... associates as needed. Job expectations include serving as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers. Responsibilities: • Supports aspects of ...
... associates as needed. Job expectations include serving as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers. Responsibilities: • Supports aspects of ...
Portfolio Manager
Richmond, VA · On-site
... with management and oversight of portfolio associates and client associate and all elements of client service related workflows. o Support firm-wide initiatives related to investment process ...
Portfolio Manager
Richmond, VA · On-site
... with management and oversight of portfolio associates and client associate and all elements of client service related workflows. o Support firm-wide initiatives related to investment process ...
Portfolio Management Senior Associate
$30.47 - $48.18/hr
... service associates as needed. Job expectations include serving as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers. Responsibilities: Supports ...
Portfolio Management Senior Associate
$30.47 - $48.18/hr
... service associates as needed. Job expectations include serving as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers. Responsibilities: Supports ...
Associate Director, Enterprise Portfolio Management
Charlottesville, VA · Hybrid
$122K - $175K/yr
Grade Level (for internal use): 12Role Summary The Associate Director, Portfolio Management Lead is responsible for establishing and leading portfolio management capabilities within the EPMO for a ...
Associate Director, Enterprise Portfolio Management
Charlottesville, VA · Hybrid
$122K - $175K/yr
Grade Level (for internal use): 12Role Summary The Associate Director, Portfolio Management Lead is responsible for establishing and leading portfolio management capabilities within the EPMO for a ...
Asset Management Associate
Alexandria, VA · On-site
$80K - $110K/yr
Asset Management Associate Position Summary: Bonaventure is looking for an Asset Management ... You will be constantly evaluating our portfolio's assets and their performance. In this position ...
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Apply Early
Asset Management Associate
Alexandria, VA · On-site
$80K - $110K/yr
Asset Management Associate Position Summary: Bonaventure is looking for an Asset Management ... You will be constantly evaluating our portfolio's assets and their performance. In this position ...
Apply Early
Investment Team, Portfolio Management Senior Analyst
Charlottesville, VA · On-site
$95K - $105K/yr
Reporting to an Associate Director on the team, this role will contribute directly to institutional portfolio management and asset allocation. This person will support the Portfolio Management Team ...
Investment Team, Portfolio Management Senior Analyst
Charlottesville, VA · On-site
$95K - $105K/yr
Reporting to an Associate Director on the team, this role will contribute directly to institutional portfolio management and asset allocation. This person will support the Portfolio Management Team ...
Credit Management Associate III (US)
Vienna, VA · On-site
$25.50 - $36/hr
The Associate will be involved in origination requests and ongoing portfolio administration ... Manages an assigned account portfolio for new and existing commercial customers to provide ...
Credit Management Associate III (US)
Vienna, VA · On-site
$25.50 - $36/hr
The Associate will be involved in origination requests and ongoing portfolio administration ... Manages an assigned account portfolio for new and existing commercial customers to provide ...
Credit Management Associate III (US)
Vienna, VA · On-site
$25.50 - $36/hr
The Associate will be involved in origination requests and ongoing portfolio administration ... Manages an assigned account portfolio for new and existing commercial customers to provide ...
Credit Management Associate III (US)
Vienna, VA · On-site
$25.50 - $36/hr
The Associate will be involved in origination requests and ongoing portfolio administration ... Manages an assigned account portfolio for new and existing commercial customers to provide ...
Credit Management Associate III (US)
Vienna, VA · On-site
$25.50 - $36/hr
The Associate will be involved in origination requests and ongoing portfolio administration ... Manages an assigned account portfolio for new and existing commercial customers to provide ...
Credit Management Associate III (US)
Vienna, VA · On-site
$25.50 - $36/hr
The Associate will be involved in origination requests and ongoing portfolio administration ... Manages an assigned account portfolio for new and existing commercial customers to provide ...
Credit Management Associate III (US)
Vienna, VA · On-site
$25.50 - $36/hr
The Associate will be involved in origination requests and ongoing portfolio administration ... Manages an assigned account portfolio for new and existing commercial customers to provide ...
Credit Management Associate III (US)
Vienna, VA · On-site
$25.50 - $36/hr
The Associate will be involved in origination requests and ongoing portfolio administration ... Manages an assigned account portfolio for new and existing commercial customers to provide ...
Investment Team, Portfolio Management Senior Analyst
Charlottesville, VA · On-site
$95K - $105K/yr
Reporting to an Associate Director on the team, this role will contribute directly to institutional portfolio management and asset allocation. This person will support the Portfolio Management Team ...
Investment Team, Portfolio Management Senior Analyst
Charlottesville, VA · On-site
$95K - $105K/yr
Reporting to an Associate Director on the team, this role will contribute directly to institutional portfolio management and asset allocation. This person will support the Portfolio Management Team ...
Manage risk management responsibilities associated with assigned portfolio Desired Attributes & Skills - We Seek Associates Who: * Proactive client first approach * Deliver timely, error-free work
Manage risk management responsibilities associated with assigned portfolio Desired Attributes & Skills - We Seek Associates Who: * Proactive client first approach * Deliver timely, error-free work
Manage risk management responsibilities associated with assigned portfolio Desired Attributes & Skills - We Seek Associates Who: * Proactive client first approach * Deliver timely, error-free work
Manage risk management responsibilities associated with assigned portfolio Desired Attributes & Skills - We Seek Associates Who: * Proactive client first approach * Deliver timely, error-free work
Principal Associate, Underwriting, Portfolio, and Loan Management Global Enterprise Affairs works with many external and internal stakeholders to envision and create a world of greater socioeconomic ...
Principal Associate, Underwriting, Portfolio, and Loan Management Global Enterprise Affairs works with many external and internal stakeholders to envision and create a world of greater socioeconomic ...
Principal Associate, Underwriting, Portfolio, and Loan Management Global Enterprise Affairs works with many external and internal stakeholders to envision and create a world of greater socioeconomic ...
Principal Associate, Underwriting, Portfolio, and Loan Management Global Enterprise Affairs works with many external and internal stakeholders to envision and create a world of greater socioeconomic ...
Senior Director Community Finance - Underwriting & Portfolio Management
Mclean, VA · On-site
$99K - $117K/yr
Senior Director Community Finance - Underwriting & Portfolio Management Capital One, a Fortune 500 ... Partner with horizontal leadership to educate and develop associates on evolving market trends.
Senior Director Community Finance - Underwriting & Portfolio Management
Mclean, VA · On-site
$99K - $117K/yr
Senior Director Community Finance - Underwriting & Portfolio Management Capital One, a Fortune 500 ... Partner with horizontal leadership to educate and develop associates on evolving market trends.
Senior Director Community Finance - Underwriting & Portfolio Management Capital One, a Fortune 500 ... Partner with horizontal leadership to educate and develop associates on evolving market trends.
Senior Director Community Finance - Underwriting & Portfolio Management Capital One, a Fortune 500 ... Partner with horizontal leadership to educate and develop associates on evolving market trends.
Portfolio Manager III
Richmond, VA · On-site
... mentoring associates. Responsibilities: * Works to understand the client's situation and ... Superior client service and relationship management skills Desired Qualifications: * Bachelor ...
Portfolio Manager III
Richmond, VA · On-site
... mentoring associates. Responsibilities: * Works to understand the client's situation and ... Superior client service and relationship management skills Desired Qualifications: * Bachelor ...
Portfolio Manager III
$135K - $300K/yr
... mentoring associates. Responsibilities: * Works to understand the client's situation and ... Superior client service and relationship management skills Desired Qualifications: * Bachelor ...
Portfolio Manager III
$135K - $300K/yr
... mentoring associates. Responsibilities: * Works to understand the client's situation and ... Superior client service and relationship management skills Desired Qualifications: * Bachelor ...
Senior Associate, Project Manager, Strategic Portfolio Management Global Enterprise Affairs (GEA) works with many external and internal stakeholders to envision and create a world of greater ...
Senior Associate, Project Manager, Strategic Portfolio Management Global Enterprise Affairs (GEA) works with many external and internal stakeholders to envision and create a world of greater ...
Portfolio Management Associate information
See Virginia salary details
$9.29 - $11.31
2% of jobs
$11.31 - $13.32
6% of jobs
$14.89 is the 25th percentile. Wages below this are outliers.
$13.32 - $15.34
21% of jobs
The median wage is $16.87 / hr.
$15.34 - $17.35
27% of jobs
$17.35 - $19.37
18% of jobs
$19.46 is the 75th percentile. Wages above this are outliers.
$19.37 - $21.38
12% of jobs
$21.38 - $23.40
5% of jobs
$23.40 - $25.41
3% of jobs
$25.41 - $27.43
2% of jobs
$27.43 - $29.44
2% of jobs
$29.44 - $31.46
1% of jobs
$9
$18
$31
How much do portfolio management associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a Portfolio Management Associate, and why are they important?
What are Portfolio Management Associates?
How does a Portfolio Management Associate typically contribute to investment decision-making within a team environment?
What is the difference between Portfolio Management Associate vs Investment Analyst?
| Aspect | Portfolio Management Associate | Investment Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, possibly CFA Level I | Bachelor's degree, often pursuing CFA or related certifications |
| Work Environment | Financial firms, asset management companies | Research firms, investment banks, asset managers |
| Primary Responsibilities | Supporting portfolio strategies, trade execution, client reporting | Analyzing 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.

Job description
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for assisting the Portfolio Management team in providing integrated investment advice and portfolio management services. Key responsibilities include coordinating the internal delivery of investment services through the appropriate channels, seeking out new business opportunities from existing books of business, and assisting other service associates as needed. Job expectations include serving as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers.
Responsibilities:
• Supports aspects of the client portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
• Assists with engaging clients to review investment performance and anticipated market changes based on economic and industry analysis
• Performs market analysis, gathers insights, and recommends strategies to support client's investment goals
• Supports Portfolio Managers with conducting portfolio composition analysis, asset allocation monitoring, and ensuring investment policy statement quality and completeness
• Manages and/or executes client investment transactions, while leveraging expertise in portfolio management
• Coordinates with client teams and partners to deliver an integrated service to the client, while identifying and resolving issues in an effective and timely manner
Qualifications:
- Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales
- Investment administration experience desired
- BS/BA degree in Business, Finance, Economics or Law desired
Skills:
• Risk Management
• Critical Thinking
• Customer and Client Focus
• Prioritization
• Problem Solving
• Attention to Detail
• Business Acumen
• Collaboration
• Decision Making
• Written Communications
• Active Listening
• Analytical Thinking
• Networking
• Organizational Effectiveness
• Result Orientation
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
About Bank of America Business
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998