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Portfolio Implementation Associate Jobs (NOW HIRING)

CAPTRUST

Portfolio Implementation Associate

Raleigh, NC

$15.25 - $20.50/hr

As a Portfolio Implementation Associate, you will operate within the Investment Group to ensure accounts are invested according to their chosen strategy and abide by any client instructions and ...

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How much do portfolio implementation associate jobs pay per hour?

As of May 29, 2026, the average hourly pay for portfolio implementation associate in the United States is $30.31, according to ZipRecruiter salary data. Most workers in this role earn between $20.19 and $35.58 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Portfolio Implementation Associate, and why are they important?

To thrive as a Portfolio Implementation Associate, you need strong analytical skills, attention to detail, and a solid understanding of financial markets, typically supported by a degree in finance, economics, or a related field. Familiarity with portfolio management systems, trading platforms, and proficiency in Excel or other data analysis tools is common, and certifications like CFA Level 1 can be beneficial. Excellent communication, problem-solving abilities, and the capacity to work well under tight deadlines set top performers apart. These skills and qualities ensure accurate execution of investment strategies, minimize operational risk, and support seamless collaboration with portfolio managers and clients.

How does a Portfolio Implementation Associate typically collaborate with portfolio managers and traders during the investment process?

Portfolio Implementation Associates play a key role in ensuring seamless execution of investment strategies by working closely with both portfolio managers and traders. They act as a bridge, translating investment decisions made by portfolio managers into actionable trades, and collaborating with traders to ensure timely and accurate execution. Regular communication is essential to resolve discrepancies, monitor market conditions, and adjust strategies as needed. This collaborative environment offers exposure to multiple aspects of the investment process, enhancing both technical and interpersonal skills.

What does a Portfolio Implementation Associate do?

A Portfolio Implementation Associate plays a key role in the investment management process by ensuring that investment strategies designed by portfolio managers are accurately and efficiently executed. They are responsible for translating portfolio decisions into trades, monitoring trade execution, and coordinating with traders and other teams to ensure compliance with regulations and client guidelines. Additionally, they often assist with portfolio rebalancing, performance analysis, and reporting, helping to optimize investment outcomes for clients.

What is the difference between Portfolio Implementation Associate vs Portfolio Analyst?

AspectPortfolio Implementation AssociatePortfolio Analyst
Primary FocusSupporting the setup and execution of client portfolios, ensuring smooth implementation processesAnalyzing portfolio performance, market trends, and providing investment insights
Required SkillsProject coordination, client communication, basic financial knowledgeData analysis, financial modeling, reporting skills
Work EnvironmentClient-facing, collaborative teams within asset management firmsResearch-driven, analytical roles within investment teams
CertificationsOften requires or prefers CFA Level I or similarTypically requires CFA Level I or II, strong quantitative background

The Portfolio Implementation Associate focuses on executing and supporting portfolio setups and client onboarding, while the Portfolio Analyst emphasizes analyzing investment data and performance. Both roles often require similar certifications and work within asset management firms, but their core responsibilities differ in execution versus analysis.

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Portfolio Implementation Associate jobs near you
Infographic showing various Portfolio Implementation Associate job openings in the United States as of May 2026, with employment types broken down into 3% As Needed, 87% Full Time, 5% Part Time, and 5% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $63,044 per year, or $30.3 per hour.

Portfolio Implementation Associate

AllianceBernstein Holding L.P.

Nashville, TN • On-site

Full-time

Posted 28 days ago

Job description

We are looking for a Portfolio Implementation Associate to join our Private Wealth PMG team in Nashville, TN.
Private Wealth Portfolio Management Group supports the implementation of our private client accounts. The Private Wealth product suite is becoming more complex and we are looking to grow our team to support this. The associate will gain an understanding of private wealth management and the customization we provide our clients to meet their financial goals such as tax aware investing and wealth planning.
The Portfolio Management Group ("PMG") is responsible for portfolio implementation and supports the global portfolio management teams by authorizing and implementing portfolio decisions, and serving as the contact point with the trading desks, operations and sales teams. Functions may include portfolio construction, monitoring asset exposures and allocations, managing client specific requests, tax management, monitoring pre-trade client guideline compliance and exception resolution. Portfolio Implementation Associates initiate trades and monitor the portfolios on an ongoing basis. Portfolio Implementation Associates develop a deep understanding of AB's investment products and operational policies and procedures.
Specific Responsibilities will include:
• Implementing investment decisions for individual equity accounts
• Day to day monitoring of portfolio positioning, trade executions, cash management and compliance with client guidelines
• Addressing client requests and managing events throughout the client's life cycle, such as cash flows, transitions, and account openings and closings. Private Wealth PMG manages hundreds of transactions per week and the PIA is responsible for contributing to this volume.
• Liaising with other departments internally, including Senior Portfolio Managers, Research Analysts, Legal/Compliance, Sales/Marketing, Trading, and Investment Operations/Accounting
• Project-based initiatives related to trade implementation product design and process improvement
Successful candidates will possess the following attributes:
• An interest in the financial markets, industry regulations and portfolio management
• Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios
• The ability to prioritize, multitask and work effectively with a team in a deadline-driven environment
• Strong interpersonal skills and ability to effectively communicate and build relationships with teams throughout the organization
• An ability to think holistically, understand end-to-end processes and reconsider the status quo
• A proactive and inquisitive approach toward new challenges and problem-solving
Candidates should be top academic performers, be interested in the investment management industry and meet the following criteria:
• Bachelor's degree candidates in business, finance, economics, math, computer science, engineering, or liberal arts
• Has 1-3 years of wealth management or financial operations experience
• Previous experience with US Equity operational product design a plus
• Candidates must be able to work in the U.S. without visa sponsorship (now or in the future)
Nashville, Tennessee

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