ZipRecruiter

Log In

1

Portfolio Associate Jobs in Brookfield, CT (NOW HIRING)

Commonfund

Associate, Outsourced CIO Team

Norwalk, CT · On-site

$110K - $125K/yr

The Associate will assist with managing client portfolios in areas such as asset allocation modeling, portfolio construction, portfolio rebalancing, reporting, and risk management. The successful ...

Bridgewater Associates

Trading Associate

Westport, CT · On-site

Portfolio Generation is responsible for translating our market view into optimal portfolios, while ... About Your Role As a Trading Associate, you will execute trades, generate and evaluate ideas for ...

Bridgewater Associates

Trading Associate

Westport, CT · On-site

Portfolio Generation is responsible for translating our market view into optimal portfolios, while ... About Your Role As a Trading Associate, you will execute trades, generate and evaluate ideas for ...

Bridgewater Associates

Trading Associate

Westport, CT · On-site

$15.25 - $16.75/hr

Trading Associate Westport, CT Bridgewater Associates is a premier asset management firm focused on ... Portfolio Generation is responsible for translating our market view into optimal portfolios, while ...

Bridgewater Associates

Data Associate

Westport, CT · On-site

$16.75 - $21.75/hr

This is a fast paced, critical function that directly impacts portfolio construction and research ... Bridgewater Associates, LP is an Equal Opportunity Employer

next page

Showing results 1-20

All JobsPortfolio Associate JobsPortfolio Associate Jobs in Brookfield, CT

Portfolio Associate information

See Brookfield, CT salary details

$9

$19

$32

How much do portfolio associate jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for portfolio associate in Brookfield, CT is $19.28, according to ZipRecruiter salary data. Most workers in this role earn between $15.34 and $20.48 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 job categories do people searching Portfolio Associate jobs in Brookfield, CT look for?

The top searched job categories for Portfolio Associate jobs in Brookfield, CT are:

What cities near Brookfield, CT are hiring for Portfolio Associate jobs?

Cities near Brookfield, CT with the most Portfolio Associate job openings:

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Brookfield, CT as of July 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $40,112 per year, or $19.3 per hour.

Portfolio Management Senior Associate

BofA Securities

Westport, CT • On-site

$30.47 - $48.18/hr

Full-time

PTO

Posted 25 days ago

Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for assisting the Portfolio Management team in providing integrated investment advice and portfolio management services. Key responsibilities include coordinating the internal delivery of investment services through the appropriate channels, seeking out new business opportunities from existing books of business, and assisting other service associates as needed. Job expectations include serving as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers.

Responsibilities:

Supports aspects of the client portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews

Assists with engaging clients to review investment performance and anticipated market changes based on economic and industry analysis

Performs market analysis, gathers insights, and recommends strategies to support client's investment goals

Supports Portfolio Managers with conducting portfolio composition analysis, asset allocation monitoring, and ensuring investment policy statement quality and completeness

Manages and/or executes client investment transactions, while leveraging expertise in portfolio management

Coordinates with client teams and partners to deliver an integrated service to the client, while identifying and resolving issues in an effective and timely manner

Qualifications:

  • Minimum of 2 years of experience with a financial institution focusing on high net worth client service and sales
  • Investment administration experience desired
  • BS/BA degree in Business, Finance, Economics or Law desired

Skills:

Risk Management

Critical Thinking

Customer and Client Focus

Prioritization

Problem Solving

Attention to Detail

Business Acumen

Collaboration

Decision Making

Written Communications

Active Listening

Analytical Thinking

Networking

Organizational Effectiveness

Result Orientation

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CT - Greenwich - 55 Railroad Ave - Plaza 55 (CT1010), US - CT - Westport - 1 Gorham Is - One Gorham Island (CT2193)Pay and benefits informationPay range$30.47 - $48.18 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Apply