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Portfolio Implementation Associate Jobs in Cary, NC

Curi Capital

Wealth Management Associate

Raleigh, NC · On-site

$60K - $70K/yr

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 ...

Greenscape

Client Relations Manager

Durham, NC · On-site

$60K/yr

Assists in the development and implementation of the company's new business development plan ... Maintains updated contracts for all clients in assigned portfolio Benefits: * 401K plan with ...

Veranex

Sr Clinical Research Associate

Raleigh, NC · On-site

$98K - $140K/yr

... portfolio, with expertise in human centered design and product development, preclinical and ... audit reports, and implementing corrective actions as necessary * Supports maintenance of ...

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All JobsPortfolio Implementation Associate JobsPortfolio Implementation Associate Jobs in Cary, NC

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 7, 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:
Portfolio Implementation Associate jobs near you
Infographic showing various Portfolio Implementation Associate job openings in Cary, NC as of August 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.

Wealth Management Associate

Curi Capital

Raleigh, NC • On-site

$60K - $70K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 24 days ago

Job description

About Us
Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron's Top 100 Independent Registered Investment Advisors globally. Our values-Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment-are at the core of our culture.
Location
Raleigh, North Carolina
This is a hybrid role located at 700 Spring Forest Road, Suite 400. Team members are expected to come into the office three days a week.
The Role
We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate. In this role, you will be responsible for performing administrative and financial planning functions associated with servicing high net worth clients while working in a team environment. You will also assist the Wealth Advisors in establishing relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while training to become a Wealth Advisor.
You will have a significant impact on the client's impression and trust in the firm. Accuracy and timeliness of work and communications is critical.
In this role, you will understand how processes and products work together in a client's portfolio. Once a minimum of one year's experience has been achieved, you will assist the Wealth Advisors with personal delivery of financial planning activities.
Key Result Areas
  • Establish and maintain effective relationships and provide client service that builds satisfaction and confidence
  • Provide support to Wealth Advisors by gathering the necessary data to manage client relationships. Update and inform Wealth Advisors about client activity as appropriate
  • Analyze and evaluate the financial status of clients and prospects
  • Participate in 1-4 client or prospect meetings or calls each week
  • Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns
  • Demonstrate critical thinking and good judgment in all situations
  • Research and communicate the resolution of complex problems and implement solutions
  • Ensure completion of internal projects
  • Develop and present financial planning recommendations, including but not limited to, retirement and education projections
  • Provide effective, timely and proactive communication with clients, colleagues and third parties

Key Skills
  • Successful candidates will demonstrate an aptitude to learn and grow in responsibilities and accountabilities over time
  • Demonstrated ability to build mutually beneficial relationships required
  • Demonstrated ability to multi-task and prioritize work required
  • Must be detail oriented and have demonstrated ability to solve problems and meet deadlines
  • Must be able to follow defined processes where they exist while also making adjustments and using good judgment when business circumstances dictate
  • Ability to work in a collaborative team environment required
  • Excellent written and oral communication skills required

Key Qualifications
  • One to three years of experience in Wealth Management preferred
  • Undergraduate degree or equivalent work experience required
  • Education or experience in business, economics, or finance and/or experience working with the public preferred
  • Exposure to wealth management or financial services and experience servicing customers preferred
  • Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience

Key licenses
  • Series 65 recommended or willingness to obtain upon hiring
  • CFP recommended or willingness to obtain within one year

The base salary will be commensurate with an individual's work experience and educational background.
US Pay Range
$60,000-$70,000 USD
Our Vision: To be the trusted partner in medicine, business, and life.
Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.
Our Values:
  • Accountability: We are driven to act, work with integrity, and deliver results.
  • Curiosity: We ask and listen, stay curious, and are eager to learn.
  • Teamwork: We build strong relationships, celebrate success, and partner for greater impact.
  • Inclusion: We respect, recognize, and encourage the differences that make us stronger-we are better together

Built On;
  • Service Commitment: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Our Benefits
Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.
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