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Portfolio Management Assistant Jobs (NOW HIRING)

Candidate will also be expected to assist with routine inbound and outbound client requests and special assigned projects. Responsibilities: Partner closely with PSF portfolio management team to ...

New

Lending | Portfolio Management | Portfolio Management Vice President | New York About ING : In ... Coordinate with KYC/CDD team * Assist the team in the execution of new transactions, amendments and ...

Analyst, Portfolio Management

Santa Monica, CA · Hybrid

$70K - $78K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Wilshire is expanding its portfolio management team, dedicated to delivering customized solutions ... What you'll do: * Assist with the construction of investment allocation models using both ...

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Portfolio Management Assistant information

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$13

$26

$38

How much do portfolio management assistant jobs pay per hour?

As of Aug 13, 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 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 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:

Infographic showing various Portfolio Management Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $54,815 per year, or $26.4 per hour.

Analyst Technology Portfolio Management

JetBlue Airways Corporation

Washington, DC • On-site

Full-time

Medical, Life, Retirement

Posted 9 days ago


JetBlue rating

7.4

Company rating: 7.4 out of 10

Based on 81 frontline employees who took The Breakroom Quiz

11th of 26 rated airlines


Job description

Position Summary

The Analyst, Technology Portfolio Management supports the efficient execution and optimization of the Technology organization's processes, tools, and governance. The Analyst plays a key role in ensuring the alignment of portfolio management standards and best practices across teams while maintaining flexibility to adapt to changing business needs.

The ideal candidate is detail-oriented, proactive, and capable of fostering collaborative relationships across the organization. This role involves managing business tools, supporting process adherence, and driving operational improvements to enable effective project and portfolio management.

Essential Responsibilities

  • Data Management & Reporting: Assist in managing and analyzing data to ensure accuracy and relevance in project and portfolio reporting. Develop and maintain dashboards and reports to provide actionable insights for stakeholders.
  • Process Governance & Documentation: Support the development, standardization, and documentation of portfolio management processes and workflows. Ensure adherence to project standards and governance practices, recommending improvements as needed.
  • Technology Business Tools Administration: Manage the operation and administration of Technology Business Tools, including user setup, troubleshooting, and data architecture. Collaborate with partners and vendors to ensure tools are configured and optimized to meet business needs. Support the implementation of updates, integrations, and enhancements to tools and platforms.
  • Proof of Concept Management: Coordinate Proof of Concepts (PoCs) for both Technology and non-Technology teams, ensuring alignment with strategic goals and objectives. Evaluate outcomes and provide recommendations for scaling or improving solutions
  • Training & Change Management: Educate Technology team members on tool functionality, standardized processes, and change management practices. Develop and deliver training materials to onboard resources and ensure effective tool utilization.
  • Collaboration & Relationship Building: Maintain strong working relationships with Project and Portfolio Managers to ensure consistent application of standards, processes, and tools. Act as a trusted partner and resource for resolving issues and identifying opportunities for improvement.
  • Onboarding Support: Assist in onboarding new team members, ensuring they are equipped to use tools and processes effectively. Evaluate onboarding effectiveness and make recommendations for continuous improvement.
  • Continuous Improvement: Identify opportunities to streamline workflows, enhance tool functionality, and improve overall process efficiency. Monitor industry trends and best practices to keep the team aligned with current portfolio management methodologies.
  • Perform other duties as assigned.

Minimum Experience and Qualifications

  • Bachelor's degree in a related discipline or related subject; OR demonstrated capability to perform job responsibilities with a combination of a High School Diploma/GED and at least four (4) years of previous relevant work experience
  • One (1) year of experience analyzing large data sets
  • Knowledge of SharePoint, Outlook, MS Project, Microsoft Office tools
  • Ability to multitask and prioritize assignments 
  • Effectiveness working diplomatically across teams with varying objectives
  • Available for occasional overnight travel (up to 10%)
  • Ability to handle confidential information with professionalism and diplomacy 
  • Must pass a pre-employment drug test
  • Must be legally eligible to work in the country in which the position is located
  • Authorization to work in the US is required. This position is not eligible for visa sponsorship

Preferred Experience and Qualifications

  • Experience with Project and Portfolio Management tools a plus
  • Project Management Professional (PMP) Certification, Scrum Certification
  • Strong research, analytical, problem-solving and decision-making capabilities

Crewmember Expectations:

  • Regular attendance and punctuality
  • Potential need to work flexible hours and be available to respond on short notice
  • Able to maintain a professional appearance
  • When working or traveling on JetBlue flights, and if time permits, all capable crewmembers are asked to assist with light cleaning of the aircraft
  • Must be an appropriate organizational fit for the JetBlue culture, that is, exhibit the JetBlue values of Safety, Caring, Integrity, Passion and Fun
  • Promote JetBlue's #1 value of safety as a Safety Ambassador, supporting JetBlue's Safety Management System (SMS) components, Safety Policy and behavioral standards
  • Identify safety and/or security concerns, issues, incidents or hazards that should be reported and report them whenever possible and by any means necessary including JetBlue's confidential reporting systems (Aviation Safety Action Program (ASAP) or Safety Action Report (SAR))
  • The use of ChatGPT or any other automated tool during the interview process will disqualify a candidate from being considered for the position.

Equipment:

  • Computer and other office equipment

Work Environment:

  • Traditional office environment with the ability to work remotely

Physical Effort: 

  • Generally not required, or up to 10 pounds occasionally, 0 pounds frequently. (Sedentary)

Compensation: 

  • The base pay range for this position is between $62,000.00 and $101,000.00 per year. Base pay is one component of JetBlue's total compensation package, which may also include access to healthcare benefits, a 401(k) plan and company match, crewmember stock purchase plan, short-term and long-term disability coverage, basic life insurance, free space available travel on JetBlue, and more.

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