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Portfolio Associate Jobs in Boston, MA (NOW HIRING)

Portfolio Analyst

Boston, MA · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Portfolio Analyst - Associate Location: Boston, MA (Hybrid) Your Role As a Portfolio Analyst, you will play a highvisibility role supporting the financial performance and strategic decisionmaking of ...

IP PORTFOLIO MANAGER , Technology Licensing Office , to provide timely, subject matter expert patent advice, guidance and insights to the Associate Directors, Licensing and Licensing Managers ...

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Portfolio Associate information

See Boston, MA salary details

$9

$20

$33

How much do portfolio associate jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for portfolio associate in Boston, MA is $20.00, according to ZipRecruiter salary data. Most workers in this role earn between $15.91 and $21.25 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 Boston, MA?

The most popular types of Portfolio jobs in Boston, MA are:

What cities near Boston, MA are hiring for Portfolio Associate jobs?

Cities near Boston, MA with the most Portfolio Associate job openings:

Infographic showing various Portfolio Associate job openings in Boston, MA as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 26% Part Time, 1% Temporary, and 3% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $41,604 per year, or $20 per hour.

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 3 days ago


Job description

Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

The Ares Secondaries team specializes in secondary market transactions of private equity, real estate, credit, and infrastructure investments with AUM of approximately $42 billion as of December 31, 2025. The team is currently looking to hire an Associate, Portfolio Analytics covering Real Estate Secondaries in our Boston, MA location to join our dynamic Finance team of approximately 60 professionals located across our West Hartford, CT, Boston, MA and New York, NY locations.

The ideal candidate will possess an interest and experience in real estate investing, investment analysis, accounting, fund of funds reporting, and an understanding of partnership accounting and performance metrics. This role will require a dynamic, adaptive, and agile hands-on professional who enjoys a fast-paced rapidly growing environment.

Primary functions and essential responsibilities

Key Responsibilities:

The firm is currently looking to hire an Associate to join our dynamic Portfolio Analytics team covering Real Estate Secondaries. Responsibilities include:

  • Work with real estate investment professionals to assist in portfolio monitoring
  • Perform detailed analysis of quarterly investment report valuations, including diversification metrics as well as valuation gains and losses
  • Prepare support for quarterly investor reports, as well as performance returns at a portfolio and fund level (TWR, IRR, Multiples, etc.)
  • Prepare analysis of valuation changes and drivers across portfolio investments
  • Prepare quarterly investor reports with supporting schedules and documentation
  • Process investment amendments/consents with investment professionals
  • Provide data to Investor Relations as part of investor presentations and fundraising efforts
Qualifications

Education: Bachelor's degree in accounting or finance

Experience Required:

  • Approximately 2-3 years experience in investment analysis, accounting, or related field
  • Prior experience or demonstrated interest in real estate preferred
  • Strong record of achievement and self-motivated
  • Ability to work both independently and as a productive member of a team
  • Strong financial analysis, writing and presentation skills
  • Proficient in Microsoft Excel and Word
  • Strong work ethic, detail oriented and strong organization skills
  • Minimum GPA of 3.4

Reporting Relationships

Compensation

The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.

$100,000 - $120,000

The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.