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Portfolio Management Associate Jobs in Arkansas (NOW HIRING)

PepsiCo

Category Management Assoc Manager

Rogers, AR · On-site

Category Management Associate Manager As a Category Management Associate Manager on the Sam's Club ... portfolio and category growth. Responsibilities * Analyze category, customer, PepsiCo, and ...

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PepsiCo

Category Management Assoc Manager

Rogers, AR · On-site

$93K - $156K/yr

Overview As a Category Management Associate Manager on the Sam's Club team, you will translate ... portfolio and category growth. Responsibilities * Analyze category, customer, PepsiCo, and ...

PepsiCo

Category Management Assoc Manager

Rogers, AR

$93K - $156K/yr

Overview As a Category Management Associate Manager on the Sam's Club team, you will translate ... portfolio and category growth. Responsibilities * Analyze category, customer, PepsiCo, and ...

PepsiCo

Category Management Assoc Manager

Rogers, AR

$93K - $156K/yr

Overview As a Category Management Associate Manager on the Sam's Club team, you will translate ... portfolio and category growth. Responsibilities * Analyze category, customer, PepsiCo, and ...

New

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All JobsPortfolio Management Associate JobsPortfolio Management Associate Jobs in Arkansas

Portfolio Management Associate information

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How much do portfolio management associate jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for portfolio management associate in Arkansas is $15.72, according to ZipRecruiter salary data. Most workers in this role earn between $12.50 and $16.68 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.

What are the most commonly searched types of Portfolio Management jobs in Arkansas?

The most popular types of Portfolio Management jobs in Arkansas are:

What are popular job titles related to Portfolio Management Associate jobs in Arkansas?

For Portfolio Management Associate jobs in Arkansas, the most frequently searched job titles are:

What job categories do people searching Portfolio Management Associate jobs in Arkansas look for?

The top searched job categories for Portfolio Management Associate jobs in Arkansas are:

Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Arkansas as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $32,703 per year, or $15.7 per hour.

Investment Operations & Trading Associate

Sowell Management

North Little Rock, AR • On-site

$70K - $90K/yr

Full-time

Posted 16 days ago

Job description

Sowell Management Location: Little Rock, Arkansas (will consider Dallas, TX, Atlanta, GA, or remote for a highly qualified candidate)
About Sowell
At Sowell Management, everything we do is centered around our Core Values and our clients.
  • We are family. Have each other's back. Put others first. Critique in private.
  • Attitude is everything. Don't be a jerk & don't suck. Bring enthusiasm. Positivity goes both ways.
  • Care about what you do. Passion, desire, and drive for excellence. No half-hearted efforts.
  • Own your commitments. Do what you say. First time, every time.
  • Go above and beyond. Teamwork always wins. Help each other out, even when it's not your job or after 5.

Position Summary
Sowell Management is seeking a highly motivated Investment Operations & Trading Associate to join our growing Investment Management team.
This role is ideal for someone who is intellectually curious, analytical, and passionate about financial markets. Working directly with the firm's investment leadership, you will help execute investment strategies, support portfolio implementation, develop advisor resources, improve operational workflows, and contribute to the continued evolution of one of the industry's fastest growing investment platforms.
This is not a traditional operations role. The successful candidate will gain exposure across portfolio management, trading, investment operations, advisor support, technology, and strategic initiatives while helping deliver an exceptional experience to financial advisors and their clients.
Key Responsibilities
Trading & Portfolio Implementation
  • Execute trades across equities, ETFs, mutual funds, and fixed income portfolios.
  • Assist with implementation of strategic and tactical investment decisions across model portfolios.
  • Monitor trading activity to ensure timely and accurate execution.
  • Coordinate cash management and portfolio implementation while maintaining investment guidelines.
  • Assist with tax-aware trading and portfolio rebalancing initiatives.
  • Partner with custodians and technology providers to resolve trading and operational exceptions.

Investment Operations
  • Support the day-to-day administration of Sowell's investment platform.
  • Monitor model portfolios and investment strategies to ensure operational accuracy.
  • Assist with implementation and maintenance of investment models across portfolio management systems.
  • Support advisor requests related to investment management, portfolio construction, and trading.
  • Maintain documentation of investment and trading procedures to ensure operational consistency.

Investment Research & Advisor Support
  • Prepare investment proposals for prospective advisor and client opportunities.
  • Assist in creating quarterly investment fact sheets, performance updates, market commentary, and presentation materials.
  • Support development of investment presentations for advisors and prospective clients.
  • Analyze portfolio allocations, investment characteristics, and performance attribution.
  • Help communicate investment positioning and portfolio changes to internal stakeholders.

Technology & Process Improvement
  • Identify opportunities to automate workflows and improve operational efficiency.
  • Assist with enhancements to portfolio management, trading, and reporting systems.
  • Develop reports and dashboards that improve visibility into investment operations.
  • Participate in strategic technology initiatives that improve scalability across the investment platform.
  • Recommend process improvements that enhance advisor experience and operational excellence.

Team Collaboration
  • Work closely with Investment Management, Advisor Solutions, Compliance, Sales/Marketing teams.
  • Support firm-wide initiatives and special projects as assigned.
  • Participate in EOS (Entrepreneurial Operating System) meetings and departmental objectives.
  • Contribute ideas that improve investment processes, advisor support, and overall efficiency.

Qualifications
Education
  • Bachelor's degree in Finance, Economics, Accounting, Mathematics, Business, or a related field.
  • Progress toward the CFA designation or other investment-related certifications is a plus.

Experience
  • 2 to 5 years of experience in investment operations, trading, portfolio administration, wealth management, or asset management.
  • Experience working with an RIA, institutional investment manager, broker-dealer, or custodian is preferred.

Technical Skills
  • Experience with portfolio management and trading systems such as GeoWealth, Orion, Fidelity Wealthscape, Schwab Advisor Center, Bloomberg, Morningstar Direct, or similar platforms is preferred.
  • Strong analytical and quantitative abilities with exceptional attention to detail.
  • Comfortable working with large datasets and investment reporting.
  • Advanced Microsoft Excel skills are required.
  • Ability to prioritize multiple projects while maintaining a high level of accuracy.

Personal Attributes
  • Passion for investing and financial markets.
  • Intellectual curiosity and a desire for continuous learning.
  • Strong organizational and problem-solving skills.
  • Excellent written and verbal communication.
  • Self-starter who thrives in a collaborative, fast-paced environment.
  • High level of integrity, professionalism, and accountability.

Why Join Sowell?
This position offers a unique opportunity to work alongside senior investment professionals while gaining experience across portfolio management, trading, investment operations, technology, and advisor consulting. As Sowell continues to expand its investment platform, this role provides significant opportunity for professional growth and increasing responsibility.
Company Description
Sowell Management is a nationally recognized Registered Investment Advisor (RIA) providing institutional-quality investment management, OCIO solutions, technology, and practice management services to independent financial advisors across the country. Our collaborative culture, innovative investment platform, and commitment to excellence help advisors deliver better outcomes for the clients they serve.

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