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Portfolio Implementation Associate Jobs in Newark, NJ

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Portfolio Implementation Associate information

See Newark, NJ salary details

$15

$31

$53

How much do portfolio implementation associate jobs pay per hour?

As of Aug 10, 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?

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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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

Private Banking Lending & Portfolio Manager

M&T Bank

New York, NY • On-site

$142K - $236K/yr

Full-time

Re-posted 14 days ago

M&T Bank rating

7.9

Company rating: 7.9 out of 10

Based on 186 frontline employees who took The Breakroom Quiz

79th of 170 rated banks

Job description

Overview:
Manages a team that provides operational support for all Private banking loan originations and portfolio management support. Ensures operational efficiency and technical excellence for the Custom Credit Advisor. Partners with Wealth Management Loan Product Management and Private Banking to understand business needs and use operational, technical, and functional lending expertise to develop and implement policies and procedures that enhance efficiency.
Primary Responsibilities:
  • Manage three distinct functions supporting Private Banking activities, including client-facing support for the Custom Credit Advisors and Associates, SBL (Securities-Based Lending) Specialists and Portfolio management. Understand each function and ensure the proper processes, practices and policies within and among them to ensure optimal efficiency. Ensure appropriate resource allocation to meet the needs of the business.
  • Partner with the business to keep a pulse on the way the team can optimally support the business; monitor supporting policies, procedures, and practices to ensure any gaps are identified and required improvements are implemented.
  • Review and approve daily department reports to ensure compliance with operational, security, and audit procedures, while supporting a positive client experience. Understand portfolio metrics and compliance needs and make recommendations for process improvements as required.
  • Provide data, information, and perspective related to lending activities to contribute to strategic planning and short-term initiatives related to the team and systems, operations, compliance and service standards, metrics, and procedures.
  • Responsible for execution of department contingency planning and regulatory compliance.
  • Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
  • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.
  • Promote an environment that supports a culture of belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.

Scope of Responsibilities:
This position manages the operational infrastructure that supports the Custom Credit team, ensuring the team provides the highest level of operational efficiency to ultimately enhance the client experience and create efficiency for internal partners. This position has full accountability for resolving and communicating the resolution of highly complex credit issues. This position needs deep expertise in three distinct functions, support of Custom Credit Advisors, SBL administration and Portfolio Management, to ensure efficiencies across the functions and resolve issues.
Supervisory/Managerial Responsibilities:
No. of Staff: 8
Education and Experience Required:
Bachelor's degree and a minimum of 5 years' wealth management, tailored, and/or custom credit lending experience, or in lieu of a degree, a combined minimum of 9 years' higher education and/or work experience, including a minimum of 5 years' wealth management, tailored, and/or custom credit lending experience
Completion of formal credit training program or similar work experience
Minimum of 1 years' managerial, supervisory, and/or work leadership experience
Deep knowledge of structuring and advising on custom credit
Experience prioritizing and balancing competing needs
Strong verbal and written communication skills
Strong interpersonal skills
Strong analytical skills
Education and Experience Preferred:
Minimum of 8 years' lending experience in Private Banking or Commercial Banking
Minimum of 3 years' management of a diverse team of operational functions in a financial services organization
Experience with pertinent internal systems
Deep knowledge of lending products, including SBL
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $142,100.00 - $236,800.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
New York, New York, United States of America

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