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Portfolio Implementation Associate Jobs in Newark, NJ

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Portfolio Implementation Associate information

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$15

$31

$53

How much do portfolio implementation associate jobs pay per hour?

As of Jun 17, 2026, the average hourly pay for portfolio implementation associate in Newark, NJ is $31.70, according to ZipRecruiter salary data. Most workers in this role earn between $21.11 and $37.21 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.
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Portfolio Implementation Associate jobs near you
Associate, Portfolio Implementation - NY

Associate, Portfolio Implementation - NY

Jordan Park Group

New York, NY

$110K - $120K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 24 days ago

Job description

Associate, Portfolio Implementation
New York, New York

We are seeking an Associatelevel Portfolio Implementation Specialist in New York to support the continued growth of our investment advisory firm. This is an opportunity to work alongside colleagues who value teamwork, service, and excellence. Responsiveness, availability, dependability, and technical competency are core to how we operate.

Your Role

As an Associate supporting the Portfolio Management Team at Jordan Park, you will help manage and oversee client portfolio investments. This includes the daily implementation and execution of trades across Separately Managed Accounts (SMAs), ETFs, and mutual funds. You will also collaborate with the broader investment team to support initiatives across multiple strategies and asset classes.

Key responsibilities include:

  • Monitoring portfolio positioning, trade execution, cash levels, and compliance with client guidelines and restrictions
  • Using proprietary tools and data systems to rebalance and optimize client portfolios
  • Partnering with Client Coverage and Investment teams to address client requests and manage lifecycle events (e.g., account openings, cash flows, rebalances, taxloss harvesting)
  • Supporting senior Portfolio Managers in the development and execution of firmwide investment theses
  • Working closely with subadvisors to communicate SMA objectives, facilitate funding and setup, and resolve operational or trading discrepancies
  • Collaborating with Operations and Compliance to document procedures and ensure portfolios follow investment guidelines
  • Supporting ongoing enhancements to trading and portfolio management systems
  • Assisting with investment workflows across Public, Private, and Alternative asset classes
  • Identifying opportunities to improve existing workflows and proposing process enhancements
  • Supporting client account onboarding and portfolio structuring

About You

  • Have a bachelor's degree and 3-5 years of relevant experience
  • Are comfortable working market hours
  • Bring experience in Portfolio Management, Trading, or Operations
  • Have familiarity with trading/order management and reporting systems (e.g., Addepar, Charles River, Salesforce)
  • Have experience at a brokerdealer, RIA, multifamily office, or similar investment firm
  • Demonstrate strong interest in investments and portfolio management
  • Possess strong Microsoft Excel skills
  • Are highly detailoriented, accurate, and selfmotivated
  • Work well both independently and as part of a team
  • Enjoy solving problems and finding creative solutions
  • Are organized and capable of managing multiple tasks simultaneously
  • Communicate effectively with a diverse set of stakeholders
  • Handle sensitive information with discretion

Preferred, but not required:

  • Strong understanding of Equity and Fixed Income markets
  • Familiarity with Morningstar, Bloomberg, FactSet, or similar marketdata and research platforms
  • Experience using Python, SQL, VBA, or APIs to automate workflows
  • Experience using Addepar for analysis and reporting

Compensation & Benefits

Compensation at Jordan Park includes base salary, discretionary yearend bonus, benefits, and additional perks. We use a totalrewards philosophy when determining compensation.

The expected base salary for this role in New York, New York will range from $110,000 - $120,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs. 

Our benefits package includes:

  • Medical, dental, and vision insurance - 100% employerpaid for employees
  • 401(k) participation with employer contribution
  • Generous paid time off
  • Commuter benefits program (pretax)
  • Fitness reimbursement
  • Annual professional development stipend

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