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Portfolio Associate Jobs in Massachusetts (NOW HIRING)

Ballentine Partners

Portfolio Associate

Boston, MA · On-site

$85K - $115K/yr

The Portfolio Associate is responsible for supporting Senior Investment Advisors in providing asset allocation recommendations, portfolio construction and carrying out a significant portion of the ...

Ballentine Partners

Portfolio Manager

Waltham, MA · On-site

$115K - $160K/yr

Mentoring Portfolio Analysts and Portfolio Associates * Other duties as assigned. The ideal candidate will: * Be a highly analytical, fact-based thinker with strong quantitative skills and attention ...

SCHOCHET ASSOCIATES

Portfolio Manager

Braintree, MA · On-site

$150K - $170K/yr

The Portfolio Manager will oversee multiple sites within the portfolio, largely based in the Greater Boston area and points north. The portfolio consists mostly of subsidized housing. Duties include ...

Digital Realty

Portfolio Analyst

Boston, MA · On-site

Portfolio Analyst - Associate Location: Boston, MA (Hybrid) Your Role As a Portfolio Analyst, you will play a high-visibility role supporting the financial performance and strategic decision-making ...

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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 Massachusetts is $20.77, according to ZipRecruiter salary data. Most workers in this role earn between $16.54 and $22.07 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 Massachusetts?

The most popular types of Portfolio jobs in Massachusetts are:

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

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

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

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

What cities in Massachusetts are hiring for Portfolio Associate jobs?

Cities in Massachusetts with the most Portfolio Associate job openings:

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Massachusetts as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $43,193 per year, or $20.8 per hour.

Portfolio Associate

Ballentine Partners

Boston, MA • On-site

$85K - $115K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 8 days ago

Job description

Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building a workforce with a variety of skills, workplace experiences, and backgrounds
Ballentine Partners is looking for an enthusiastic Portfolio Associate to join our growing Investments team. The Portfolio Associate is responsible for supporting Senior Investment Advisors in providing asset allocation recommendations, portfolio construction and carrying out a significant portion of the detailed work required in executing the investment strategy.
Responsibilities include:
  • Construct trade plans and tax loss harvesting for client accounts
  • Draft Investment Policy Statements (IPS) and new client transition plans
  • Monitor cash flow, positions, trades, significant asset transfers and changes in client portfolios according to IPS
  • Work effectively with our professional contacts, including custodians and investment managers
  • Prepare client ready materials, including performance reports and client presentations
  • Communicate with clients on day-to-day issues, during the new account transition process, and potentially in meetings regarding Monte Carlo analyses
  • Other duties as assigned.

The ideal candidate will:
  • Be a highly analytical, fact-based thinker with strong quantitative skills and attention to detail.
  • Possess strong written, verbal, interpersonal, and presentation skills, with the ability to communicate effectively with colleagues and senior stakeholders.
  • Take a proactive and resourceful approach to problem-solving, conducting independent research, anticipating issues, and proposing thoughtful solutions.
  • Be highly organized and able to manage competing priorities, take direction from multiple team members, and consistently meet deadlines.
  • Work effectively both independently and collaboratively across teams, with a positive and collegial attitude.
  • Demonstrate sound professional judgment, discretion, and high standards of integrity.
  • Demonstrates advanced Excel skills, including the ability to build and analyze financial models.
  • Be comfortable learning and using investment software, CRM systems, and other technology tools.
  • Show a commitment to continuous learning, professional development, and achieving positive outcomes for clients.
  • Contribute to broader investment team and firmwide initiatives as needed.

A Bachelor's Degree is required. CFA designation or progress toward it are a plus. This position requires Series 65 license which will be supported by Ballentine Partners if the right candidate does not have this licensing.
Two to five years of relevant experience. Candidates may demonstrate this experience through prior employment, internships, student-managed investment funds, or other rigorous analytical work.
Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short-term disability, long-term disability, and life insurance as well as cost sharing on medical insurance. We offer extensive time-off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program, and we support certifications and continuing education for our team members. Ballentine is a family-friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.
For more information on our culture please view our Stakeholder Report and our Culture page.
Ballentine Partners compensation is made up of a base salary and performance bonus. The salary range for this position is $85,000.00 - $115,000.00 and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid annually.
We will sponsor applicants for work visas.
Ballentine Partners is an Equal Opportunity Employer and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.
The pay range for this role is:
85,000 - 115,000 USD per year (Waltham)
85,000 - 115,000 USD per year (Boston)

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