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Portfolio Management Associate Jobs in Oregon (NOW HIRING)

Fisher Investments

Financial Counselor

Portland, OR · On-site

... internal portfolio decision-makers, auxiliary research teams, client service associates, and ... You will report to your group manager whose previous experience in the role will assist you in ...

Fisher Investments

Financial Consultant

Gresham, OR · On-site

... internal portfolio decision-makers, auxiliary research teams, client service associates, and ... You will report to your group manager whose previous experience in the role will assist you in ...

Fisher Investments

Financial Counselor

Gresham, OR · On-site

... internal portfolio decision-makers, auxiliary research teams, client service associates, and ... You will report to your group manager whose previous experience in the role will assist you in ...

Fisher Investments

Financial Consultant

Portland, OR · On-site

... internal portfolio decision-makers, auxiliary research teams, client service associates, and ... You will report to your group manager whose previous experience in the role will assist you in ...

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All JobsPortfolio Management Associate JobsPortfolio Management Associate Jobs in Oregon

Portfolio Management Associate information

See Oregon salary details

$9

$20

$33

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.

Client Service Associate - Entry Level

Fisher Investments Careers

Gresham, OR • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago

New

Job description

Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career. We hire from all majors because diversity makes us better.

The Opportunity:

You will work with your UK Client Services colleagues in the US and UK to help our high-net-worth clients. You'll directly improve our customers' experience by managing all operational aspects of the relationship. You'll work with multiple internal departments ranging from portfolio management to sales. Through your daily efforts, you'll enjoy myriad opportunities to learn about our organization and determine your career path. You'll report directly to your Team Leader who coaches you and supports your development. This onsite position is located in Camas, WA.


The Day-to-Day:

  • Communicate with high-net-worth UK clients and our partner firms in the US and UK
  • Work with Investment Counselors to fulfill operational requests from clients
  • Help onboard new clients by establishing new accounts and resolving documentation and transfer issues
  • Provide long-term account maintenance for existing UK clients 

 Your Qualifications:

  • Bachelor's degree, or equivalent combination of education and experience
  • Demonstrated interest in client service and operations activities
  • Commitment to maintain quality of work while sticking to a timeline
  • You meet challenges head-on - you learn from your setbacks and work towards improvement
  • You are engaging and can connect with a wide array of audiences by phone and email

Compensation:

  • $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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