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Portfolio Consultant Jobs (NOW HIRING)

Help increase adoption of model portfolios and investment solutions through advisor education, portfolio consultations, and investment thought leadership. * Serve as a strategic investment resource ...

Sr. Portfolio Manager

Austin, TX · On-site

$150 - $200/hr

Help increase adoption of model portfolios and investment solutions through advisor education, portfolio consultations, and investment thought leadership. * Serve as a strategic investment resource ...

$125 - $150/hr

At NiCE, the VRS Business Portfolio Consultant: * Provides best practice guidance to ensure customer fully optimises their business process and maximises the full potential of the NiCE ...

Lead Portfolio Management Consultant This position will be hybrid with one day onsite in Washington, DC per week; however, occasional team or company meetings may also be held at the HQ in McLean, VA.

Sales Consultant Portfolio Oncology Sales Consultant - Portfolio - Central, NJ Territory PURPOSE The Oncology Sales Consultant - Portfolio is responsible for driving clinical demand, education, and ...

Sales Consultant Portfolio

Old Bridge, NJ · On-site

$146K - $219K/yr

Sales Consultant Portfolio Oncology Sales Consultant - Portfolio - Central, NJ Territory PURPOSE The Oncology Sales Consultant - Portfolio is responsible for driving clinical demand, education, and ...

Sales Consultant Portfolio

Edison, NJ · On-site

$146K - $219K/yr

Sales Consultant Portfolio Oncology Sales Consultant - Portfolio - Central, NJ Territory PURPOSE The Oncology Sales Consultant - Portfolio is responsible for driving clinical demand, education, and ...

Sales Consultant Portfolio

Old Bridge, NJ · On-site

$150 - $200/hr

Sales Consultant Portfolio Oncology Sales Consultant - Portfolio - Central, NJ Territory Purpose The Oncology Sales Consultant - Portfolio is responsible for driving clinical demand, education, and ...

Experience supporting IT portfolio management, PMO operations, governance execution, operational analysis, agile delivery environments, or federal consulting engagements. * PMP or PfMP certification ...

They are seeking a Portfolio Analyst to support client-facing consultants by helping develop investment strategies, perform asset allocation analysis, conduct investment manager research, and analyze ...

They are seeking a Portfolio Analyst to support client-facing consultants by helping develop investment strategies, perform asset allocation analysis, conduct investment manager research, and analyze ...

They are seeking a Portfolio Analyst to support client-facing consultants by helping develop investment strategies, perform asset allocation analysis, conduct investment manager research, and analyze ...

They are seeking a Portfolio Analyst to support client-facing consultants by helping develop investment strategies, perform asset allocation analysis, conduct investment manager research, and analyze ...

They are seeking a Portfolio Analyst to support client-facing consultants by helping develop investment strategies, perform asset allocation analysis, conduct investment manager research, and analyze ...

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Portfolio Consultant information

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How much do portfolio consultant jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for portfolio consultant in the United States is $39.40, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $56.97 per hour, depending on experience, location, and employer.

What is a portfolio consultant?

A Portfolio Consultant is a financial professional who provides advice and guidance to individuals or organizations on managing their investment portfolios. They analyze clients' financial goals, risk tolerance, and market conditions to recommend optimal asset allocations and investment strategies. Portfolio Consultants may also monitor portfolio performance, adjust investments as needed, and help clients achieve long-term financial objectives. Their expertise is valuable for maximizing returns and minimizing risks in various market environments.

How does a portfolio consultant typically collaborate with clients and internal teams to achieve investment goals?

A Portfolio Consultant works closely with clients to understand their financial objectives, risk tolerance, and investment preferences, and then collaborates with internal teams such as research analysts, portfolio managers, and client service representatives to develop tailored investment strategies. Regular communication is key, as the consultant often presents portfolio reviews, performance updates, and recommendations to clients, ensuring their portfolios remain aligned with changing goals and market conditions. This role also involves coordinating with compliance and operational teams to ensure all recommendations meet regulatory standards. Strong interpersonal and project management skills are crucial for balancing client needs with organizational resources.

What are the key skills and qualifications needed to thrive as a portfolio consultant, and why are they important?

To thrive as a Portfolio Consultant, you need strong analytical abilities, investment knowledge, and a background in finance or economics, often supported by a relevant degree or certifications like CFA. Familiarity with portfolio management software, financial modeling tools, and risk assessment systems is typically required. Excellent communication, client relationship management, and problem-solving skills help you stand out in this role. These skills and qualifications are crucial for delivering tailored investment strategies and building trust with clients in a competitive financial environment.

What is the difference between Portfolio Consultant vs Financial Advisor?

AspectPortfolio ConsultantFinancial Advisor
CredentialsCertifications like CFA, CFP often preferredCFP, ChFC, or CFP-related certifications common
Work EnvironmentTypically works with investment portfolios, often in financial firmsProvides comprehensive financial planning, often in advisory firms or banks
Employer & IndustryFinancial services, investment firmsBanking, wealth management, independent advisory firms

While both roles involve financial expertise, a Portfolio Consultant primarily focuses on managing investment portfolios and optimizing asset allocations. A Financial Advisor offers broader financial planning services, including retirement, estate, and tax planning. The roles often overlap, but the Portfolio Consultant is more specialized in investment strategies.

