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Portfolio Associate Jobs in Colorado (NOW HIRING)

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 ...

Northmarq

Associate Portfolio Manager

Denver, CO · On-site +1

Northmarq is seeking an experienced Associate Portfolio Manager to join its Denver, CO office. This position requires a deadline-driven, service-focused, and detail-oriented individual who will be ...

Northmarq

Associate Portfolio Manager

Lakewood, CO · On-site +1

Northmarq is seeking an experienced Associate Portfolio Manager to join its Denver, CO office. This position requires a deadline-driven, service-focused, and detail-oriented individual who will be ...

Northmarq

Associate Portfolio Manager

Sheridan, CO · On-site +1

Northmarq is seeking an experienced Associate Portfolio Manager to join its Denver, CO office. This position requires a deadline-driven, service-focused, and detail-oriented individual who will be ...

Northmarq

Associate Portfolio Manager

Denver, CO · On-site

Northmarq is seeking an experienced Associate Portfolio Manager to join its Denver, CO office. This position requires a deadline-driven, service-focused, and detail-oriented individual who will be ...

Northmarq

Associate Portfolio Manager

Wheat Ridge, CO · On-site +1

Northmarq is seeking an experienced Associate Portfolio Manager to join its Denver, CO office. This position requires a deadline-driven, service-focused, and detail-oriented individual who will be ...

Northmarq

Associate Portfolio Manager

Aurora, CO · On-site +1

Northmarq is seeking an experienced Associate Portfolio Manager to join its Denver, CO office. This position requires a deadline-driven, service-focused, and detail-oriented individual who will be ...

Northmarq

Associate Portfolio Manager

Glendale, CO · On-site +1

Northmarq is seeking an experienced Associate Portfolio Manager to join its Denver, CO office. This position requires a deadline-driven, service-focused, and detail-oriented individual who will be ...

Northmarq

Associate Portfolio Manager

Edgewater, CO · On-site +1

Northmarq is seeking an experienced Associate Portfolio Manager to join its Denver, CO office. This position requires a deadline-driven, service-focused, and detail-oriented individual who will be ...

Northmarq

Associate Portfolio Manager

Denver, CO · On-site +1

Northmarq is seeking an experienced Associate Portfolio Manager to join its Denver, CO office. This position requires a deadline-driven, service-focused, and detail-oriented individual who will be ...

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

$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 ...

First Southwest Bank

Portfolio Manager

Alamosa, CO · On-site

$56K - $67K/yr

Partner with a Relationship Manager and Loan Associate by leading, delegating, and supporting a team to effectively manage a loan portfolio of approximately $75MM to $120MM or approximately 150 to ...

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Portfolio Associate information

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How much do portfolio associate jobs pay per hour?

As of Jul 17, 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 is a portfolio associate job description?

A portfolio associate supports the management and analysis of investment portfolios by conducting research, monitoring asset performance, and assisting with asset allocation strategies. They often use financial tools and data analysis skills to help optimize investment outcomes and ensure compliance with client objectives. The role typically requires strong analytical abilities and knowledge of financial markets.

What jobs in the US pay 300,000 a year?

For a Portfolio Associate, earning $300,000 annually typically requires extensive experience, advanced skills in investment analysis, and often a senior or managerial role within asset management or private equity firms. High-paying roles in finance, such as hedge fund managers, private equity partners, and senior investment directors, also commonly reach or exceed this salary level. These positions often demand strong quantitative skills, industry certifications, and a track record of performance.

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 salary?

A portfolio associate's salary typically ranges from $50,000 to $80,000 annually, depending on experience, location, and the size of the firm. They often work with financial analysis, client management, and investment tools, and may receive bonuses or incentives based on performance.

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.

What does a portfolio associate do at Morgan Stanley?

A portfolio associate at Morgan Stanley supports portfolio managers by preparing reports, analyzing investment data, and assisting with client communications. They often use financial software and require strong organizational and analytical skills to help manage investment portfolios 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.
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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:
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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
Portfolio Management Associate

Portfolio Management Associate

Cerity Partners

Denver, CO • On-site

$75K - $90K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 11 days ago

Job description

Position Summary:
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, rebalancing, and trade execution - ensuring client portfolios remain aligned with the firm's investment outlook and each client's specific objectives and constraints. The Associate will also play an active role in maintaining and enhancing internally developed portfolio management tools and data processes.
This is a hybrid position in the firm's Denver or New York City locations with an expectation of being in the office at least three days per week; the remaining two days may be worked remotely.
Primary Responsibilities
  • Monitor client portfolios-including manager allocations, direct investments, and look-through risk exposures-to ensure portfolios consistently reflect the firm's investment views.
  • Manage the monthly asset class rebalancing process; implement trades to reposition client portfolios.
  • Execute trades, including ETFs, futures, and options, ensuring timely and accurate implementation of portfolio management decisions; liaise with the firm's executing brokers as needed.
  • Monitor portfolio liquidity and cash balances; coordinate portfolio actions related to capital calls and other liquidity needs.
  • Maintain and enhance internally developed portfolio management tools and data processes, including ongoing initiatives to streamline the integration of data across custodial platforms, market data providers, and internally maintained portfolio models.
  • Utilize third-party portfolio management software and internal Excel/Power Query-based tools.
  • Monitor and report on portfolio performance; conduct performance attribution and address performance dispersion across portfolios.
  • Evaluate and implement optimal approaches for integrating new investments into portfolios.
  • Build and implement portfolio transition plans for onboarding new clients.
  • Perform ad hoc investment analysis as needed.

Required Qualifications:
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • 1-3 years of professional experience in financial services; experience in asset management, investment consulting, or trading preferred. Relevant internship experience may be considered.

Preferred Qualifications:
  • Progress toward, or attainment of, a CFA designation strongly preferred.

Skills and Competencies:
  • Strong grasp of capital markets, investment theory, and portfolio construction principles.
  • Familiarity with custodial platforms and investment accounting processes.
  • Understanding of trading workflows, systems, and counterparties.
  • Proficiency in Microsoft Office, including advanced Excel skills; experience with Bloomberg and portfolio management systems is a plus.
  • Excellent analytical skills and acute attention to detail.
  • Self-starter who proactively seeks out additional responsibility.
  • Ability to work independently and effectively in a dynamic, fast-paced environment.
  • Creative problem-solver with a collaborative and positive attitude.
  • Genuine interest in capital markets and portfolio management, with a desire to build a long-term career in the field.
  • Experience with data automation or analysis tools (e.g., Power Query, SQL, Python) and AI tools is a plus.

Compensation Range:
$75,000 - $90,000
Why Cerity Partners:
  • Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
  • Health, dental, and vision insurance - day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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