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Portfolio Implementation Associate Jobs in Minnesota

Retail Associate

Red Wing, MN ยท On-site

$15.25 - $17.50/hr

... Family portfolio of products, to locations in all 50 states. Our braggingly happy team members ... implement new measures to keep our family of associates and store guests safe and healthy.

Retail Associate

Red Wing, MN ยท On-site

$15.25 - $17.50/hr

... ยฎ portfolio of products, to locations in all 50 states. Our braggingly happy team members ... implement new measures to keep our family of associates and store guests safe and healthy.

Investment strategy & portfolio management * Implement and uphold Cowell Financial's planning and wealth management philosophies across client accounts * Participate actively in investment committee ...

Associate Customer Sales Lead

Minneapolis, MN

$17.75 - $20.25/hr

Our portfolio includes the iconic Campbell's brand, as well as Cape Cod, Chunky, Goldfish, Kettle ... In addition, incumbent is responsible for implementing our brand strategies and tactics with ...

Your keen understanding of our deep portfolio of products and belief in the value and quality they ... Participate in delivery/implementation planning activities (customer meetings, conference calls ...

Showing results 21-40

Portfolio Implementation Associate information

See Minnesota salary details

$14

$29

$50

How much do portfolio implementation associate jobs pay per hour?

As of Aug 18, 2026, the average hourly pay for portfolio implementation associate in Minnesota is $29.69, according to ZipRecruiter salary data. Most workers in this role earn between $19.76 and $34.86 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 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.

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 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.

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

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

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

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

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

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

Senior Associate, Credit Manager

AllianceBernstein Holding L.P.

Minneapolis, MN โ€ข On-site

$110K - $155K/yr

Other

Medical, Life, Retirement, PTO

Posted 15 days ago


Job description

Who You'll Work With:
The Senior Associate, Credit Manager will be part of a team focused on building the correspondent network sourcing channel and investment strategy for AB CarVal U.S. loan portfolios. This role will be responsible for assessing and managing credit risk associated with loan portfolios sourced through correspondent networks. The role includes monitoring credit quality, evaluating the credit worthiness of potential borrowers, analyzing financial data, and determining appropriate credit limits and terms. The role ensures compliance with credit policies and guidelines, monitoring portfolio performance. This role will also be responsible for communicating and partnering closely with other internal stakeholders across a range of AB CarVal residential strategies, sourcing channels and organizational functions.
This position will report to the Director, Investment Operations. The role will be located in Minnesota.
What You'll Do:
  • Responsible for creating and maintaining underwriting guidelines and credit criteria
  • Develop and implement while collaborating with internal functions the mortgage originator onboarding and diligence process
  • Partner to assess, manage, and monitor credit risk associated with loan portfolio sourced through correspondent networks.
  • Evaluate creditworthiness of potential borrows by analyzing financial data, credit reports, and other relevant information.
  • Partner to determine appropriate credit limits, terms, and conditions for investments.
  • Collaborate closely with internal teams across various functions to ensure compliance with credit policies, guidelines, and regulatory requirements.
  • Implement and maintain the due diligence review process of all loans sourced via the correspondent networks.
  • On an ongoing basis, monitor portfolio performance and conduct regular credit reviews to identify potential risks and opportunities for improvement.
  • Develop and implement risk mitigation strategies to protect the organization's interests and optimize investment returns.
  • Develop and maintain quality control review process including direct communication with third party vendors to ensure compliance with requirements.
  • Provide insights and recommendations to support decision-making related to investment opportunities and portfolio management. Communicate regularly with senior management and internal stakeholders to provide updates
  • Continuously improve credit risk assessment processes and procedures.
What We're Looking For:
Required
  • Bachelor's degree in accounting, finance, economics, business, or related field
  • 5+ years of experience in credit risk management in the mortgage or banking industries.
  • Knowledge of credit analysis techniques, scoring models, and risk assessment methodologies.
  • Demonstrated strong analytic skills and the ability to evaluate financial data.
  • Demonstrated experience with regulatory and compliance standards.
  • Demonstrated proficiency in Microsoft Excel including financial modeling and analysis
  • Demonstrated excellent oral and written communication skills.
  • Demonstrated organization and detail orientation skills.

Who We Are:
AB CarVal is an established global alternative investment manager and part of AllianceBernstein's Private Alternatives business. Since 1987, AB CarVal's team has navigated through ever-changing credit market cycles, investing $155 billion in 5,850 transactions across 82 countries. Today, AB CarVal has approximately $20 billion in assets under management. The firm has a 38-year history, strong track record and an established reputation in asset-based finance with a team of approximately 74 investment professionals in the US, Europe and Asia. A key differentiator is the firm's robust global network of established relationships with operating platforms and partners.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows:
Base Salary Range: $110,000 to $155,000
Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB CarVal, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off
All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.
Minneapolis, Minnesota