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Portfolio Implementation Associate Jobs in Livingston, NJ

Jordan Park Group

Associate, Client Advisory

New York, NY · On-site

$125K - $150K/yr

Associate, Client Advisory New York, New York Your Role The Client Advisory Team is looking for an ... Strategizing the best portfolio implementation given a client's fact pattern and working closely ...

Kimmel & Associates

Energy Portfolio Analyst

New York, NY · On-site +1

$90K - $110K/yr

Support the implementation of AI and data-driven solutions for forecasting and reporting * Enhance operational efficiency across portfolio management functions Cross-Functional Collaboration

Kimmel & Associates

Energy Portfolio Analyst

New York, NY · On-site +1

$90K - $110K/yr

Support the implementation of AI and data-driven solutions for forecasting and reporting * Enhance operational efficiency across portfolio management functions Cross-Functional Collaboration

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Showing results 21-40

All JobsPortfolio Implementation Associate JobsPortfolio Implementation Associate Jobs in Livingston, NJ

Portfolio Implementation Associate information

See Livingston, NJ salary details

$15

$33

$55

How much do portfolio implementation associate jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for portfolio implementation associate in Livingston, NJ is $33.04, according to ZipRecruiter salary data. Most workers in this role earn between $22.02 and $38.80 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 Livingston, NJ look for? The top searched job categories for Portfolio Implementation Associate jobs in Livingston, NJ are:
What cities near Livingston, NJ are hiring for Portfolio Implementation Associate jobs? Cities near Livingston, NJ with the most Portfolio Implementation Associate job openings:
Portfolio Implementation Associate jobs near you

Associate Portfolio Manager - Residential Mortgage Backed Securities

Lord Abbett.com

Jersey City, NJ

Full-time

Medical, Retirement

Posted 13 days ago

Job description

About Lord Abbett:

Founded in 1929, Lord Abbett is an independent firm with a singular focus on the management of money. Over the course of our history, we’ve earned a sterling reputation for our leadership, influence, and innovation in the asset management industry. Today, our independent perspective, our commitment to active management, and our intelligent product design continue to make us relevant to individual and institutional investors.

From the very beginning, we’ve recognized that our people are our greatest asset. As an investment-led, investor-focused firm, we value intellectual curiosity, teamwork, and collaboration across the organization.

We’re looking for people with a keen interest in working for a trusted leader in the asset management industry, a desire to expand their knowledge, and a passion for delivering a client experience that exceeds expectations.

 
Now that you know our history, are you ready to be part of our future?

Job Overview:

We are seeking an Associate Portfolio Manager to support the management of portfolios with a focus on non-agency Residential Mortgage-Backed Securities. This individual will work closely with senior portfolio managers and research analysts to help drive and implement investment decisions across a full range of RMBS subsectors on behalf of a range of fixed income mandates at Lord Abbett.

This role is suited for an experienced investor who combines strong analytical capabilities with a growing track record of RMBS portfolio construction, credit risk management, interest rate and convexity management, and security selection alpha. The position offers principal risk-taking responsibility in portfolio construction, risk management, and idea generation within a collaborative, team-oriented environment


  • Generate recommendations and implement RMBS trades, leveraging research and risk management resources for decision-making across a heterogenous set of mandates
  • Collaborate with other portfolio managers, research analysts, and traders to screen and prioritize RMBS with the best risk-adjusted returns
  • Monitor portfolio positioning and achieve or maintain desired risk objectives and targets across a range of parameters
  • Perform portfolio simulations and projections including excess and total return forecasts
  • Opine on relative value within RMBS and maintain documentation supporting investment decisions
  • Communicate trade color and commentary to the broader team and department
  • Manage trade lifecycles including security setup process, compliance checks, and post trade quality checks for analytical integrity
  • Update relevant market data pertaining to valuations, supply, trading activity
  • Build and maintain external relationships with trading, banking, and syndicate desks to ensure our team retains top-of-funnel access to opportunities
  • Partner with research analysts to incorporate fundamental insights into portfolio decisions
  • Stay current on housing market trends, interest rate dynamics, and policy developments impacting residential real estate
  • Prepare and communicate investment views and portfolio updates to senior stakeholders

  • 5–10 years of relevant experience in RMBS research, trading, portfolio management, or portfolio construction
  • Strong understanding of a wide range of security types within the RMBS landscape
  • Exceptional analytical and quantitative skills, with experience in financial modeling and risk analysis, inclusive of duration, convexity, and credit
  • Flexibility to think deeply about individual security risk as well as broadly, across securities within a portfolio, and across suites of portfolios
  • Familiarity with key drivers of mortgage markets, including prepayments, credit performance, and interest rate sensitivity
  • Demonstrated ability to contribute to investment decisions and portfolio outcomes
  • Effective communication skills, with the ability to articulate investment views clearly and succinctly
  • Detail-oriented with strong organizational skills and the ability to manage multiple priorities
  • Collaborative mindset with a proactive approach to problem-solving and idea generation
  • Bachelor’s degree required; CFA or progress toward the designation preferred
  • Proficiency in Excel and familiarity with market analytics tools such as Bloomberg, Intex, or similar platforms preferred

Lord Abbett is a leading global independent, privately held investment management company. We are active managers and invest where we believe we have a repeatable edge and can deliver alpha for our clients. Our vision is to be the most respected asset manager in the world, admired for our people, our performance, our relationships, and our organizational agility. This inspires the three pillars of our culture.

  • Principles-Based - We empower our leaders to create an environment of trust.
  • Performance-Oriented - We inspire our people to embody our values, excellence, responsibility, transparency & collaboration.
  • Purpose-Driven - We instill a passion for always putting our clients' interests first. 

We were honored to be ranked #1 in Barron’s Best Fund Families for 2024 and to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years.

Compensation Information: Annual base salary for this role is $175,000 - $225,000. Salary is estimated for this role. Actual pay may be different.

Discretionary Bonus: Role may be eligible to receive an annual discretionary bonus. Discretionary bonuses are determined by several factors including, but not limited to, firm, team, and individual performance. 

Benefits: Lord Abbett is committed to offering a competitive total rewards package to all eligible employees. Offerings include competitive total compensation, retirement plans, competitive health and well-being plans. To learn more about what we offer, please visit Careers | Lord Abbett

Lord Abbett is an equal employment opportunity employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to the following legally protected characteristics: race, color, religion, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, sexual identity, caregiver status, military/veteran status, or any other characteristic protected by local, state or federal law. All employment decisions at Lord Abbett are based solely on the applicant’s relevant experience, skills and qualifications.

Important notice to Search Firms - Please Read Carefully
Without prior written agreement, Lord Abbett does not accept unsolicited submissions from employment agencies, search firms, placement services, or any similar provider (“Search Firms”) for employment opportunities. All candidates submitted by Search Firms to any employee or partner at our company without a written Search Firm agreement in place will be deemed the sole property of our company. In such circumstances, no fee, commission, or other compensation will be paid to such Search Firm in the event a candidate is hired by our company. To the extent a Search Firm has a written agreement in place, all introductions are position specific and should be directed to HR or the hiring manager, so we kindly request no unsolicited phone calls or emails.

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