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Portfolio Implementation Associate Jobs in Reston, VA

DC Green Bank

Associate

Washington, DC ยท On-site

The Associate reports to the Commercial Portfolio Manager. Key Responsibilities Transaction ... Contribute to the development, implementation, and enhancement of servicing procedures, internal ...

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All JobsPortfolio Implementation Associate JobsPortfolio Implementation Associate Jobs in Reston, VA

Portfolio Implementation Associate information

See Reston, VA salary details

$15

$31

$53

How much do portfolio implementation associate jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for portfolio implementation associate in Reston, VA is $31.53, according to ZipRecruiter salary data. Most workers in this role earn between $21.01 and $37.02 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 Reston, VA look for?

The top searched job categories for Portfolio Implementation Associate jobs in Reston, VA are:

What cities near Reston, VA are hiring for Portfolio Implementation Associate jobs?

Cities near Reston, VA with the most Portfolio Implementation Associate job openings:

Portfolio Implementation Associate jobs near you
Infographic showing various Portfolio Implementation Associate job openings in Reston, VA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $65,588 per year, or $31.5 per hour.

Associate Portfolio Coordinator/ Portfolio Support Specialist (P with Security Clearance

Keaki Technologies

Washington, DC โ€ข On-site

Other

Medical, Dental, Life, Retirement, PTO

Re-posted 17 days ago

Job description

Bering-Alaka`ina Holdings, LLC is looking for an Associate Portfolio Coordinator/ Portfolio Support Specialist (PC) to provide support for our government customer in the National Capital Region, Washington, D.C. DESCRIPTION OF RESPONSIBILITIES: * Compiles and maintains records of established office activities across the portfolio, performing variety of project duties and utilizing knowledge of systems or procedures, such as completing reports, providing information to customers, and employees, route incoming mail, answering correspondence, and preparing outgoing mail.
* Updates and coordinates portfolio reviews for all 20 Office of the Secretary of Defense Staff monthly and coordinates all their reviews with the Director of the Space Portfolio.
* Greet and assist all portfolio visitors/ monitor the access of visitors.
* Date stamps incoming work and ensures documentation is completed in an expeditious manner.
* Establishes and processes work based on portfolio priorities.
* Examines incoming work from the Program Managers to assure that adequate, complete information and data are provided for processing documents.
* Assists in the input of missing documentation.
* Review, determine format, and edit material submitted to Program Managers.
* Assist in the preparation of all portfolio briefing materials, as required, to include graphics and overall coordination.
* Assures that documentation is maintained in an accurate manner.
* Provides documentation to other installations, upon request.
* Uses computer to create, copy, edit, store, retrieve, and print a variety of standardized documentation.
* Makes insertions, deletions, corrections, and moves data from one place to another, as needed.
* Other duties as assigned by Supervisor. REQUIRED DEGREE/EDUCATION/CERTIFICATION: Bachelor's Degree or above REQUIRED SKILLS AND EXPERIENCE: * Minimum of five (5) years of experience doing:
* Complete reports
* Provide information to customers and employees
* Route incoming mail
* Answering correspondence
* Preparing outgoing mail
* Able to greet and assist visitors
* Able to monitor the access of visitors
* Compiling and maintaining records of established office activities
* Must be able to perform a variety of clerical duties
* Proven knowledge of office systems or procedures
* Able to provide portfolio support REQUIRED CITIZENSHIP AND CLEARANCE: * Must be a U.S. Citizen
* Active Secret clearance (must be able to maintain) Bering-Alaka`ina Holdings, LLC is a fast-growing government service provider. Employees enjoy competitive salaries. Eligible employees enjoy a 401K plan with company match; medical, dental, disability, and life insurance coverage; tuition reimbursement; paid time off; and 11 paid holidays. We are an Equal Opportunity/Affirmative Action Employer of individuals with disabilities and veterans. We are proud to state that we do not illegally discriminate in employment decisions on the basis of any protected categories. If you are a person with a disability and you need an accommodation during the application process, please click here to request accommodation. We E-Verify all employees As a part of BSNC, Bering- Alakaina Holdings gives hiring, promotion, training, and retention preference to BSNC shareholders, descendants and shareholder spouses who meet the minimum qualifications for the job. Qualified job candidates will generally be considered in the following order: BSNC shareholders, descendants, shareholder spouses, current employees, and outside candidates. The BSNC Shareholder Development department tracks and monitors the implementation of the Shareholder Hire Preference across its operations. Bering-Alaka`ina Holdings, LLC is comprised of industry-recognized government service firms designated as Alaska Native Corporation (ACN)-owned and 8(a) certified businesses and includes Ke`aki Technologies, LLC; Laulima Government Solutions, LLC; Kลซpono Government Services, LLC; Kapili Services, LLC; Po`okela Solutions, LLC; Kฤซkaha Solutions, LLC; and Pololei Solutions, LLC. For additional information, please visit www.beringalakaina.com #LI-JS1 #ClearanceJobs

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