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Portfolio Implementation Jobs (NOW HIRING)

CAPTRUST

Senior Trader

Costa Mesa, CA

CAPTRUST is seeking a Senior Trader / Fixed Income Portfolio Manager responsible for managing the firm's fixed income portfolios while supporting equity trading, portfolio implementation, and ...

Man Group

Senior Portfolio Analyst

Boston, MA · On-site

Take ownership of day-to-day portfolio management workflows, including validating the implementation of the investment strategies * Analyze the output of our portfolio construction process to ensure ...

Northern Trust

Portfolio Analyst

Chicago, IL · On-site

$114K - $194K/yr

Lead the implementation of researchdriven investment ideas across institutional and highnetworth client accounts. * Support portfolio rebalancing, transitions, and ongoing portfolio construction ...

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Portfolio Implementation information

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$44.5K

$76.8K

$102.5K

How much do portfolio implementation jobs pay per year?

As of Aug 6, 2026, the average yearly pay for portfolio implementation in the United States is $76,827.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,000.00 and $90,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a portfolio implementation specialist, and why are they important?

To excel as a Portfolio Implementation Specialist, you need a solid understanding of investment strategies, financial markets, and portfolio management principles, often supported by a degree in finance or economics. Familiarity with portfolio management systems, trading platforms, and certifications like CFA or CIPM is commonly required. Attention to detail, analytical thinking, and effective communication are crucial soft skills for coordinating with clients and internal teams. These competencies are vital to ensure accurate execution of investment strategies, minimize operational risk, and deliver seamless client experiences.

What are the typical day-to-day responsibilities of someone working in portfolio implementation?

Professionals in Portfolio Implementation are responsible for translating investment strategies into actionable trades, ensuring portfolios align with client objectives and compliance requirements. Daily tasks often include monitoring portfolio performance, executing rebalancing trades, coordinating with portfolio managers and traders, and addressing operational issues that may arise. The role also involves maintaining accurate records, handling client-specific customization, and collaborating closely with compliance and operations teams to ensure all trades adhere to regulatory guidelines. Effective communication and attention to detail are essential to succeed in this fast-paced environment.

What is the difference between Portfolio Implementation vs Portfolio Management?

AspectPortfolio ImplementationPortfolio Management
FocusExecuting and deploying investment strategies and projectsOverseeing, analyzing, and adjusting the entire investment portfolio
ResponsibilitiesImplementing specific investment plans, managing resources, ensuring complianceMonitoring performance, risk assessment, strategic decision-making
CredentialsFinancial certifications like CFA, PMP often preferredSimilar credentials, with emphasis on strategic and analytical skills
Work EnvironmentProject teams, investment firms, financial institutionsSenior management, investment committees, asset management firms

While Portfolio Implementation focuses on executing investment strategies, Portfolio Management involves overseeing and optimizing the entire investment portfolio to meet long-term goals. Both roles require financial expertise and certifications, but their scope and responsibilities differ significantly.

What is portfolio implementation?

Portfolio implementation is the process of putting an investment strategy into action by selecting, acquiring, and managing assets in accordance with a portfolio manager's recommendations. This involves executing trades, monitoring allocations, and ensuring that the portfolio aligns with the intended risk and return objectives. Effective portfolio implementation helps minimize costs, track errors, and maintain the desired investment exposure, which is crucial for achieving the portfolio's long-term financial goals.
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What are the most commonly searched types of Portfolio Implementation jobs? The most popular types of Portfolio Implementation jobs are:
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What job categories do people searching Portfolio Implementation jobs look for? The top searched job categories for Portfolio Implementation jobs are:
Portfolio Implementation jobs near you
Infographic showing various Portfolio Implementation job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $76,827 per year, or $36.9 per hour.

Asset Management (55ip) Portfolio Oversight - Vice President

JPMorgan Chase & Co

Boston, MA • On-site

Full-time

Medical, Retirement

Re-posted 6 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 492 frontline employees who took The Breakroom Quiz

73rd of 170 rated banks

Job description

55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip's tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip's intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients.

The 55ip Portfolio Oversight team manages and oversees 55ip's portfolio implementation and tax management capabilities across ETF/Mutual Fund model portfolios, unified managed accounts (UMAs), and active SMAs. 55ip is a tax management-focused investment technology platform powering over $130B in assets and is part of J.P. Morgan Asset Management's Customized Management Account Solutions business.

Job summary:  

As a (junior) Vice President, Portfolio Oversight, you will oversee the day-to-day execution and governance of client portfolios on the 55ip platform, with a focus on delivering intended investment and tax outcomes at scale. You will serve as a subject matter expert and partner closely with Product, Technology, Quantitative Research & Development, Operations, and client teams to support reporting, analysis, platform enhancements, and strategic initiatives. 

Job responsibilities:

  • Oversee day-to-day implementation of tax-optimized client portfolios, ensuring consistent, scalable processes that balance investment objectives and tax outcomes
  • Provide ongoing oversight of the portfolio implementation and tax-management platform, identifying enhancement opportunities and partnering with Technology, Research, Product, Operations, and client teams to improve systematic processes and controls
  • Produce, analyze, and present platform-level oversight reporting (e.g. implementation quality, tax outcomes, drift, risk exposures) to internal stakeholders and enterprise clients
  • Conduct ad hoc analyses related to portfolio implementation, tax outcomes, and client-specific constraints, translating findings into actionable recommendations
  • Maintain practical expertise in 55ip's implementation solutions, proprietary optimizer, and offering set across supported businesses and account types
  • Partner cross-functionally with Quantitative R&D, Product, Technology, Operations, and client-facing teams to support new features, onboarding, issue resolution, and strategic initiatives

Required qualifications, skills and capabilities: 

  • 6+ years experience in an Investment and/or Wealth Management environment, particularly with a focus on SMA portfolio management, investment oversight/governance, quantitative investment solutions, and/or wealth management platform/tech experience
  • Strong data and analytical skills
  • Strong understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, unified managed accounts/households, and tax management strategies (e.g. tax loss harvesting, wash sale rule, portfolio transitions, gains budget) 
  • Familiarity with portfolio optimization and implementation toolsets (e.g., optimizers, risk models, rebalancing frameworks, tax-lot methodologies, market data solutions)
  • Strong verbal and written communication skills
  • Ability to work effectively in a highly collaborative, team-oriented environment

Preferred qualifications, skills and capabilities:

  • CFA (or substantial progress toward CFA)
  • Experience applying analytics and automation (e.g., Python, scripting, AI/low-code tools) to improve reporting, controls, and process efficiency.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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