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Portfolio Implementation Jobs (NOW HIRING)

XYPN

Portfolio Associate

$68K - $92K/yr

Respond to portfolio implementation and trading-related questions from internal teams and advisors * Assist in PM onboarding calls with new advisors joining XYPN Sapphire, implementing portfolio ...

Northern Trust

Portfolio Analyst

Chicago, IL

$114K - $194K/yr

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

Man Group

Senior Portfolio Analyst

Boston, MA

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

Portfolio Implementation & Execution * Lead the implementation of research-driven investment ideas across institutional and high-net-worth client accounts. * Support portfolio rebalancing ...

Northern Trust

Portfolio Analyst

Chicago, IL

$114K - $194K/yr

Portfolio Implementation & Execution * Lead the implementation of research-driven investment ideas across institutional and high-net-worth client accounts. * Support portfolio rebalancing ...

Oregon Pacific Bank

Trust Portfolio Manager

Eugene, OR · On-site

$64K - $93K/yr

... portfolio implementation questions, cash and liquidity planning for distributions, and client education on investment-related topics consistent with governing documents, client objectives, and ...

New

Oregon Pacific Bank

Trust Portfolio Manager

Medford, OR · On-site

$64K - $93K/yr

... portfolio implementation questions, cash and liquidity planning for distributions, and client education on investment-related topics consistent with governing documents, client objectives, and ...

New

Triad Partners LLC

Portfolio Manager

Lawrence, KS · On-site

Support the trading and investment research teams on portfolio implementation, onboarding new advisory firms and developing tailored investment solutions for high net worth clients and prospects.

Man Group plc

Senior Portfolio Analyst

Boston, MA · On-site

$90K - $115K/yr

Design tools for evaluating and improving portfolio implementation and performance * Drive signal enhancement initiatives in partnership with research teams, and develop independent research ideas ...

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All JobsPortfolio Implementation Jobs

Portfolio Implementation information

See salary details

$44.5K

$76.8K

$102.5K

How much do portfolio implementation jobs pay per year?

As of Jun 19, 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.
More about Portfolio Implementation jobs
What cities are hiring for Portfolio Implementation jobs? Cities with the most Portfolio Implementation job openings:
What are the most commonly searched types of Portfolio Implementation jobs? The most popular types of Portfolio Implementation jobs are:
What states have the most Portfolio Implementation jobs? States with the most job openings for Portfolio Implementation jobs include:
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 June 2026, with employment types broken down into 83% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $76,827 per year, or $36.9 per hour.

Portfolio Associate

XYPN

Remote

$68K - $92K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Job description

About XYPN
XYPN Sapphire is an SEC registered investment advisor offering a comprehensive platform for independent, fee-only financial advisors. We offer two services, a TAMP and Corporate RIA. The TAMP offering is for advisors who keep their own state- or SEC-registered investment advisory practices and outsource the trading and back office operations. The Corporate RIA offers a completely different model for members to operate their firms under, freeing them of compliance, investment, and other burdens of running their firms independently.
About the role
We are seeking a detail-oriented and intellectually curious Portfolio Associate to join our growing investment team. This role is designed for an investment professional interested in developing toward portfolio management responsibilities while gaining hands-on experience across trading, portfolio implementation, investment research, and advisor support.
As a Portfolio Associate, you will be responsible for executing trades and portfolio changes for a group of advisors while supporting investment research, due diligence, and portfolio analysis efforts. You'll play an important role in helping ensure portfolios are implemented accurately and efficiently, while developing a deep understanding of portfolio management through direct involvement in both investment decision-making and execution.
You'll also serve as a knowledgeable resource for advisors on portfolio implementation, investment models, and platform offerings, and contribute to strategic initiatives that improve the efficiency and scalability of our investment platform.
This role is ideal for someone who enjoys analytical thinking, values precision and accuracy, and is excited to build investment, trading, and advisor-facing skills.
Where We Hire: We're excited to review applications from across the U.S., but we give priority to candidates residing in the following states: AZ, CA, CO, FL, GA, IL, IN, MA, ME, MI, MN, MT, NC, NE, TX, UT, WA and WI
What you'll be doing
Trading Operations
  • Execute all trade requests accurately and within established service level agreements
  • Process trade instructions and system-recommended portfolio rebalances
  • Review proposed trades for accuracy, submit to custodians, and monitor execution and allocations
  • Confirm portfolio allocations and household setups are correct for both new and existing clients
  • Respond to portfolio implementation and trading-related questions from internal teams and advisors
  • Assist in PM onboarding calls with new advisors joining XYPN Sapphire, implementing portfolio transitions from prior firms.
  • Maintain detailed records of trading activity and processes

