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Portfolio Associate Jobs in Springfield, MA (NOW HIRING)

SS&C Technologies

Associate Manager

Windsor, CT · On-site

$137K/yr

Associate Manager, Investor Services Locations: Evansville, IN or Union, NJ or New York, NY or ... Act as a primary point of contact for a portfolio of institutional clients, addressing inquiries ...

SS&C

Associate Manager

Windsor, CT · Hybrid

$137K/yr

Associate Manager, Investor Services Locations: Evansville, IN or Union, NJ or New York, NY or ... Act as a primary point of contact for a portfolio of institutional clients, addressing inquiries ...

WESCO International

Warehouse Associate

South Windsor, CT

$15.50 - $18.50/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 ...

Wesco

Warehouse Associate- Wire Cutter

South Windsor, CT

$15.50 - $18.50/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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All JobsPortfolio Associate JobsPortfolio Associate Jobs in Springfield, MA

Portfolio Associate information

See Springfield, MA salary details

$9

$18

$31

How much do portfolio associate jobs pay per hour?

As of Jun 22, 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 $20.10 per hour, depending on experience, location, and employer.

What is a typical portfolio associate salary?

A portfolio associate at Wells Fargo typically earns between $50,000 and $70,000 annually, depending on experience and location. The role often requires strong analytical skills and familiarity with financial tools and software.

What job makes $10,000 a month without a degree?

A Portfolio Associate typically earns a salary that varies based on experience and performance, but reaching $10,000 a month without a degree is uncommon. Many high-paying roles in finance, sales, or tech may offer such income through commissions, bonuses, or profit sharing, often requiring specialized skills, certifications, or experience rather than formal degrees.

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.

Is portfolio manager an entry level job?

A portfolio manager is typically not an entry-level position; it usually requires several years of experience in finance, investment analysis, or related roles. Entry-level roles in investment firms often include analyst or associate positions, with portfolio management being a more senior responsibility that involves overseeing investment strategies and client portfolios. Certifications like the CFA can also be important for advancement to this role.

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 does a portfolio associate do?

A portfolio associate supports investment teams by analyzing financial data, monitoring portfolio performance, and assisting with asset allocation and risk management. They often use tools like Excel and investment management software and may prepare reports for clients or senior staff. The role requires strong analytical skills and knowledge of financial markets.
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 June 2026, with employment types broken down into 1% As Needed, 42% Full Time, 53% Part Time, 1% Temporary, 2% Contract, and 1% Nights. 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 Vice President, Development

Associate Vice President, Development

University of Hartford

West Hartford, CT • On-site

$150K - $165K/yr

Other

Posted 9 days ago

University Of Hartford rating

4.9

Company rating: 4.9 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

527th of 539 rated colleges and universities

Job description

Position Information
Position Title Associate Vice President, Development FLSA Classification EX Reports to Vice President for Development and Alumni Affairs Salary Range A Weeks Per Year 52 Work Week 40 hours (minimum) Position Summary
Reporting to the VP of Development & Alumni Affairs (DAA), the AVP of Development will lead the development and execution of short- and long-term fundraising strategies to grow and elevate the University's philanthropic program in alignment with its strategic plan. As the University prepares for a comprehensive campaign, this role will play a key leadership position in building the major gift pipeline and advancing campaign readiness. Campaign experience /experience managing priorities in a campaign environment preferred. Manages the development officers, planned giving director, and prospect management & research team. Carries a portfolio of donors and prospects with direct responsibility for securing major and planned gifts. Serves as a senior leader within DAA. Contributes to division-wide strategy and decision-making. Performs all duties in full support of the University's mission, understanding that the positive and effective execution of these duties are instrumental to the education of the University's students.
Hiring Range Budgeted salary is $150,000 to $165,000, depending upon experience
Key Responsibilities
Key Responsibilities
Strategic Leadership & Team Management
  • Develops and implements fundraising strategies that enable Development Officers to meet and exceed major and planned giving goals.
  • Establishes and monitors performance metrics; regularly assess results and adjust strategies to improve outcomes.
  • Leads, mentors, and evaluates staff to strengthen major and planned giving performance, reinforce best practices, and build a strong pipeline of high-capacity donors and future board members.
  • Oversees moves management, including assigning and refining prospect portfolios to maximize fundraising effectiveness.

Major & Planned Gifts / Portfolio Management
  • Personally manages a portfolio of high-capacity prospects and donors, with clear accountability for cultivating, soliciting, and closing major gifts and securing planned giving commitments.
  • Develops and executes individualized strategies for each prospect across the full giving spectrum, including blended and deferred gift opportunities.
  • Maintains an active schedule of donor meetings and solicitations, with a strong focus on closing significant commitments aligned with University and future campaign priorities.
  • Tracks progress against revenue goals for both major and planned giving, ensuring consistent movement of prospects through the pipeline.

Prospect Development & Campaign Strategy
  • Sets direction for prospect identification, research, and portfolio management to support major and planned giving growth.
  • Guides staff to prioritize top prospects and align efforts with institutional and emerging campaign priorities.
  • Supports campaign planning efforts, including pipeline development, prospect strategy, and readiness assessments.
  • Participates in high-level donor strategies, visits, and solicitations.

Collaboration & Institutional Partnership
  • Works closely with Office of DAA staff and campus partners to enhance donor engagement and aligns fundraising efforts with campaign priorities.
  • Builds strong relationships across the University to position Office of DAA as the central coordinator of fundraising activity.

Representation & Additional Duties
  • Represents office of DAA at key University events on and off campus.
  • Regular and overnight travel, as well as evening and weekend commitments expected.
  • Performs other duties as assigned.
Posting Detail Information
Posting Number PS1197P Working Conditions
Normal office situation. Requires travel, including overnight stays.
Education
Bachelor's Degree Required
Physical Effort
Typically sitting at a desk or table. Moderate lifting or carrying 25 lbs or less.
Special Skills
The ability to work effectively with diverse groups.
Desired Start Date Position End Date (if temporary) Close Date Open Until Filled Yes Special Instructions Summary Quick Link for Internal Postings https://hartford.peopleadmin.com/postings/7721

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