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$38

How much do portfolio management assistant jobs pay per hour?

As of Jul 24, 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.

Does portfolio management pay well?

Portfolio management roles typically offer competitive salaries that vary based on experience, location, and the size of the firm. Professionals with certifications like the CFA and strong analytical skills tend to earn higher compensation, especially in financial hubs or large organizations.

What does an assistant portfolio manager do?

An assistant portfolio manager supports senior portfolio managers by helping to analyze investment opportunities, monitor portfolio performance, and prepare reports. They often assist with research, data analysis, and implementing investment strategies using financial tools and software. This role requires strong analytical skills, knowledge of financial markets, and relevant certifications such as the CFA.

What qualifications do I need to be a portfolio manager?

To become a portfolio management assistant, a bachelor's degree in finance, economics, or a related field is typically required. Relevant skills include strong analytical abilities, knowledge of financial markets, and proficiency with investment tools and software. Certifications such as the Chartered Financial Analyst (CFA) designation can enhance qualifications for advancement in portfolio management roles.

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.

How much does an assistant portfolio manager earn?

An assistant portfolio manager typically earns between $60,000 and $100,000 annually, depending on experience, location, and the size of the firm. They often work closely with senior managers and may require relevant certifications such as the CFA designation.
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 July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. 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.
Associate, Credit Secondaries, Portfolio Management

Associate, Credit Secondaries, Portfolio Management

Ares Management Corporation

New York, NY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 23 days ago

Job description

Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Job Description
Ares Management is seeking an Associate to join its Portfolio Management Team ("PMT") supporting the Firm's Credit Secondaries platform. The PMT is a specialized, strategically focused team responsible for portfolio-level risk oversight, performance analysis, and the development of portfolio construction and fund management frameworks across Ares' global secondaries business.
The team partners closely with investment professionals, senior leadership, Investor Relations, and Product Management, and engages regularly with limited partners and other external stakeholders. The role offers meaningful responsibility, broad exposure across the investment lifecycle, and direct interaction with senior decision-makers. The Associate will report to the Head of Portfolio Management and be based in New York or Connecticut.
Responsibilities
Portfolio Management & Risk Oversight
  • Oversee ongoing portfolio monitoring for secondaries investments across applicable asset classes (Private Equity, Credit, Infrastructure, and/or Real Estate), including performance tracking, cash flow analysis, valuation review, and risk assessment throughout the investment lifecycle
  • Analyze portfolio exposures, concentration risks, pacing, and return attribution, synthesizing insights and escalating key themes or emerging risks to senior leadership
  • Develop and maintain transaction-level and portfolio-level financial models to evaluate prospective investments and assess portfolio construction implications
  • Partner with investment teams to articulate the Portfolio Management perspective during investment committee discussions and transaction reviews
  • Reforecast existing investments on a semi-annual basis, evaluating changes in underlying performance, tracking error, and implications for forward-looking strategy

Strategy & Portfolio Construction
  • Assist in the design and maintenance of strategy-level portfolio models that inform investment policy decisions, including asset allocation, risk parameters, deployment pacing and sizing, financing tools, and liquidity or cash recycling considerations
  • Support quarterly portfolio and strategy discussions with key stakeholders, including investment committee members and senior investment leadership, to align teams on portfolio positioning and strategic priorities
  • Apply portfolio insights to support product development and capital formation initiatives, including separately managed accounts and parallel investment structures

Financial Analysis & Reporting
  • Support the preparation and review of comprehensive portfolio-level analyses, including NAV forecasts, cash flow projections, scenario analyses, and performance summaries for senior management and investment committees
  • Contribute to quarterly and ad hoc investor reporting by producing high-quality portfolio analytics and written commentary in collaboration with Investor Relations and Product Management
  • Ensure accuracy, consistency, and integrity of data across portfolio management systems, reporting tools, and downstream analytics

Product & Investor Support
  • Support investor due diligence efforts by responding to inquiries related to portfolio construction, performance drivers, liquidity, and risk management
  • Assist in the preparation of portfolio reviews, investor presentations, and fundraising materials in coordination with Investor Relations and senior leadership
  • Contribute to the ongoing enhancement of portfolio management frameworks, analytical tools, and reporting standards across secondaries strategies

Cross-Functional Collaboration
  • Work closely with investment teams, fund accounting, legal, tax, and operations to ensure accurate representation of portfolio activity and timely resolution of issues
  • Coordinate with Fund Accounting and Portfolio Analytics teams to review valuations, capital account statements, and financial reporting outputs
  • Support senior portfolio managers and partners on strategic initiatives related to portfolio construction, analytical capabilities, and process improvements

Qualifications
  • Strong written and verbal communication skills, with the ability to synthesize complex analyses for senior and external audiences
  • Solid foundation in financial analysis, accounting principles, and financial modeling
  • Demonstrated analytical and quantitative aptitude
  • Advanced proficiency in Microsoft Excel and PowerPoint
  • Experience with Python or other analytical programming tools is a plus
  • Ability to manage multiple priorities, operate independently, and collaborate effectively in a team-oriented, fast-paced environment
  • High attention to detail and strong quality-control mindset
  • Prior experience in investment banking, private equity, asset management, or management consulting preferred

Education
  • Bachelor's degree in finance, economics, mathematics, data analysis, or a related discipline
  • CFA or CPA designation preferred, but not required

Reporting Relationships
Compensation
The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.
$130,000.00 - $175,000.00
The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.
Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.
There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

Apply