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Portfolio Management Associate Jobs in Tennessee

615 Ventures

Commercial Leasing and Portfolio Associate

Nashville, TN · On-site

$16.50 - $22/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... and management of commercial real estate nationwide. 615 Ventures manages retail, office ... The opportunity 615 Ventures is seeking a Commercial Leasing and Portfolio Associate to join our ...

615 Ventures

Commercial Leasing and Portfolio Associate

Nashville, TN · On-site

$16.50 - $22/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Organized; able to manage many deals, prospects, deadlines, and projects in parallel. * Practical and entrepreneurial - comfortable in a small private real estate company where priorities shift and ...

Benchmark International

Deal Associate

Nashville, TN

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manage a portfolio of businesses for sale. * Work directly with business owners looking to exit ... Be able to obtain a real estate sales associate license within a designated time frame. * Have no ...

Tishman Speyer

Senior Associate/Director

Midtown, TN

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... Associate/Director focused on US Debt Capital Markets. This individual will join the firm as a ... Portfolio Management, Leasing, Accounting, and Design & Construction) and assist in presenting ...

Benchmark International

Deal Associate

Nashville, TN · On-site

$55K - $70K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manage a portfolio of businesses for sale. * Work directly with business owners looking to exit ... Be able to obtain a real estate sales associate license within a designated time frame. * Have no ...

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All JobsPortfolio Management Associate JobsPortfolio Management Associate Jobs in Tennessee

Portfolio Management Associate information

See Tennessee salary details

$8

$17

$28

How much do portfolio management associate jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for portfolio management associate in Tennessee is $17.26, according to ZipRecruiter salary data. Most workers in this role earn between $13.75 and $18.32 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 Tennessee?

The most popular types of Portfolio Management jobs in Tennessee are:

What are popular job titles related to Portfolio Management Associate jobs in Tennessee?

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

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

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

What cities in Tennessee are hiring for Portfolio Management Associate jobs?

Cities in Tennessee with the most Portfolio Management Associate job openings:

Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Tennessee as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $35,895 per year, or $17.3 per hour.

Investment Portfolio Associate-Memphis, TN

Raymondjames

Memphis, TN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

Job Description Summary

Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.

Job Description

Responsibilities

  • Collects fundamental research on related companies as requested by Financial Advisors.
  • Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
  • Assists in preparation of written industry and company specific reports
  • Assists in development of financial models for revenue and income forecasts.
  • Assists with research and analytics used in Investment Strategy white papers for Financial Advisors.
  • Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.
  • May participate in client meetings to identify client goals and tolerances.
  • Assists with developing individualized client investment strategy for Financial Advisor.
  • Responds to inquiries from Financial Advisors to research and resolve issues.
  • Prepares customized written industry and company specific reports upon request to Financial Advisor.
  • Assists in development of financial models to forecast team revenue and income.
  • Assists with preparation of scheduled and ad hoc performance reports.
  • Maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager searches.
  • Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.
  • Interfaces effectively with all levels of staff in managing portfolios.
  • Completes ad hoc projects and reports as assigned.
  • Performs other duties and responsibilities as assigned.

Education/Experience Requirements

  • Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis on conducting market research and analysis

~or~

  • An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses

  • SIE required provided that an exemption or grandfathering cannot be applied
  • Series 7
  • Series 63, 65 and/or 66 as required by state
  • Additional licenses or designations may be required as needed.

Education

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, Bachelor's (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

S65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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