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Portfolio Implementation Associate Jobs in Princeton, 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 ...

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

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

Portfolio Implementation Associate information

See Princeton, 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 Princeton, NJ is $31.77, according to ZipRecruiter salary data. Most workers in this role earn between $21.15 and $37.31 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 cities near Princeton, NJ are hiring for Portfolio Implementation Associate jobs?

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

Portfolio Implementation Associate jobs near you

Associate, Client Advisory

Jordan Park Group

New York, NY • On-site

$125K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 4 days ago

Job description

Associate, Client Advisory
New York, New York

Your Role

The Client Advisory Team is looking for an Associate to work directly with the senior members of the Team across all areas of the client engagement. The ideal candidate would have an interest and aptitude in the topics noted above and be able to balance their technical knowledge with strong written and oral communication skills. Responsibilities include but are not limited to:

  • Working closely with a subset of the firm's Client Advisors and clients to support the advisory process
  • Building client relationships by interacting directly with clients in an advisory capacity, with Senior Advisor oversight
  • Providing strategic financial and investment advice across a client's entire balance sheet, including opportunities sourced through the clients' network
  • Working with Advisors and engaging with families early on during the prospecting phase to understand and articulate how Jordan Park would add value 
  • Serving as a project manager, coordinating across internal Jordan Park subject matter experts as well as external advisors (e.g., tax, legal, real estate, lending, etc) to problem solve and drive successful outcomes for clients
  • Coordinating with the Investment and Analyst Teams to deliver portfolio reporting and ad hoc analysis based on Client Advisor and/or client requests
  • Financial planning and forward modeling of client balance sheets
  • Strategizing the best portfolio implementation given a client's fact pattern and working closely with the investment team to oversee the execution and ongoing maintenance
  • Having strategic conversations around client engagement with Client Advisors - not just delivering on a request
  • Owning a project from start to finish and coordinating with multiple parties (internal + external) to drive a successful outcome
  • Tackling requests that may be outside of the job description and serving as an advisor on behalf of a family on matters that may go beyond the balance sheet

About You

  • Have a bachelor's degree and 3-6 years of work experience ideally in financial services (e.g., investment banking, private wealth management, etc.)
  • Have experience serving and working with clients
  • Genuinely like helping people
  • Pay attention to the details and produce accurate work product
  • Are hungry to learn; Love taking on challenges and finding creative solutions
  • Are resilient and don't get flustered easily
  • Can communicate effectively with a broad range of stakeholders
  • Are discreet in handling sensitive and confidential information
  • Work well as part of a team
  • Are skilled with Microsoft Office
  • Travel as necessary (estimated 20-30%) when safe to do so
  • Strongly preferred:
  • Business, economics, or finance major
  • CFA, MBA, and/or other graduate degree or certification
  • Aptitude for learning new technologies

Compensation & Benefits

Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks.  We apply a total reward philosophy when determining compensation terms.

The expected base salary for this role in New York, New York will range from $125,000-$150,000 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 & vision insurance - 100% of premium covered for employees
  • 401k participation with employer contribution
  • Generous paid time off 
  • Commuter benefits program (pre-paid tax dollars towards your commute)
  • Fitness Reimbursement
  • Annual Professional Development and Mindfulness Stipend

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