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Portfolio Associate Jobs in Georgia (NOW HIRING)

First Horizon

Senior Portfolio Manager

Atlanta, GA · On-site

... associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and ...

Northern Trust

Sr. Investment Associate

Atlanta, GA · On-site

$70K - $119K/yr

Senior Investment Associate Overview The Senior Investment Associate supports one or more Portfolio ... Support Portfolio Managers in all aspects of portfolio management and client servicing * Prepare ...

Coastal

Associate Director (HLS)

Atlanta, GA · On-site

$150 - $210/hr

Associate Director (HLS) We are looking for an Associate Director to help support the continued ... Responsibilities broadly include Portfolio Engagement Management, Client Management, HLS Business ...

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How much do portfolio associate jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for portfolio associate in Georgia is $16.06, according to ZipRecruiter salary data. Most workers in this role earn between $12.79 and $17.07 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 Georgia? The most popular types of Portfolio jobs in Georgia are:
What are popular job titles related to Portfolio Associate jobs in Georgia? For Portfolio Associate jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Portfolio Associate jobs in Georgia look for? The top searched job categories for Portfolio Associate jobs in Georgia are:
What cities in Georgia are hiring for Portfolio Associate jobs? Cities in Georgia with the most Portfolio Associate job openings:
Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Georgia as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 27% Part Time, 2% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $33,395 per year, or $16.1 per hour.

Senior Portfolio Manager

First Horizon

Atlanta, GA • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 2 days ago

First Horizon Bank rating

8.3

Company rating: 8.3 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

39th of 171 rated banks

Job description

Location: On site at a Georgia location listed in the job posting
Summary
The Portfolio Manager is responsible for proactively managing portfolios by identifying trends and alerting management to changes in portfolio conditions. Partners with Relationship Managers to manage credit proposals and renewals; independently prioritizes requests, identifies risk and risk ratings, recommends and evaluates credit structure, and prepares proposals. Contributes to the development of profitable long-term credits.
Essential Duties and Responsibilities
  • Primarily responsible for underwriting and servicing of commercial loan portfolios
  • Proactively identifies credit weaknesses / trends and alerts management to deterioration
  • Collaborates with RM to prioritize new credit requests, renewals, and reviews
  • Provides risk ratings and recommends appropriate credit structure
  • Identifies policy exceptions
  • Prepares approval, commitment, proposal document, and participates in documentation process including the identification of covenants and other key provisions
  • Participates in customer meetings to discuss alternative credit structures and to clarify any questions. Also interacts with clients during due diligence and finalizing credit package
  • Serves as a secondary customer contact to the Relationship Manager

Supervisory Responsibilities
  • No supervisory responsibilities

Qualifications:
  • Bachelor's degree in business, finance, accounting or equivalent work experience
  • 5+ years commercial credit or lending experience required; 10+ preferred
  • Strong analytical abilities, credit underwriting skills
  • Goal oriented, ability to take initiative using strong problem-solving skills
  • Strong relationship building and interpersonal skills
  • Excellent verbal and written communication skills
  • Strong organizational skills
  • Excellent computer proficiency (MS Office - Word, Excel, PowerPoint, and Outlook)

About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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