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Portfolio Implementation Associate Jobs in Terrell, TX

Humana

Director, Portfolio Management

Dallas, TX · On-site

Decisions typically focus on the implementation of large-scale programs and initiatives, supporting ... Govern TechStrat associate position approvals, ensuring alignment to department budgets, workforce ...

Humana

Director, Portfolio Management

Dallas, TX · On-site

Decisions typically focus on the implementation of large-scale programs and initiatives, supporting ... Govern TechStrat associate position approvals, ensuring alignment to department budgets, workforce ...

Humana

Director, Portfolio Management

Dallas, TX · On-site

Decisions typically focus on the implementation of large-scale programs and initiatives, supporting ... Govern TechStrat associate position approvals, ensuring alignment to department budgets, workforce ...

Farther

Senior Trading Associate

Dallas, TX

$14.75 - $17.75/hr

The Role Farther is seeking a Senior Trading Associate to support and scale the firm's trading ... portfolio rebalancing and model implementation. * Identify opportunities to streamline trading ...

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All JobsPortfolio Implementation Associate JobsPortfolio Implementation Associate Jobs in Terrell, TX

Portfolio Implementation Associate information

See Terrell, TX salary details

$12

$26

$45

How much do portfolio implementation associate jobs pay per hour?

As of Jun 21, 2026, the average hourly pay for portfolio implementation associate in Terrell, TX is $26.70, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $31.35 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, and why are they important?

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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Portfolio Implementation Associate jobs near you

Analyst, Client Reporting

Cambridgeassociates

Dallas, TX • On-site

Full-time

Posted 7 days ago

Job description

Firm Overview:

Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.

Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.

Job Description Summary:

Job Description Summary
Analysts in the Client Reporting Group are responsible for all aspects of monthly and quarterly performance report production across multiple asset classes including coordination with multiple parties, data input, reconciliation, client report administration, exhibit generation, quality control, and performance analysis. The position is operations focused and includes back/middle-office responsibilities to support Cambridge Associates' multiple services. Primary groups the Client Reporting Group interacts with include internal Investment Teams, Portfolio Implementation Management, Investment Operations, Data Processing, internal contractors, and external clients.
Key Responsibilities:
Provide superior client and investment team service
Ensure accurate and timely performance reporting deliverables
Be innovative and solutions-oriented
Promote clear and concise communication to all relevant parties

Job Description:

Primary Responsibilities:

  • Effectively coordinate working with offshore contractors to complete designated reporting tasks, while still being responsible for the oversight of client work and the understanding of reporting concepts and components

  • Collaborate with other operations groups to complete shared processes as part of report preparation, including confirmation and oversight of transactions, changes to the client's investment portfolio, data readiness, benchmark updates, and changes to the upcoming reporting deliverable

  • Own client portfolio administration including setup and maintenance of each assigned client's performance reporting profile/settings within proprietary applications for report generation and downstream data consumption by internal groups.

  • Investigate and resolve data gaps/discrepancies and maintain monthly data integrity through extensive quality control procedures.

  • Conduct total portfolio reconciliation of all underlying investment data for each assigned client to ensure data accuracy and completeness prior to report generation.

  • Configure and generate total portfolio and private investment reports via propriety applications and complete quality assurance processes

  • Maintain relationships with internal stakeholders, providing professional customer service and utilizing internal resources to effectively respond to inquiries

  • Participate in activities and process in support of broader department objectives. Opportunities include mentorship, training programs, and application development

We Offer:

  • 2-week onboarding training program, as well as structured mentorship. Continuing education opportunities, including employee guided learning opportunities and support for the CFA, CAIA, CIPM, and other professional designations

  • Team-based work structure, which supports an environment where immediate contributions can be made and ongoing learning is encouraged and fostered through interactions with colleagues across multiple groups, office locations, and experience levels

  • Exposure to robust data platform expanding across public and private asset classes and learning about institutional client investments portfolios

  • Opportunity to join peer-led auxiliary teams to strengthen project management and leadership experience

  • Opportunity to join our community service activities and other events to promote team collaboration and corporate citizenship

Qualifications:

  • Bachelor's degree (any major) and 1 year of related internship and work experience; minimum GPA of 3.0 preferred

  • The ability to operate in a highly productive, customer service-oriented environment

  • A keen eye for detail, strong organizational skills, and ability to manage multiple deadlines

  • Effective written and oral communication skills

  • The ability to work independently and collectively as part of a team

  • An interest in finance and desire to learn more about the operational side of investments industry

  • Strong computer skills with knowledge of Microsoft Office Suite, specifically Excel

  • Eligibility to work in the U.S. without sponsorship or restriction now and in the future

Base salary range for this role:

Pay Range Minimum:

63700

Pay Range Maximum:

82800

In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.

The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.

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