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Portfolio Management Assistant Jobs (NOW HIRING)

Experience in portfolio monitoring, asset management, or credit analysis * Effective communication ... The Assistant Portfolio Manager will be involved and participate in related business matters and ...

Portfolio Manager

Dallas, TX ยท On-site

$80K - $100K/yr

Partner with relationship management teams to support client strategies and business execution ... Provide ongoing customer support and assist with day-to-day portfolio needs. * Participate in ...

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Portfolio Management Assistant information

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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:
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.
Assistant Portfolio Manager

Assistant Portfolio Manager

Fairgrove Property Management

Irvine, CA โ€ข On-site

$28 - $30/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago


Job description

Fairgrove Property Management provides industry-leading residential property management services to real estate investors and residents throughout Southern California. Founded in 1976, the Irvine, CA-based company makes owning investment properties profitable and effortless. Four decades of experience in the residential real estate sector empowers Fairgrove to deliver a combination of exceptional operational expertise and innovative technology to both owners and residents. The company's management approach enables stress-free, passive investing for owners, and provides residents with quality housing where service is the highest priority. Fairgrove Property Management operates in four major Southern California markets and is rapidly expanding across the West.
Job Summary
The Assistant Portfolio Manager will be responsible for end-to-end management of a small portfolio of properties (100-150 units) and will administratively support one or more Portfolio Managers with their portfolios. That support may include pursuing rent collections or bad debt, processing lease renewals, completing the notice to vacate process, and other tasks as assigned. The position offers hands-on exposure to property management, requiring strong organizational, communication, and problem-solving skills.
$28 - $30 per hour
Target bonus incentive
40 hours weekly
Benefits include medical, dental, vision, 401K match
PTO
Holiday Pay
Requirements
Key Responsibilities
Administrative Support for Portfolio managers:
  • Assist Portfolio managers with daily administrative tasks, including rent collections, document preparation, and communication with residents.
  • Identify renewal and/or rent increase opportunities, prepare reports, and upon approval, send documentation to the resident and complete updates in Appfolio.
  • Record notice to vacates, communicate standard process and requirements to residents, schedule inspections, process deposit accounting, and bad debt, when applicable.

Direct Portfolio (100-150 units) Oversight:
  • Manage property owner communication, prepare, and distribute reports on property performance as needed.
  • Manage all aspects of occupancies through resident lifecycle. Respond to resident inquiries and concerns in a timely and professional manner.
  • Coordinate repairs and maintenance requests with vendors, ensuring timely completion and high-quality work.
  • Oversee marketing and leasing to limit vacancies.
  • Obtain property owner approvals to perform work, process invoices and approve payables.
  • Conduct periodic property inspections to ensure compliance with company standards.
  • Monitor property utilities, contracts, and vendor services to ensure efficient operations.
  • Maintain accurate and up-to-date property records, lease agreements, and resident files.

Qualifications
  • Bachelor's degree or equivalent experience
  • Experience in property management or a related field preferred but not required
  • Strong knowledge of computers and technology including cloud-based software and applications
  • Extremely proficient in Microsoft Office 365
  • Great communication skills
  • Customer service oriented
  • Organized and able to manage multiple priorities
  • Honest, Trustworthy & Accountable
  • Clean driving record
  • Dependable transportation

Salary Description
$28.00-$30.00/hr