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Portfolio Associate Jobs in Tennessee (NOW HIRING)

S.E.E.D. Planning Group

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Investment Associate - Trading

Knoxville, TN · On-site

$55K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Position Overview The Investment Associate - Trading plays a key role in supporting the firm ... This position is responsible for executing trades, managing portfolio cash needs, supporting ...

AllianceBernstein

Associate

Nashville, TN

$15.25 - $20.25/hr

... markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth ... An Associate will: * Collaborate and network with senior professionals throughout the firm to fuel ...

New

RICH'S SERVICE

Sanitation Associate - 3rd Shift

Gallatin, TN · On-site

$14 - $17/hr

  • Medical

  • Life

  • PTO

Sanitation Associate - 3rd Shift Location: Gallatin, TN, US, 37066 Req ID: 40440 Segment ... Our portfolio includes creative solutions geared at helping food industry professionals compete in ...

RICH'S SERVICE

Sanitation Associate - Shift 2

Murfreesboro, TN · On-site

$13.25 - $15.75/hr

  • Medical

  • Life

  • PTO

Sanitation Associate - Shift 2 Location: Murfreesboro, TN, US, 37127 Req ID: 40879 Segment ... Our portfolio includes creative solutions geared at helping food industry professionals compete in ...

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Portfolio Associate information

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How much do portfolio associate jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for portfolio associate in Tennessee is $17.26, according to ZipRecruiter salary data. Most workers in this role earn between $13.75 and $18.32 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 Tennessee?

The most popular types of Portfolio jobs in Tennessee are:

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

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

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

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

What cities in Tennessee are hiring for Portfolio Associate jobs?

Cities in Tennessee with the most Portfolio Associate job openings:

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Tennessee as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $35,895 per year, or $17.3 per hour.

Portfolio Specialist, JNAM

Jackson National Life Insurance Company

Nashville, TN • On-site

Full-time

Re-posted 20 days ago

Job description

If you are an internal associate, please login to Workday and apply through Jobs Hub.
Overview of JNAM
Jackson National Life Insurance Company (Jackson) offers products, tools, and support designed to help Americans plan for a retirement with purpose. Jackson National Asset Management, LLC (JNAM) is the investment manager responsible for selecting and monitoring the external asset managers of the JNL Funds - a series of proprietary mutual funds on the Jackson variable annuity platform - and providing the accounting and administrative services for the Funds. In addition, JNAM directly manages several risk-based multi-strategy fund-of-fund offerings available exclusively through Jackson products.
Working in JNAM Operations
At JNAM, we pursue individuals who exhibit dedication and willingness to learn in a high performing culture. We encourage collaboration and give our associates and leaders the freedom to speak openly and share new ideas. Our values guide our internal conduct and help define meaningful internal and external relationships. We attract and retain talent who believe in our culture and take ownership in delivering results.
As one of Chicago's largest money managers, working at JNAM provides the opportunity to work with complex investment offerings and well-known investment management firms. Our investment partners are selected and monitored through a rigorous due diligence process focused on performance, repeatability, operations, oversight, and fit.
We firmly believe in the "One Jackson" approach:working closely with our parent company and other affiliates to achieve financial goals, while also recognizing our strength lies in the people we employ and communities we serve.
We value our people:
  • Fair pay, pay-for-performance, and competitive benefits
  • Talent development
  • Inclusion & Engagement: Business Resource Associate Groups (BRAGs)
  • Emotional well-being
  • Financial wellness

We value our community:
  • Charitable giving to communities
  • Financial education
  • Associate volunteerism and giving

Job Purpose
The Portfolio Specialist is responsible for supporting the Investment Management team at JNAM and assisting the Variable Annuity Product Management group at JNLD, as needed. The Portfolio Specialist supports the distributor's sales force with investment related assistance and delivers internal investment and funds training.
Essential Responsibilities
  • Develops and delivers topical market and portfolio investment education presentations.
  • Leads project management with internal and external partners. Provides resources and supports other internal groups to ensure Product Management's needs are met.
  • Maintains meeting summaries and materials.
  • Updates monthly and quarterly fund reporting and materials to support the fund distributor's sales force.
  • Assists with competitor analysis and distributor sales support.
  • Understands sub-advisors on our platform and their investment processes.
  • Generates investment portfolio illustrations requested by Distribution wholesalers.
  • Understands JNAM portfolio manager selection and construction processes.
  • Assists in drafting of summaries, articles, and presentations that address economic, industry, and regulatory issues.
  • Provides guidance and direction to external asset managers focused on sub-advised funds marketing efforts.
  • Simplifies complex concepts into easily deliverable and understandable points for internal and external audiences.
  • Plans and conducts investment and economic training with fund distributor sales personnel and asset managers.
  • Manages multiple projects and product launches and reacts quickly to changing priorities.
  • Supports new and existing product initiatives through research, data gathering, and ongoing due diligence participation.
  • Proactively establishes and manages expectations with management, internal partners, team members, departmental members, and other company personnel as necessary to deliver project results.
  • Attends asset manager and industry conferences.
  • Employs delegation skills to ensure all team members are making meaningful contributions and advancing their careers.

Other Duties
  • Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities
  • Working knowledge of the asset management and operations aspects of Jackson and ability to work closely with the entities to establish effective policies and procedures.
  • Strong knowledge of the financial services industry and its products.
  • Strong organizational and project management skills.
  • Strong written and verbal communication skills.
  • Highly proficient in the entire Microsoft Office suite.
  • Excellent attention to detail.
  • Advanced critical thinking and analytical skills.
  • Ability to lead and mentor less experienced staff.
  • Ability to travel as needed.

Qualifications
  • Bachelor's Degree required.
  • Master's Degree preferred.
  • 5+ years experience in investment management and/or the financial services industry required.
  • FINRA SIE, Series 7, and Series 63 registrations upon hire required.
  • Pursuit of Industry Designations (CFA, CAIA, CIMA, CFP) preferred.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

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