ZipRecruiter

Log In

1

Portfolio Implementation Associate Jobs in Newark, NJ

Numeric

Implementations Manager

New York, NY · On-site

$145K - $170K/yr

Own a portfolio of implementations end to end. Kickoff through go-live: week-by-week milestone ... Associates as the team grows, and scope and deliver paid AI implementation services engagements.

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

previous pagenext page

Showing results 21-40

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

Wealth Management Solutions, Research Analyst - Associate

JPMorgan Chase & Co.

Manhattan, NY • On-site

$150K - $165K/yr

Full-time

Medical, Retirement

Posted 19 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

77th of 174 rated banks

Job description


About the team
The Endowments & Foundations Investment Team (E&F) in the J.P. Morgan Private Bank manages global multi-asset portfolios on a discretionary basis for endowments, foundations, and institutional-minded family offices across traditional and ESG mandates. The team conducts original research and portfolio analysis to drive strategic, tactical, and implementation decisions across public and private markets. The team is regionally distributed (New York, London, Mumbai) and works collaboratively across the firm. With over $35B in assets under management, the team serves clients across the U.S., EMEA, and Latin America.
Job summary
As an Equity Research Associate in New York, you will report to the team's Head of Equities and contribute directly to the equity research and investment process. You will work closely with senior portfolio decision-makers, build research depth across global equities, and gain exposure to portfolio construction, asset allocation discussions, and manager research.
Job responsibilities
  • Partner closely with the Head of Equities to conduct original investment research and idea generation across global equities (fundamental and macro; developed and emerging markets).
  • Support equity portfolio implementation, including due diligence on third-party funds/vehicles.
  • Maintain, develop, and improve internal tools and infrastructure used to monitor markets, track research theses, and support trading and performance analytics.
  • Present research findings and portfolio updates to the broader investment team and other stakeholders.
  • Conduct meetings with internal and external collaborators (sell-side analysts, industry experts, third-party managers).
  • Assist with portfolio management activities including trade planning, pre/post-trade analysis, and performance analysis.
  • Collaborate with global internal partners (client advisors, trade execution specialists, and due diligence specialists).

Required qualifications, capabilities and skills
  • Bachelor's degree.
  • Minimum 2 years of work experience, preferably in an investment-related role.
  • Strong proficiency in Excel and PowerPoint; experience with Bloomberg, FactSet, and/or similar platforms.
  • Strong analytical and critical thinking skills; comfort with data (coding skills a plus).
  • Outstanding attention to detail and ability to work under time pressure.
  • Strong written and verbal communication skills.
  • Strong interest in research and markets; understanding of financial fundamentals, risk management topics, and multi-asset portfolio management concepts.
  • Ability to thrive in a collaborative environment on a global team.

Preferred qualifications, capabilities and skills
  • Prior experience in an investing role.
  • Advanced degree and/or CFA charterholder or progress toward the CFA.

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

What JPMorgan Chase & Co. employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply