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Portfolio Assistant Jobs (NOW HIRING)

John Deere

In your role as an Apprentice in Portfolio Operations team, you will be responsible for supporting Portfolio Operations Accountants in their daily tasks related to booking cashbooks in financial ...

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How much do portfolio assistant jobs pay per hour?

As of Jun 27, 2026, the average hourly pay for portfolio assistant in the United States is $26.35, according to ZipRecruiter salary data. Most workers in this role earn between $24.04 and $28.37 per hour, depending on experience, location, and employer.

What jobs make $1,000,000 a year?

Jobs that can earn $1,000,000 annually include high-level executive roles such as CEOs and CFOs, successful entrepreneurs, top-tier investment bankers, and certain professional athletes or entertainers. These positions often require extensive experience, advanced skills, and significant responsibility, with compensation frequently including bonuses, stock options, or other incentives.

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 job makes $10,000 a month without a degree?

A Portfolio Assistant typically does not earn $10,000 a month without a degree; however, high-earning roles in sales, real estate, or entrepreneurship can reach that level through commissions, bonuses, or business profits. Success in such roles often depends on skills, experience, and network rather than formal education.

Does portfolio management pay well?

Portfolio management is a well-paying career, especially for those with strong analytical skills and certifications like the CFA. Salaries vary based on experience, location, and the size of the firm, but it generally offers competitive compensation and bonuses.
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Portfolio Assistant jobs near you
Infographic showing various Portfolio Assistant job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 3% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $54,815 per year, or $26.4 per hour.

Bilingual Japanese AVP - Trading & Portfolio Management

BizTek People, Inc. | APA International Placement Consultants

Manhattan, NY • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Job description


Assistant Vice President - Trading & Portfolio Management
A global investment management firm with strong ties to both U.S. and international markets is seeking a proactive and motivated Assistant Vice President to support trading, portfolio management, and fund analysis activities. This role provides hands-on experience in managing and executing investment strategies across multiple funds, including leveraged index and Latin American advised funds.
Key Responsibilities
  • Support portfolio management and trading operations under the direction of senior managers.
  • Analyze cash flows, implement model portfolio updates, and execute trades.
  • Monitor advisor model portfolios, analyze performance, and prepare client reports.
  • Communicate regularly with advisors and clients regarding fund performance and activities.
  • Conduct fund due diligence and research new investment products.
  • Review daily trade confirmations and assist with ad-hoc projects.

Requirements
  • Bachelor's degree required.
  • Experience in trading or fund operations preferred.
  • Strong MS Office skills; VBA knowledge a plus.
  • Series 3 license and/or CFA preferred.
  • Business or native-level proficiency in English and Japanese is strongly preferred.
  • Self-motivated professional with excellent work ethic and attention to detail.

This position offers an opportunity to develop expertise in global investment management within a collaborative, professional environment.
Benefits
This position offers a competitive salary and a comprehensive benefits package, including full medical, dental, and vision coverage, retirement plan options, generous paid time off, and additional employee wellness benefits.
Skill Set
S3 and CFA Preferred

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