1

Portfolio Implementation Associate Jobs in Rhode Island

Project Manager

Exeter, RI · On-site

$100K - $120K/yr

Implement change orders and adapt installation and pricing plans as needed. * Plan and schedules ... Associate's Degree in Business, Technology, or related field * Solid knowledge of PM techniques and ...

Implement change orders and adapt installation and pricing plans as needed. * Plan and schedules ... Associate's Degree in Business, Technology, or related field * Solid knowledge of PM techniques and ...

Retail Merchandiser - Brooklyn, NY

Providence, RI · On-site +1

$14 - $17.25/hr

Ability to read, understand and implement planograms in store. Adjust sections as necessary based ... Positively Engage customers on the full Professional Services Portfolio to strengthen customer/UNFI ...

Retail Merchandiser - Phoenix, AZ

Providence, RI · On-site +1

$14 - $17.25/hr

Ability to read, understand and implement planograms in store. Adjust sections as necessary based ... Positively Engage customers on the full Professional Services Portfolio to strengthen customer/UNFI ...

Retail Merchandiser - Bronx, NY

Providence, RI · On-site +1

$14 - $17.25/hr

Ability to read, understand and implement planograms in store. Adjust sections as necessary based ... Positively Engage customers on the full Professional Services Portfolio to strengthen customer/UNFI ...

We believe in equipping our associates with the knowledge and resources they need to be successful ... Shapes strategy, aligns product roadmaps, and ensures architectural integrity across the portfolios ...

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:
Director, Process Improvement

Director, Process Improvement

Fidelity Investments

Smithfield, RI • On-site

$68K - $85K/yr

Full-time

Re-posted 5 days ago


Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 266 frontline employees who took The Breakroom Quiz

17th of 148 rated financial services


Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

Director, Business Process Improvement

The Role

In this role, you will be an individual contributor supporting cross-functional operating model change and transformation by framing complex problems, mapping current state processes, and designing and implementing improvements across people, process, technology, and governance. To be successful, you have demonstrated experience applying structured methodologies to diagnose operational challenges, propose future state solutions, and lead implementation that delivers measurable business performance improvement. You will regularly collaborate with business leaders at all levels and their teams to observe operations, analyze data, and design, develop, and deploy practical solutions. Directors quickly become proficient on detailed and complicated subject matter to develop well-supported, data-driven recommendations for business improvement. You will also evolve the tools and standards we apply to optimize our team's value proposition.

This role differs from traditional IT solutions, project management, and product development roles, with a stronger emphasis on hands on process improvement & delivery.

The Expertise and Skills You Bring

Successful candidates will be able to demonstrate and share specific examples of their prior experience, and how it aligns to the expertise and skills listed below:

  • 8+ years of experience delivering quantifiable business performance improvement through hands-on process improvement and operational changein large organizations
  • Framing complex, ambiguous business problems clearly, identifying root causes, and structuring a path from current state to future state
  • Conducting current state process mapping and observationto identify waste, friction, and improvement opportunities across large, complex organizations
  • Designing and implementing future state processesusing Six Sigma, Lean, and quality management methodologies
  • Supporting business operations teams to identify business problems, generate solutions, plan, and implement changes that improve business performance
  • Leading large-scale improvement initiatives with multiple workstreams, from problem framing through implementation
  • Working independently to achieve expected business outcomes and operational excellence
  • Delivering expected results with high business partner satisfaction and within schedule and budget
  • Conducting process and data analysisincluding cost benefit analysis, modeling,process mapping, workflow observation, and data flows
  • Experience with digital solutions and ability to facilitate operations and technical teams toeliminate manual processes through automation
  • Business writing and creating content in PowerPoint toclearly communicate problem framing, current/future state, and recommendationsto leadership at all levels
  • Passion for improving all aspects of our business and removing operational friction
  • Strength in translating data and process observation into clear, actionable insights that support unbiased recommendations
  • Structured problem-solving grounded in observation, data, and industry-standard improvement methodologies- balanced with an innovative spirit and practicality
  • Options and recommendations generation rooted in rigorous current state analysis and value-based prioritization
  • Ability to synthesize requirements for user experiences, business capabilities, and technology enablers
  • Curiosity and investigative rigorto explore root causes through observation, data analysis, and stakeholder interviews
  • Communication that is clear and concise verbally and impactful and easy to consume in written and visual form
  • Skilled facilitation of large working sessions of cross-functional team members
  • Accountability for outcomes that are often achieved through partnerships and influence of peers and leaders
  • Program leadership across multiple workstreams and complex operational scenarios
  • Adaptability to evolving and sometimes ambiguous business challenges
  • Effective at navigating complexity and creating focus on what truly matters
  • Demonstrated experience in an operational excellence, continuous improvement, or process engineering capacity - internal COE or industry operations experience preferred
  • Financial Services / Benefits Outsourcing industries experience, preferred

The Team

Performance Delivery is a center of excellence serving as an operational improvement partner to business leaders - focused on diagnosing problems, mapping processes, and deploying practical solutions within Fidelity's Workplace Investing's (WI) Sales, Service, and Operations. We deliver value across a broad portfolio of cost and revenue improvement while focusing on risk reduction, quality improvement, customer satisfaction, associate experience, and strategic enablement. Every associate has a meaningful role adding to the team's bench strength, standard practices, and career development.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Category:Consulting Support

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.


What Fidelity Investments employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom