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Portfolio Implementation Associate Jobs in Newark, 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 ...

Goldman Sachs Bank AG

Associate

Manhattan, NY · On-site

$85 - $160/hr

YOUR IMPACT Alternative Capital Markets is seeking an Associate to join their team in New York City ... Lead client portfolio reviews, including alternative portfolio analysis / implementation guidance ...

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

Portfolio Implementation Associate information

See Newark, NJ salary details

$15

$31

$53

How much do portfolio implementation associate jobs pay per hour?

As of Sep 3, 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 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 Newark, NJ look for?

The top searched job categories for Portfolio Implementation Associate jobs in Newark, NJ are:

What cities near Newark, NJ are hiring for Portfolio Implementation Associate jobs?

Cities near Newark, NJ with the most Portfolio Implementation Associate job openings:

Portfolio Implementation Associate jobs near you

Portfolio and Trading Associate

Savvy Wealth

Manhattan, NY • On-site

$70 - $90/hr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 days ago

Job description

About Savvy Wealth:

Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non‑client facing, manual work.

Savvy is changing that. We’re building the most advisor‑centric platform in wealth management: a digital‑first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI‑powered software, automated sales and marketing, and seamless back‑office workflows to scale faster and spend more time with clients.

We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top‑tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.

Savvy is at a pivotal point in its growth trajectory, having established strong product‑market fit in providing a modern platform to financial advisors. We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!

The Role:

As an Portfolio Implementation and Trading Associate, you will play a critical role in enhancing and scaling Savvy’s centralized trading infrastructure. This role is purely focused on investment operations (not management). You’ll be responsible for daily trading, portfolio management, and helping drive adoption of Savvy’s SWIM (Savvy Wealth Investment Management) platform. You’ll also execute advisor‑submitted investment tasks in line with daily SLAs, ensuring timely, accurate completion. This is a hands‑on role where you will be expected to manage portfolios on behalf of advisors with discretion, adapt to startup‑style workflows (limited documentation, figure‑it‑out mindset), and continuously improve our processes. This role offers a unique opportunity to work closely with advisors, ensure operational excellence, and help build scalable processes for one of the fastest‑growing RIAs in the country.

Responsibilities:
  • Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax‑loss harvesting
  • Execute cash raises, rebalances, and one‑off trades in Eclipse and at custodians
  • Process advisor‑submitted investment tasks via the internal dashboard and complete same‑day executions (per SLA)
  • Leverage trading software (Orion Eclipse) to support daily operations and manage client portfolios at scale
  • Implement new accounts into SWIM and execute rebalances for advisors
  • Support bulk implementations to accelerate advisor adoption of SWIM
  • Assist with firm‑wide model updates and rebalancing of SWIM and Custom Advisor Models
  • Identify and implement improvements to trading, portfolio management, and investment operations procedures to enhance scalability and efficiency
  • Apply knowledge of investment strategies and portfolio construction to support advisor requests and execution
Must Have:
  • 2+ years of relevant experience in wealth management, trading, or investment operations.
  • 2+ years of experience trading client portfolios using portfolio management and trading software.
  • Strong understanding of the wealth management industry and experience collaborating with advisors.
  • Proven ability to take ownership of tasks and execute with efficiency and accuracy.
  • Working knowledge of Orion Eclipse (or similar portfolio management system), Schwab, and Fidelity.
  • Current Series 65 license or willingness to obtain within 2 months.
  • Genuine enthusiasm for leveraging AI and automation to improve trading workflows and portfolio management processes.
Nice to have:
  • Experience with Orion Eclipse or comparable trading platforms
  • Background in implementing model portfolios or investment automation
  • Track record of improving operational processes and workflows
Benefits:
  • Competitive salary and equity package
  • Unlimited PTO + paid company holidays
  • Access to holistic medical, dental, and vision plans
  • Company 401(k), Commuter, and HSA/FSA plans
  • NYC office in the heart of Manhattan
  • Lunch and snacks provided in the office
  • Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
  • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
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