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Portfolio Assistant Jobs (NOW HIRING)

Focus Partners Wealth

Portfolio Trader

Saint Louis, MO · Hybrid

$75K - $80K/yr

The Portfolio Trader's primary responsibility is to manage all portfolio/investment related activities for their respective wealth management teams. They are responsible for implementing the ...

alter Domus

ND · Hybrid

$65K - $75K/yr

Work within the Portfolio Administration team to gain functional knowledge of both bank loan assets and portfolio accounting principles to accurately input, review, analyze and record-keep portfolios ...

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How much do portfolio assistant jobs pay per hour?

As of Aug 6, 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 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.
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Portfolio Assistant jobs near you
Infographic showing various Portfolio Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% 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.

Manhattan, NY

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 5 days ago

Job description

\n <\/head>\n \n Assistant Vice President - Trading & Portfolio Management<\/b>
<\/h3>

A global investment management firm with strong ties to both U.S. and international markets is seeking a proactive and motivated Assistant Vice President<\/b> 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.
<\/p>Key Responsibilities<\/b>
<\/h4>\n

    \n

  • Support portfolio management and trading operations under the direction of senior managers.
    <\/p><\/li>\n

  • Analyze cash flows, implement model portfolio updates, and execute trades.
    <\/p><\/li>\n

  • Monitor advisor model portfolios, analyze performance, and prepare client reports.
    <\/p><\/li>\n

  • Communicate regularly with advisors and clients regarding fund performance and activities.
    <\/p><\/li>\n

  • Conduct fund due diligence and research new investment products.
    <\/p><\/li>\n

  • Review daily trade confirmations and assist with ad\-hoc projects.
    <\/p><\/li>\n <\/ul><\/span>
    Requirements<\/h3>
    <\/h4>\n

      \n

    • Bachelor's degree required.
      <\/p><\/li>\n

    • Experience in trading or fund operations preferred.
      <\/p><\/li>\n

    • Strong MS Office skills; VBA knowledge a plus.
      <\/p><\/li>\n

    • Series 3 license and\/or CFA preferred.
      <\/p><\/li>\n

    • Business or native\-level proficiency in English and Japanese<\/b> is strongly preferred.
      <\/p><\/li>\n

    • Self\-motivated professional with excellent work ethic and attention to detail.
      <\/p><\/li>\n <\/ul>

      This position offers an opportunity to develop expertise in global investment management within a collaborative, professional environment.
      <\/p>\n

      \n
      \n <\/div><\/span>
      Benefits<\/h3>\n
      \n This position offers a competitive salary and a comprehensive benefits package<\/b>, including full medical, dental, and vision coverage, retirement plan options, generous paid time off, and additional employee wellness benefits.
      \n <\/div><\/span>
      \n <\/body>\n<\/html>

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