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Portfolio Finance Associate Jobs (NOW HIRING)

Fairygodboss

Public Finance - Associate

Manhattan, NY · On-site

As a Public Finance Associate in J.P Morgan's Public Finance team, you will be responsible for ... Create and manage debt profiles for issuers/credits and evaluate existing debt portfolios for ...

PNC Bank

Finance Associate

Birmingham, AL · On-site

As a Finance Associate within PNC's [name of division] organization, you will be based in ... portfolio. The individual will collaborate closely with business leaders and finance partners ...

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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:

Portfolio Associate - Energy Project Finance

Washington, DC

RER SOLUTIONS, INC
Business Management Consulting • 11 - 50 employees
Learn more about RER SOLUTIONS, INCexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Job description

Description

Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home.


RER Solutions, Inc. is accepting resumes for a Portfolio Associate - Energy Project Finance position on our superior team in Washington, DC. The Portfolio Associate - Energy Project Finance will provide onsite and remote federal program leadership for the Department of Energy's Office of Energy Dominance Financing (EDF).


RESPONSIBILITIES

  • Assist in financial and portfolio-related research to support the Office of Energy Dominance Financing (EDF) 
  • Provide research support on market and industry sectors across the Portfolio Management Division
  • Complete performance analysis
  • Assist the Portfolio Management Division in gathering information on specific transactions and aggregating, compiling, and presenting this information
  • Assist reporting personnel in gathering information on specific transactions, sectors, and industries, and aggregating, compiling, and presenting this information
  • Provide research and data analysis support to the Portfolio Management Division's transactional data;
  • Provide research and data analysis support on market and industry sectors
  • Gather and analyze market data and devise methods and procedures for obtaining data
  • Make recommendations to Portfolio Management Division personnel based on data analysis and their input
  • Collaborates with other specialists as needed to perform research and analytical work
  • Analyze various types of data and prepare reports based on research results
  • Review all reports, including performance, for accuracy, and work with Operations to ensure accurate reporting
  • Assist Portfolio Management Division personnel in providing financial analyses, including but not limited to spreading financials, reviewing and analyzing DOE financial positions and exposure, loan reviews, etc.
  • Research project-related issues as requested (e.g., rating agency reports)
  • Perform other duties as requested by the employer or client

Requirements

QUALIFICATION

  • Minimum of US Citizenship required to obtain client-issued Public Trust
  • Minimum of three years of analyzing, negotiating, and/or structuring loan transactions in a lending environment
  • Excellent written and oral communication skills
  • Excellent attention to detail and an understanding of fundamental business writing
  • Expertise in Microsoft Office Products (i.e., Word, Excel, PowerPoint, and Outlook)
  • Train new staff on procedures as necessary
  • Is well organized, possesses the ability to prioritize appropriately, and is adept at time management

EDUCATION

Must have a Bachelor's with 4 years of experience or Master's with two years of experience


COMPENSATION

Includes paid holidays, vacation, sick leave, 401k matching, life insurance, health, vision, and dental benefits.


This position is not available for Corp-to-Corp or 3rd party sourcing.


We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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