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Portfolio Associate Jobs in Boca Raton, FL (NOW HIRING)

DigitalBridge

Associate

Boca Raton, FL

Investment Associates are an integral part of the firm's transaction teams and are involved in all aspects of originating and executing transactions, monitoring portfolio companies and evaluating ...

DigitalBridge

Associate

Boca Raton, FL · On-site

Investment Associates are an integral part of the firm's transaction teams and are involved in all aspects of originating and executing transactions, monitoring portfolio companies and evaluating ...

DigitalBridge

Associate (2027 Start)

Boca Raton, FL

Investment Associates are an integral part of the firm's transaction teams and are involved in all aspects of originating and executing transactions, monitoring portfolio companies and evaluating ...

DigitalBridge

Associate (2027 Start)

Boca Raton, FL · On-site

$144K - $216K/yr

Investment Associates are an integral part of the firm's transaction teams and are involved in all ... Assisting portfolio companies with developing and executing strategic growth initiatives ...

SCS Financial

Associate, Client Advisor

West Palm Beach, FL · On-site

$60K - $75K/yr

Position Summary SCS Financial is seeking a highly motivated Associate, Client Advisor to join our ... Key responsibilities include coordinating account openings and portfolio administration, preparing ...

BrightView

Associate Account Manager

Sunrise, FL · On-site

$117K - $122K/yr

The Associate Account Manager works with clients within the Senior Account Manager's portfolio. Duties and Responsibilities: * Develop and maintain long-term relationships with customers * Conduct ...

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How much do portfolio associate jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for portfolio associate in Boca Raton, FL is $17.99, according to ZipRecruiter salary data. Most workers in this role earn between $14.33 and $19.09 per hour, depending on experience, location, and employer.

What is a portfolio associate job description?

A portfolio associate supports the management and analysis of investment portfolios by conducting research, monitoring asset performance, and assisting with asset allocation strategies. They often use financial tools and data analysis skills to help optimize investment outcomes and ensure compliance with client objectives. The role typically requires strong analytical abilities and knowledge of financial markets.

What jobs in the US pay 300,000 a year?

For a Portfolio Associate, earning $300,000 annually typically requires extensive experience, advanced skills in investment analysis, and often a senior or managerial role within asset management or private equity firms. High-paying roles in finance, such as hedge fund managers, private equity partners, and senior investment directors, also commonly reach or exceed this salary level. These positions often demand strong quantitative skills, industry certifications, and a track record of performance.

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 salary?

A portfolio associate's salary typically ranges from $50,000 to $80,000 annually, depending on experience, location, and the size of the firm. They often work with financial analysis, client management, and investment tools, and may receive bonuses or incentives based on performance.

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.

What does a portfolio associate do at Morgan Stanley?

A portfolio associate at Morgan Stanley supports portfolio managers by preparing reports, analyzing investment data, and assisting with client communications. They often use financial software and require strong organizational and analytical skills to help manage investment portfolios 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 most commonly searched types of Portfolio jobs in Boca Raton, FL? The most popular types of Portfolio jobs in Boca Raton, FL are:
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Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Boca Raton, FL as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $37,531 per year, or $18 per hour.
Senior Portfolio Manager

Senior Portfolio Manager

First Horizon Bank

Boca Raton, FL • On-site

Full-time

Medical, Dental, Vision, Retirement

This job post has expired today. Applications are no longer accepted.

First Horizon Bank rating

8.3

Company rating: 8.3 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

40th of 170 rated banks

Job description

Location: On site in Palm Beach, FL; Boca Raton, FL; Fort Lauderdale, FL

SUMMARY

The Portfolio Manager assists in the assessment of risk and management of the Bank’s loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio.  Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio.

Key Responsibilities Include:

  • Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.
  • Partners with Relationship Managers to:
  • Meet with current and prospective clients to understand the specific customer requirements and needs.
  • Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting.
  • Answer client questions; ensure all data is accurate for loan underwriting.
  • Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators.
  • Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits.
  • Assist in the pricing and structure of new loans and renewals.
  • Coordinates closing and booking events.
  • Monitors industry trends and analyze specific industry trend data to identify potential areas of risk.
  • Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings.
  • Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
  • Performs all other duties as assigned

Qualifications Include:

  • Bachelor (4-year college) degree at least 10 years of experience or equivalent combination of education and experience

About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.

Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

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