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Portfolio Associate Jobs in Colorado (NOW HIRING)

BMW of Loveland

Portfolio Associate

Loveland, CO · On-site

$80K - $175K/yr

Are you the type of person who remembers the little details, enjoys connecting with customers, and thrives on creating moments that make people smile? We're looking for a Portfolio Associate to join ...

Ceritypartners

Portfolio Management Associate

Denver, CO · Hybrid

$75K - $90K/yr

Cerity Partners OCIO is seeking an Associate to join our Portfolio Management team. This role will support the OCIO Portfolio Management team across its core functions - portfolio monitoring ...

Busey Bank

Commercial Portfolio Manager II

Denver, CO · On-site

$130K - $150K/yr

The Portfolio Manager supports the bank's relationship management efforts through preliminary ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...

Busey

Commercial Portfolio Manager II

Denver, CO · On-site

$130K - $150K/yr

The Portfolio Manager supports the bank's relationship management efforts through preliminary ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...

CONAM

Regional Portfolio Manager

Greenwood Village, CO · On-site

$95K - $105K/yr

Our growing team of over 1,700 associates is dedicated to maintaining and enhancing the quality of ... Regional Portfolio Manager to support the Colorado Region in the Greenwood Village, CO area. This ...

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How much do portfolio associate jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for portfolio associate in Colorado is $19.99, according to ZipRecruiter salary data. Most workers in this role earn between $15.91 and $21.25 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a portfolio associate, and why are they important?

To thrive as a Portfolio Associate, you need a solid understanding of finance, investment principles, and portfolio management, often supported by a bachelor's degree in finance, economics, or a related field. Familiarity with portfolio management software, financial modeling tools, and proficiency in Excel are commonly required, and certifications like CFA Level I can be advantageous. Strong analytical thinking, attention to detail, and effective communication are critical soft skills for collaborating with managers and interpreting data. These skills ensure accurate portfolio monitoring, informed decision-making, and efficient support of investment strategies.

What is a portfolio associate?

A Portfolio Associate is a finance professional who supports portfolio managers in overseeing investment portfolios. Their main responsibilities include monitoring portfolio performance, conducting research and analysis, preparing reports, and handling trade execution and compliance tasks. They act as a bridge between portfolio managers, clients, and other financial teams to ensure smooth investment operations. Portfolio Associates typically work at asset management firms, banks, or investment companies and play a crucial role in helping manage client assets effectively.

How does a portfolio associate typically collaborate with portfolio managers and analysts in daily operations?

As a Portfolio Associate, you will work closely with portfolio managers and analysts to ensure the smooth execution of investment strategies. This includes assisting with trade execution, monitoring portfolio performance, and preparing reports for client meetings. You may also help with research, data analysis, and responding to client inquiries. Effective communication and attention to detail are essential, as you'll often serve as a bridge between investment teams and other departments such as compliance and operations.
What are the most commonly searched types of Portfolio jobs in Colorado? The most popular types of Portfolio jobs in Colorado are:
What are popular job titles related to Portfolio Associate jobs in Colorado? For Portfolio Associate jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Portfolio Associate jobs in Colorado look for? The top searched job categories for Portfolio Associate jobs in Colorado are:
What cities in Colorado are hiring for Portfolio Associate jobs? Cities in Colorado with the most Portfolio Associate job openings:
Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $41,587 per year, or $20 per hour.

Portfolio Associate

BMW of Loveland

Loveland, CO • On-site

$80K - $175K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago

Job description

Be the Connection Behind Every BMW Journey!
Do you love creating memorable experiences, building genuine relationships, and making people feel valued? Are you the type of person who remembers the little details, enjoys connecting with customers, and thrives on creating moments that make people smile?
We're looking for a Portfolio Associate to join our BMW team and become the friendly face behind our customers' ownership journey. This role is all about keeping our BMW family connected - from the first mile to the next exciting adventure.
You'll help customers stay engaged, informed, and excited about their BMW experience while creating lasting relationships that keep them coming back for years to come.
What You'll Be Doing
Own the customer journey by managing the entire portfolio, including lease-end opportunities, retail customers, Certified Pre-Owned (CPO) expirations, equity positions, warranty milestones, and maintenance reminders.
Be the trusted BMW connection by reaching out, checking in, and creating meaningful conversations with our valued clients.
Help drive customer loyalty and achieve our 68% loyalty goal by delivering an experience customers can't wait to return to.
Guide customers through lease returns and inspections with confidence, professionalism, and a smile.
Deliver vehicles and paperwork, as needed, ensuring every handoff feels like a BMW moment.
Jump in and support the Sales Team when needed, including vacations, illnesses, and busy seasons.
Partner with the Business Office by assisting with paperwork, customer documents, and administrative tasks.
Keep customer information updated and organized using dealership systems and CRM tools.
Spot opportunities to create repeat customers, referrals, and lifelong BMW enthusiasts.
Why You'll Love Being Part of Our Team
At our BMW dealership, we believe great experiences start with great people. When you join our team, you become part of a culture built on teamwork, growth, recognition, and delivering exceptional experiences for every customer.
Health Insurance - supporting your health and well-being.
Dental & Vision Insurance - helping you and your family stay covered.
Accident & Disability Insurance - providing added peace of mind when you need it most.
❤ Company-Paid Life Insurance - valuable protection at no cost to you.
Company-Paid Accidental Death & Dismemberment (AD&D) Insurance - additional security for you and your loved ones.
Paid Time Off & Sick Time - because balance matters.
401(k) Retirement Plan - invest in your future and build long-term success.
Employee Discounts - enjoy exclusive savings and perks.
Employee Vehicle Purchase Program - experience the excitement of BMW ownership.
Customer Referral Program - share the BMW experience with friends and family and earn cash rewards when your referral purchases a vehicle from us.
Career Growth & Advancement Opportunities - your future has room to accelerate.
Employee Recognition Programs - your hard work and achievements won't go unnoticed.
Annual Company Events & Team Meetings - connect, celebrate, and be part of something bigger.
What Makes You the Perfect Fit?
Automotive experience preferred - experience in automotive sales, customer service, or luxury retail is a plus!
You're outgoing, positive, and genuinely enjoy helping people.
You know how to create conversations that build trust and lasting relationships.
⚡ You thrive in a fast-paced environment and enjoy staying engaged, organized, and productive.
You're organized, dependable, and take pride in following through.
You bring energy, enthusiasm, and a "make it happen" attitude.
You're self-motivated and goal-oriented with strong follow-up habits that keep customers connected.
You appreciate luxury, attention to detail, and the experience behind the BMW brand.
Bilingual skills are preferred and valued in creating exceptional customer connections.
You have a valid driver's license with a clean Motor Vehicle Record (MVR).
Most importantly - you have the personality, passion, and drive to create BMW customers for life!
Compensation
$80,000 - $175,000 annually (depending on experience) + performance opportunities
Ready to Shift Your Career Into High Gear?
If you're energetic, people-focused, and ready to create unforgettable BMW experiences, we want to meet you!
Join our team and help us create BMW customers for life!
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

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