ZipRecruiter

Log In

1

Portfolio Associate Jobs in Wisconsin (NOW HIRING)

C. H. Robinson

Associate Portfolio Executive

Milwaukee, WI · On-site

$19.23 - $38.47/hr

Robinson is hiring an Associate Portfolio Executive to build and manage a customer portfolio while developing long-term, trusted relationships. In this role, you will leverage AI-powered tools to ...

SC Johnson & Son

Associate Brand Manager - Ziploc

Racine, WI · Hybrid

$81K - $105K/yr

As the Associate Brand Manager , you will bring brand strategy to life by driving innovation and ... Portfolio Strategy, Media to Cart, Partnerships, and Market Optimization: * Lead and execute ...

Springs Window Fashions and Affiliated Companies

WI · On-site

$65 - $95/hr

Description Associate Product Manager - Outdoor Portfolio About Springs Springs Window Fashions has been a leader in custom window treatments since 1939. Headquartered in Middleton, Wisconsin, we ...

next page

Showing results 1-20

All JobsPortfolio Associate JobsPortfolio Associate Jobs in Wisconsin

Portfolio Associate information

See Wisconsin salary details

$9

$19

$32

How much do portfolio associate jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for portfolio associate in Wisconsin is $19.19, according to ZipRecruiter salary data. Most workers in this role earn between $15.29 and $20.38 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 Wisconsin?

The most popular types of Portfolio jobs in Wisconsin are:

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

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

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

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

What cities in Wisconsin are hiring for Portfolio Associate jobs?

Cities in Wisconsin with the most Portfolio Associate job openings:

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $39,919 per year, or $19.2 per hour.

Regional Ops Coordinator (Portfolio Associate)

Blue Castle Agency

Madison, WI

$70K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 22 days ago

Job description

Regional Ops Coordinator (Portfolio Associate)
Madison, WI
$70,000–$80,000+ / year

OVERVIEW
A growing Class A multifamily portfolio in the Madison market (about 1,200 units across several properties) is looking for a Regional Ops Coordinator. This is a portfolio-level role, not a single-property one — you'll bounce between communities covering on-site gaps, digging into pricing and vendor data, and generally making sure operations run smoothly across the whole portfolio.

WHAT YOU'LL DO

  • Step in across the portfolio to cover on-site operational gaps as needed, from leasing coverage to general property support
  • Review and manage vendor contracts across multiple properties
  • Source, schedule, and coordinate vendors for maintenance and service needs
  • Analyze rent roll, concessions, and pricing trends across the portfolio
  • Shop competitors and build CMA reports to support pricing decisions
  • Serve as a flexible, cross-property resource — a true utility player who can jump in wherever a property needs help
  • Partner with on-site teams to troubleshoot operational issues and keep communities running smoothly
  • Help keep reporting and processes consistent across the portfolio's properties
  • Support special projects and process improvements as the portfolio grows

WHY YOU MATTER
A growing multi-property portfolio needs someone who can move fast and adapt — this role is the connective tissue between properties, keeping operations consistent and covering gaps before they become real problems.

WHAT IT TAKES

  • 3-5+ years of property management or operations experience in multifamily real estate
  • Comfort working across multiple properties and jumping in wherever needed
  • Strong analytical skills, especially working with rent rolls, pricing, and market data
  • Experience with vendor management and contract review
  • Familiarity with property management software like Yardi, Entrata, or RealPage
  • Excellent organizational skills and the ability to juggle multiple properties and priorities at once
  • Strong communication skills for working with on-site teams and vendors
  • A self-starter mentality — comfortable operating independently with minimal oversight
  • Willingness to travel between properties within the portfolio

THE PERKS!

  • $70,000–$80,000+ per year
  • Performance-based bonuses and incentives
  • Competitive benefits package
  • 50% employer-paid individual Health Insurance premiums
  • 100% employer-paid individual Dental and Vision Insurance premiums
  • 401k