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Portfolio Management Associate Jobs in Oregon (NOW HIRING)

Coldstream Wealth Management

Portfolio Manager

Portland, OR · On-site

$160K - $200K/yr

... Associate PM and Portfolio Administrator Experience and Skills * A Bachelor's degree, preferably in finance or a related field * The CFA designation * 5+ years of experience in investment management ...

Natera

OR · On-site

Portfolio Governance & PMO Standardization * Design and implement standardized PMO processes, tools, and governance frameworks across R&D. * Establish integrated planning processes that connect ...

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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 12, 2026, the average hourly pay for portfolio management associate in Oregon is $20.10, according to ZipRecruiter salary data. Most workers in this role earn between $16.01 and $21.35 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 Oregon? The most popular types of Portfolio Management jobs in Oregon are:
What are popular job titles related to Portfolio Management Associate jobs in Oregon? For Portfolio Management Associate jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Portfolio Management Associate jobs in Oregon look for? The top searched job categories for Portfolio Management Associate jobs in Oregon are:
Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, 3% Contract, and 1% Nights. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $41,815 per year, or $20.1 per hour.

Senior Wealth Management Associate

Coldstream Wealth Management

Portland, OR • Hybrid

Full-time

Re-posted 2 days ago

Job description

If you're looking to leverage your background in financial planning and client service within a team that values proactive, holistic planning, Coldstream Wealth Management could be the perfect next step for you.

Arnerich Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for investing with vision, passion, and purpose, with a focus on both client service and community commitment. In 2024, Arnerich Massena merged with Coldstream. Located in NE Portland, the team is now adding a Senior Wealth Management Associate position.

This position has the opportunity for career advancement within client service/team operations or towards becoming a Wealth Manager (advisor). As a Sr. Wealth Management Associate, you will build relationships, translate complex information, and coordinate the delivery of outstanding client service.

We have a hybrid work environment, with team members working in our office three days per week (Tuesday through Thursday, 8:00-5:00) and then able to work remotely the other two days if they choose.

Specific responsibilities include:

  • Act as a primary point of contact for clients, outside advisors (CPAs/attorneys), and custodians
  • Participate in client meetings, manage agenda, record notes, prepare summary emails, and manage post-meeting action items
  • Utilize financial planning tools to analyze and assist in making recommendations regarding clients' cash flow, long-term plan, and asset allocation decisions
  • Prepare analysis for clients to provide context for financial decisions, such as buying or maintaining life/disability/LTC insurance, funding 529 plans, or refinancing debt
  • Coordinate, manage and delegate workflow to the team's Client Service Associates
  • Oversee annual tax reporting and completion of relevant tax documentation in coordination with CPAs
  • Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance; review documentation prepared by CSAs
  • Coordinate client 'touch points,' including anniversaries, thank you notes, and gifts

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