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Portfolio Associate Jobs in Ontario (NOW HIRING)

Birch Hill Equity Partners

Associate

Toronto, ON

The VP Portfolio role is an opportunity for associates who have a desire to focus their career on building great companies. This role is structured to provide significant exposure to company building ...

Hillenbrand

As Global Category Portfolio Leader you will manage a team of category leaders for a portfolio of ... serve our associates, customers, communities, and other stakeholders. EEO: The policy of ...

Waystone

Associate - Fund Governance

Waterloo, ON · On-site

They service and maintain relationships for a portfolio of clients in addition to providing ... Associate Directors and Directors to ensure timely turnaround of documentation. Assist with the ...

Alterna Savings

Associate Account Manager

Vaughan, ON · On-site

CA$56K - CA$65K/yr

The Associate Account Manager will liaise with portfolio managers in reviewing and managing the portfolio of small to medium sized commercial accounts. Under their guidance, they will support all ...

The Cooperators/Cory Young Insurance Group

Be Seen First

Associate Insurance Advisor

Guelph, ON · On-site

CA$45K - CA$55K/yr

The Associate Insurance Advisor plays a key role in supporting and developing agency operations ... portfolios. What we do At Cory Young Insurance Group Inc., we provide Home, Auto, Life, Investments ...

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Portfolio Associate information

See Ontario salary details

$36K

$65.5K

$102K

How much do portfolio associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for portfolio associate in Ontario is $65,493.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $78,500.00 per year, 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 Ontario?

The most popular types of Portfolio jobs in Ontario are:

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

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

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

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

What cities in Ontario are hiring for Portfolio Associate jobs?

Cities in Ontario with the most Portfolio Associate job openings:

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Ontario as of August 2026, with employment types broken down into 1% As Needed, 63% Full Time, 34% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $65,493 per year, or $31.5 per hour.

Associate

Birch Hill Equity Partners

Toronto, ON

Full-time

Re-posted 18 days ago

Job description

We hire individuals for the Associate position who have two to four years work experience, typically from a leading investment bank or consulting firm. Associates at Birch Hill participate in all aspects of the investment process, including deal sourcing, due diligence, business analysis, deal execution, and ongoing portfolio company support. We generally hire one to two Associates per year.

The Associate program lasts three years with the opportunity for promotion to either a VP Investment or VP Portfolio role. The VP Investment role is focused on evaluating investment opportunities, executing transactions and ongoing portfolio company support. This role is targeted at associates who want to continue to build their investment career. The VP Portfolio role is an opportunity for associates who have a desire to focus their career on building great companies. This role is structured to provide significant exposure to company building activities in one or two portfolio companies and is a launch pad for the VP to move to a senior leadership position in one of Birch Hill's portfolio companies.

Candidates must be legally entitled to work in the country where this role is located.

Key Skills Required

  • Financial Acumen - Comfortable using financial models and frameworks to analyze the financial dynamics of various organizations. Can express an organization's performance through error free numerical analysis.
  • Data Search and Interpretation - Persistent and resourceful in finding industry and company information. Can translate voluminous data into valuable information.
  • Priority Setting / Multi-Tasking - Processes information and makes decisions in a fast paced environment. Can effectively manage conflicting demands rather than reacting to them.
  • Communication Skills - Able to articulate complex situations, such as industry dynamics or deal structures, in logical, factual, and clear terms, both verbally and in writing.
  • Interviewing Skills - Can quickly process information and respond appropriately. Can draw key themes and learnings from interviews and relate them to the investment thesis.
  • Working with Others - Inspires professionalism and confidence in relationships within Birch Hill and within investee companies. Maintains intellectual honesty by valuing other's input and points of view. Pro-actively solicit opinions and ideas.
  • Initiative - Expand the scope of assigned research and/or analysis when appropriate by suggesting and undertaking related activities.

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