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$7

$14

$23

How much do portfolio associate jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for portfolio associate in Florida is $14.21, according to ZipRecruiter salary data. Most workers in this role earn between $11.30 and $15.10 per hour, depending on experience, location, and employer.

What is a typical portfolio associate salary?

A portfolio associate at Wells Fargo typically earns between $50,000 and $70,000 annually, depending on experience and location. The role often requires strong analytical skills and familiarity with financial tools and software.

What job makes $10,000 a month without a degree?

A Portfolio Associate typically earns a salary that varies based on experience and performance, but reaching $10,000 a month without a degree is uncommon. Many high-paying roles in finance, sales, or tech may offer such income through commissions, bonuses, or profit sharing, often requiring specialized skills, certifications, or experience rather than formal degrees.

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.

Is portfolio manager an entry level job?

A portfolio manager is typically not an entry-level position; it usually requires several years of experience in finance, investment analysis, or related roles. Entry-level roles in investment firms often include analyst or associate positions, with portfolio management being a more senior responsibility that involves overseeing investment strategies and client portfolios. Certifications like the CFA can also be important for advancement to this role.

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 does a portfolio associate do?

A portfolio associate supports investment teams by analyzing financial data, monitoring portfolio performance, and assisting with asset allocation and risk management. They often use tools like Excel and investment management software and may prepare reports for clients or senior staff. The role requires strong analytical skills and knowledge of financial markets.
What are the most commonly searched types of Portfolio jobs in Florida? The most popular types of Portfolio jobs in Florida are:
What are popular job titles related to Portfolio Associate jobs in Florida? For Portfolio Associate jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Portfolio Associate jobs in Florida look for? The top searched job categories for Portfolio Associate jobs in Florida are:
What cities in Florida are hiring for Portfolio Associate jobs? Cities in Florida with the most Portfolio Associate job openings:
Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Florida as of June 2026, with employment types broken down into 1% As Needed, 40% Full Time, 55% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $29,555 per year, or $14.2 per hour.
PORTFOLIO ASSOCIATE - WATERFORD

PORTFOLIO ASSOCIATE - WATERFORD

First BanCorp

Miami, FL • On-site

Full-time

Posted 12 days ago

Job description

Portfolio Associate
Essential Responsibilities:
  • Coordinates with both internal and external parties during and after the underwriting, closing, and funding phases of each loan originated or acquired in the Secondary market.
  • Assists with the reporting of key corporate banking metrics to internal departments including originations, portfolio balances, and fees, disbursement and payoffs, among others.
  • Prepares customer portfolio and other miscellaneous reports as needed i.e: quarterly covenant monitoring reports & quarterly leveraged lending reports. Ensure all reports are completed in a timely manner.
  • Monitor and provide weekly analysis of Corporate Banking Portfolio including past due, payment processing, and interest rate repricing as needed.
  • Monitor Company performance of the loan portfolio including financial performance, share price updates (if applicable), headlines, among others.
  • Acts as liaison between corporate banking and internal support departments and agent banks
  • Assist corporate banking team with preparation of client presentations, waivers/amendments, visitation memos/telephone call memos summarizing visit with clients, among others.
  • Assists/ prepares credit reviews. Maintenance on all logs.
  • Assist during internal and external audits.
  • Will assist with Corporate Banking team as needed to acquire working knowledge of Credit Analysis.
  • Resolve customer problems & complaints in accordance with FirstBank Florida excellent service policy.
  • Assist in implementing operational policy, ensuring transactions are processed in compliance with federal, state, and bank requirements.
  • Monitor bank-wide policies regarding corporate banking & related matters including Leveraged Lending.
  • Work with closing, risk, servicing, and other departments on Inquiries including, KYC, tickler report, pending items list, insurance, UCC, among others.
  • Maintains/updates the corporate banking database: Lender sites, and internal OnBase Credit Files.
  • Promote cross selling FirstBank Florida services and products.
  • Other ad-hoc duties as necessary in order to familiarize with all department areas.

Independence of Judgment:
Independence of judgment is according to established internal policies and guidelines.
Impact of Errors:
The impact of errors on this position could affect other departments operations and an economic impact to customers and to the Bank.
Interpersonal Communication:
Good interaction with customers and Bank's employees.
Education, Experience, Skills and Abilities Required:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
- Good mathematical and communications skills.
- Previous experience in a financial institution.
- Good understanding of financial institution branch operational functions, products and services.
- Effective human relations and communication skills.
- Ability to use office equipment, such as computer terminal, calculator, copier and fax machine, as any other related equipment.
- Able to sit for long periods of time.
- Able to talk and hear.
- Could be asked to work more than the customary hours during peak times.
Work Environment:
Employees in this job work in an office environment with a comfortable room temperature, good lighting, and quiet conditions. These employees are exposed to external elements when representing the corporation at external events and may be required to work extended hours, including holidays, should these coincide with company events.
Minimum Requirements:
A formal training in banking products and/or processing new accounts and, at least 3 years of experience in a similar job is required or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is required.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not indented to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure
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