ZipRecruiter

Log In

1

Portfolio Associate Jobs in Atlanta, GA (NOW HIRING)

Kroll

Senior Associate, Portfolio Valuation

Atlanta, GA · Hybrid

$90K - $200K/yr

Kroll's Portfolio Valuation practice is the leading provider of valuation advisory services to the alternative investment industry, and we boast a prestigious clientele of the world's leading ...

Kroll

Senior Associate, Portfolio Valuation

Atlanta, GA · On-site

$90K - $200K/yr

Kroll's Portfolio Valuation practice is the leading provider of valuation advisory services to the alternative investment industry, and we boast a prestigious clientele of the world's leading ...

previous pagenext page

Showing results 21-40

All JobsPortfolio Associate JobsPortfolio Associate Jobs in Atlanta, GA

Portfolio Associate information

See Atlanta, GA salary details

$9

$18

$30

How much do portfolio associate jobs pay per hour?

As of Sep 2, 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 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 Atlanta, GA?

The most popular types of Portfolio jobs in Atlanta, GA are:

What are popular job titles related to Portfolio Associate jobs in Atlanta, GA?

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

What job categories do people searching Portfolio Associate jobs in Atlanta, GA look for?

The top searched job categories for Portfolio Associate jobs in Atlanta, GA are:

What cities near Atlanta, GA are hiring for Portfolio Associate jobs?

Cities near Atlanta, GA with the most Portfolio Associate job openings:

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, 72% Full Time, 24% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $38,033 per year, or $18.3 per hour.

Associate Director, Portfolio Management

HB Wealth

Atlanta, GA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 4 days ago

Job description

Job Type
Full-time
Description
HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN.
Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated®-bringing unwavering financial peace of mind to the clients we are privileged to serve.
At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.
Position Summary
HB Wealth is seeking an Associate Director, Portfolio Management to work closely with Portfolio Managers, Advisory, and Investments teams to monitor client portfolio allocations, recommend suitable investment strategies, and facilitate trades using the firm's rebalancing software. This client-facing role is focused on ensuring portfolios remain in compliance with each client's Investment Policy Statement (IPS). As a key member of the Advisory Team, the Portfolio Manager helps implement the firm's investment recommendations across more than $25 billion in client assets, provides investment commentary to clients, supports and monitors portfolio recommendations, and contributes to the firm's ongoing investment research efforts.
Job Responsibilities
  • Act as a "go-to" investment resource to high-net-worth (HNW) clients.
  • Collaborate with Financial Advisors to develop investment guidelines that reflect each client's risk tolerance and objectives, as outlined in the client's Investment Policy Statement (IPS).
  • Independently oversee client portfolios, proactively recommend adjustments, and execute modifications as appropriate, with a focus on separately managed accounts and private investments.
  • Champion the firm's portfolio rebalancing software and investment guidelines.
  • Gain knowledge of the Firm's approved investment strategies, with an emphasis on private investments.
  • Manage research projects and complete special assignments as directed by the Investment Committee.

Requirements
  • Bachelor's Degree from an accredited college or university (required) with a focus in Finance or Investments (preferred).
  • 5+ years of relevant industry experience working with HNW clients.
  • CFA Charterholder.
  • Demonstrated knowledge of various securities markets, including private alternatives such as private equity, private debt and real estate.
  • A passion for teaching junior associates about financial markets, finance theory, economics, and current events.
  • Demonstrate exceptional attention to detail, intellectual curiosity, and a proactive approach to reviewing processes for efficiency and effectiveness.
  • Thrive in a fast-paced, entrepreneurial environment by balancing multiple projects, collaborating within a team, and willingly contributing wherever needed.
  • Ability to successfully pass criminal background / credit check required.

Benefits
  • Competitive PTO/Holiday policy
  • 401k match
  • 1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
  • Paid Maternity/Paternity leave
  • Fun and welcoming office environment with monthly and quarterly events
  • Ability to work remotely 40%
  • Cell phone stipend
  • Equity Participation Plan

Why HB Wealth is a great place to work
Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.
HB Wealth is an Equal Employment Opportunity Employer. HB Wealth only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.

Apply