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Portfolio Assistant Jobs (NOW HIRING)

Farmers National

Portfolio Manager

East Canton, OH · On-site

... Portfolio"), which will include following loans from application to closing, as well as post ... Maintain and assist in the growth of loan and deposit balances, as well as generate fee income and ...

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 ...

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 ...

East West Bank

Portfolio Manager

Manhattan, NY · On-site

$90K - $160K/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 Jun 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.

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.

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.
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Portfolio Assistant jobs near you
Infographic showing various Portfolio Assistant job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 92% Full Time, 3% Part Time, 1% Temporary, and 3% 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.
Portfolio Engineer Specialized Strategies

Portfolio Engineer Specialized Strategies

Fisher Investments

Plano, TX • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted yesterday

Fisher Investments rating

8.4

Company rating: 8.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

Job description

Are you passionate about creating a positive impact? Do you enjoy learning the ins and outs of financial markets, portfolio management and investment research? Your skills and passions could help our ability to support our top-down portfolio management process and help more clients accomplish their investing goals.


The Opportunity:

As a Portfolio Analyst at Fisher Investments you have the opportunity to support our Investment Policy Committee's portfolio management process by developing strategy and market expertise. You will work closely with our Research Analysts, Trading and Implementation peers and other Portfolio Engineers to develop expertise across aspects of portfolio management processes, including leading rebalances and overseeing trade life cycles. In this highly impactful role, you will communicate your strategy expertise and insights to internal clients and to the firm's largest, most sophisticated clients and prospects, via client meetings and written/visual deliverables. You will report directly to the Portfolio Engineer Group Manager for support and development


The Day-to-Day:

  • Monitor and evaluate portfolio positioning and performance, with ad hoc elevations to the Investment Policy Committee
  • Develop options and other derivative management tools and operations to support new strategies
  • Work independently and with peers to create proactive proposals to improve strategy performance and execution
  • Ensure all trading and rebalance activity accurately reflects the Investment Policy Committee's expectations
  • Communicate your strategy expertise to internal and external clients and stakeholders

Your Qualifications:

  • 3+ years of experience in a similar portfolio management role, including buy-side research and trading experience
  • Experience in options and other derivative strategy development, operations, trading, and/or investments a plus
  • A demonstrated history of communicating insights and creating portfolio impacts
  • Ability to manage and manipulate large data sets, proficiency in financial data systems
  • Professional experience taking complex topics and breaking them down for others
  • You have a desire to leverage your knowledge and skills to support our clients

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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