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Portfolio Associate Jobs in Missouri (NOW HIRING)

Client PM Portfolio Mgr, Sr

Clayton, MO · On-site

$77K - $153K/yr

May provide leadership through interaction and mentoring of other investment associates. * Participate in weekly Portfolio Manager meetings. * Work individually or with a team on assigned projects.

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Portfolio Associate information

See Missouri salary details

$8

$17

$29

How much do portfolio associate jobs pay per hour?

As of Jul 31, 2026, the average hourly pay for portfolio associate in Missouri is $17.84, according to ZipRecruiter salary data. Most workers in this role earn between $14.18 and $18.94 per hour, depending on experience, location, and employer.

What is a portfolio associate job description?

A portfolio associate supports the management and analysis of investment portfolios by conducting research, monitoring asset performance, and assisting with asset allocation strategies. They often use financial tools and data analysis skills to help optimize investment outcomes and ensure compliance with client objectives. The role typically requires strong analytical abilities and knowledge of financial markets.

What jobs in the US pay 300,000 a year?

For a Portfolio Associate, earning $300,000 annually typically requires extensive experience, advanced skills in investment analysis, and often a senior or managerial role within asset management or private equity firms. High-paying roles in finance, such as hedge fund managers, private equity partners, and senior investment directors, also commonly reach or exceed this salary level. These positions often demand strong quantitative skills, industry certifications, and a track record of performance.

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 salary?

A portfolio associate's salary typically ranges from $50,000 to $80,000 annually, depending on experience, location, and the size of the firm. They often work with financial analysis, client management, and investment tools, and may receive bonuses or incentives based on performance.

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.

What does a portfolio associate do at Morgan Stanley?

A portfolio associate at Morgan Stanley supports portfolio managers by preparing reports, analyzing investment data, and assisting with client communications. They often use financial software and require strong organizational and analytical skills to help manage investment portfolios 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 Missouri? The most popular types of Portfolio jobs in Missouri are:
What are popular job titles related to Portfolio Associate jobs in Missouri? For Portfolio Associate jobs in Missouri, the most frequently searched job titles are:
Infographic showing various Portfolio Associate job openings in Missouri as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $37,097 per year, or $17.8 per hour.

Associate Portfolio Executive

C.H. Robinson

Kansas City, MO • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago


C.H. Robinson rating

7.7

Company rating: 7.7 out of 10

Based on 119 frontline employees who took The Breakroom Quiz

107th of 359 rated logistics


Job description

Join us as an Associate Portfolio Executive and begin learning and building your customer portfolio as part of an accelerated training track, ensuring service delivery aligns with customer commitments. As a brand ambassador, you'll drive positive customer experiences while expanding your business portfolio. Upon completion of the training track, you will move into a Portfolio Executive role. The Associate Portfolio Executive position stands out as a premier opportunity, offering abundant resources and development support. For those committed to putting in the work, there's no better role for a long and successful career in this industry.
As an Associate Portfolio Executive, you'll focus on re-engaging dormant accounts as well as cold calling new opportunities, without the need to prospect. This unique approach allows you to focus solely on relationship development and business expansion, setting us apart from competitors who spend more time finding leads than nurturing customer relationships.
What makes this role unique?
Our unparalleled support system allows you to effectively manage your portfolio with confidence. We provide robust technology that amplifies your capabilities and bandwidth, enabling management of large portfolios efficiently. Additionally, our emphasis on autonomy allows you the freedom to run your business with our extensive network and scalability.
We prioritize your growth.
Our strong onboarding program and commitment to personal development within the organization ensure you have the tools for success. The collaborative culture and managerial focus on your development propel your career forward.
Everyday life in this role is dynamic.
You have the opportunity to win daily with our established customer base. Moreover, we promote a supportive environment, ensuring a work-life balance where teams support each other, allowing everyone to enjoy PTO.
If you're driven, money-motivated, and passionate about relationship-building and problem-solving, apply now to be part of our team!
RESPONSIBILITIES:
Customer Experience:
  • Drive the conversion of sales leads into active customers by establishing strong contacts, fostering relationships, and comprehensively understanding customer needs to achieve the highest possible conversation rate
  • Proactively engage with customers, carrier, suppliers, and internal stakeholders, ensuring the attainment of customer needs and growth targets
  • Respond promptly to customer inquiries and exceptions while managing conflict diplomatically
  • Identify automation opportunities to streamline processes, enhance operational efficiency, and ensure high-quality execution by promptly identifying and resolving operational issues
  • Reconnect with dormant customers, fostering relationships and stimulating demand
  • Execute pricing strategy through applying effective negotiation skills, market acumen, and knowledge of customer buying habits
  • Maintain a sense of urgency in addressing both your teammates' customers and your own developing portfolio of customers

