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Portfolio Associate Jobs (NOW HIRING)

FirstBank PR

PORTFOLIO ASSOCIATE - WATERFORD

Miami, FL · On-site

Portfolio Associate Essential Responsibilities: * Coordinates with both internal and external parties during and after the underwriting, closing, and funding phases of each loan originated or ...

Leighton State Bank

Relationship Portfolio Associate

Monroe, IA · On-site

$17.75 - $23.25/hr

Assists lenders in managing their respective portfolio of loans and performs activities to help analyze credit opportunities and complete transactions. Maintain and service new and existing customers ...

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$19

$31

How much do portfolio associate jobs pay per hour?

As of Jun 6, 2026, the average hourly pay for portfolio associate in the United States is $19.01, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $20.19 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.
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Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in the United States as of May 2026, with employment types broken down into 66% Full Time, 33% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $39,549 per year, or $19 per hour.
Automotive Lease and Retention Portfolio Associate

Automotive Lease and Retention Portfolio Associate

BMW of Riverside

Riverside, CA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

Overview

If you are an enthusiastic self-starter with a passion for customer service, product knowledge, and you enjoy working with people, then we want you to be part of our team as a Automotive Lease Retention Portfolio Associate for our BMW of Riverside store. The Automotive Lease Retention Portfolio Associate manages an assigned portfolio of lease and retail customers to drive retention, loyalty and upgrade opportunities. 

The ideal candidate has a high school diploma or GED, 1-3 years Automotive Sales Support, BDC, Portfolio, Auto Retention, or Customer Engagement experience. excellent customer service skills, a confident and outgoing personality, a professional appearance, and great communication skills. He or she must be self-motivated with a willingness to continuously prospect to sell a minimum quota (or more!) on an ongoing basis.

In addition to competitive pay with opportuities to earn monthly bonuses, we offer our employees: Health, Dental, Vision, Life, 401K, Health &Wellness Program, community involvement and company paid vacation and holidays.

Responsibilities
  • Manage an assigned portfolio of lease and retail customers to drive retention, loyalty, and upgrade opportunities.
  • Proactively contact customers approaching lease maturity, equity positions, or inspection milestones.
  • Coordinate and encourage pre-inspections, final inspections, and upgrade conversations.
  • Support acquisition opportunities initiated through the portfolio process.
  • Maintain accurate CRM activity, notes, and follow-up cadence.
Qualifications
  • 1-3+ years of experience in automotive sales support, BDC, portfolio, retention, or customer engagement roles.
  • Strong phone, text, and email communication skills.
  • Highly organized with disciplined follow-up habits.
  • Comfortable discussing lease terms, inspections, and upgrade options (training provided).
  • CRM proficiency and attention to detail.
  • Team-oriented mindset with accountability to shared performance goals.
  • Billigual a PLUS!
Employment Type: FULL_TIME

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