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

RH

Bar & Coffee Associate

West Palm Beach, FL · On-site

$10.98 - $11/hr

... portfolio of Restaurants within our Design Galleries globally. Our goal is to blur the line between ... As a Wine Bar & Coffee Associate, you will guide guests through each phase of their beverage ...

RH

Bar & Coffee Associate

West Palm Beach, FL · On-site

$14.50 - $19.75/hr

... portfolio of Restaurants within our Design Galleries globally. Our goal is to blur the line between ... As a Wine Bar & Coffee Associate, you will guide guests through each phase of their beverage ...

Wesco

Warehouse Associate

Coconut Creek, FL · On-site

$14.50 - $17.25/hr

With our best-in-class product and services portfolio and our massive scale, there are endless opportunities for you to build your career with us. A Day in The Life of a Warehouse Associate As a ...

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Portfolio Associate information

See Boca Raton, FL salary details

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$18

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How much do portfolio associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for portfolio associate in Boca Raton, FL is $18.04, according to ZipRecruiter salary data. Most workers in this role earn between $14.38 and $19.18 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.

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:

What are popular job titles related to Portfolio Associate jobs in Boca Raton, FL?

For Portfolio Associate jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Portfolio Associate jobs in Boca Raton, FL look for?

The top searched job categories for Portfolio Associate jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Portfolio Associate jobs?

Cities near Boca Raton, FL with the most Portfolio Associate job openings:

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% 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.

Associate Director of Customer Success (Remote)

UpsideHom, Inc.

Fort Lauderdale, FL • On-site, Remote

$115K - $130K/yr

Full-time

Medical, Dental, Vision, PTO

Posted 20 days ago

Job description

About Upside:
Upside is a housing-focused care partner helping people experiencing housing instability take the next step toward stability. We partner with health plans and care organizations to identify members at risk, build a clear housing plan, and drive the work forward through placement and stabilization.
Upside owns the entire housing process from start to finish. Our team engages members, coordinates with local providers and community resources, manages logistics and documentation, and stays involved until the issue is resolved. Our approach is human-first and outcome-driven, measured by real results like stable housing, completed moves, safer living environments, and successful transitions.
About the Opportunity:
Upside is hiring an Associate Director of Health Plan Success to manage, retain, and grow relationships with key health plan customers. This is a senior individual contributor role with day-to-day ownership of a complex portfolio of health plan customers, which may include large national payer organizations, affiliated health plans, and other strategic accounts.
The Associate Director will serve as a trusted partner to customer stakeholders, helping ensure strong program performance, customer satisfaction, and long-term retention. This person will also identify opportunities to increase referrals, expand into new populations or lines of business, and extend or renew existing contracts.
This role reports to the SVP of Customer Success. Internally, this role is referred to as Associate Director, Customer Success.
Work Location and Schedule:
  • Full-time, fully remote within the United States
  • Must be able to work effectively across multiple U.S. time zones
  • Must be available to travel as needed for customer meetings, business reviews, and other key relationship-building activities.

What You'll Do:
  • Own day-to-day relationships for an assigned portfolio of health plan customers
  • Serve as the primary point of contact for customer stakeholders
  • Lead recurring customer meetings, quarterly business reviews, and performance updates
  • Monitor account health, customer satisfaction, referral volume, and program performance
  • Identify and address customer risks before they impact retention
  • Own renewal planning and execution for assigned accounts
  • Identify opportunities to increase referrals, expand into new populations or lines of business, and extend existing contracts
  • Partner with Sales, Operations, Product, and leadership to support customer goals and growth
  • Maintain clear account plans, renewal timelines, risks, and expansion opportunities in Salesforce
  • Help build Customer Success processes, playbooks, reporting, and OKRs as the team scales

What We're Looking For:
  • 6+ years of experience in customer success, account management, partnerships, or client services
  • Experience working with health plans, managed care organizations, or other complex healthcare customers
  • Strong understanding of Medicaid, Medicare Advantage, D-SNP, case management, or social drivers of health
  • Proven success managing, retaining, and growing high-value customer relationships
  • Experience with renewals, cross-selling, referral growth, or account expansion
  • Strong presentation, communication, and relationship-building skills
  • Ability to operate independently and manage multiple complex accounts without significant oversight
  • Experience working cross-functionally in a startup, SaaS, or technology-enabled services environment
  • Proficiency with Salesforce or a similar CRM
  • Ability to work effectively across multiple time zones

Compensation and Benefits:
  • Base salary: $115,000-$130,000
  • Performance-based variable compensation
  • Medical, dental, and vision coverage
  • Paid time off and company holidays

Upside is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. Upside is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

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