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Portfolio Implementation Associate Jobs in Florida

Stifel

Financial Advisor Associate

Sarasota, FL · On-site

... implement investment strategies in the client's best interest. * Perform portfolio evaluations and ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

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All JobsPortfolio Implementation Associate JobsPortfolio Implementation Associate Jobs in Florida

Portfolio Implementation Associate information

See Florida salary details

$10

$22

$38

How much do portfolio implementation associate jobs pay per hour?

As of Jun 13, 2026, the average hourly pay for portfolio implementation associate in Florida is $22.65, according to ZipRecruiter salary data. Most workers in this role earn between $15.10 and $26.59 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, 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.
What are popular job titles related to Portfolio Implementation Associate jobs in Florida? For Portfolio Implementation Associate jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Portfolio Implementation Associate jobs in Florida look for? The top searched job categories for Portfolio Implementation Associate jobs in Florida are:
Portfolio Implementation Associate jobs near you
Infographic showing various Portfolio Implementation Associate job openings in Florida as of June 2026, with employment types broken down into 2% As Needed, 76% Full Time, 18% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $47,112 per year, or $22.6 per hour.

Development Associate-Annual Giving

Nicklaus Children's Health System

Miami, FL • On-site

$500K/yr

Full-time

Posted 2 days ago

Job description

Description
Job Summary
As a member of the Foundation fundraising team, the Leadership Annual Giving Development Associate is responsible for securing leadership annual gifts in the range of $1,000 to $99,999 and effectively managing and growing a portfolio of leadership-level donors. This role involves the strategic planning and execution of targeted engagement and stewardship programs to cultivate long-term relationships with donors in the Associate's portfolio. The Development Associate plays a key role in identifying and nurturing potential major gift prospects within this donor segment, ensuring a strong pipeline for future major gifts and contributing to the organization's fundraising goals and mission.
Job Specific Duties
  • Plans, develops, and executes strategies for obtaining private donations; identifies, cultivates and solicits LAG gift from donors and prospects.
  • Assists in developing and implementing strategic plans for the Foundation's Development department.
  • Manages a personal portfolio of 125 to 150 donors and potential donors. Maintains a regular schedule of donor touchpoints.
  • Solicits and closes a sufficient number of gifts to make the stated goals for each year (minimum: $500,000 per calendar year).
  • Creates an assigned number of discovery/prospecting calls on potential donors to NCHF to determine the capacity and the propensity for giving to NCHF.
  • Collaborates with stewardship team in recognition of donor philanthropy.
  • Provides timely and accurate updates of LAG gift activity and fundraising results. Continuously updates Raisers Edge database with actions, moves management, etc.
  • Identifies and utilizes resources including physicians and other healthcare professionals, staff, publications and the internet to identify linkage to, ability and interest of LAG gift prospects.
  • Works with Development Team to establish plans with specific goals and timetables to raise LAG gifts as required by the scope of activities, special projects, and ongoing fundraising needs to ensure a strong base of ongoing financial support with maximum growth potential.
  • Assists in special campaigns and foundation support through the foundation available programs. Attends NCH/NCHF events as well as outside events for Foundation representation, networking etc.
  • Populates the Diamond Society with membership.

Qualifications
Minimum Job Requirements
  • Bachelor's Degree and/or 4 year of equivalent experience in broad-based fundraising
  • 2-4 years of broad-based fundraising experience

Knowledge, Skills, and Abilities
  • Ability to solicit and cultivate gifts at the $1,000 level and above.
  • Broad base of knowledge and skills related to donor cultivation.
  • Ability to solicit and cultivate donor gifts at the $75,000 level and below.
  • 2 years experience with computer systems including web based applications and Microsoft Office applications (Outlook, Word, Excel, PowerPoint, and Access).
  • Comfort and experience in databases such as Raiser's Edge or equivalent.
  • Strong organizational and time management skills.
  • A level of professional maturity, judgment and decisiveness to inspire confidence among prospects and donors.
  • Strong communication skills.
  • Ability to write and speak persuasively.
  • Deadline and detail oriented.
  • Able to work evenings and weekends as needed.
  • Able to travel.
  • Familiarity with donor database applications.
  • Ability to plan and execute fundraising initiatives.

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