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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 ...

Jj

Portfolio Partner, Career Milestones

Horsham, PA

The role helps coordinate portfolio activities, organize content and information, and ensure learning offerings are accurately represented and maintained within agreed portfolio standards. With ...

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How much do portfolio assistant jobs pay per hour?

As of Jul 17, 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.

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.
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Portfolio Assistant jobs near you
Infographic showing various Portfolio Assistant job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $54,815 per year, or $26.4 per hour.

Portfolio Trader

Focus Partners Wealth

Saint Louis, MO • Hybrid

$75K - $80K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 6 days ago

Job description

Position Summary

Focus Partners Wealth is seeking a Portfolio Trader to join our team! The Portfolio Trader works on the Centralized Portfolio Management Team. 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 investment strategy, managing appropriate cash balances, and identifying opportunities for rebalancing, portfolio improvement, and tax loss harvesting. A successful Portfolio Traders will conduct all daily, weekly, and monthly portfolio reviews.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

  • Deep understanding of our investment philosophy and the investments we use.
  • Responsible for setting up clients in rebalancing software and updating targets when a client's allocation changes.
  • Run rebalancing software to identify client portfolios that are out of balance and to determine what action, if any, should be taken.
  • Cash Flow Planning and Cash Management:
  • Manage appropriate minimum and max cash thresholds as well as recurring contributions and distributions.
  • Confirm accuracy of a client's cash needs with advisory team on a periodic basis.
  • Propose and execute plans for RMDs and any account cash flows.
  • Perform review of cash to be invested or generated.                 
  • Appropriately manage cash flow of accounts to provide for timely collection of fees. Provide and execute recommended action plans to collect on any outstanding uncollected fees.
  • Identify opportunities to harvest losses as well as opportunities to switch to a more tax-efficient (or more preferred) investment vehicle.
  • Develops recommendations for client accounts for which we do not maintain discretion.
  • Provide superior, friendly and knowledgeable service by telephone and e-mail with financial advisors 
  • Effectively prioritize work to meet trade deadlines and service level agreements

Qualifications

  • Two years of experience in financial services required
  • Experience working with RIAs and Independent Financial Advisors a plus.
  • Bachelor's degree. 
  • Equity and mutual fund trading experience and familiarity with Pershing, Charles Schwab Institutional, Fidelity Institutional, or TD Ameritrade Institutional a plus.
  • Strong proficiency in Microsoft Applications
  • Orion Software, Envestnet Software or Custodian website experience preferred
  • Strong written and verbal communication skills. 
  • Desire to take ownership and provide the best customer service in the industry
  • Energetic self-starter with an extremely positive, can-do attitude
  • Strong organization skills with exceptional attention to detail
  • Must work well in a team environment, supporting others and filling in as necessary
  • Must be able to prioritize and switch tasks as needed

This position is an exempt position. The annualized base pay range for this role is expected to be between $75,000-$80,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

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