Interact with Controller's management, the portfolio management team and traders, as well as ... * Assist in the development of a valuation and price verification framework for newly traded ...
Interact with Controller's management, the portfolio management team and traders, as well as ... * Assist in the development of a valuation and price verification framework for newly traded ...
Interact with Controller's management, the portfolio management team and traders, as well as ... * Assist in the development of a valuation and price verification framework for newly traded ...
Interact with Controller's management, the portfolio management team and traders, as well as ... * Assist in the development of a valuation and price verification framework for newly traded ...
Interact with Controller's management, the portfolio management team and traders, as well as ... * Assist in the development of a valuation and price verification framework for newly traded ...
Interact with Controller's management, the portfolio management team and traders, as well as ... * Assist in the development of a valuation and price verification framework for newly traded ...
Manage secured loan portfolio * Manage secured debt compliance * Assist with unsecured debt compliance and portfolio management * Develop and maintain various tables and dashboards for debt reporting
Manage secured loan portfolio * Manage secured debt compliance * Assist with unsecured debt compliance and portfolio management * Develop and maintain various tables and dashboards for debt reporting
Sr. Treasury Analyst
Salt Lake City, UT · On-site
Manage secured loan portfolio * Manage secured debt compliance * Assist with unsecured debt compliance and portfolio management * Develop and maintain various tables and dashboards for debt reporting
Sr. Treasury Analyst
Salt Lake City, UT · On-site
Manage secured loan portfolio * Manage secured debt compliance * Assist with unsecured debt compliance and portfolio management * Develop and maintain various tables and dashboards for debt reporting
... portfolios. The ARM provides timely, accurate financial analysis and makes recommendations ... Serve as an important part of the Relationship Management team. * As requested by RM, attend ...
... portfolios. The ARM provides timely, accurate financial analysis and makes recommendations ... Serve as an important part of the Relationship Management team. * As requested by RM, attend ...
... portfolios. The ARM provides timely, accurate financial analysis and makes recommendations ... Serve as an important part of the Relationship Management team. * As requested by RM, attend ...
Quick apply
... portfolios. The ARM provides timely, accurate financial analysis and makes recommendations ... Serve as an important part of the Relationship Management team. * As requested by RM, attend ...
Assistant Director of Data and Analytics Services
Salt Lake City, UT · On-site
$120 - $150/hr
Position Overview Assistant Director of Data & Analytics Engineering - Hybrid role (3 days/week in ... portfolio management, and business teams to design scalable data models and platform artifacts ...
Assistant Director of Data and Analytics Services
Salt Lake City, UT · On-site
$120 - $150/hr
Position Overview Assistant Director of Data & Analytics Engineering - Hybrid role (3 days/week in ... portfolio management, and business teams to design scalable data models and platform artifacts ...
Client Service Coordinator
Sandy, UT · On-site
$17 - $22.25/hr
Maintain and update client records, ensuring data integrity within CRM and portfolio management ... * Assist advisors with the preparation of financial planning materials, proposals, and ...
Client Service Coordinator
Sandy, UT · On-site
$17 - $22.25/hr
Maintain and update client records, ensuring data integrity within CRM and portfolio management ... * Assist advisors with the preparation of financial planning materials, proposals, and ...
Commercial Loan Underwriter
Park City, UT · On-site
... * Assist Relationship Managers and Loan Operations staff in loan closing activities * Provide post-funding analytical and monitoring support of credit relationships and portfolio maintenance, as ...
Commercial Loan Underwriter
Park City, UT · On-site
... * Assist Relationship Managers and Loan Operations staff in loan closing activities * Provide post-funding analytical and monitoring support of credit relationships and portfolio maintenance, as ...
Commercial Loan Underwriter
Park City, UT · On-site
... * Assist Relationship Managers and Loan Operations staff in loan closing activities * Provide post-funding analytical and monitoring support of credit relationships and portfolio maintenance, as ...
