1

Portfolio Management Assistant Jobs in Oregon (NOW HIRING)

... manage risk. The Underwriter brings a strong understanding of CNA's strategies and underwriting appetite and leverages both internal and external data to make sound individual risk and portfolio ...

$139K - $140K/yr

Our globally recognized, award-winning portfolio of certifications provide an independent and ... * Assist with preparing executive-level communications, including status reports and performance ...

$139K - $140K/yr

Our globally recognized, award-winning portfolio of certifications provide an independent and ... * Assist with preparing executive-level communications, including status reports and performance ...

Assistant Property Manager

Portland, OR ยท On-site

$19.50 - $26.75/hr

... single property or portfolio of commercial Class A Office properties including marketing ... This job is within the Property Management job function. They are responsible for operating ...

... to assist, and customer service operations. The Project Manager will ensure projects are ... Support portfolio management activities aligned with VFMP governance standards and modernization ...

... to assist, and customer service operations. The Project Manager will ensure projects are ... Primary Responsibilities Project & Portfolio Management * Lead and manage modernization projects ...

Showing results 21-40

Portfolio Management Assistant information

See Oregon salary details

$14

$27

$41

How much do portfolio management assistant jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for portfolio management assistant in Oregon is $27.86, according to ZipRecruiter salary data. Most workers in this role earn between $25.43 and $30.00 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 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 and communication skills to help monitor and optimize investment portfolios.

Is portfolio management a stressful job?

Portfolio management assistants often work in fast-paced environments where attention to detail and decision-making under pressure are important. The role can involve managing client expectations, meeting deadlines, and analyzing market data, which may contribute to stress levels. However, workload and stress vary depending on the organization and individual workload management skills.

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

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

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

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

Infographic showing various Portfolio Management Assistant job openings in Oregon as of August 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Remote job distribution, with an average salary of $57,955 per year, or $27.9 per hour.

Assistant Director of Prospect Management (Temporary)

Oregon Health & Science University Foundation

Portland, OR โ€ข Hybrid

$92K - $106K/yr

Full-time, Temporary

Posted 15 days ago


Job description

Salary is determined based on experience and the Foundation's structured pay bands, which include steps for growth and performance. Please see the "Pay" section for more details.

Priority Application Deadline

August 10, 2026

FLSA Status

Exempt

Starting Salary

$79,595 - $92,861 (Step I)

$92,861 - $106,126 (Step II)

*More information about salary structure below

Work Location

Remote or Hybrid

About the Position

The Assistant Director of Prospect Management supports the philanthropic goals of the OHSU Foundation by driving prospect management and tracking, prospect identification, and portfolio management and analysis for assigned partners.

Note: This is a temporary position from August 2026 through January 2027.

What You'll Be Doing

Prospect Management

  • Serve as strategic partner with assigned gift officer to optimize portfolios, strengthen prospect pools, and recommend strategies for outreach that encourage major and transformational gift relationships. Provide guidance related to best practices for portfolio management, serving as a collaborative partner and thought leader to fundraising staff
  • Collaborate with development officers, fundraising leadership, and other internal partners to understand portfolio needs; implement innovative solutions to address moves management and fundraising strategies
  • Partner with new gift officers to develop and establish new portfolios, and transition portfolios following development staffing changes Develop and implement the tools necessary to keep a robust prospect pool that relates directly to the goals and targets of the assigned unit(s)
  • Lead individual and group portfolio review meetings and strategy sessions
  • Coordinate clearance system for prospects
  • Monitor prospect pool and forecast. Provide relevant and timely information and analysis to optimize portfolio(s)

Data Integrity and Service

  • Provide prompt, thorough, and accurate service through the completion of prospect management requests
  • Ensure data integrity of all information relevant to the prospect pool; perform routine data integrity error checks
Who You Are
  • You are customer service-minded and eager to understand and meet the needs of stakeholders
  • You have the ability to analyze, interpret, and synthesize information from a variety of sources to inform prospect strategy and portfolio assignment decisions.
  • You have strong interpersonal skills and can build productive partnerships with a wide range of constituents, including Foundation colleagues, OHSU faculty and staff, alumni, donors, and volunteers.
  • You understand development and major gift fundraising and how research and prospect management support fundraising efforts.
  • You have experience collecting, analyzing, interpreting, and evaluating information and can apply that knowledge to support fundraising strategy.
  • You understand multiple screening strategies and methodologies, including data mining, segmentation, and analytics.
You Should Have

Required Qualifications

  • Experience with major and principal-gift level prospect strategy development, research, and prospecting
  • 5-7 years in a development research office and prospect management office or related experience, preferably in healthcare, higher education or complex non-profit environment

Preferred Qualifications

  • Proficient skills in Microsoft Word, Excel, Outlook and PowerPoint; advanced skills preferred
  • Experience working in a relational database (Raiser's Edge or Salesforce Affinaquest preferred).
  • Experience working in a relational database

We want to emphasize that there is no such thing as the perfect candidate; candidates who do not have all of the required experience are encouraged to apply.

Working Conditions
  • Position is remote or hybrid-eligible with some travel to OHSUF on occasion/as requested
  • Occasional hours outside of normal work hours for meetings or programs
  • Prolonged use of a computer
Salary
$79,595—$92,861 USD
Pay

Salary is dependent on experience. Each salary band is broken into three "steps," which correspond with an employee's experience/tenure, proficiency and performance in that specific role. New employees will typically start at step I of our pay band to allow for later growth, although more experienced candidates may be eligible to start at step II or III. The OHSU Foundation has a structured process for determining starting compensation, taking into account years of related experience, applicable skills, knowledge and abilities, market parity, and internal equity.

Benefits

The OHSU Foundation also offers an exceptional benefits package including:

  • Comprehensive medical and dental insurance.

  • Pension program (The Foundation contributes 12% of your annual salary to a pension);

  • 22 days of paid vacation, 11 paid holidays, 1 float holiday and 2 days of volunteer time off;

  • Professional development dollars for each employee;

  • Hybrid work allowance and much more!

Plus, we have a flexible work environment for those who prefer a hybrid work schedule, and we close early on Fridays during the summer. Want to learn more about our other amazing benefits? Check out our benefits page to learn more about our benefits.

Please note that benefits may vary for employees residing outside of Oregon, Washington, Arkansas, Alaska and Arizona, and Nevada due to state-specific regulations and coverage differences. Employees located outside of these states may be required to work through a Professional Employer Organization (PEO).

Our Core Values

If you require support or reasonable accommodation during the application or recruitment process, please submit a request through our Accommodation Request Form.

The OHSU Foundation is an Equal Opportunity Employer

The OHSU Foundation is committed to being an equal opportunity, affirmative action organization. In keeping with our beliefs and values, no applicant will face discrimination or harassment on the basis of any protected class status, including color, age, current or future military status, disability (physical or mental), gender, gender identity, genetic information, marital status, national origin, pregnancy, race, religion, sexual orientation, veteran status, or any other status protected by law.

The OHSU Foundation, as required by law, is making available a copy of Employee Rights and Responsibilities under the Family and Medical Leave Act.

The OHSU Foundation participates in E-Verify. By law we are required to make available the Notice of E-Verify Participation and the Right to Work.