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Portfolio Management Associate Jobs (NOW HIRING)

Morgan Stanley

Portfolio Management Associate

Boston, MA · On-site

$92.50 - $110/hr

Position Summary The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and ...

Morgan Stanley

Portfolio Management Associate

Purchase, NY · On-site

$68K - $120K/yr

POSITION SUMMARY Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key ...

Morgan Stanley

Portfolio Management Associate

Red Bank, NJ · On-site

$75K - $125K/yr

POSITION SUMMARY Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key ...

Morgan Stanley

Portfolio Management Associate

Red Bank, NJ · On-site

$75K - $125K/yr

POSITION SUMMARY Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key ...

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How much do portfolio management associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for portfolio management associate in the United States is $19.01, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $20.19 per hour, depending on experience, location, and employer.

What is a portfolio management associate?

Portfolio Management Associates are professionals who support portfolio managers in overseeing investment portfolios for clients or institutions. Their duties typically include researching investment opportunities, monitoring portfolio performance, preparing reports, and ensuring that investment strategies align with clients' goals. They act as a liaison between clients and portfolio managers and help execute investment decisions. This role requires strong analytical skills, attention to detail, and knowledge of financial markets.

How does a portfolio management associate typically contribute to investment decision-making within a team environment?

As a Portfolio Management Associate, you play a vital supporting role in the investment process by conducting research, analyzing market trends, and assisting with portfolio monitoring and reporting. You’ll collaborate closely with portfolio managers, analysts, and sometimes client service teams to gather data, prepare performance reports, and help execute investment strategies. This role requires strong attention to detail and effective communication skills, as your insights and analyses often inform key decisions. Teamwork and the ability to manage multiple tasks under tight deadlines are essential for success.

What are the key skills and qualifications needed to thrive as a portfolio management associate, and why are they important?

To thrive as a Portfolio Management Associate, you need strong analytical skills, a solid understanding of financial markets, and typically a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and proficiency in Excel and financial modeling are highly valued, and certifications like the CFA can be advantageous. Excellent attention to detail, communication skills, and the ability to work collaboratively are important soft skills in this role. These abilities are crucial for making informed investment decisions, accurately managing client portfolios, and effectively supporting the portfolio management team.

What is the difference between Portfolio Management Associate vs Investment Analyst?

AspectPortfolio Management AssociateInvestment Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, often pursuing CFA or related certifications
Work EnvironmentFinancial firms, asset management companiesResearch firms, investment banks, asset managers
Primary ResponsibilitiesSupporting portfolio strategies, trade execution, client reportingAnalyzing securities, market research, financial modeling

While both roles support investment decision-making, Portfolio Management Associates focus on implementing strategies and managing client portfolios, whereas Investment Analysts primarily conduct research and analysis to inform investment choices.

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Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $39,549 per year, or $19 per hour.

Portfolio Management (Associate)

JPMorgan Chase & Co.

Manhattan, NY • On-site

$95 - $140/hr

Other

Posted 21 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 499 frontline employees who took The Breakroom Quiz

72nd of 174 rated banks

Job description

Wealth Management Solutions, Portfolio Management Associate (Trade Coordination)

Location: 270 Park Avenue, New York

Business: Asset & Wealth Management (J.P. Morgan Private Bank)
Schedule: Full-time

The Portfolio Management Group (PMG) is the implementation engine for the Private Bank’s discretionary investment business, providing leverage for investment advisors and front office partners as they pursue the Firm’s growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction decisions set by the Private Banking Strategy/CIO teams, including portfolio rebalancing and ongoing risk management across investment management and trust portfolios.

This Associate role sits within a trade coordination function and is responsible for advancing approved trade ideas through the full lifecycle—pre-trade analysis, trade planning, execution coordination, and post-trade review—while ensuring adherence to risk controls, fair allocation, and best execution standards.

Key Responsibilities

  • Perform detailed pre-trade analysis to size trades and assess platform capacity, liquidity considerations, and client/account impact.
  • Create, communicate, and syndicate a trade plan that accounts for sequencing, liquidity, and adherence to allocation policy.
  • Present trades and key nuances (constraints, risks, customization considerations) to the broader Global Portfolio Management team for awareness and coordination.
  • Maintain daily communication throughout the trade lifecycle with internal and external partners, escalating changes, risks, and issues as needed.
  • Conduct post-trade analysis versus expectations and ensure appropriate trade documentation is completed.
  • Drive efficiency improvements within the trade coordination team and broader PMG processes; partner with technology teams on workflow and tooling enhancements.
  • Assist in day-to-day oversight activities for the Six Circles mutual fund complex.

Required Qualifications, Skills and Capabilities

  • Bachelor’s degree in finance or a related discipline.
  • 3–7 years of experience in financial services; wealth management/private banking experience preferred.
  • Strong understanding of investment solutions and demonstrated interest in portfolio management and markets.
  • Demonstrated track record of building relationships and partnering effectively with stakeholders at multiple levels (investment, trading, operations, and client-facing teams).
  • Prior experience operating within a risk and controls framework; strong attention to detail and sound judgment in execution.
  • Strong communication skills (written and verbal) with ability to synthesize trade considerations for broad audiences.
  • CFA designation or progress toward CFA preferred (not required).
  • Advanced Excel and PowerPoint.
  • Python and experience working with large datasets (analysis, automation, workflow efficiency).
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