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Portfolio Implementation Associate Jobs in Princeton, NJ

UNDP

Fund Portfolio Associate

New York, NY · On-site

$75K - $103K/yr

... Portfolio Associate's responsibilities will include the following main functions: Ensures ... Prepare requests for setting up new donor and implementing agency codes, and initiate requests for ...

Bridgewater Associates

Portfolio Engineer

New York, NY · On-site

About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering ... and trade implementation - helping transform Bridgewater's ideas into real portfolios that move ...

Bridgewater Associates

Portfolio Engineer

New York, NY · On-site

About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering ... and trade implementation - helping transform Bridgewater's ideas into real portfolios that move ...

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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

Asset & Wealth Management, Private Wealth Management, Financial Investment Professional, Associate -

Goldman Sachs, Inc.

New York, NY • On-site

Full-time, Part-time

Re-posted 12 days ago

Goldman Sachs rating

7.8

Company rating: 7.8 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

88th of 174 rated banks

Job description


Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Financial Investment Professionals (FIPs) will support Private Wealth Advisors (PWAs) in the day-to-day coverage of existing client relationships. Responsibilities will include portfolio construction and implementation, ongoing asset allocation and performance analyses, and ad-hoc items tied to client requests. This is meant to be a longer-term role where you will work closely with PWAs to provide scale and leverage for their existing business while they continue to pursue new client relationships over time.
HOW YOU WILL FULFILL YOUR POTENTIAL
  • Act as the 'Chief Investment Officer' of the PWM team, exhibiting expertise across asset classes and investment vehicles
  • Develop relationships with clients and act as the primary point of contact for account related questions
  • Conduct client-facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk / return
  • Assist in the day-to-day management of client accounts, including portfolio implementation and re-balancing across asset classes
  • Serve as a key liaison for client accounts to internal PWM stakeholders, including Operations and Compliance
  • Lead or participate in cross-functional group projects to improve quality and efficiency within the PWM team
  • Execute equity, fixed income, mutual fund, and derivatives transactions across client accounts
  • Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios
  • Drive team efficiency by streamlining operations flows, strategic business planning, and support / service infrastructure

SKILLS & EXPERIENCE WE ARE LOOKING FOR
  • Bachelor's degree required (CPA, JD, or MBA degrees welcome)
  • 2-5 years of investment management, investment banking or comparable experience
  • Strong leadership skills and record of demonstrated achievement
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Strong interest in the financial markets and good investment sense/commercial instinct
  • Ability to multi-task and work with numerous colleagues and desks across the Firm
  • Strong verbal and written communication skills
  • Strong organizational and interpersonal skills
  • Detailed-oriented and highly organized
  • Strong financial modeling and presentation skills
  • SIE, Series 3, 7 and 63 (must be obtained within three months of employment)
    • Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy

Salary Range
The expected base salary for this New York, New York, United States-based position is $85,000-$160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
© The Goldman Sachs Group, Inc. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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