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Portfolio Finance Associate Jobs (NOW HIRING)

Healthpeak Properties, Inc.

Finance Associate

Irvine, CA · On-site

$90K - $110K/yr

Our impressive portfolio includes nearly 50 million square feet of medical outpatient buildings ... The Associate - Finance will operate at the intersection of operational finance, advanced analytics ...

Azend Pharma

Finance Associate

Edison, NJ · On-site

$52K - $58K/yr

Finance Associate Azend Pharma, a pharmacy consulting and healthcare advisory firm, is seeking a ... portfolios. * Support cash flow management and scenario planning for business growth and investment.

Azend Pharma

Finance Associate

South Plainfield, NJ · On-site

$52K - $58K/yr

Finance Associate Azend Pharma, a pharmacy consulting and healthcare advisory firm, is seeking a ... portfolios. * Support cash flow management and scenario planning for business growth and investment.

Azend Pharma

Finance Associate

Piscataway, NJ · On-site

$52K - $58K/yr

Finance Associate Azend Pharma, a pharmacy consulting and healthcare advisory firm, is seeking a ... portfolios. * Support cash flow management and scenario planning for business growth and investment.

Copper World Inc

Finance Associate

Tucson, AZ · On-site

Role Title: Finance Associate Reports to: Senior Manager, Finance Job Type: Full-time, Regular ... Hudbay's operating portfolio includes the Constancia mine in Cusco (Peru), the Snow Lake operations ...

Azend Pharma

Finance Associate

Edison, NJ · On-site

$52K - $58K/yr

Finance Associate Azend Pharma, a pharmacy consulting and healthcare advisory firm, is seeking a ... portfolios. * Support cash flow management and scenario planning for business growth and investment.

Renewable Properties

Project Finance Associate

The Associate will play a critical role in building, updating, and maintaining detailed financial models across our active portfolio, while also supporting buy- and sell-side M&A diligence and ...

Azend Pharma

Finance Associate

Piscataway, NJ · On-site

$52K - $58K/yr

Finance Associate Azend Pharma, a pharmacy consulting and healthcare advisory firm, is seeking a ... portfolios. * Support cash flow management and scenario planning for business growth and investment.

Azend Pharma

Finance Associate

South Plainfield, NJ · On-site

$52K - $58K/yr

Finance Associate Azend Pharma, a pharmacy consulting and healthcare advisory firm, is seeking a ... portfolios. * Support cash flow management and scenario planning for business growth and investment.

HRB

Senior Finance Associate 16806977

Arlington, VA · On-site

$100K - $120K/yr

Senior Finance Associate Cherry Bekaert Recruiting & Staffing is partnered with a well-established renewable energy developer, owner, and operator managing a national portfolio of energy projects.

Direct Counsel

Finance Associate Attorney

Boston, MA · On-site

$310K - $390K/yr

Finance Associate Attorney Direct Counsel is seeking a Finance Associate Attorney with 4-5 years of ... Represent private equity sponsors, portfolio companies, corporate borrowers, and financial ...

Copper World Inc

Finance Associate

Tucson, AZ · On-site

Hudbay's operating portfolio includes the Constancia mine in Cusco (Peru), the Snow Lake operations ... Reporting to Senior Manager, the Finance Associate, this is a high-growth opportunity for a ...

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Portfolio Finance Associate information

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$30.5K

$70.4K

$138K

How much do portfolio finance associate jobs pay per year?

As of Sep 10, 2026, the average yearly pay for portfolio finance associate in the United States is $70,370.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $77,000.00 per year, depending on experience, location, and employer.

What is a portfolio finance associate?

Portfolio Finance Associates are professionals who support the financial operations of investment portfolios, typically within private equity, asset management, or venture capital firms. They are responsible for monitoring portfolio company performance, preparing financial reports, managing cash flows, and ensuring compliance with financial regulations. Their role bridges communication between investment teams and finance departments, helping to optimize investment returns and manage financial risks. Portfolio Finance Associates often analyze data to provide insights for strategic decision-making and may assist with valuations, audits, and investor reporting.

How does a portfolio finance associate typically collaborate with portfolio managers and other finance team members?