Service Delivery & Business Development
  • Generate additional business within teammates' portfolios, exceeding monthly volume and revenue targets while expanding portfolio size
  • Drive demand by engaging customers, fostering relationships, and capitalizing on business prospects
  • Identify growth potential within accounts, transitioning transactional engagements into committed partnerships
  • Stay updated on customer, industry, and market changes to pinpoint growth opportunities
  • Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations

Process Efficiency:
  • Adopt and apply new tools, technology, and processes to improve overall workflow
  • Utilize data and reporting to identify service improvement opportunities and expand wallet share
  • Partner with internal resources to ensure account processes and SOPs are complete and adhered to
  • Maintain a minimum portfolio size of existing customers by volume and revenue
  • Participate in daily or weekly team stand-ups to foster communication and alignment
  • Use technology to manage order statuses and initiates corrective measures during exceptions
  • Leverage Navisphere 2.0, with demonstrated ability to create customer and supplier logins and support adoption
  • Assist in the development of any SOPs required to manage customers' business effectively

Required Qualifications:
  • High School Diploma or GED.
  • Minimum 6 months Customer Engagement Experience internal or external
  • Ability to travel up to 10%

Preferred Qualifications:
  • Bachelor's Degree from an accredited college or university.
  • Attention to detail, accuracy, and problem-solving.
  • Demonstrated negotiation, collaboration, and influencing skills.
  • Proficient in Microsoft Office Suite of Programs.
  • Values a diverse and inclusive work environment.

At C.H. Robinson we're firm believers in the power of in-person collaboration to fuel innovation and propel success. In this role you will engage with peers in-office four days a week, igniting creativity and driving impactful results. With the flexibility for remote work one day a week, this role strikes the perfect balance between teamwork and autonomy.
We value an environment where you can grow by challenging yourself and are supported with the potential for internal promotion - within Sales, Global Forwarding, Operations, Account Management or other areas - so you can discover new interests, develop your strengths, and reach your life goals. So what are you waiting for? Click that apply button.
We will review applications for this role on an ongoing basis and encourage all interested candidates to apply at their earliest convenience.
Compensation Range
$19.23 - $38.47
The base pay range displayed on the job posting reflects the minimum and maximum base pay for this specific location. Your individual base pay within this range is determined by job-related skills, experience, and relevant education or training. Compensation details listed in this posting reflect the base pay only and do not include additional variable compensation.
Questioning if you meet the mark? Studies have shown that some individuals may be less likely to apply unless they match the job description exactly. Here at C.H. Robinson, we're building an inclusive workplace where all employees feel they belong. If this position excites you, we welcome you to apply whether you check all the preferred qualifications or just a few. You may just be our next great fit!
Equal Opportunity
C.H. Robinson is proud to be an Equal Opportunity Employer. We are committed to a workplace and performance culture that reflects the strengths of our worldwide marketplace. We value unique experiences and diverse backgrounds of our people within our company, our business relationships, and our communities. We're committed to providing an inclusive environment, free from harassment and discrimination, where all employees feel welcomed, valued and respected.
EOE/Disabled/Veteran
Benefits
Your Health, Wealth and Self
Your total wellbeing is the foundation of our business, and our benefits support your financial, family and personal goals. We provide the top-tier benefits that matter to you most, including:
  • Three medical plans which include
    • Prescription drug coverage
    • Enhanced Fertility benefits
  • Flexible Spending Accounts
  • Health Savings Account (including employer contribution)
  • Dental and Vision
  • Basic and Supplemental Life Insurance
  • Short-Term and Long-Term Disability
  • Paid observed holidays
  • 2 paid floating holidays for U.S. hourly employees
  • Flexible Time Off (FTO) offered to U.S. salaried employees - no accruals and no caps. Paid Time Off (PTO) offered to all other employees in the U.S. and Canada
  • Paid parental leave
  • Paid time off to volunteer in your community
  • Charitable Giving Match Program
  • 401(k) with 6% company matching
  • Employee Stock Purchase Plan
  • Plus a broad range of career development, networking, and team-building opportunities

Learn more about our benefit offerings on our BENEFITS & WELLBEING page

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