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Portfolio Management Associate Jobs in Rhode Island

Washington Trust

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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Portfolio Management Associate information

See Rhode Island salary details

$9

$18

$31

How much do portfolio management associate jobs pay per hour?

As of Sep 4, 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 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 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:

Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $38,731 per year, or $18.6 per hour.

Wealth Advisor

Washington Trust

Westerly, RI • On-site

$125K - $175K/yr

Full-time

Medical, Retirement, PTO

Re-posted 7 days ago

Job description

Wealth Advisor
Washington Trust Wealth Management is seeking a client-focused and relationship-driven Wealth Advisor to provide comprehensive advisory services to high-net-worth individuals and families. This role is centered on helping clients achieve their financial goals through holistic advice, thoughtful planning, and ongoing guidance.
The ideal candidate holds a Certified Financial Planner (CFP®) designation credential and brings a strong commitment to fiduciary responsibility and client service excellence.
Key Responsibilities
  • Build and maintain long-term, trusted relationships with clients by delivering personalized, goals-based financial advice
  • Experience managing high-net-worth client portfolios
  • Comprehensive understanding of investment products and market knowledge
  • Develop and implement comprehensive financial plans, including retirement, estate, tax, insurance, and wealth transfer strategies
  • Conduct regular client reviews and proactively adjust plans based on life events, market changes, and evolving goals
  • Serve as the primary contact for clients, providing ongoing counsel and education
  • Partner with internal specialists (trust, tax, investment, planning and estate professionals) to deliver integrated wealth solutions
  • Work collaboratively with Wealth Administrators and Associates to ensure client service standards are met
  • Guide clients through complex financial decisions with clarity and confidence
  • Maintain data on clients in system of record and CRM.

Qualifications
  • CFP® designation preferred
  • Bachelor's degree in Finance, Business, or a related field
  • Minimum of 10 years of experience in financial planning, wealth advisory, trust services, or related field
  • Strong knowledge of financial planning disciplines, including retirement, estate, tax, and fiduciary strategies
  • Demonstrated ability to build and sustain client relationships
  • Excellent communication, presentation, and interpersonal skills
  • Commitment to providing exceptional client service and putting clients' best interests first

Preferred Qualifications
  • Experience serving high-net-worth or ultra-high-net-worth clients
  • Familiarity with portfolio management and financial planning tools and CRM systems

What Sets You Apart
  • Passion for helping clients achieve long-term financial well-being
  • Strong emotional intelligence and relationship management skills
  • Ability to integrate planning strategies with trust and fiduciary considerations
  • Clear communicator who can simplify complex financial concepts
  • Proactive and service-oriented mindset

Why Join Us?
Washington Trust has been committed to serving as a trusted advisor and supporting the long-term financial well-being of our customers and our communities since 1800. We have been providing client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses for more than a century. You will be a key part of our continuing success, and we strive to create an environment where people feel valued, empowered, and heard. At Washington Trust, our culture is rooted in integrity, collaboration, and a deep commitment to our clients and communities.
Compensation
The good-faith, reasonable base salary range for this role is $125,000-$175,000. Actual compensation will be based on relevant experience, skills, training, certifications, and education. This role may be eligible for an annual bonus and includes a comprehensive benefits package
Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan. We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and professional growth. Apply today and find out why we have been voted one of the Best Places to Work in Rhode Island since 2011!
The Washington Trust Company, and each of its subsidiaries and affiliates are committed to providing equal employment opportunities to all employees and applicants as protected by state and/or federal law.

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