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Portfolio Implementation Associate Jobs in Arizona

Abbott

Implementation Support Specialist

Phoenix, AZ · On-site

Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading ... Associate degree with relevant experience, * 3 to 4 years of experience in the field. * Multi ...

New

Abbott

Implementation Support Specialist

Phoenix, AZ · On-site

Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading ... Associate degree with relevant experience, * 3 to 4 years of experience in the field. * Multi ...

New

Abbott

Implementation Support Specialist

Tempe, AZ

Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading ... Associate degree with relevant experience, * 3 to 4 years of experience in the field. * Multi ...

New

Abbott

Implementation Support Specialist

Tempe, AZ · On-site

Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading ... Associate degree with relevant experience, * 3 to 4 years of experience in the field. * Multi ...

New

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Showing results 1-20

All JobsPortfolio Implementation Associate JobsPortfolio Implementation Associate Jobs in Arizona

Portfolio Implementation Associate information

See Arizona salary details

$13

$28

$47

How much do portfolio implementation associate jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for portfolio implementation associate in Arizona is $28.25, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $33.17 per hour, depending on experience, location, and employer.

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.

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 are the key skills and qualifications needed to thrive as a portfolio implementation associate?

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.

What are popular job titles related to Portfolio Implementation Associate jobs in Arizona?

For Portfolio Implementation Associate jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Portfolio Implementation Associate jobs in Arizona look for?

The top searched job categories for Portfolio Implementation Associate jobs in Arizona are:

What cities in Arizona are hiring for Portfolio Implementation Associate jobs?

Cities in Arizona with the most Portfolio Implementation Associate job openings:

Portfolio Implementation Associate jobs near you

Client PM Portfolio Mgr, Sr

Old National Bank

Scottsdale, AZ • On-site

$98K - $199K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 26 days ago

Old National Bank rating

8.2

Company rating: 8.2 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Overview
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking a Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience. The Senior Portfolio Manager manages investment activities for fee revenue producing accounts. They provide investment expertise and oversight on large complex accounts that require complex decision making and implementation. Senior Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants.
Salary Range
The salary range for this position is $98,400 - $199,000 per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Management of investment portfolios:
  • Develops and recommends a client centric investment portfolio leveraging all of Wealth Management's investment solutions to achieve client's investment objectives. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client's preferences.
  • Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation to maintain compliance with strategies and policies.
  • Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash.
  • Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
  • Transition non-compliant portfolios to approved strategies.
  • Manage account liquidity to provide for ongoing cash demands and distributions and risk management.
  • Performs annual Reg 9 Investment reviews for assigned accounts and ensures full compliance with regulations. Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews.

Relationship management and development:
  • Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting.
  • Serves as the relationship expert in the areas of 1834 a Division of Old National investment capabilities, portfolio performance, the economy, and market environment.
  • Prepares and presents detailed investment information to clients.
  • Participates in business development efforts with Wealth Advisors, Trust Officers and other relationship managers.
  • Collaborates with other disciplines and partners to deliver an exceptional and cohesive client experience.
  • Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.
  • Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, and ensuring current allocations are appropriate.
  • Respond to client requests for information, advice, and service, including proactive client outreach and creating and building investment content for prospect and client presentations, client investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and client interaction.
    May provide leadership through interaction and mentoring of other investment associates.
  • Participate in weekly Portfolio Manager meetings.
  • Work individually or with a team on assigned projects.

Develops and maintains current industry knowledge and expertise
  • Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events.
  • Accountable for personal execution of initiatives, new capability rollouts, and required training.
  • Consistently demonstrates expertise with new investment strategies, tools and capabilities, and portfolio research and investment methodologies.
  • Provides feedback on areas for improvement to leadership on national initiatives, changes, and expectations.
  • Stays current with current general economic data, equity and credit markets, specific company coverage, active and passive mutual funds/exchange traded funds and tactical asset allocations investment decisions.

Skills and Qualifications
  • Bachelor's degree - Business, finance, economics or relevant degree.
  • Minimum 8 years of investment experience, which may include research, in which consistent long term investment performance has met objectives.
  • CFA or other advanced designation such as CPA or CFP
  • Graduate degree such as MBA or JD preferred
  • Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.)
  • 10+ years of investment decision making and financial consulting experience working with high net worth clients.
  • May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
  • Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios.
  • Decision making, sales, and negotiating skills are required to contribute to the market's revenue generation and guide sensitive or difficult situations through to agreement.
  • Requires specialized depth and/or breadth of expertise in own job discipline or field.
  • Interprets internal/external business challenges and recommends best practices to improve products, processes, or services.
  • Communicates difficult concepts and negotiates with others to adopt a different point of view.

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!

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