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Portfolio Associate Jobs in Rhode Island (NOW HIRING)

Bank of America

Portfolio Manager II

Providence, RI · On-site

$105K - $175K/yr

... all aspects of discretionary portfolio management including asset allocation, portfolio ... mentoring associates. Responsibilities: * Works to understand the client's situation and ...

Bank of America

Portfolio Manager II

Providence, RI · On-site

$105 - $175/hr

... all aspects of discretionary portfolio management including asset allocation, portfolio ... mentoring associates. Responsibilities * Works to understand the client's situation and ...

Bank of America

Portfolio Manager II

Providence, RI · On-site

$105K - $175K/yr

... all aspects of discretionary portfolio management including asset allocation, portfolio ... mentoring associates. Responsibilities: * Works to understand the client's situation and ...

HireTalent

Associate Brand Manager

Pawtucket, RI · On-site

$84K - $109K/yr

Associate Brand Manager A Day in the Life of an Associate Brand Manager: You'll help define and ... portfolio decisions. * Analyze market, category, and competitive trends to identify whitespace ...

Van Liew Trust Company

Be Seen First

Administrative Associate

Providence, RI · On-site

$42K - $50K/yr

About the Role We are seeking a proactive, detail-oriented Administrative Associate to join our ... Work with client relationship management software, portfolio management systems, Microsoft Office ...

Van Liew Trust Company

Be Seen First

Administrative Associate

Providence, RI · On-site

$42K - $50K/yr

About the Role We are seeking a proactive, detail-oriented Administrative Associate to join our ... Work with client relationship management software, portfolio management systems, Microsoft Office ...

Berkshire Bank

Investment Sales Associate

Providence, RI · On-site

$52K - $90K/yr

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

Marriott International

Maintenance

Newport, RI · On-site

$18/hr

Treating guests exceptionally starts with the way we take care of our associates. That's The JW Treatment™. In joining JW Marriott, you join a portfolio of brands with Marriott International. Be ...

Marriott

Maintenance

Newport, RI · On-site

$16 - $22/hr

Treating guests exceptionally starts with the way we take care of our associates. That's The JW Treatment. In joining JW Marriott, you join a portfolio of brands with Marriott International. Be where ...

Provequity

Associate, Fund Accounting

Providence, RI · On-site

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

Textron

HR Associate

Providence, RI · On-site

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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All JobsPortfolio Associate JobsPortfolio Associate Jobs in Rhode Island

Portfolio Associate information

See Rhode Island salary details

$9

$18

$31

How much do portfolio associate jobs pay per hour?

As of Aug 24, 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?

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 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.

Does portfolio management pay well?

Portfolio management is generally a well-paying profession, especially for experienced managers and those working in finance or investment firms. Salaries can vary based on location, level of experience, and performance bonuses, with many roles offering six-figure compensation for senior positions.

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:

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

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

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Rhode Island 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 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $38,731 per year, or $18.6 per hour.

Portfolio Manager II

Bank of America

Providence, RI • On-site

$105K - $175K/yr

Full-time

PTO

Posted 21 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 530 frontline employees who took The Breakroom Quiz

51st of 172 rated banks

Job description

Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for working with complex, high-net-worth investors to create customized investment strategies in partnership with Senior Managers. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates.
Responsibilities:
  • Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives
  • Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
  • Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate
  • Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis
  • Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks
  • Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics

Required Qualifications:
  • Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients
  • Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field
  • Knowledge of fiduciary and financial products and services through extensive related work experience
  • Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients
  • Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school
  • Skills and experience in negotiating, delegating, leadership, superior client service and relationship management

Desired Qualifications:
  • Bachelor's Degree or higher in Finance, Accounting, Economics or related field or equivalent financial services/business experience
  • Graduate Degree such as MBA or JD preferred
  • Holds appropriate credentials such as CPA, CFP and/or CFA designation
  • The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience

Skills:
  • Advisory
  • Client Investments Management
  • Customer and Client Focus
  • Investment Management
  • Presentation Skills
  • Active Listening
  • Analytical Thinking
  • Attention to Detail
  • Client Experience Branding
  • Valuation Ethics and Practice Standards
  • Collaboration
  • Critical Thinking
  • Data Quality Management
  • Trading
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - RI - Providence - 1 Financial Plz - 1 Financial Plaza (RI1537)
Pay and benefits information
Pay range
$105,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Social media

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