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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 Sep 3, 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.

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 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 August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $54,815 per year, or $26.4 per hour.

Investment Analyst- Portfolio Management

STORE Capital LLC

Scottsdale, AZ • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 3 days ago

Job description

Job Type
Full-time
Description
STORE Capital Advisors, LLC is seeking a team orientated, self starter with credit analysis experience to join our Portfolio Management team.
How you will contribute to STORE's mission:
The Investment Analyst is an integral member of STORE Capital's Portfolio Management team, focused on maintaining and maximizing the health of our $16 billion net-lease portfolio. This role is responsible for analyzing tenant and property financials, reviewing industry and customer performing trends, and collaborating with Portfolio Managers to assess risks and opportunities across the portfolio. The Investment Analyst will be responsible for a subset of the portfolio while working closely with internal teams to provide insights that drive resolutions and portfolio performance.
What Will Make You Successful (Qualifications)
  • Bachelor's Degree preferably in Business, Finance, and or related area required
  • 0-4 years of relevant work experience in commercial real estate, banking, or a related area; at least 1 year of credit analysis preferred
  • Strong ability to interpret and analyze complex financial statements, including Income Statements, Balance Sheets, and Cash Flow Statements
  • Demonstrated critical thinking skills to evaluate creditworthiness and identify portfolio risks
  • Excellent written and oral communication skills; able to effectively communicate financial insights to internal teams and customers
  • Self-starter with the ability to work independently while maintaining a collaborative, team-oriented mindset
  • Effective at time and task management, capable of meeting tight deadlines without sacrificing quality

What Most Days Will Include (Primary Duties)
  • Analyze property-level and corporate financial statements for existing customers to assess financial health and identify risks
  • Support portfolio management team with analysis and management of single-tenant net-lease exposure across the United States
  • Prepare detailed memoranda for Lease and Disposition Committee, presentations, and reports for Senior Management and Portfolio Managers
  • Formulate and communicate potential risks and strategies across tenants, industries, and geographies
  • Collaborate with Acquisitions, Credit Underwriting, Real Estate, and Accounting teams to provide insights that optimize portfolio performance
  • Engage with customers as needed to gather financial information, understand operations, and support portfolio management activities
  • Assist with ad hoc projects and initiatives assigned by the Team

What's In STORE For You (Benefits & Perks)
  • Competitive Pay and Long-Term Pay Incentives
  • Hybrid Work Schedule/Time Flexibility
  • Comprehensive Health Benefits w/ $0 Cost Employee Benefit Plan Options
  • Employer Sponsored Life and Disability Policies
  • Generous Paid Time Off Program and Paid Parental Leave
  • Paid Volunteer Time Off
  • Thirteen (13) Paid Holidays Per Year
  • 401(k) Profit Sharing Plan with 4% match; with NO vesting schedule
  • Employee Wellness Program
  • Employee Training Reimbursement Program
  • Employer Sponsored Electric Vehicle (EV) Charging Program

STORE Capital Advisors, LLC is a proud equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, sex, age, disability, or any other status protected by law. It is our intention that all qualified applicants be given equal opportunity and that selection decisions be based on job-related factors. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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