How much does a portfolio consultant make?

A portfolio consultant's salary typically ranges from $60,000 to $120,000 annually, depending on experience, location, and the size of the firm. Senior consultants or those with specialized skills may earn higher compensation, often supplemented with bonuses or performance incentives.

Is portfolio management a stressful job?

Portfolio management can be stressful due to the responsibility of making investment decisions, managing client expectations, and responding to market fluctuations. It often requires strong analytical skills, attention to detail, and the ability to work under pressure, especially during volatile market conditions.
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For Portfolio Consultant jobs, the most frequently searched job titles are:

Infographic showing various Portfolio Consultant job openings in the United States as of September 2026, with employment types broken down into 1% Internship, 91% Full Time, 6% Part Time, and 2% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution, with an average salary of $81,959 per year, or $39.4 per hour.

Credit Portfolio Group - Quantitative Research - Associate

Manhattan, NY • On-site

Next Frontier Capital
Investment Clubs and Venture Capital Companies • 1 - 10 employees

$100 - $125/hr

Other

Medical, Retirement

Posted 7 days ago


Key responsibilities

  • Design, build, and deploy AI, LLM, and generative AI agent‑based tools to support CPG trading workflows, including automated market analysis, credit curve maintenance, trade idea generation, and portfolio risk monitoring

  • Explore and implement machine learning techniques to enhance market‑making algorithms, quoting tools, and portfolio optimization strategies

  • Automate trading desk daily risk and position reports, streamlining workflows to accelerate the broader automation & digital transformation agenda across CPG


Job description

The Credit Portfolio Lending Group (CPG) is a public‑side global function with approximately 25 Portfolio Management and Trading professionals across New York, London, and Singapore, and is part of the Markets function within the Commercial & Investment Bank (CIB). CPG has two primary functions: Portfolio Management & Research (PM&R), which is aligned by industry and geography, and Trading & Distribution (T&D), which uses both liquid and illiquid channels to risk manage the book. The priority of the group is to manage the retained credit portfolio, focusing on concentrated exposures (company‑specific, industry, or geographical concentrations) while balancing the competing priorities of minimizing cost, P&L volatility, and capital usage. Portfolio Managers and Researchers work with Traders to determine appropriate strategies to manage the portfolio, achieved primarily via the secondary loan market, the CDS market, and through structured solutions.

The Quantitative Research (QR) function supporting CPG is responsible for developing and maintaining models for valuation, risk, and P&L calculations, as well as building analytics, portfolio monitoring tools and algorithms that support CPG’s activities. Responsibilities span the full lifecycle from new model specification and approval through to implementation in libraries and integration into risk and P&L systems.

Job Summary

We are seeking a diligent, quantitative, self‑motivated, and outgoing individual to join the Credit Portfolio Group in New York in a Quantitative Research capacity. In this role, you will serve as the primary quant for CPG delivering cutting‑edge tools and models that enhance the group's portfolio management, trading, and distribution capabilities. There will be a particular emphasis on leveraging AI, large language models (LLMs), and generative AI agents to design and implement market‑based tools that provide the desk with a quantitative edge, accelerate automation, and improve decision‑making across the credit portfolio.

Job Responsibilities
  • Design, build, and deploy AI, LLM, and generative AI agent‑based tools to support CPG trading workflows, including automated market analysis, credit curve maintenance, trade idea generation, and portfolio risk monitoring
  • Explore and implement machine learning techniques to enhance market‑making algorithms, quoting tools, and portfolio optimization strategies
  • Stay at the forefront of emerging AI capabilities and identify practical applications that can be embedded into the desk's daily operations
  • Leverage the vast amount of data available across the credit portfolio to proactively identify opportunities, concentrated exposures, and optimal hedging strategies for the desk
  • Collaborate with model control teams to facilitate timely and efficient review and approval of all models, ensuring compliance with internal policies and industry regulations
  • Automate trading desk daily risk and position reports, streamlining workflows to accelerate the broader automation & digital transformation agenda across CPG
  • Build and enhance trade support and automation infrastructure for portfolio hedging strategies, credit curve reconciliation, and loan sale execution
  • Interact with other sub‑teams within Markets QR to explore synergies and share best practices
Required Qualifications, Capabilities, and Skills
  • An advanced degree in mathematics, statistics, physics, financial engineering, computer science, or an equivalent subject
  • At least 4 years of experience in a quantitative research, markets, or analytics‑focused role supporting a fixed income, credit, or lending desk
  • Hands‑on experience building and deploying AI agents, machine learning or LLM based applications, with demonstrated ability to apply these technologies to financial markets or trading desk workflows.
  • Hands‑on experience in portfolio optimization, familiar with related software and tools
  • Strong software design and data science skills, with Python experience
  • Exceptional analytical, quantitative, and problem‑solving skills with an intellectual curiosity and passion for credit markets and investing.
  • Excellent written and verbal communication skills, with the ability to convey complex quantitative concepts to both technical and non‑technical stakeholders.
  • Ability to work in a high‑pressure, collaborative team environment with strong attention to detail and a focus on quality of deliverables

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.

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