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Portfolio Assistant Jobs (NOW HIRING)

LAZ Parking Chicago, LLC

Portfolio Manager

Chicago, IL

$75K - $85K/yr

... Leads. * Assist with the management and development of the Hotel Portfolio team to accomplish ... annual and periodic goals/initiatives, while embodying and using LAZ Parkings culture as a ...

East West Bank

Portfolio Manager

Las Vegas, NV · On-site

$100K - $150K/yr

Responsible for credit risk and quality of the portfolio * Assist with due diligence/analysis on new client relationships and opportunity memos as appropriate * Partner with the Relationship Manager ...

LAZ Parking Chicago, LLC

Portfolio Manager

Chicago, IL · On-site

$75K - $85K/yr

... Leads. * Assist with the management and development of the Hotel Portfolio team to accomplish ... annual and periodic goals/initiatives, while embodying and using LAZ Parking's culture as a ...

East West Bank

Portfolio Manager

Las Vegas, NV · On-site

$100K/yr

Responsible for credit risk and quality of the portfolio * Assist with due diligence/analysis on new client relationships and opportunity memos as appropriate * Partner with the Relationship Manager ...

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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 Solutions & Research Support Associate

Portfolio Solutions & Research Support Associate

JP Morgan Chase

Newark, DE

Full-time

Medical, Retirement

Re-posted 27 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 491 frontline employees who took The Breakroom Quiz

58th of 149 rated banks

Job description

Wealth Management's Portfolio Solutions & Research Support (PSRS) team operates as a middle office function supporting research and investment processes for strategies managed by the MultiAsset Solutions team across fixed income, equity, alternatives, index strategies, and currency. PSRS ensures the accuracy of research inputs, investment decision making, and tradeflow processes across front and middleoffice systems. 

As a Portfolio Solutions & Research Support Associate on the Wealth Management team, you will oversee risk and control routines, business analysis, reporting, and strategic projects, partnering closely with Advisors, Portfolio Managers, Product Specialists, Compliance, Fund Administrators, and Technology.  You will focus on automation of front office tools and processes that have been developed by Portfolio Managers, Risk and Trade Implementation Teams. The role requires a strong understanding of investment products, risk concepts, and investment terminology, along with technical skills to drive process automation.

Job responsibilities 

Execute daily trading operations efficiently, ensuring timely and accurate trade execution while collaborating with traders and team members to resolve discrepancies. 

Monitor and reconcile trading accounts to maintain accuracy, driving the development and implementation of process improvements for enhanced operational efficiency. 

Prepare and analyze trading reports for management review, actively participating in team meetings and contributing to strategic discussions. 

 Assist in training and mentoring junior team members, fostering a collaborative and growth-oriented environment. 

 Manage ad-hoc projects and tasks as assigned, demonstrating adaptability and a proactive approach to addressing emerging needs.

Required qualifications, capabilities, and skills

  • Excellent communication skills; ability to articulate complex issues.
  • Process automation skills, intermediate to expert level coding skills including Python, SQL, VBA.
  • Strong sense of prioritization, urgency and execution.
  • Desire to drive process changes and efficiencies in a growing business area. 
  • Strong understanding of investment products.
  • Ability to build partnerships with Business and Technology stakeholders.

Preferred qualifications, capabilities, and skills

  • Scripting Languages (Python / SQL / MS Access).

  • Experience with intelligent automation tools (e.g., Alteryx, Xceptor, Signavio).

  • Data visualization experience (e.g., Tableau, Streamlit).

  • CFA candidate or relevant progress in professional investment certifications.

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Please note this role is not eligible for employer immigration sponsorship.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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