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Portfolio Management Associate Jobs in New York (NOW HIRING)

JP Morgan Chase

Portfolio Management (Associate)

Manhattan, NY · On-site

$17.50 - $24.25/hr

  • Medical

  • Retirement

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 ...

New

Morgan Stanley

Portfolio Management Associate

Red Bank, NJ · On-site

$75K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

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 ...

SMBC

Credit Portfolio Management, Associate

Manhattan, NY · On-site

$150K - $175K/yr

Role Description SMBC is hiring an Associate within Credit Portfolio Management. This position is responsible for managing a mid market and large cap portfolio of Private Equity backed Leveraged ...

Morgan Stanley

Portfolio Management Associate Director

Red Bank, NJ · On-site

$75K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

POSITION SUMMARY Portfolio Management (PM) Associate Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily ...

Morgan Stanley

Portfolio Management Associate Director

Red Bank, NJ · On-site

$75K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

POSITION SUMMARY Portfolio Management (PM) Associate Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily ...

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Portfolio Management Associate information

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How much do portfolio management associate jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for portfolio management associate in New York is $20.80, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $22.07 per hour, depending on experience, location, and employer.

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 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 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 New York? The most popular types of Portfolio Management jobs in New York are:
What are popular job titles related to Portfolio Management Associate jobs in New York? For Portfolio Management Associate jobs in New York, the most frequently searched job titles are:
What job categories do people searching Portfolio Management Associate jobs in New York look for? The top searched job categories for Portfolio Management Associate jobs in New York are:
What cities in New York are hiring for Portfolio Management Associate jobs? Cities in New York with the most Portfolio Management Associate job openings:
Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $43,268 per year, or $20.8 per hour.

Portfolio Management (Associate)

JP Morgan Chase

Manhattan, NY • On-site

$17.50 - $24.25/hr

Full-time

Medical, Retirement

Posted yesterday

New

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 493 frontline employees who took The Breakroom Quiz

71st of 171 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).
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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