Portfolio & Economic Research
  • Support the portfolio management team with portfolio analyses and data requests
  • Prepare investment research reports on specific asset classes and model holdings
  • Perform due diligence and review of advisor lead custom models
  • Assist in maintaining model marketing materials and YCharts Model Marketplace Dashboards
  • Contribute to internal investment content and participate in the creation of firm-level research
  • Ad hoc portfolio analysis as requested by financial advisors

Strategic Projects & Automation
  • Lead or contribute to process improvement and automation initiatives within the investment team
  • Collaborate cross-functionally to enhance trading workflows and operational efficiency
  • Support the needs of the Investment Policy Committee with data and project work

The Deets:
Start Date: Immediately
Status: Full-time (40-45 hours per week with flexible schedule)
Location: Remote and/or Bozeman, MT
Overtime Status: Non-exempt (i.e., overtime eligible)
Team: XYPN Sapphire
Reports To: Director of Investment Services
Direct reports: None
Travel: Up to 10% travel (e.g., 2-3 weeks /year) required for team retreats and other company events
What you'll bring to the table:
(If you think, "I only meet 80% of these qualifications," still apply!)
  • 4-9 years experience either:
    • placing trades at a large custodian, investment manager, RIA, of other financial services firm
    • performing investment research, with an asset-class specific focus
  • Solid understanding of portfolio management concepts and trading processes.
  • You have a knack for noticing small discrepancies; you fill crucial information into forms (like account numbers!) with little to no error. You proofread your work before submitting it.
  • Tech-savviness and the ability to pick up new technology
  • Comfort navigating trading platforms and custodian interfaces.
  • Experience with investment tools/systems and a process-improvement mindset.
  • You can work under tight deadlines without even breaking a sweat as you flex your brag-worthy time management skills.
  • Familiarity in self-directing your days-you can manage your projects and tasks, seek out support, and re-prioritize as needed.
  • Authorized to work and live in the United States

What would make us drool:
  • Experience using Orion and their trading software, Eclipse.
  • Experience working with Charles Schwab as a custodian.
  • You're using AI tools in a trading capacity
  • You've passed CFA level 2 or more

XYPN welcomes applications from individuals who may have had nontraditional career paths, or who may have taken time off for family reasons (e.g., children, caring for disabled or elderly family). We encourage applications from minorities, women, individuals with disabilities, protected veterans and all other qualified applicants
Compensation & Benefits:
  • $68,000 - $92,000 Annually
  • All team members at XYPN are owners! We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP).
  • Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)
  • 9 paid holidays (we offer flexible holidays!)
  • 401(k) with match; you put in 6%, and we put in 4.5%.
  • 12 weeks paid parental leave for the birth or adoption of a child.
  • Health insurance w/ employer contribution.
  • Dental, Vision, Voluntary Life and AD&D, and Accident insurance options.
  • Pet insurance availability
  • Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available
  • Employer-paid Life and AD&D insurance.
  • Employer-paid Long Term Disability coverage.
  • Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee.
  • $2000/year (prorated by start date) to put towards professional development
  • $250/quarter to spend on yourself specific to our core value of "Be Well Being You."
  • $500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year.
  • A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years.
  • Subsidized employer-sponsored childcare through our internal child care program. (Subject to availability)
  • Various Gym discounts
  • Company-owned laptop computer provided (Apple Products).

XYPN believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. XYPN is beyond proud to be an equal opportunity employer.

Apply