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Portfolio Management Associate Jobs in Oregon (NOW HIRING)

Focus Partners Wealth

Associate Wealth Advisor

Portland, OR · On-site

$80 - $100/hr

## Associate Wealth AdvisorApplyremote type: Partially Remotelocations: Portland, Oregontime type ... Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations ...

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How much do portfolio management associate jobs pay per hour?

As of Sep 7, 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 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 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.

Associate Wealth Advisor

Focus Partners Wealth

Portland, OR • On-site

$80 - $100/hr

Other

Posted 6 days ago

Job description

## Associate Wealth AdvisorApplyremote type: Partially Remotelocations: Portland, Oregontime type: Full timeposted on: Posted Todayjob requisition id: JR100054**Job Description Summary:**Focus Partners is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.**Job Description:****Primary Responsibilities*** Develop, revise, and present financial plans through planning software* Knowledge of tax, estate, and insurance planning* Develops a mastery of Focus Partners investment philosophy* Create holistic investment strategy for each client, monitor risk tolerance over time as needed* Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.* Mastery of technology stack offered, including CRM system and custodian websites* Resource and collaboration with other Associate Wealth Advisors (AWAs)* Ability to independently lead client communications and interactions* Diligent recording of client communication and information within client relationship management platform* Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service* Complete client billing reviews and ensure compliance for the advisory team* Engage in advisory team business planning efforts and actively support the firm’s strategic priorities* The ability to meet with clients in person. Some travel may be required**Qualifications*** Bachelor’s Degree* Series 65 or equivalent within 120 days of employment* 2+ years of financial service experience* Strong interpersonal skills; team-orientated approach* Knowledge of financial industry, financial products, and financial planning concepts* Excellent analytical skills and attention to detail* Clean U4The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $75,000 - $85,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn. #J-18808-Ljbffr

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