A Portfolio Finance Associate works closely with portfolio managers to provide financial analysis, reporting, and support for investment decisions. They often prepare performance reports, assist with valuations, and ensure data accuracy for the investment portfolio. Regular collaboration with accounting, operations, and compliance teams is common to reconcile financial data and support audits. This cross-functional teamwork helps maintain transparency and accuracy throughout the investment lifecycle.

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

To thrive as a Portfolio Finance Associate, you need a strong background in accounting, financial analysis, and portfolio management, typically supported by a degree in finance or a related field. Familiarity with financial modeling tools, Excel, and portfolio management software, as well as certifications like CFA or CPA, are commonly required. Attention to detail, analytical thinking, and effective communication are crucial soft skills for success in this role. These skills and qualifications ensure accurate financial reporting, informed investment decisions, and seamless collaboration with stakeholders.

What cities are hiring for Portfolio Finance Associate jobs?

Cities with the most Portfolio Finance Associate job openings:

What states have the most Portfolio Finance Associate jobs?

States with the most job openings for Portfolio Finance Associate jobs include:

What are popular job titles related to Portfolio Finance Associate jobs?

For Portfolio Finance Associate jobs, the most frequently searched job titles are:

Associate, Portfolio Management - Finance

Austin, TX • On-site

Soni Resources
Recruiting and Staffing Services • 11 - 50 employees
Learn more about Soni Resourcesexternal

$150K/yr

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Associate, Portfolio Management - Finance
Austin, TX
Relocation assistance is available for qualified candidates
Permanent | On-site (5 Days/Week)
Soni's client is seeking an Associate, Portfolio Management - Finance to support a high-performing portfolio management team responsible for complex fund and joint venture modeling, portfolio analysis, and strategic investment decision support. This is a highly visible role offering significant ownership, cross-functional exposure, and the opportunity to influence portfolio strategy within a dynamic real estate investment environment.
Responsibilities of the Associate, Portfolio Management - Finance:
  • Own, maintain, and enhance complex fund- and joint venture-level financial models
  • Build and maintain distribution waterfalls, preferred return calculations, promote/carried interest structures, and capital account models
  • Perform scenario, sensitivity, and attribution analyses to support portfolio management and investment decisions
  • Reconcile model outputs to operating performance, cash activity, debt balances, and investor reporting
  • Develop and maintain model governance processes, including version control, documentation, quality control, and reconciliation
  • Analyze disposition strategies and evaluate their impact on valuations, distributions, and portfolio performance
  • Partner with Asset Management, Investor Relations, FP&A, Acquisitions, Capital Markets, and Accounting to develop financial insights and recommendations
  • Prepare executive-level analyses and presentations explaining portfolio performance and key business drivers
  • Respond to ad hoc investor requests and provide strategic financial analysis to senior leadership
  • Identify opportunities to improve modeling efficiency and enhance reporting processes

Requirements of the Associate, Portfolio Management - Finance:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field; CFA designation or progress toward CFA is a plus
  • 4-7 years of experience in real estate private equity, fund finance, investment banking, or private equity
  • Strong experience building and maintaining complex Excel financial models, including DCFs, fund models, distribution waterfalls, preferred returns, and carried interest calculations
  • Knowledge of GP/LP structures, joint ventures, capital accounts, and fund economics
  • Experience with variance analysis, attribution reporting, and scenario modeling
  • Strong understanding of financial statements and investment performance reporting
  • Advanced Microsoft Excel and PowerPoint skills
  • Excellent communication and presentation skills with the ability to interact across multiple business functions
  • Highly organized, detail-oriented professional who thrives in an ownership-driven environment
  • Experience with Python, Power Query, or SQL is a plus

Compensation: $140,000 - 150,000 + Bonus (Flexible to go higher based on market and experience)
Compensation may vary based on experience, skills, and qualifications.
Please apply for immediate consideration!
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About Soni Resources

Sourced by ZipRecruiter

Soni is a premier staffing & recruitment company that is disrupting the human capital management space. Headquartered in New York, Soni has presence in 23 markets across the United States. We support each professional relationship with a cutting-edge approach, industry-leading insights, and a human touch. We are trusted to help companies and individuals tackle their challenges and capture their greatest opportunities. We are minority-owned, and diversity & inclusion is in our DNA. We are committed to creating environments where people are empowered to be their authentic selves.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

New York, NY, US

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