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Portfolio Associate Jobs in Springfield, MA (NOW HIRING)

Bank of America

Portfolio Manager III

West Hartford, CT · On-site

$135K - $300K/yr

... all aspects of discretionary portfolio management including asset allocation, portfolio ... mentoring associates. Responsibilities: * Works to understand the client's situation and ...

Sunoco

Sales Associate

Windsor, CT · On-site

$16.94/hr

Sunoco is hiring a Retail Sales Associate! In this role, you will provide superior customer service ... portfolio of energy assets. Sunoco's retail business markets its brand of gasoline through ...

Sunoco

Sales Associate

Windsor, CT · On-site

$16.94/hr

DESCRIPTION HIRING IMMEDIATELY Sunoco is hiring a Retail Sales Associate! In this role, you will ... portfolio of energy assets. Sunoco's retail business markets its brand of gasoline through ...

Sunoco

Sales Associate

Windsor, CT

$14 - $19/hr

Sunoco is hiring a Retail Sales Associate! In this role, you will provide superior customer service ... portfolio of energy assets. Sunoco's retail business markets its brand of gasoline through ...

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All JobsPortfolio Associate JobsPortfolio Associate Jobs in Springfield, MA

Portfolio Associate information

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How much do portfolio associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for portfolio associate in Springfield, MA is $18.95, 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 Springfield, MA?

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

What job categories do people searching Portfolio Associate jobs in Springfield, MA look for?

The top searched job categories for Portfolio Associate jobs in Springfield, MA are:

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

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

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Springfield, MA as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $39,409 per year, or $18.9 per hour.

Associate, Portfolio Analytics

Ares Operations LLC

West Hartford, CT • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 13 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 $38 billion as of September 30, 2025. The team is currently looking to hire an Associate, Portfolio Analytics in our NY or West Hartford, CT locations 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 investment analysis, accounting, or private equity / fund of funds experience with a basic understanding of fund reporting, basic 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. Responsibilities include:

  • Work with 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

  • Strong record of academic achievement and will be 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.

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