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Portfolio Implementation Associate Jobs in Amelia, OH

Fifth Third

Associate Portfolio Manager

Cincinnati, OH · On-site

Supports the implementation of investment decisions within established investment policy guidelines ... Proficient in excel Associate Portfolio Manager At Fifth Third, we understand the importance of ...

Truepoint Wealth Counsel

Portfolio Manager

Blue Ash, OH · On-site

$90 - $130/hr

The Portfolio Manager also supports the direction, training, and development of associate team ... Construct and monitor client portfolios, including working with Trader to implement investment ...

SpartanNash Company

Retail Associate

Taylor Mill, KY · On-site

$14.50 - $16.75/hr

... ® 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.

SpartanNash

Retail Associate

Taylor Mill, KY · On-site

$14.50 - $16.75/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.

Adecco

Treasury Management Sales Associate

Cincinnati, OH · On-site

$26.67/hr

... portfolio management, and administrative activities that support the treasury management sales ... implementation follow-up, service requests, issue resolution, and sales support activities. · ...

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Portfolio Implementation Associate information

See Amelia, OH salary details

$12

$26

$43

How much do portfolio implementation associate jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for portfolio implementation associate in Amelia, OH is $26.04, according to ZipRecruiter salary data. Most workers in this role earn between $17.36 and $30.58 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 job categories do people searching Portfolio Implementation Associate jobs in Amelia, OH look for?

The top searched job categories for Portfolio Implementation Associate jobs in Amelia, OH are:

Portfolio Implementation Associate jobs near you

Associate Portfolio Manager

Fifth Third Bank

Cincinnati, OH • On-site

Full-time

Posted 8 days ago

Fifth Third Bank rating

7.5

Company rating: 7.5 out of 10

Based on 113 frontline employees who took The Breakroom Quiz

104th of 172 rated banks

Job description

Make banking a Fifth Third better®
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Assists Senior Investment Advisors (SIAs) and Portfolio Managers (PMs) with money management activities for client accounts. Supports the implementation of investment decisions within established investment policy guidelines, prepares portfolio reviews, analyses, and investment reports for existing and prospective clients, and collaborates with internal partners to ensure accurate account administration. Assists SIAs and PMs in identifying, monitoring, and resolving compliance-related matters to help ensure adherence to regulatory requirements, internal policies, and client investment guidelines.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Assists SIAs and PMs in the development of satisfied clients and new sources of asset management revenue through frequent contact.
  • Prepares investment reviews, portfolio analyses, proposals, and other presentation materials for use in client and prospective client meetings.
  • Provides support to SIAs and PMs in servicing larger and more complex client relationships.
  • Serves as a subject matter resource on IMG systems, policies, procedures, and compliance requirements.
  • Works closely with SIAs, PMs, and the Portfolio Implementation Team to support the implementation of investment programs and strategies in accordance with client objectives and established investment policy guidelines.
  • Assists SIAs and PMs in maintaining client accounts in accordance with regulatory requirements, internal policies, and investment guidelines. Proactively partners with SIAs and PMs to identify, monitor, and resolve compliance-related items.

KNOWLEDGE AND SKILLS REQUIRED:
  • Bachelor's Degree Required
  • 0-2 years investment experience
  • Working towards a MBA or Financial designation considered a plus
  • Proficient in excel
Associate Portfolio Manager
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45202
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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