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Portfolio Associate Jobs in Connecticut (NOW HIRING)

CAPZONE MANAGEMENT, LLC

Associate Attorney

Norwalk, CT · Hybrid

$124K - $125K/yr

As an Associate Attorney , you will provide broad legal support across corporate, compliance ... Maintain and oversee corporate records for portfolio investments, including governance records, and ...

PepsiCo

Warehouse Assoc Coord - 2nd Shift

Stratford, CT

$43K - $69K/yr

You know our name through our amazing portfolio, including Pepsi, Frito-Lay, Quaker and Gatorade ... The Warehouse Associate Coordinator plays a key role in ensuring efficient warehouse operations by ...

PepsiCo

Warehouse Assoc Coord - 2nd Shift

Stratford, CT

$43K - $69K/yr

You know our name through our amazing portfolio, including Pepsi, Frito-Lay, Quaker and Gatorade ... The Warehouse Associate Coordinator plays a key role in ensuring efficient warehouse operations by ...

PepsiCo

Warehouse Assoc Coord - 2nd Shift

Stratford, CT · On-site

$43K - $69K/yr

You know our name through our amazing portfolio, including Pepsi, Frito-Lay, Quaker and Gatorade ... The Warehouse Associate Coordinator plays a key role in ensuring efficient warehouse operations by ...

Sunoco

Sales Associate

Windsor, CT · On-site

$16.94/hr

Sunoco is hiring a Retail Sales Associate! In this role, you will provide superior customer service ... portfolio of energy assets. Sunoco's retail business markets its brand of gasoline through ...

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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.

Commercial Credit Senior Associate, CRE - New England

M&T Bank

Wethersfield, CT • On-site

Full-time

Re-posted yesterday

M&T Bank rating

7.9

Company rating: 7.9 out of 10

Based on 186 frontline employees who took The Breakroom Quiz

79th of 171 rated banks

Job description

Overview:
The Commercial Credit Senior Associate plays a pivotal role in assessing and managing credit risk for commercial real estate clients at M&T Bank. This position involves analyzing financial statements, monitoring loan portfolio, and ensuring compliance with credit policies and regulatory requirements. This client facing role serves as a critical link between relationship managers (RM) and credit risk management to facilitate sound lending decisions and portfolio management.
Primary Responsibilities:
  • Focus on transaction execution and portfolio management and will partner with senior team members on complex transactions/account coverage.
  • Facilitate the credit needs of customers by underwriting new requests and material modifications from deal screen through approval and for the life of the loan. This analysis may include recommending adding or removing conditions.
  • Manage the ongoing credit risk of existing loan portfolios through continuous credit monitoring (CCM) activities enabling the timely identification of emerging credit risk so that appropriate actions can be taken to manage the risk, minimize losses and assign an accurate risk rating. A CCM program includes but is not limited to annual reviews, interim update memos, a covenant monitoring program, problem loan management, early warning indicators, and other forms of credit surveillance.
  • Review all pertinent credit and financial information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, industry research and peer data. Determine the need for more thorough investigation or additional information, and coordinate gathering of such information.
  • Analyze financial information and related materials and complete the credit analyses for the Bank's commercial transactions. Written analyses to include an independent credit quality assessment with well-supported risk rating, identification of and description of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues of respective deals.
  • Make appropriate structure recommendations based on an analysis and evaluation of scenarios including the company's case, bank's base case and a downside case.
  • As part of managing the ongoing credit risk of existing portfolios, identify suspicious activity and activity that may be contrary to customer's interest.
  • Partner proactively with relationship managers and be intimately involved throughout the deal process, from deal screen through approval and for the life of the loan to maintain timely and accurate risk ratings for a portfolio of commercial credits. Spread financial statements and prepare financial models designed to sensitize various conditions impacting the proposed transaction.
  • Prepare cash flow, collateral schedules, covenant sensitivity calculations, financial models, and guarantor statement analysis as appropriate.
  • Attend client/prospect calls with RMs to gain a thorough understanding of the client/prospect and their business to effectively analyze and underwrite the proposed transaction. Based on underwriting parameters, recommend the risk rating.
  • Prepare summary, present facts, and offers opinions concerning credit-worthiness. Assist in the structure of loan requests, where appropriate, to include suggestions on terms, conditions, controls, collateral, and guarantors.
  • Displays deep understanding of financial regulatory environment as it applies to underwriting most forms of commercial credit transactions.
  • Ensure credit policy compliance by verifying adherence of underwriting to the Commercial Credit Policy, and evaluating any risk associated with non-compliance Present analysis or address questions during credit request discussions or committee presentations.
  • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.

Scope of Responsibilities:
Commercial Credit is responsible for the credit delivery of the Bank's commercial clients throughout the credit lifecycle. Credit assessments range from initial analyses of new relationships to the Bank to material modifications or restructurings of long-term relationships and ongoing monitoring through the life of the loan. Commercial Credit is also responsible for ensuring the accurate completion of the Bank's risk rating scorecards and financial statement spreads. The work completed in this capacity is used to make credit decisions for new or renewed or amended credit transactions.
Position is an account coverage role and focuses on transaction execution and portfolio management.
The position interacts with commercial banking relationship managers throughout the bank's footprint and industry verticals as well as other internal personnel on credit approvals.
Ability to lead a transaction execution team in partnership with a Commercial Credit Analyst.
Customer interaction is expected.
Works independently with limited supervision.
Supervisory/Managerial Responsibilities:
Input into the development of and training of junior/newly hired Analysts.
Education and Experience Required:
Bachelor's degree in Accounting, Finance, Economics, or related field and 5 years' experience in commercial credit, public accounting, financial statement preparation/analysis or other financial analysis. In lieu of a degree, a combined minimum 9 years' higher education and work experience, to include 5 years' experience in commercial credit, public accounting, financial statement preparation/analysis or other financial analysis.
Strong analytical skills with proficiency in financial modeling and analysis of credit metrics. Ability to calculate and interpret financial ratios, analyze date, and complete trend analysis.
Emerging proficiency with understanding and negotiating legal documentation including structural analysis and the ability to structure transactions independently.
Excellent verbal and written communication skills.
Critical thinking and problem-solving abilities.
Attention to detail and high level of accuracy.
Ability to work independently and as a part of a team.
Strong organizational and time management skills.
Customer focused with strong interpersonal and relationship building skills.
Proficiency in Microsoft Office.
Education and Experience Preferred:
Experience with Capital IQ, FactSet, and Bloomberg.
Experience with nCino.
Experience with Commercial Real Estate underwriting.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $113,300.00 - $188,800.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Wethersfield, Connecticut, United States of America

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