Commercial Loan Underwriter
Park City, UT · On-site
... * Assist Relationship Managers and Loan Operations staff in loan closing activities * Provide post-funding analytical and monitoring support of credit relationships and portfolio maintenance, as ...
... portfolios. The ARM provides timely, accurate financial analysis and makes recommendations ... Serve as an important part of the Relationship Management team. * As requested by RM, attend ...
... portfolios. The ARM provides timely, accurate financial analysis and makes recommendations ... Serve as an important part of the Relationship Management team. * As requested by RM, attend ...
Mortgage Loan Servicing Manager
Lindon, UT · On-site +1
Prepare analysis and reporting to Senior Management related to runoff and portfolio retention performance. * Team Management * Supervise a servicing assistant responsible for interim servicing tasks ...
Mortgage Loan Servicing Manager
Lindon, UT · On-site +1
Prepare analysis and reporting to Senior Management related to runoff and portfolio retention performance. * Team Management * Supervise a servicing assistant responsible for interim servicing tasks ...
Prepare analysis and reporting to Senior Management related to runoff and portfolio retention performance. * Team Management * Supervise a servicing assistant responsible for interim servicing tasks ...
Prepare analysis and reporting to Senior Management related to runoff and portfolio retention performance. * Team Management * Supervise a servicing assistant responsible for interim servicing tasks ...
Vice President
Salt Lake City, UT · On-site
Help to direct and manage workflows for Analysts and Associates. * Portfolio Support: Act as a valuable partner to portfolio companies, anticipating their needs and providing strategic guidance.
Vice President
Salt Lake City, UT · On-site
Help to direct and manage workflows for Analysts and Associates. * Portfolio Support: Act as a valuable partner to portfolio companies, anticipating their needs and providing strategic guidance.
Client Service Coordinator
Sandy, UT · On-site
$17 - $22.25/hr
Maintain and update client records, ensuring data integrity within CRM and portfolio management ... * Assist advisors with the preparation of financial planning materials, proposals, and ...
Client Service Coordinator
Sandy, UT · On-site
$17 - $22.25/hr
Maintain and update client records, ensuring data integrity within CRM and portfolio management ... * Assist advisors with the preparation of financial planning materials, proposals, and ...
... * Assist the Director of Portfolio Management with other credit administration functions. * Participate in the onboarding of a new Loan Origination System (LOS), Abigo/Sage Works, and the uploading ...
New
... * Assist the Director of Portfolio Management with other credit administration functions. * Participate in the onboarding of a new Loan Origination System (LOS), Abigo/Sage Works, and the uploading ...
New
Assistant Director of Data & Analytics Engineering Hybrid role (3 days/week in office) in our ... portfolio management, and business teams to design scalable data models and platform artifacts ...
Assistant Director of Data & Analytics Engineering Hybrid role (3 days/week in office) in our ... portfolio management, and business teams to design scalable data models and platform artifacts ...
Senior Asset Manager
Salt Lake City, UT · On-site
This role serves as a bridge between analytical support and full portfolio management, often ... Asset Strategy Support: Assist the Asset Manager in developing mid- and long-term strategies for ...
Quick apply
Senior Asset Manager
Salt Lake City, UT · On-site
This role serves as a bridge between analytical support and full portfolio management, often ... Asset Strategy Support: Assist the Asset Manager in developing mid- and long-term strategies for ...
Assistant Director of Data & Analytics Engineering Hybrid role (3 days/week in office) in our ... portfolio management, and business teams to design scalable data models and platform artifacts ...
Assistant Director of Data & Analytics Engineering Hybrid role (3 days/week in office) in our ... portfolio management, and business teams to design scalable data models and platform artifacts ...
Portfolio Management Assistant information
See Utah salary details
$12.47 - $14.56
5% of jobs
$14.56 - $16.65
1% of jobs
$16.65 - $18.74
1% of jobs
$18.74 - $20.83
9% of jobs
$21.48 is the 25th percentile. Wages below this are outliers.
