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Portfolio Management Assistant Jobs in Florida (NOW HIRING)

Concord Property Management LLC

Be Seen First

Property Management Assistant

Fort Lauderdale, FL · On-site

$18 - $20/hr

... managing a portfolio of residential properties and Airbnbs. Our team operates lean, which means ... and assist tenants - Handle tenant concerns and route issues appropriately - Create notices and ...

Concord Property Management LLC

Be Seen First

Property Management Assistant

Fort Lauderdale, FL · On-site

$18 - $20/hr

... managing a portfolio of residential properties and Airbnbs. Our team operates lean, which means ... and assist tenants - Handle tenant concerns and route issues appropriately - Create notices and ...

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All JobsPortfolio Management JobsPortfolio Management Assistant JobsPortfolio Management Assistant Jobs in Florida

Portfolio Management Assistant information

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$10

$19

$29

How much do portfolio management assistant jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for portfolio management assistant in Florida is $19.69, according to ZipRecruiter salary data. Most workers in this role earn between $17.98 and $21.20 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.

Does portfolio management assistant pay well?

The salary for a portfolio management assistant typically ranges from $45,000 to $70,000 annually, depending on experience, location, and the employer. Entry-level positions may pay less, while those with certifications or specialized skills can earn higher wages. Compensation often includes benefits such as bonuses and professional development opportunities.

What does a portfolio management assistant do?

A portfolio management assistant supports portfolio managers by preparing reports, analyzing investment data, and maintaining client records. They often use financial software and require strong organizational skills to help monitor and optimize investment portfolios. Their tasks contribute to efficient decision-making and client service in investment firms.

What are the most commonly searched types of Portfolio Management jobs in Florida?

The most popular types of Portfolio Management jobs in Florida are:

What cities in Florida are hiring for Portfolio Management Assistant jobs?

Cities in Florida with the most Portfolio Management Assistant job openings:

Portfolio Management Assistant jobs near you
Infographic showing various Portfolio Management Assistant job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $40,963 per year, or $19.7 per hour.

Portfolio Management Analyst

Star Mountain Capital

Tampa, FL • On-site

Full-time

Re-posted 15 days ago

Job description

Position Description
Portfolio Company Oversight
  • Support the Underwriting and Portfolio Management teams in monitoring portfolio company performance and preparing materials for board meetings, management discussions, and internal reviews.
  • Review monthly financial statements, quarterly covenant compliance certificates, and annual audited financial statements to identify performance trends, risks, and key business developments. Proactively share key highlights/takeaways with relevant teams.
  • Analyze operating and financial performance against budget and prior periods, helping identify key drivers of results and opportunities for operational improvement.
  • Assist with value creation initiatives across portfolio companies, including operational benchmarking, KPI reporting, working capital management, forecasting, and performance tracking.
  • Monitor liquidity, cash flow, and borrowing base availability, identifying potential risks and escalating material issues to senior investment professionals.
  • Track compliance with investment documentation, including financial covenants, reporting requirements, and key lender obligations.
  • Support ongoing monitoring of portfolio companies experiencing operational or financial challenges by gathering data, performing analyses, and assisting with action plans.
  • Contribute to special projects involving portfolio company performance improvement, strategic initiatives, and operational analyses.

Internal Reporting
  • Maintain portfolio company financial, capital structure, and operating data within firm systems, including S&P Global iLEVEL and Wall Street Office (WSO), ensuring accuracy and consistency.
  • Develop and maintain portfolio dashboards and KPI reporting to support investment committee materials, portfolio reviews, and management decision-making.
  • Support quarterly valuation processes by updating financial models, industry outlooks, assumptions, and supporting analyses.
  • Assist in preparing quarterly and semi-annual portfolio company reviews summarizing financial performance, key risks, industry outlooks, operating trends, and investment updates.
  • Respond to internal and investor information requests by preparing analyses and supporting materials related to portfolio company performance and investments.

Portfolio Financing & Investment Support
  • Assist in preparing internal financing and amendment memoranda for review by senior investment professionals.
  • Build and maintain detailed financial models (3-statement financial models and 13-week cash flow) to forecast operating performance, liquidity, leverage, and returns under various business scenarios.
  • Support investment professionals throughout the investment lifecycle, including due diligence, closing processes, ongoing portfolio monitoring, and post-close reporting.
  • Coordinate with internal teams and external advisors, including legal counsel, consultants, lenders, and portfolio company management, to support financing transactions and portfolio management initiatives.

Required Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, or a related field with a strong academic record.
  • 1-3 years of relevant experience in private equity, private credit, investment banking, corporate banking, valuation, consulting, accounting, or another finance-related role.
  • Strong financial modeling and analytical skills, including proficiency in Microsoft Excel and experience building or maintaining financial models.
  • Excellent attention to detail with the ability to manage multiple priorities in a fast-paced environment.
  • Interest in how AI can be applied to financial, industry, and investment analysis.
  • Strong written, verbal, and interpersonal communication skills.
  • Highly motivated, intellectually curious, and eager to learn in a collaborative team environment.
  • Positive attitude, strong work ethic, and a willingness to take ownership of responsibilities.
  • Experience with portfolio monitoring systems (e.g., S&P Global iLEVEL, Wall Street Office) and data visualization tools (e.g., Power BI or Tableau) is a plus.
  • Timing: Immediate
  • Location: Tampa, Florida - 5 days a week in office

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