ZipRecruiter

Log In

1

Portfolio Implementation Associate Jobs in New York

JP Morgan Chase

Portfolio Management (Associate)

Manhattan, NY · On-site

$17.50 - $24.25/hr

  • Medical

  • Retirement

PMG is responsible for implementing the investment strategy and portfolio construction decisions ... This Associate role sits within a trade coordination function and is responsible for advancing ...

New

Numeric

Implementations Manager

New York, NY · On-site

$145K - $170K/yr

Own a portfolio of implementations end to end. Kickoff through go-live: week-by-week milestone ... Associates as the team grows, and scope and deliver paid AI implementation services engagements.

Savvy Advisors, Inc.

Portfolio and Trading Associate

New York, NY · On-site

$120K - $140K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Portfolio and Trading Associate, you will play a critical role in enhancing and scaling Savvy ... Implement new accounts into SWIM and execute rebalances for advisors * Support bulk implementations ...

Jordan Park Group

Associate, Client Advisory

New York, NY · On-site

$125K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Associate, Client Advisory New York, New York Your Role The Client Advisory Team is looking for an ... Strategizing the best portfolio implementation given a client's fact pattern and working closely ...

Kimmel & Associates

Energy Portfolio Analyst

New York, NY · On-site +1

$90K - $110K/yr

Support the implementation of AI and data-driven solutions for forecasting and reporting * Enhance operational efficiency across portfolio management functions Cross-Functional Collaboration

Kimmel & Associates

Energy Portfolio Analyst

New York, NY · On-site +1

$90K - $110K/yr

Support the implementation of AI and data-driven solutions for forecasting and reporting * Enhance operational efficiency across portfolio management functions Cross-Functional Collaboration

previous pagenext page

Showing results 21-40

All JobsPortfolio Implementation Associate JobsPortfolio Implementation Associate Jobs in New York

Portfolio Implementation Associate information

See New York salary details

$15

$33

$56

How much do portfolio implementation associate jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for portfolio implementation associate in New York is $33.16, according to ZipRecruiter salary data. Most workers in this role earn between $22.07 and $38.94 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 New York? For Portfolio Implementation Associate jobs in New York, the most frequently searched job titles are:
What job categories do people searching Portfolio Implementation Associate jobs in New York look for? The top searched job categories for Portfolio Implementation Associate jobs in New York are:
What cities in New York are hiring for Portfolio Implementation Associate jobs? Cities in New York with the most Portfolio Implementation Associate job openings:
Portfolio Implementation Associate jobs near you

Portfolio Management (Associate)

JP Morgan Chase

Manhattan, NY • On-site

$17.50 - $24.25/hr

Full-time

Medical, Retirement

Posted 2 days ago

New

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 493 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

Wealth Management Solutions, Portfolio Management Associate (Trade Coordination)

Location: 270 Park Avenue, New York

Business: Asset & Wealth Management (J.P. Morgan Private Bank)
Schedule: Full-time

The Portfolio Management Group (PMG) is the implementation engine for the Private Bank's discretionary investment business, providing leverage for investment advisors and front office partners as they pursue the Firm's growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction decisions set by the Private Banking Strategy/CIO teams, including portfolio rebalancing and ongoing risk management across investment management and trust portfolios.

This Associate role sits within a trade coordination function and is responsible for advancing approved trade ideas through the full lifecycle-pre-trade analysis, trade planning, execution coordination, and post-trade review-while ensuring adherence to risk controls, fair allocation, and best execution standards.

Key  Responsibilities

  • Perform detailed pre-trade analysis to size trades and assess platform capacity, liquidity considerations, and client/account impact.
  • Create, communicate, and syndicate a trade plan that accounts for sequencing, liquidity, and adherence to allocation policy.
  • Present trades and key nuances (constraints, risks, customization considerations) to the broader Global Portfolio Management team for awareness and coordination.
  • Maintain daily communication throughout the trade lifecycle with internal and external partners, escalating changes, risks, and issues as needed.
  • Conduct post-trade analysis versus expectations and ensure appropriate trade documentation is completed.
  • Drive efficiency improvements within the trade coordination team and broader PMG processes; partner with technology teams on workflow and tooling enhancements.
  • Assist in day-to-day oversight activities for the Six Circles mutual fund complex.

Required Qualifications, Skills and Capabilities

  • Bachelor's degree in finance or a related discipline.
  • 3-7 years of experience in financial services; wealth management/private banking experience preferred.
  • Strong understanding of investment solutions and demonstrated interest in portfolio management and markets.
  • Demonstrated track record of building relationships and partnering effectively with stakeholders at multiple levels (investment, trading, operations, and client-facing teams).
  • Prior experience operating within a risk and controls framework; strong attention to detail and sound judgment in execution.
  • Strong communication skills (written and verbal) with ability to synthesize trade considerations for broad audiences.
  • CFA designation or progress toward CFA preferred (not required).
  • Advanced Excel and PowerPoint.
  • Python and experience working with large datasets (analysis, automation, workflow efficiency).
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

What JPMorgan Chase & Co. employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply