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Portfolio Associate Jobs in Connecticut (NOW HIRING)

Bridgewater Associates

Data Associate

Westport, CT · On-site

$16.75 - $21.75/hr

This is a fast paced, critical function that directly impacts portfolio construction and research ... Bridgewater Associates, LP is an Equal Opportunity Employer

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How much do portfolio associate jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for portfolio associate in Connecticut is $18.09, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $19.23 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 Connecticut?

The most popular types of Portfolio jobs in Connecticut are:

What are popular job titles related to Portfolio Associate jobs in Connecticut?

For Portfolio Associate jobs in Connecticut, the most frequently searched job titles are:

What job categories do people searching Portfolio Associate jobs in Connecticut look for?

The top searched job categories for Portfolio Associate jobs in Connecticut are:

What cities in Connecticut are hiring for Portfolio Associate jobs?

Cities in Connecticut with the most Portfolio Associate job openings:

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $37,623 per year, or $18.1 per hour.

Operations Associate - Middle Office Trade Support (Equities)

Verition Group LLC

Greenwich, CT

Full-time

Posted 22 days ago

Job description

Firm Overview:

Verition Fund Management LLC ("Verition") is a multi-strategy, multi-manager hedge fund founded in 2008.  Verition focuses on global investment strategies including Global Credit, Global Convertible, Volatility & Capital Structure Arbitrage, Event-Driven Investing, Equity Long/Short & Capital Markets Trading, and Global Quantitative Trading.

Role Overview:

Verition is seeking a motivated Operations Associate to join its Middle Office Trade Support team. The Associate will oversee day-to-day operational processes for equity and credit trading activity, including trade capture, affirmation, corporate actions, and reconciliation across multiple markets, custodians, and prime brokers. You will work closely with Trading, Portfolio Management, and other Operations teams to ensure accuracy and timely resolution of breaks.

Responsibilities:

  • Oversee day-to-day operational processes for equity/credit trading activity, including trade capture and affirmation across multiple markets and custodians.
  • Apply working knowledge of corporate actions processing (dividends, splits, mergers, rights issues) and help ensure timely, accurate reflection in internal systems.
  • Perform cash and position reconciliations between internal books/records and prime brokers; investigate and resolve breaks.
  • Coordinate with trading desks and portfolio managers on trade-related matters, including settlement fails, discrepancies, and pricing issues.
  • Assist with maintaining and improving trade flow processes, commission schedules, and related operational documentation.
  • Support private deal processing and DWAC/DRS flow.
  • Apply basic knowledge of P&L calculations to support ad hoc PM inquiries.
  • Support onboarding of new brokers, custodians, and counterparties from an operational readiness standpoint.

Qualifications:

  • 3+ years of experience in investment management or fund operations required.
  • Experience at a hedge fund, asset manager, or prime brokerage preferred.
  • Working knowledge of custodian and prime brokerage relationships.
  • Proficiency in Excel (pivot tables, VLOOKUP/XLOOKUP; macros a plus).
  • Experience with order management/portfolio management systems (e.g., Bloomberg AIM, FLEX a plus).
  • Excellent written and verbal communication skills.
  • High level of intellectual curiosity, strong work ethic, and a keen attention to detail.
  • Ability to work effectively in a team-oriented, fast-paced, and dynamic environment.
  • Knowledge of private deals and DWAC/DRS transfer flow a plus.
  • Exposure to derivatives, fixed income, or multi-asset operations in addition to equities a plus.

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