ZipRecruiter

Log In

1

Portfolio Management Assistant Jobs (NOW HIRING)

D.I. Management, LLC

Portfolio Manager

Dallas, TX · On-site

The Portfolio Manager will report to the Managing Director of Portfolio Management. Position ... Liquidity Management: Assist in cash planning initiatives to manage the fund's liquidity and ...

Riverview

Portfolio Management Manager

Vancouver, WA · On-site

$111K - $167K/yr

The Portfolio Management Manager will lead, train, and develop a team of Portfolio Managers (PM) and Team Assistants (TA) across the bank's Real Estate and Commercial Loan portfolios, ensuring ...

next page

Showing results 1-20

All JobsPortfolio Management Assistant Jobs

Portfolio Management Assistant information

See salary details

$13

$26

$38

How much do portfolio management assistant jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for portfolio management assistant in the United States is $26.35, according to ZipRecruiter salary data. Most workers in this role earn between $24.04 and $28.37 per hour, depending on experience, location, and employer.

What is the difference between Portfolio Management Assistant vs Financial Analyst?

AspectPortfolio Management AssistantFinancial Analyst
Required CredentialsTypically a bachelor's degree in finance, economics, or related field; certifications like CFA Level I are commonSame as Portfolio Management Assistant; often requires a bachelor's degree and CFA Level I or II
Work EnvironmentSupportive role within asset management firms, banks, or investment companies; team-basedAnalytical role in finance departments, investment firms, or banks; focus on data analysis
Employer & Industry UsageUsed in asset management, wealth management, and investment firmsCommon in finance, investment banking, and corporate finance sectors

Both roles require similar educational backgrounds and certifications, often working within the finance industry. The Portfolio Management Assistant primarily supports portfolio managers with administrative and research tasks, while the Financial Analyst focuses more on analyzing financial data to guide investment decisions.

What cities are hiring for Portfolio Management Assistant jobs? Cities with the most Portfolio Management Assistant job openings:
What are the most commonly searched types of Portfolio Management jobs? The most popular types of Portfolio Management jobs are:
What states have the most Portfolio Management Assistant jobs? States with the most job openings for Portfolio Management Assistant jobs include:
Portfolio Management Assistant jobs near you
Infographic showing various Portfolio Management Assistant job openings in the United States as of June 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Temporary. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $54,815 per year, or $26.4 per hour.

Portfolio Manager

D.I. Management, LLC

Dallas, TX • On-site

Full-time

Posted 14 days ago

Job description

Dalfen Industrial is looking for a Portfolio Manager to join the Dallas team. This role will be responsible for strategic planning, financial analysis, reporting, and overall fund management. The Portfolio Manager will report to the Managing Director of Portfolio Management.

Position Responsibilities

  • Portfolio Strategy: Track investment objectives, asset allocation, risk management, risk strategies, diversification, and watchlist items.
  • Valuation: Calculate and analyze fair market valuations using revised quarterly cash flow projections and market data.
  • Capital Markets: Collaborate with the debt capital markets team to run analysis on investment level debt concerns to proactively manage the funds.
  • Disposition Analysis: Analyze and recommend optimal time to dispose of assets to maximize fund performance.
  • Liquidity Management: Assist in cash planning initiatives to manage the fund’s liquidity and recommend appropriate funding vehicle (subline vs. equity). Run stress scenarios to ensure optimal fund liquidity.
  • Track Record: Participate in the quarterly track record update process.
  • Asset Management: Collaborate with our Asset Management team to monitor the performance of the existing real estate portfolio, including property operations, leasing, financial performance, and capital improvements. Identify opportunities to enhance and maximize fund performance.
  • Reporting and Analysis: Prepare comprehensive reports and dashboards on portfolio performance, financial analysis, and market trends to present to senior leadership. Assist in the preparation of quarterly investor letters.

Skills & Experience

  • Undergraduate degree required, preferably in Business, Commerce, Finance, Accounting, Real Estate or equivalent.
  • Advanced degree and/or professional designation, (i.e. RPA, CFA and/or CPM) an asset.
  • 5+ years of related real estate investments, private equity, and portfolio management experience.
  • Excellent analytical and financial modeling skills are essential.
  • Strong knowledge of Argus, Yardi and Excel.
  • Must be able to work in fast-paced environment with ability to effectively and efficiently manage multiple projects.
  • Exceptional written and verbal communication skills, including ability to articulate recommendations in concise and timely manner.
  • Ability to work effectively in a team.

Company Overview

Dalfen Industrial is one of the largest private equity owner, operator, and developer of industrial real estate. The firm has raised multiple private equity funds, and currently manages over 55 million square feet, and has transacted on over $7.8 billion of deals. Dalfen is vertically integrated across 9 offices, offering a challenging and fast-paced work environment.

Visit www.dalfen.com for more information.