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Portfolio Associate Jobs in Oregon (NOW HIRING)

Natera

OR · On-site

The Associate Director of R&D Portfolio Operations & Insights will drive the design, standardization, and continuous improvement of portfolio management processes across the R&D organization. This ...

14 Technology Holdings

Senior Recruiting Associate

OR · On-site +1

$75K/yr

We service an ever-expanding portfolio of commercial clients in the automotive, travel, CPG ... The Senior Recruiting Associate will own recruiting pipelines across multiple entities within the ...

Focus Partners Wealth

Associate Wealth Advisor

Portland, OR · On-site

$74K - $84K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations ...

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How much do portfolio associate jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for portfolio associate in Oregon is $20.10, according to ZipRecruiter salary data. Most workers in this role earn between $16.01 and $21.35 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.
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What are popular job titles related to Portfolio Associate jobs in Oregon? For Portfolio Associate jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Portfolio Associate jobs in Oregon look for? The top searched job categories for Portfolio Associate jobs in Oregon are:
What cities in Oregon are hiring for Portfolio Associate jobs? Cities in Oregon with the most Portfolio Associate job openings:
Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $41,815 per year, or $20.1 per hour.

Portfolio Manager

Coldstream Wealth Management

Portland, OR • Hybrid

Full-time

Re-posted 4 days ago

Job description

Are you passionate about investing, building meaningful client relationships, and collaboration? Coldstream is seeking an experienced Portfolio Manager to join its NE Portland team and play a key role in shaping investment strategy, managing sophisticated client portfolios, and mentoring the next generation of investment professionals. This is an exciting opportunity to make a direct impact within an employee-owned firm that values thoughtful advice, exceptional client service, and long-term relationships.

Arnerich Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for investing with vision, passion, and purpose, with a focus on both client service and community commitment. In July 2024, Arnerich Massena merged with Coldstream. Located in NE Portland, the team is now adding a Portfolio Manager position.

We have a hybrid work environment, with team members working in our office three days per week (Tuesday through Thursday, 8:00-5:00) and then able to work remotely the other two days if they choose.

Specific responsibilities include:

  • Serve on the firm's Investment Strategy Group (ISG), providing input on strategic and tactical asset allocation guidelines for portfolios firm-wide, including:
    • Conducting due diligence on separate account managers
    • Researching a range of investment vehicles
    • Making recommendations on which to include on the firm's list of recommended investments for use in client portfolios
  • Client asset management, including development of investment policy statements and asset allocation recommendations, as well as implementation and ongoing management of client investment portfolios
  • Oversee trading and rebalancing of client portfolios
  • Develop operational processes and trading efficiencies
  • Review and analyze portfolio returns and attribution to make recommendations for changes to portfolios
  • Participate in client and prospective client meetings to answer portfolio-related questions, discuss Coldstream's investment philosophy, and share new investment opportunities
  • Compose timely investment commentary for clients and client-facing team members
  • Mentor and develop a team of Associate PM and Portfolio Administrator

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