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Portfolio Management Associate Jobs in Rhode Island

Harris

Sr. Corporate Development Associate

Carolina, RI · On-site

$100K - $120K/yr

This role reports directly to the Portfolio Leader and is based in the United States or Canada ... Maintain strong CRM discipline so the team has a clear view of activity, learning, and progress.

Buffalo Lodging Associates

Hotel Bistro Server

Lincoln, RI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Associates, a hotel management company based out of Canton, MA has put an emphasis on true hospitality since being founded in 1996. While building an extensive portfolio of 50 hotels, we've partnered ...

Marriott International, Inc

Spa Specialist

Newport, RI · On-site

$17.75/hr

N Position Type Non-Management Pay Range: $17.75-$17.75 per hour POSITION SUMMARY Our Spa ... of our associates. That's The JW Treatment™. In joining JW Marriott, you join a portfolio of ...

Marriott International

Spa Specialist

Newport, RI · On-site

$17.75/hr

... managing reservation software (read and visually verify information), and taking a hands-on ... of our associates. That's The JW Treatment™. In joining JW Marriott, you join a portfolio of ...

Marriott

Spa Specialist

Newport, RI · On-site

... managing reservation software (read and visually verify information), and taking a hands-on ... associates. That's The JW Treatment. In joining JW Marriott, you join a portfolio of brands with ...

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All JobsPortfolio Management Associate JobsPortfolio Management Associate Jobs in Rhode Island

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 15, 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:

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, 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.

Sr. Corporate Development Associate

Harris

Carolina, RI • On-site

$100K - $120K/yr

Full-time

Posted 4 days ago

Harris Computer rating

8.5

Company rating: 8.5 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

79th of 244 rated software companies

Job description

Harris Computer, a Constellation Software (CSU.TSX) company, is seeking an experienced, hands-on Senior Corporate Development Associate to build and advance a pipeline of high-quality vertical-market software investment opportunities.

You will identify and assess prospective investments, build trusted relationships with founders and senior executives, and work directly with senior leadership to advance the strongest opportunities. You will partner with the M&A execution team as opportunities progress through evaluation, offers, and closing.

This is a highly autonomous role for a commercially minded professional with strong sourcing instincts, sound investment judgment, curiosity, and energy. You will also be a trusted resource to the broader team, leading by example and helping colleagues strengthen their sourcing and investment capabilities.

This role reports directly to the Portfolio Leader and is based in the United States or Canada, with travel to meet prospective acquisition targets alongside senior leadership and team members.

What Will Be Your Impact

Build the Investment Pipeline: Proactively identify vertical-market software businesses that align with our investment goals. Research markets, assess strategic fit and investment potential, and prioritize the opportunities that merit further investment.

Build Relationships That Matter: Develop trusted, long-term relationships with founders, owners, and senior executives. Understand their businesses, goals, and motivations, and position Harris as the right long-term home for their companies.

Advance Investments: Work with senior leadership and the M&A execution team to move the strongest opportunities through evaluation, offers, and closing.

Raise Team Capability: Work alongside colleagues on research, outreach, calls, meetings, and opportunity evaluation. Share practical feedback and lead by example to strengthen sourcing, prioritization, and investment judgment.

Improve How We Work: Use AI-enabled tools thoughtfully to improve market mapping, target research, prospecting, prioritization, and workflow efficiency. Maintain strong CRM discipline so the team has a clear view of activity, learning, and progress.

What We Are Looking For

Experience: 5+ years of relevant experience in corporate development, private equity, investment banking, strategic acquisitions, or a closely related environment.

Sourcing and Investment Judgment: Demonstrated success sourcing, qualifying, and advancing acquisition opportunities - not simply supporting transaction execution.

Relationship Building: Experience engaging credibly with founders, owners, and senior executives through research-driven, relationship-oriented origination.

Software Perspective: Experience with vertical-market software or a strong ability to understand specialized software businesses and their markets.

Practical AI Fluency: A clear point of view on applying AI responsibly to research, sourcing, prioritization, and workflow improvement.

Working Style: Intellectual curiosity, initiative, sound judgment, clear communication, and the energy to pursue opportunities persistently and thoughtfully.

Travel: Willingness and ability to travel within the United States and Canada.

Salary range: $100,000 - $120,000 USD per year + commission structure.

About Harris

Harris is an operating group of Constellation Software Inc. (CSU.TSX), one of the most active acquirers of software businesses globally. Harris acquires vertical-market software businesses and holds them permanently, providing a durable future for customers and employees. With more than 280 software acquisitions across over 20 software sectors and more than 15,000 team members, Harris offers a enduring organization for long-term investment and growth.

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About Harris Computer Systems

Sourced by ZipRecruiter

Harris Computer Systems, based in Ottawa, ON, CA, is an established player in the field of public sector software technology. Since its inception in 1976, the company has been striving to make clients' operations more efficient through reliable, practical, and flexible software solutions. Its extensive portfolio primarily serves utility, healthcare, public sector, and educational institutions, contributing to the betterment of public services through technology. Harris strongly believes in the value of forward-thinking technology and the power it has to drive progress for the public sector. This methodology is entirely in line with their mission to ensure customer success by providing reliable, practical, and robust software solutions.

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

Ottawa, ON, CA

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