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Portfolio Associate Jobs in Atlanta, GA (NOW HIRING)

BlackRock

Associate, Portfolio Manager

Atlanta, GA

Our portfolio managers work with leading-edge portfolio risk and optimization technologies. Ideal candidates must have excellent problem-solving capabilities, a high degree of attention to detail ...

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Portfolio Associate information

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How much do portfolio associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for portfolio associate in Atlanta, GA is $18.29, according to ZipRecruiter salary data. Most workers in this role earn between $14.57 and $19.42 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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Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Atlanta, GA 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 $38,033 per year, or $18.3 per hour.

Associate Portfolio Manager/Trader

Vident Asset Management

Alpharetta, GA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 27 days ago

Job description

Who we are:

Vident Asset Management is a specialized exposure and solutions provider partnering with clients to

help them assess new opportunities and bring their investment ideas to life.

Founded in 2013, Vident boasts a unique portfolio of ETFs, serves as a trusted sub-advisor within

the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA

platform. We traditionally partner with institutional investors, asset managers, and the wealth

management firms to Bring Investment Ideas to Life.

What you’ll do:

The Associate Portfolio Manager/Trader will support the management of Vident’s Separately Managed Account (SMA) business. Responsibilities include assisting Portfolio Managers, conducting product research, performing portfolio optimizations, reviewing and executing trades, generating reports, analyzing performance, and onboarding new clients.

The successful candidate will possess a solid understanding of investment management, portfolio construction, and equity risk management. They will demonstrate an unwavering commitment to delivering exceptional results for clients, paired with a keen attention to detail and strong intellectual curiosity.

The position requires close collaboration within the team and across the organization, emphasizing teamwork, adaptability, and proactive communication.

• Support the management of client portfolios including account set up, daily reconciliation, model creation and maintenance, portfolio optimization, tax loss harvesting, and portfolio trading.

• Execute trades approved or instructed by Portfolio Managers or senior members of the team

• Enhance and support the product trade workflow and portfolio monitoring functions

• Monitor index changes and curate buy lists for corporate actions

• Support client requests ranging from proposal generation to client reporting

• Perform regular reporting for internal and client use

• Perform quarterly billing and AUM reporting

• Proactively communicate with clients regarding bond maturities, cash flows, quarterly performance reporting of equity portfolios and other reporting as required

• Work with custodians to help with client inquiries and internal reporting as necessary

• Assist sales and marketing through development of advisor/client materials and development of new materials

• Participate in presentations, conference calls, conferences

• Other duties and responsibilities as assigned

Who you are:

• You possess a Bachelor’s degree in Finance, Engineering, Computer Science or similar

• You have 5+ years of experience in the investment management field (preferred)

• Interest in pursuing investment related designations and/or FINRA exams such as the CFA, FRM, or the FINRA Series 65 exam

• Hard-working and eager to learn in a fast-paced, innovative environment

• Motivated by eagerness to learn about new technology and financial techniques

• Committed to intellectual integrity, transparency, and openness

• Able to prioritize and optimize own workload as a function of unexpected events and existing parallel/serial workflows

• Excellent problem solving, communication, and analytical skills

• Expert Excel user and strong Microsoft Office skills

• Experience with Bloomberg Port and/or Orion preferred

• Ability to think independently and creatively approach data analysis and communicate complex ideas clearly

• Working knowledge of equity markets, portfolio construction, tax optimization and portfolio risk analytics

• Experience with portfolio optimizers and factor risk models

• Team player with strong quantitative, analytical, communication, and organizational skills

• Align with Vident core values of Inspired Collaboration, Honor & Authenticity, Inclusion & Humility, Exceptional Performance and Intellectual Curiosity

What we offer:

• PTO plus 10 paid holidays

• Flexible Working Benefits

• Daily Paid Lunch for Onsite Employees

• Onsite Gym Discount

• Medical, Dental, Vision

• EAP and Telehealth with Mental Health Support

• Short and Long Term Disability

• SIMPLE IRA with up to 3% Match

Apply