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Portfolio Implementation Associate Jobs (NOW HIRING)

Aon

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... and portfolio implementation. Responsibilities: * Provide support to Advisors in all areas of ...

NFP Corp

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... and portfolio implementation. Responsibilities: * Provide support to Advisors in all areas of ...

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How much do portfolio implementation associate jobs pay per hour?

As of Jul 15, 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 July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% 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.
Portfolio Manager Associate

Portfolio Manager Associate

City National Bank

San Francisco, CA • On-site

$92K - $156K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 19 days ago

Job description

ABOUT US
RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.
PORTFOLIO MANAGER ASSOCIATE
WHAT IS THE OPPORTUNITY?
Implement proprietary strategies and asset allocation for RBC Rochdale Financial Advisors and clients. Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients.
WHAT WILL YOU DO?
  • Partner with portfolio managers to recommend initial strategic asset class allocation for new clients, and recommendations for trades and allocation changes for existing clients.
  • Respond to incoming calls, emails, and inquiries from clients and advisors - Portfolio characteristics, economic updates, and the firm's investment thesis - Specific strategies and solutions: business description and reasons we own - Tie everything to client's goals and aspirations - Create, research, and provide detailed ad-hoc analyses
  • Manage the Book: analyses/activities on the total book of business, segments of the book, and client portfolios. - Track new clients and specific actions to take across the Book and for specific clients
  • Trade execution; buy and sell securities to implement asset allocations for client portfolios, based on client's investment mandates, cash needs, firm strategy changes and general rebalancing; assess tax liabilities and client directed account restrictions to determine whether macro investment decisions are applicable on the account level; manage complex situations.
  • Monitor client portfolios for deviations from specified strategy or to provide investment recommendations.
  • Create and/or review client portfolio review presentations and portfolio risk/return analysis presentations.
  • Manage the workflow and development of teammates: - Training of systems and procedures - Foster growth of responsibilities, and thinking, and serving clients - Delegate portfolio management tasks between the team members
  • Reinforce PM/Research guidance throughout the team environment, i.e., a bridge between PMs/Research to teammates.
  • Promote the development and growth of our colleagues; nurture and care about their aspirations and goals.
  • Collaborate with technology, strategy, operations, trading teams, etc., to improve processes across the firm.
  • Support the management of process control on the team.
  • Complete special projects as requested.

WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
  • Bachelor's Degree or equivalent
  • Minimum 4 years of experience in Investment Management
  • FINRA Series 65 or Series 66 or ability to obtain

Additional Qualifications
  • Master's Degree MBA and/or CFA, received or underway, preferred
  • Think and act like a PM; stand in as the PM - team, client, and advisor facing; mindset of serving clients and advisors
  • Well-versed on macro-economic environment, and able to tell the Rochdale story to convey our value-proposition, and convey and reinforce our messaging
  • Interest in, desire to follow, and love for markets
  • Ability to articulate the complex in understandable and consumable terms to advisors and clients with varied investment knowledge and understanding; shift seamlessly from high-level concepts to drill down into specifics
  • Skill in demonstrating empathy, emotional intelligence, relationship management, and communications
  • Extensive knowledge of markets and industry as well as portfolio management expertise
  • Comprehensive understanding of Rochdale investment and research philosophy
  • Analytical skills, ability to translate and implement theoretical into practical, flawless execution and quality, and attention to detail
  • Operate well in a high growth environment; ability to manage high volume task orientation while contemplating future growth and team capabilities
  • Ability to work independently and use sound judgment
  • Extensive knowledge of the Firm's proprietary trading system, as well as the portfolio accounting system
  • Assessment of skills and capabilities of others
  • Teaching skills
  • Continuous improvement mindset
  • Strong problem solving skills

WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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