$20.83 - $22.92
26% of jobs
The median wage is $23.40 / hr.
$22.92 - $25.01
29% of jobs
$25.28 is the 75th percentile. Wages above this are outliers.
$25.01 - $27.10
18% of jobs
$27.10 - $29.18
7% of jobs
$29.18 - $31.27
2% of jobs
$31.27 - $33.36
0% of jobs
$33.36 - $35.45
0% of jobs
$12
$23
$35
How much do portfolio management assistant jobs pay per hour?
As of Aug 22, 2026, the average hourly pay for portfolio management assistant in Utah is $23.99, according to ZipRecruiter salary data. Most workers in this role earn between $21.88 and $25.82 per hour, depending on experience, location, and employer.
What is the difference between Portfolio Management Assistant vs Financial Analyst?
| Aspect | Portfolio Management Assistant | Financial Analyst |
|---|---|---|
| Required Credentials | Typically a bachelor's degree in finance, economics, or related field; certifications like CFA Level I are common | Same as Portfolio Management Assistant; often requires a bachelor's degree and CFA Level I or II |
| Work Environment | Supportive role within asset management firms, banks, or investment companies; team-based | Analytical role in finance departments, investment firms, or banks; focus on data analysis |
| Employer & Industry Usage | Used in asset management, wealth management, and investment firms | Common 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 Utah?
The most popular types of Portfolio Management jobs in Utah are:
What cities in Utah are hiring for Portfolio Management Assistant jobs?
Cities in Utah with the most Portfolio Management Assistant job openings:
Controllers, Private Valuation Oversight/Product Control, Associate
Salt Lake City, UT • On-site
Full-time
Re-posted 15 days ago
Goldman Sachs rating
7.8
Based on 28 frontline employees who took The Breakroom Quiz
88th of 171 rated banks
Job description
Summary:
- Work within the AWM (Asset & Wealth Management) Public Product Control team, which is responsible for oversight of equity, fixed income, alternatives and derivative valuation across mutual funds, separate accounts and hedge funds
- Responsible for the price verification of investments; including fixed income, equity and derivatives
- Interact with Controller's management, the portfolio management team and traders, as well as support areas such as Operations, Risk, Technology, Fund Accounting, Legal, Compliance and Investor Relations
Principal responsibilities include the following:
- Responsible for assisting in the price verification of fixed income securities, as well as over the counter ("OTC") derivative positions held in the portfolios, including interest rate swaps, credit default swaps, equity and FX options
- Assist in the development of a valuation and price verification framework for newly traded securities, new funds and alternative products, in conjunction with key federation stakeholders (IT, Operations, Legal, Compliance, etc.) and the Portfolio Management/Trading teams
- Regular interaction with independent fund administrators to resolve daily valuation questions for securities (equities, fixed income and OTC derivatives) held in daily mutual funds, which includes making fair valuation recommendations
- Preparation of management reports and key valuation metrics for the Business, Controllers Management and Fund Boards
- Coordinate an annual vendor due diligence process with independent third party pricing vendors and brokers
- Responsible for reviewing and updating the Valuation Policy at least annually
Basic Qualifications:
- Accounting, Economics or Finance degree preferred, but not required
- CFA, CPA or work towards the designations preferred, but nor required
- 2-5 years experience in the financial markets and the investment management industry is preferred
- Requires a willingness and drive to understand valuation methods for the types of securities mentioned above
- Strong interpersonal (verbal and written communication) skills
- Ability to work in a team environment
- Strong analytical and organizational skills
- Ability to take initiative and work efficiently
- Proficiency in Microsoft Desktop Applications (Excel, PowerPoint, Word) and AI Tools, including Copilot
What Goldman Sachs employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Goldman Sachs
Sourced by ZipRecruiter
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
New York, NY, US
Year founded
1869