...

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Portfolio Assistant information

See Ridgely, TN salary details

$9

$19

$28

How much do portfolio assistant jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for portfolio assistant in Ridgely, TN is $19.23, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $20.67 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 cities near Ridgely, TN are hiring for Portfolio Assistant jobs?

Cities near Ridgely, TN with the most Portfolio Assistant job openings:

Portfolio Assistant jobs near you

Commercial Credit Analyst II

Park National Bank

Dyersburg, TN • On-site

Full-time

Re-posted 13 days ago

Park National Bank rating

6.9

Company rating: 6.9 out of 10

Based on 23 frontline employees who took The Breakroom Quiz

131st of 171 rated banks

Job description

RESPONSIBILITIES
  • Soundly apply the bank's credit culture and credit policies; is considered a policy expert
  • Use independent judgment and critical thinking in the compilation of key financial data for the accurate representation of credit risk in loan requests including global cash flow analysis, collateral analysis, industry analysis, management analysis, and overall repayment capacity
  • Independently complete underwriting in accordance with current regulations, compliance terms, bank policy, and legal requirements
  • Accept credit requests directly from borrowers; make initial decision with regard to declination or proceeding in the credit request process
  • Recommend appropriate risk grade, supporting the grade with risks, mitigants, and strengths
  • Considered a valuable resource for the credit write-up/template and tax return analysis
  • Proactively assist the Commercial Lenders in portfolio management functions including seeking out and assisting in the annual review process, loan review preparation, and in regulatory examinations; may manage said processes and examinations
  • Spread financial statements and tax returns and analyze historical performance; review proformas for reasonableness
  • Develop appropriate loan covenants to provide advance warning of potential credit risk and mitigate losses; develop proper loan structures
  • Assist in the training of junior analysts as needed; may manage a small group of other credit analysts or related positions
  • Review and analyze appraisals for market, credit, construction, and economic risks
  • Understand more complicated loan documents; assist Commercial Lenders in working with outside legal counsel to prepare and execute loan documentation
  • Participate in customer meetings; independently inspect properties; prepare customer communication on behalf of the Commercial Lender; handle simple loan closings for the Commercial Lender; work with customers in obtaining updated financial statements
  • Assist Commercial Lenders with presenting loan requests to approvers, Senior Lenders, and Loan Committee as needed; attend and participate in other meetings; may present credit requests on behalf of Commercial Lenders
  • Obtain, analyze, and incorporate third-party borrower information (e.g., credit reports); research inconsistencies
  • Maintain data integrity
  • Prepare pertinent reports, track financial information and receipt thereof
  • Work with the Commercial Lender on classified assets and reporting thereof
  • Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks.
  • Deliver a consistent, high level of service within our Serving More standards.
  • Other duties as assigned.

COMPETENCIES
  • Interpersonal/Customer Service Skills
  • Written and Verbal Communication
  • Ability to understand and follow directions
  • Adaptable to change
  • Basic Computer Skills
  • Organizational Skills/Detail Oriented
  • Analytical Thinking
  • Problem/Situation Analysis
  • Technical Expertise
  • Ability to build collaborative relationships
  • Ability to develop or mentor others
  • Ability to work as part of a team

SCHEDULE
Typical office hours are M-F 8a-5p. This position is exempt and full-time. A minimum 40 hours is required per week. Additional time may be necessary based on customer and bank needs.
This position is eligible for a flexible work arrangement with opportunity to work both in office and remotely.
EDUCATION - CERTIFICATIONS - WORK EXPERIENCE
Bachelor's degree in a business field, preferably finance or accounting. Other concentrations will be considered with at least five years relevant experience required
TRAVEL REQUIREMENTS
Travel to customers and prospects is expected
PHYSICAL REQUIREMENTS
This position must be able to remain in a stationary position a maximum of 50% of the time, constantly operate a computer up to 50% of the time and be able to be in constant communication with coworkers, customers, or stakeholders to discuss and observe facts and data in order to exchange accurate information.
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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