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Portfolio Associate Jobs in Rhode Island (NOW HIRING)

The Opportunistic portfolio is approximately $1 billion in size. The associate will assist in all phases of investing - origination, evaluation, execution, monitoring, and management - of our ...

Working with credit risk officer, relationship manager, and portfolio management, the Credit Associate is responsible for managing the end-to-end process from relationship banking team hand-off ...

Working with credit risk officer, relationship manager, and portfolio management, the Credit Associate is responsible for managing the end-to-end process from relationship banking team hand-off ...

Working with credit risk officer, relationship manager, and portfolio management, the Credit Associate is responsible for managing the end-to-end process from relationship banking team hand-off ...

The Investment Sales Associate supports financial advisors in delivering exceptional client service ... Prepare client meeting materials, proposals, and portfolio reviews * Proactively follow up on ...

$162K - $243K/yr

Associate Director Regional Accounts - Oncology Associate Regional Accounts Director, Oncology ... portfolio in their area's IDNs, hospitals, and large, complex community accounts. The ARAD will ...

SUMMARY The Security Associate will be primarily responsible for ensuring security of the building ... RealTruck's leading product portfolio, which includes the Husky Liners total vehicle protection ...

Through disciplined portfolio construction, prudent risk management and a collaborative culture ... Responsibilities The Associate, Fund Accounting will be responsible for the following: * Prepare ...

SUMMARY The Security Associate will be primarily responsible for ensuring security of the building ... RealTruck's leading product portfolio, which includes the Husky Liners total vehicle protection ...

Textron is a renowned global multi-industry company with a diverse portfolio spanning aerospace and ... The HR Associate supports employee lifecycle activities, onboarding and offboarding processes ...

Textron is a renowned global multi-industry company with a diverse portfolio spanning aerospace and ... The HR Associate supports employee lifecycle activities, onboarding and offboarding processes ...

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Showing results 1-20

Portfolio Associate information

See Rhode Island salary details

$9

$18

$31

How much do portfolio associate jobs pay per hour?

As of Jul 27, 2026, the average hourly pay for portfolio associate in Rhode Island is $18.62, according to ZipRecruiter salary data. Most workers in this role earn between $14.81 and $19.76 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 Rhode Island? The most popular types of Portfolio jobs in Rhode Island are:
What are popular job titles related to Portfolio Associate jobs in Rhode Island? For Portfolio Associate jobs in Rhode Island, the most frequently searched job titles are:
Infographic showing various Portfolio Associate job openings in Rhode Island as of July 2026, with employment types broken down into 1% As Needed, 65% Full Time, 31% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $38,731 per year, or $18.6 per hour.
Application Portfolio Management Analyst

Application Portfolio Management Analyst

First Citizens Bank

Carolina, RI • On-site, Remote

Full-time

Posted 22 days ago


First Citizens Bank rating

7.6

Company rating: 7.6 out of 10

Based on 105 frontline employees who took The Breakroom Quiz

97th of 170 rated banks


Job description

Overview

This is a remote role that may only be hired in the following location(s): AZ, FL, GA, NC and TX.

This position is responsible for analysis of complex aspects of Business Applications and Application Lifecycle Management tracking, analysis, and reporting within the Information Technology (IT) department of the Bank. Develops, maintains, and improves upon IT Asset Management governance, standards, procedures, plans, controls, and operating metrics to achieve operational objectives. Evaluates current practices, collects information and industry trends, and creates specifications to support business initiatives. Develops and implements process improvements. May provide a leadership role for the work group through knowledge of IT asset management.


Responsibilities
  • Responsibilities Operational Support
    • Provides expert support for business operations by responding to inquiries, identifying issues, and working to continuously improve business application management practices within the Application Portfolio Management discipline.
    • Manages escalated matters that arise during daily operations, providing guidance to lower-level IT asset management analysts and leading workflow. Develops and implements modifications and enhancements. Serves as an analytics resource to wider organization or business units.
    • Provides support and governance for the Bank’s Business Application Onboarding process; ensuring that pre-requisites and required documented approvals are in a timely manner.
    • Collaborates with various teams across the Bank to ensure complete and accurate business application inventory and adherence to procedures.
    • Assists in maintaining team procedures and job aides for completeness, accuracy, and compliance.
    • Participates in all monthly, quarterly, and semi-annual data management activities to ensure business application attributes remains complete and accurate.
    Identifying Business Objectives
    • Participates in determining program needs through highly technical analysis and reporting. Develops strategies to achieve company and department goals and communicates these using specifications, project plans, or other forms of documentation.
    Reporting and Analysis
    • Produces reports based on data analysis, industry trends, and process capabilities. Conveys patterns, problems, and areas of improvement. Develops process enhancements based on reporting.
    • Sources, compiles, and interprets data. Performs data analysis on an advanced level, effectively communicating and directing analysis output.
  •  

Qualifications

Qualifications Bachelor's Degree and 6 years of experience in Analytics, Modeling or Reporting OR High School Diploma or GED and 10 years of experience in Analytics, Modeling or Reporting
Preferred Education/Experience: Bachelor's Degree and 6 years of experience in Application Portfolio Management or IT Asset Management OR High School Diploma or GED and 10 years of equivalent experience.
Skills

  • Knowledge of Software Development Life Cycle (SDLC)
  • Experience with ServiceNow CMDB Utah +
  • Experience with creating Dashboards and reporting in ServiceNow.
  • Excellent verbal and written communication skills; troubleshooting & analytical skills; and ability to collaborate with cross-functional teams
  • Experience working in an Agile environment
  • Ability to independently set priorities and meet deadlines in a fast- paced environment
  • Ability to independently work efforts and report on status
  • Proven organizational and time-management skills, including prioritizing multiple tasks
  • Strong analytical skills showing diligence with a strong customer focus
  • Excellent developing and delivering presentation skills

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:

Qualifications Bachelor's Degree and 6 years of experience in Analytics, Modeling or Reporting OR High School Diploma or GED and 10 years of experience in Analytics, Modeling or Reporting
Preferred Education/Experience: Bachelor's Degree and 6 years of experience in Application Portfolio Management or IT Asset Management OR High School Diploma or GED and 10 years of equivalent experience.
Skills

  • Knowledge of Software Development Life Cycle (SDLC)
  • Experience with ServiceNow CMDB Utah +
  • Experience with creating Dashboards and reporting in ServiceNow.
  • Excellent verbal and written communication skills; troubleshooting & analytical skills; and ability to collaborate with cross-functional teams
  • Experience working in an Agile environment
  • Ability to independently set priorities and meet deadlines in a fast- paced environment
  • Ability to independently work efforts and report on status
  • Proven organizational and time-management skills, including prioritizing multiple tasks
  • Strong analytical skills showing diligence with a strong customer focus
  • Excellent developing and delivering presentation skills

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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