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Portfolio Associate Jobs in Austin, TX (NOW HIRING)

Allied Universal

Client Portfolio Manager

Austin, TX · On-site

The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term ... Associate's degree in criminal justice, business or a related field with three (3) years of ...

Allied Universal

Client Portfolio Manager

Austin, TX · On-site

The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term ... Associate's degree in criminal justice, business or a related field with three (3) years of ...

PIMCO

Account Associate

Austin, TX · On-site

$47K - $63K/yr

Position Description The Account Associate Group serves a unique and dynamic role focused on ... Client Servicing & Portfolio Analysis : Deliver core client servicing materials (portfolio reviews ...

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How much do portfolio associate jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for portfolio associate in Austin, TX is $18.97, according to ZipRecruiter salary data. Most workers in this role earn between $15.10 and $20.14 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 Austin, TX?

The most popular types of Portfolio jobs in Austin, TX are:

What are popular job titles related to Portfolio Associate jobs in Austin, TX?

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

What job categories do people searching Portfolio Associate jobs in Austin, TX look for?

The top searched job categories for Portfolio Associate jobs in Austin, TX are:

What cities near Austin, TX are hiring for Portfolio Associate jobs?

Cities near Austin, TX with the most Portfolio Associate job openings:

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Austin, TX as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $39,201 per year, or $18.8 per hour.

Associate Portfolio Manager (Equity)

Austin, TX • On-site

Dimensional Fund Advisors, L.P.
501 - 1,000 employees
Learn more about Dimensional Fund Advisors, L.P.external

Full-time

Re-posted 9 days ago

Job description

Job Description:
Portfolio Management is responsible for the daily oversight and management of Dimensional's funds and implements our investment philosophy across all our investment solutions. Portfolio Management interacts and collaborates closely with several departments including Trading, Research, Technology, Legal, Compliance, Operations, and the Global Client Group to ensure a superior investment experience for our clients.
The Portfolio Management team ensures that Dimensional's ETFs deliver consistent and efficient exposure to the dimensions of higher expected returns, as identified by the greatest minds in modern financial economics. Our portfolio managers achieve this exposure by implementing a daily and systematic portfolio management process. In addition to overseeing and enhancing this process, portfolio managers also interact with current and prospective clients.
As an Associate Portfolio Manager, you will cover all aspects of managing ETFs and other types of portfolios, and will also be responsible for discussing our investment thesis and portfolios to a wide range of clients.
Responsibilities
  • Responsible for all aspects of managing ETFs and other types of portfolios. This will include tasks such as issuing buy and sell instructions in global markets, making ETF Create and Redeem baskets, trading foreign currency, electing on corporate actions, and evaluating the eligibility of securities.
  • Monitor ETF characteristics and maintain portfolio structure following the process-driven approach of the firm, identifying buy and sell candidates in a systematic manner and partnering with trading teams globally to implement those decisions.
  • Partner with Capital Markets to enhance ETF market quality and efficiently manage flows.
  • Provide verbal and written explanations of Dimensional funds, performance, process, and other investment related issues internally and to both existing and prospective clients.
  • Challenge current thinking and search out new opportunities to continually evolve Dimensional's investment offerings.
  • Collaborate with the Sales, Marketing, Consultant and Client Services teams to effectively respond to clients' investment needs.
  • Project work focused on making the investment process as efficient as possible.

Requirements
  • Strong philosophical alignment with Dimensional's investment strategy
  • Background in finance and financial theory
  • Experience in financial markets via asset management, broker-dealers, or financial institutions
  • Understanding of competitive landscape in equity ETFs and mutual funds
  • Experience in ETF industry a plus
  • Excellent quantitative problem-solving and analytic skills
  • Strong communication and presentation skills
  • High attention to detail, project management experience a plus
  • Strong time-management skills

This role is not eligible for immigration sponsorship.
#LI-Hybrid
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

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