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Portfolio Implementation Associate Jobs in Cary, NC

Position Overview The Program Associate supports a team that ensures a portfolio of fiscally ... Implement department and organizational policies and procedures as they are introduced * Routinely ...

DUMAC is the investment office that manages a multi-billion dollar global portfolio on behalf of ... Explore and implement AI/ML techniques to enhance investment decision-making and optimize ...

Quantitative Associate

Durham, NC ยท On-site

$125K - $140K/yr

DUMAC is the investment office that manages a multi-billion dollar global portfolio on behalf of ... Explore and implement AI/ML techniques to enhance investment decision-making and optimize ...

Wealth Management Associate

Raleigh, NC ยท Hybrid

$15.25 - $20.50/hr

In this role, you will understand how processes and products work together in a client's portfolio ... Research and communicate the resolution of complex problems and implement solutions * Ensure ...

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Portfolio Implementation Associate information

See Cary, NC salary details

$13

$28

$47

How much do portfolio implementation associate jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for portfolio implementation associate in Cary, NC is $28.08, according to ZipRecruiter salary data. Most workers in this role earn between $18.70 and $32.98 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 job categories do people searching Portfolio Implementation Associate jobs in Cary, NC look for? The top searched job categories for Portfolio Implementation Associate jobs in Cary, NC are:
What cities near Cary, NC are hiring for Portfolio Implementation Associate jobs? Cities near Cary, NC with the most Portfolio Implementation Associate job openings:
Infographic showing various Portfolio Implementation Associate job openings in Cary, NC as of July 2026, with employment types broken down into 100% Full Time. Highlights an 83% In-person, and 17% Hybrid job distribution, with an average salary of $58,405 per year, or $28.1 per hour.

Associate Director, Enterprise Portfolio Management

Spgi

Raleigh, NC โ€ข Hybrid

$122K - $175K/yr

Full-time

Medical, Retirement

Re-posted 5 days ago


Job description

About the Role:

Grade Level (for internal use):

12Role Summary

The Associate Director, Portfolio Management Lead is responsible for establishing and leading portfolio management capabilities within the EPMO for a multi-year, multi-million-dollar technology program. This role will define and implement portfolio-level planning, prioritization, and performance-tracking processes, ensuring initiatives are strategically aligned and deliver value. The successful candidate will operate with a high degree of autonomy and collaborate closely with stakeholders across delivery, finance, and strategy functions.

The Team:

The S&P Global Enterprise Program Management Office and Process COE is a new and growing organization, created to foster and lead transformative change across the enterprise. By establishing cohesive program governance and driving excellence in critical business processes, we ensure that organizational resources are strategically aligned with our overarching goals in technology, finance, people and strategy. Always modeling and fostering an enterprise mindset, we accelerate the way S&P Global operates at scale by strengthening alignment between our strategy and execution in support of value-driven business outcomes

Compensation/Benefits Information: (This section is only applicable to US candidates)

S&P Global states that the anticipated base salary range for this position is $122,000 - $175,000. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications.

In addition to base compensation, this role is eligible for an annual incentive plan.

This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here.

Key Responsibilities
  • Establish and oversee the end-to-end management of the technology project portfolio, ensuring all initiatives align with organizational priorities and strategic objectives.
  • Define and lead the lifecycle entry and exit process for projects, enabling robust prioritization, integrated planning, and resource alignment across workstreams.
  • Chair portfolio review meetings and represent the PMO in executive and operating committee forums, providing strategic insights and recommendations.
  • Collaborate with stakeholders to ensure effective delivery and continuous improvement of portfolio management processes.
  • Partner with Finance, Strategy, and Delivery teams to support accurate forecasting, budget tracking, and benefits realization at the portfolio level.
  • Maintain portfolio-level dashboards and reporting packs, enabling data-driven decision-making and transparency for senior stakeholders.
  • Monitor portfolio health and performance metrics, identify trends, risks, and opportunities for optimization.
  • Champion the adoption and integration of automated reporting and decision-making solutions, leveraging AI tools (such as Copilot) and data visualization platforms (such as Tableau) to enhance portfolio transparency, efficiency, and strategic insight.
  • Ensure consistent application of portfolio management tools, methodologies, and standards across all workstreams.
  • Lead coordination with change management and communications teams to ensure portfolio initiatives are effectively supported, communicated, and adopted across the organization.

What We're Looking For:

Required Skills & Experience
  • 10+ years of relevant experience in program/project management, portfolio management, or PMO functions.
  • Effective communication and stakeholder engagement skills, with experience influencing senior leadership and cross-functional teams.
  • Experience working in technology environments, including ERP, CRM, cloud platforms, and hybrid delivery models.
  • Familiarity with Scaled Agile frameworks, Lean Portfolio Management, and integrated planning approaches.
  • Proven experience in portfolio-level planning, prioritization, and performance tracking.
  • Proficiency in portfolio management tools (e.g. Smartsheet) and data visualization platforms (e.g., Power BI, Tableau).
  • Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights.
  • Ability to work independently, manage competing priorities, and deliver high-quality outcomes in a fast-paced environment.

Preferred Skills & Experience

  • Experience driving automated reporting and decision-making using AI tools (e.g., Copilot, Tableau, Power BI).
  • Ability to use machine learning techniques for initiative prioritization and portfolio health monitoring.
  • Proven capability to integrate AI tools for scenario simulation and resource allocation.
  • Experience establishing feedback loops for continuous improvement using AI-driven insights.

What's In It For You?

Our Mission:

Advancing Essential Intelligence.

Our People:

We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values:
Integrity, Discovery, Partnership


Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.
Benefits:

We take care of you, so you cantake care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:

  • Health & Wellness: Health care coverage designed for the mind and body.

  • Flexible Downtime: Generous time off helps keep you energized for your time on.

  • Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.

  • Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.

  • Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.

  • Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected andengaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported toreportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activityhere.

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Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.

If you need an accommodation during the application process due to a disability, please send an email to:EEO.Compliance@spglobal.comand your request will be forwarded to the appropriate person.
US Candidates Only:Know Your Rights: Workplace discrimination is illegal

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20 - Professional (EEO-2 Job Categories-United States of America), IFTECH202.2 - Middle Professional Tier II (EEO Job Group), SWP Priority - Ratings - (Strategic Workforce Planning)