1

Portfolio Implementation Associate Jobs in Rhode Island

Textron is a renowned global multi-industry company with a diverse portfolio spanning aerospace and ... Identify and implement process improvement opportunities to enhance efficiency, accuracy, and ...

Textron is a renowned global multi-industry company with a diverse portfolio spanning aerospace and ... Identify and implement process improvement opportunities to enhance efficiency, accuracy, and ...

$16 - $20/hr

Newell Brands is a leading consumer products company with a portfolio of iconic brands like Graco ... Maximize sales potential by implementing company selling strategies and building lasting customer ...

$16 - $20/hr

Newell Brands is a leading consumer products company with a portfolio of iconic brands like Graco ... Maximize sales potential by implementing company selling strategies and building lasting customer ...

next page

Showing results 1-20

Portfolio Implementation Associate information

See Rhode Island salary details

$14

$29

$50

How much do portfolio implementation associate jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for portfolio implementation associate in Rhode Island is $29.68, 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 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 Rhode Island? For Portfolio Implementation Associate jobs in Rhode Island, the most frequently searched job titles are:
What job categories do people searching Portfolio Implementation Associate jobs in Rhode Island look for? The top searched job categories for Portfolio Implementation Associate jobs in Rhode Island are:
What cities in Rhode Island are hiring for Portfolio Implementation Associate jobs? Cities in Rhode Island with the most Portfolio Implementation Associate job openings:

Associate Director, Annual Giving

The Trustees of Bryant University

Smithfield, RI โ€ข On-site

Full-time, Part-time

Posted 10 days ago


Job description

Posting Details
Position Information
Job Title
Associate Director, Annual Giving
Full Time / Part Time
Full Time
Job Type
Staff
Reports To
Senior Director, Annual Giving and Donor Relations
Position Summary
The Associate Director of Annual Giving reports to the Senior Director of Annual Giving and Donor Relations and partners with senior leadership to set and execute the University's annual fundraising strategy. This role leads the development and implementation of integrated annual giving initiatives-including leadership annual giving, direct response, crowdfunding, and digital outreach-to drive growth in donors and dollars.
The Associate Director plays a key role in building and managing the Leadership Annual Giving program, with a focus on qualifying, cultivating, and soliciting donors with capacity between $1,000 and $50,000. They maintain a portfolio of leadership prospects, support the development of a strong donor pipeline, and facilitate the transition of qualified donors to major gift portfolios.
This position also advances engagement through personalized outreach, strategic stewardship, reunion giving, and fundraising events, ensuring a coordinated and donor-centered approach to annual giving growth. The role supervises two employees - an assistant director of annual giving and annual giving associate.
Bryant is recognized as a top 1 percent national leader in student education outcomes and ROI and regularly receives high rankings from U.S. News and World Report, QS Stars, Money, Bloomberg Businessweek, Wall Street Journal, and College Factual. Bryant's strategic plan, Vision 2030, redefines higher education through a commitment to providing students with a transformational learning experience. Vision 2030 accelerates advancements in academic innovation, experiential learning, vibrant student life, Division I athletics, and a connected community that fosters belonging and success.
Principal Accountabilities
40% Annual Giving Strategy & Program Management
Partner with the Senior Director of Annual Giving and Donor Relations and senior leadership to develop and execute a comprehensive annual giving strategy for the Bryant Fund, with a focus on increasing participation and revenue annually.
  • Manage integrated annual giving solicitation programs, including direct mail, digital solicitations to drive leadership annual giving, with KPIs tied to revenue and donor growth, increased retention, upgrades, and membership to annual giving societies.
  • Collaborate with Leadership, Major, and Principal Gift Officers to support pipeline development, donor qualification, and transitions to major gift portfolios.
  • Maintain accurate donor records, including moves management, contact reports, and data updates for reporting and analysis
  • Partner with advancement operations and prospect development on implementing AI, data analytics and data mining to review portfolios, move donors through the philanthropic cycle and develop targeted and measureable solicitation strategies.
  • Support and implement a comprehensive stewardship program to enhance donor recognition, engagement, retention, and long-term pipeline growth.
  • Represent the University at key events and donor engagements as needed.

20% Annual Fundraising Events Management
Lead the planning and execution of annual giving fundraising events that drive engagement and fundraising results.
  • Manage signature fundraising initiatives such as Bryant Giving Day and the Destination Newport and President's Cup Golf Tournament, and sepcial fundraising initiatives on campus or part of regional programs. Includes setting targets, developing and executing fundraising strategy and communication plans, ensuring achievement of participation and revenue goals, generating ROI analysis annually.
  • Oversee volunteer recruitment, meetings with volunteers and committees, timelines, communications, and event logistics to ensure seamless execution and support of volunteer experience - including lead gifts from volunteers.
  • Partner with Alumni and Parent Engagement, Donor Experiences and Development, as well as campus partners such as Strategic Partnerships on University fundraising initiatives.
  • Collaborate with vendors, designers, and internal partners to produce high-quality solicitation and stewardship materials aligned with institutional priorities.

30% Marketing Strategy & Execution
Develop and execute data-driven marketing strategies to support all annual giving programs.
  • Partner with Advancement Communications and Stewardship to schedule and deliver integrated campaigns across direct mail, digital, crowdfunding, and events.
  • Utilize segmentation and analytics to create targeted, personalized outreach to alumni, parents, and key donor groups.
  • Develop and edit appeal, stewardship, and marketing content.
  • Monitor performance, analyze results, and recommend strategic adjustments to optimize engagement, participation, and revenue.

10% Team Leadership & Management
Provide leadership and oversight for annual giving operations and staff.
  • Supervise and mentor team members, ensuring alignment, accountability, and effective execution across programs.
  • Foster a collaborative, high-performing team environment with a focus on professional development and continuous improvement.
  • Evaluate performance and provide regular feedback to support individual and team success.

Additional Responsibilities
  • Participate in regular cross-functional meetings, providing updates on performance, trends, and opportunities.
  • Perform other duties as assigned in support of the Bryant Fund and broader Advancement goals.

Qualifications
The ideal candidate will be a strategic and collaborative professional who thrives in a fast-paced environment, demonstrates exceptional relationship-building and communication skills and is committed to advancing the mission of Bryant. They should have a bachelor's degree and 3-5 years of experience in annual giving and/or fundraising, preferably within a higher education setting, with a demonstrated record of success. Strong writing and editing skills, along with experience in project management, are essential, as is a solid understanding of digital marketing, giving strategies, and donor stewardship.
The Associate Director should demonstrate strong organizational, leadership, and multi-initiative coordination, with the ability to manage multiple priorities in a collaborative, team-oriented environment. Experience with frontline fundraising, supervising staff and student workers and proficiency with fundraising databases, online giving platforms, crowdfunding tools, web or design software and experience integrating the use of AI tools are preferred.
This position may require occasional evening and weekend hours.
Working Environment
At Bryant University, we believe that our strength lies in the richness of our campus community and the unique perspectives that shape it. By connecting academic and social experiences, we create an environment where individuals feel valued, respected, and supported. Our commitment to fostering belonging and well-being ensures that everyone has the opportunity to thrive and contribute meaningfully. We encourage applications from those who appreciate the wide range of experiences and backgrounds that make our community exceptional. Discover more about how we cultivate a welcoming and collaborative campus culture that drives excellence.
Physical Capacities
Posting Detail Information
Posting Number
STA02770
Work Hours
Open Date
04/06/2026
Close Date
Open Until Filled
Yes
Applicant Special Instructions