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Portfolio Implementation Associate Jobs (NOW HIRING)

Mercer Advisors

Portfolio Consultant III

Denver, CO · On-site

Provide status updates on portfolio implementations proactively and timely. * Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies * Must ...

Mercer Advisors

Portfolio Consultant III

Denver, CO · On-site

Provide status updates on portfolio implementations proactively and timely. * Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies * Must ...

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Portfolio Implementation Associate information

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$51

How much do portfolio implementation associate jobs pay per hour?

As of Jun 19, 2026, the average hourly pay for portfolio implementation associate in the United States is $30.31, according to ZipRecruiter salary data. Most workers in this role earn between $20.19 and $35.58 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
Infographic showing various Portfolio Implementation Associate job openings in the United States as of June 2026, with employment types broken down into 2% As Needed, 86% Full Time, 6% Part Time, 1% Temporary, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $63,044 per year, or $30.3 per hour.
Associate Vice President, Investment Operations

Associate Vice President, Investment Operations

Fund Evaluation Group LLC

Cincinnati, OH • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Job description

Location: Cincinnati, OH (On-site)
Department: Operations
The Associate VP, Investment Operations, is responsible for portfolio implementation, capital activity oversight and cross-team execution of investment decisions. Partners closely with Portfolio Management teams to operationalize portfolio decisions into coordinated activities across Trading, Fund Operations, custodians, administrators and internal systems.
What You'll Do / Position Responsibilities
Investment Execution
  • Partner with Portfolio Management team on rebalancing, model changes, liquidity planning, and sequencing of capital activity across OCIO portfolios.
  • Translate portfolio management decisions into actionable funding, rebalancing, and allocation instructions in coordination with Trading and Fund Operations.
  • Oversee the firm's trading functions across all service lines and investment vehicles including the use of margin to keep market exposure.

Portfolio Oversight
  • Monitor cash positions, liquidity needs, and exposure maintenance to support portfolio continuity across client relationships.
  • Ensure portfolio decisions are implemented accurately and timely across funding, rebalancing, and capital activity needs.
  • Identify and implement process improvements related to portfolio implementation, capital workflows, and data transparency.

Implementation Expertise & Mentorship
  • Continued professional development on alternative investment trading solutions, investment operations and technical platforms.
  • Mentor and support analysts involved in investment operations and portfolio related workflows.

What We Expect / Qualifications
  • Bachelor's degree in accounting, finance, or related discipline.
  • 8-12+ years of experience in portfolio implementation, investment operations, or financial-technology platform management.
  • Experience working with portfolio accounting platforms (Black Diamond, Tamarac, or similar).
  • Strong understanding of portfolio construction concepts, transaction lifecycle, valuation processes, and investment fund structures (including private capital and hedge funds).
  • Excellent communication skills and proven ability to partner with Investments, Operations, Compliance, Technology, and client-facing teams.

What We Offer / Benefits & Compensation
  • Competitive compensation and bonus opportunities commensurate with qualifications and performance.
  • Employer-paid life, Short-Term Disability and Long-Term Disability coverage plus subsidized Medical, Dental, & Vision plans.
  • Wealth Benefits including 401(k) and ESOP Programs with company contributions.
  • Paid Time Off (Holidays, PTO, Parental Leave)
  • Flexible work options designed to support work-life balance while maintaining productivity and collaboration.
  • Employee-led culture committees focused on engagement, well-being, diversity, and a positive workplace environment.
  • A structured mentorship program that fosters professional growth, knowledge sharing, and leadership development through meaningful one-on-one connections.
  • Tuition reimbursement for approved educational programs to support continued learning and career development.
  • Reimbursement for eligible professional certifications and industry-recognized designations.
  • Access to comprehensive wellness programs that support physical, mental, and overall well-being.

Why FEG? / About the Company
FEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients1, such as university endowments,
private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices.
Founded in 1988, FEG has served communities, both directly and by helping our clients fulfill their missions, for over 35 years. FEG employs 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $100.4 billion2 in client assets under advisement.
LIMITATIONS AND DISCLAIMER
The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.
Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an "at-will" basis.
1Institutional clients include Charitable organizations, Community Foundations, Corporate, Healthcare, Higher Education, Independent Schools, Insurance, Native American Tribes, Private Foundations, Public Funds, Religious organizations, and Taft Hartley. Nonprofit clients include Charitable organizations, Community Foundations, Healthcare (nonprofit), Higher Education, Independent Schools, Private Foundations, and Religious Organizations.
2As of September 30, 2025, Assets under Advisement (AUA) include discretionary and non-discretionary assets of FEG and its affiliated entities. These assets are typically non-discretionary. Some asset values may not be readily available at the most recent quarter-end; therefore, the previous quarter's values were used and may be higher or lower depending on current market conditions. Of the $100.4bn in AUA, FEG's total assets under management (AUM) of $19.6bn includes discretionary of ($17.0bn) and non-discretionary AUM ($2.5bn).
FEG Investment Advisors is an Equal Opportunity Employer. FEG Investment Advisors does not discriminate in its employment decisions based on race, religion, color, national origin, sex (including pregnancy, gender identity and sexual orientation), age (40 or older), disability, veteran or military status, genetic information, or any other basis that would violate any applicable federal, state, or local law.

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