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Portfolio Management Associate Jobs in Rhode Island

Portfolio Manager II

Providence, RI · On-site

$105K - $175K/yr

... mentoring associates. Responsibilities: * Works to understand the client's situation and ... Advisory * Client Investments Management * Customer and Client Focus * Investment Management

... mentoring associates. Responsibilities: * Works to understand the client's situation and ... Advisory * Client Investments Management * Customer and Client Focus * Investment Management

Be Seen First

About the Role We are seeking a proactive, detail-oriented Administrative Associate to join our ... Work with client relationship management software, portfolio management systems, Microsoft Office ...

Wealth Advisor

Westerly, RI · On-site

$125K - $175K/yr

Experience managing high-net-worth client portfolios * Comprehensive understanding of investment ... Work collaboratively with Wealth Administrators and Associates to ensure client service standards ...

Wealth Advisor

Providence, RI · On-site

$125K - $175K/yr

Experience managing high-net-worth client portfolios * Comprehensive understanding of investment ... Work collaboratively with Wealth Administrators and Associates to ensure client service standards ...

Wealth Advisor

Westerly, RI · On-site

$125K - $175K/yr

Experience managing high-net-worth client portfolios * Comprehensive understanding of investment ... Work collaboratively with Wealth Administrators and Associates to ensure client service standards ...

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Showing results 1-20

Portfolio Management Associate information

See Rhode Island salary details

$9

$18

$31

How much do portfolio management associate jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for portfolio management associate in Rhode Island is $18.62, according to ZipRecruiter salary data. Most workers in this role earn between $14.81 and $19.76 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 popular job titles related to Portfolio Management Associate jobs in Rhode Island?

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

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

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

Infographic showing various Portfolio Management Associate job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $38,731 per year, or $18.6 per hour.

Senior Business Analyst - Enterprise Portfolio Reporting (Remote)

First Citizens Bank

Carolina, RI • On-site, Remote

$120K - $140K/yr

Full-time

Posted 6 days ago


First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

107th of 171 rated banks


Job description

Overview

This is a remote role that may be hired in several markets across the United States.

This position supports the Enterprise Portfolio Reporting capability within the Enterprise Portfolio & Change Office (EPCO), serving as a key contributor to the delivery and continuous improvement of enterprise portfolio reporting. The role is responsible for executing the enterprise portfolio reporting strategy, supporting the operational delivery of executive portfolio reporting, and advancing reporting capabilities that enable effective portfolio governance and decision-making.

This individual supports the administration and ongoing enhancement of the EPCO Power BI reporting environment, including the consolidation of data from multiple portfolio management systems into standardized reporting solutions. Working collaboratively with stakeholders across the enterprise, the role develops reporting solutions and actionable insights that support informed decision-making.


Responsibilities
  • Reporting & Analytics – Develop, maintain, and enhance executive dashboards, recurring portfolio reports, and self-service reporting solutions that support the enterprise project portfolio. Analyze portfolio data to identify trends, risks, and opportunities, translating complex information into actionable insights for leadership
  • Power BI Administration – Administer and maintain the EPCO Power BI reporting environment, including report publishing, workspace management, data refresh monitoring, and user access. Support the integration and validation of data from multiple portfolio management tools to ensure reporting accuracy and consistency
  • Reporting Process Improvement – Identify opportunities to automate, standardize, and streamline reporting processes, improving reporting efficiency, data quality, and overall reporting maturity. Develop and maintain reporting documentation and operating procedures to support a sustainable reporting capability
  • Stakeholder Partnership – Collaborate with project teams, business partners, and technology teams as needed to define reporting requirements and resolve data issues. Support executive governance forums by preparing reporting materials and responding to ad hoc reporting requests.

Qualifications
  • Bachelor's Degree and 6 years of experience in Analytics, or modeling, or reporting OR High School Diploma or GED and 10 years of experience in Analytics, or modeling, or reporting
  • Proficient in Power BI, Word, Excel, and PowerPoint

Preferrred Qualifications

  • Experience supporting enterprise portfolio management, PMO, governance, or strategic planning functions
  • Experience designing, developing, publishing, and maintaining Power BI dashboards and reporting solutions
  • Experience with Clarity PPM or similar Project Portfolio Management (PPM) platforms
  • Experience developing executive dashboards and KPI reporting for senior leadership
  • Knowledge of project, program, and portfolio management methodologies
  • Experience within a large financial services or other highly regulated organization

This job posting is expected to remain active for 3 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants.

The base pay for this position is generally between $120,000 and $140,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:
  • Bachelor's Degree and 6 years of experience in Analytics, or modeling, or reporting OR High School Diploma or GED and 10 years of experience in Analytics, or modeling, or reporting
  • Proficient in Power BI, Word, Excel, and PowerPoint

Preferrred Qualifications

  • Experience supporting enterprise portfolio management, PMO, governance, or strategic planning functions
  • Experience designing, developing, publishing, and maintaining Power BI dashboards and reporting solutions
  • Experience with Clarity PPM or similar Project Portfolio Management (PPM) platforms
  • Experience developing executive dashboards and KPI reporting for senior leadership
  • Knowledge of project, program, and portfolio management methodologies
  • Experience within a large financial services or other highly regulated organization

This job posting is expected to remain active for 3 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants.

The base pay for this position is generally between $120,000 and $140,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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