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Portfolio Management Associate Jobs in Virginia (NOW HIRING)

Bank of America

Portfolio Manager III

Richmond, VA · On-site

$135K - $300K/yr

... mentoring associates. Responsibilities: * Works to understand the client's situation and ... Superior client service and relationship management skills Desired Qualifications: * Bachelor ...

Bank of America

Portfolio Manager III

Richmond, VA · On-site

$135K - $300K/yr

... mentoring associates. Responsibilities: * Works to understand the client's situation and ... Superior client service and relationship management skills Desired Qualifications: * Bachelor ...

BofA Securities

Portfolio Manager III

Richmond, VA · On-site

$135K - $300K/yr

... mentoring associates. Responsibilities: * Works to understand the client's situation and ... Superior client service and relationship management skills Desired Qualifications: * Bachelor ...

Accenture

Bid Management Associate Manager

Arlington, VA · On-site

$73K - $182K/yr

We develop everything they need to build and mature their client portfolios, optimize their deals ... As a Sales Excellence Associate Manager, you manage deal teams throughout the entire bid lifecycle.

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How much do portfolio management associate jobs pay per hour?

As of Jul 25, 2026, the average hourly pay for portfolio management associate in Virginia is $18.85, according to ZipRecruiter salary data. Most workers in this role earn between $15.00 and $20.00 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 are Portfolio Management Associates?

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 the most commonly searched types of Portfolio Management jobs in Virginia? The most popular types of Portfolio Management jobs in Virginia are:
What are popular job titles related to Portfolio Management Associate jobs in Virginia? For Portfolio Management Associate jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Portfolio Management Associate jobs in Virginia look for? The top searched job categories for Portfolio Management Associate jobs in Virginia are:
What cities in Virginia are hiring for Portfolio Management Associate jobs? Cities in Virginia with the most Portfolio Management Associate job openings:
Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Virginia as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $39,210 per year, or $18.9 per hour.

Senior Associate, Portfolio Management

Bonaventure Shared Services, LLC

Alexandria, VA • On-site

$120K - $145K/yr

Full-time

Posted yesterday

Job description

About Bonaventure

Bonaventure is a vertically integrated real estate investment management firm specializing in multifamily assets, spanning investment management, capital markets, and tax-advantaged investment solutions. We combine institutional discipline with an entrepreneurial, execution-first culture.


Position Summary

The Senior Associate of Portfolio Management will work with the Portfolio Manager in all respects to establish and execute portfolio-level strategy and performance across the firm's investment vehicles. This is a hands-on, investment-savvy seat: this will assist in capital allocation and hold/sell/refinance decisions, lead portfolio analytics and reporting, and serve as a credible, polished voice in front of investors and capital partners. The Portfolio Management team sets objectives for and works alongside the asset management team, owning outcomes at the portfolio and fund level while asset managers own execution at the property level.


Key Responsibilities


Portfolio Management Activity

  • Assist in the construction and execution of portfolio strategy to drive performance across assigned vehicles, including return targets (IRR, equity multiple, cash yield), portfolio composition, and diversification.
  • Assist in making capital allocation decisions: hold/sell/refinance analysis, capex prioritization, reinvestment, and pacing of acquisitions and dispositions against portfolio strategy.
  • Maintain a clear understanding of fund-level leverage, liquidity, and cash management, including distribution planning and coverage.
  • Assist in monthly and quarterly valuation processes and oversee third-party appraisal engagement.
  • Review and, with the Portfolio Manager, approve annual property business plans and budgets prepared by asset management, ensuring alignment with fund objectives.
  • Monitor fund compliance with investment guidelines, loan covenants, and (where applicable) REIT and structure-specific requirements.


Analytics & Reporting

  • Own fund and portfolio financial models: projections, return attribution, sensitivity and scenario analysis, and stress testing.
  • Build and maintain portfolio KPI dashboards; track performance against underwriting and budget, and flag variances early with recommended actions.
  • Lead quarterly and annual reporting cycles, including fund performance reporting, benchmark comparisons, and board/committee materials.
  • Partner with accounting, FP&A, and investor relations to ensure data integrity across reporting, valuations, and investor deliverables.

Marketing Support

  • Partner with the Marketing and Capital Markets teams on marketing materials: pitch decks, offering summaries, track record exhibits, and case studies.
  • Own the accuracy of all performance data, portfolio statistics, and track record figures used in marketing and fundraising materials.
  • Support due diligence processes, including DDQs, data room content, and consultant/advisor requests.
  • Contribute market and portfolio insights to thought leadership, webinars, and investor communications.


Investor Conversation Support

  • Serve as a portfolio-level subject matter expert in investor meetings, advisor/RIA conversations, and capital formation efforts.
  • Present portfolio performance, strategy, and outlook with clarity and credibility.
  • Draft investor letters, performance commentary, and responses to ad hoc investor and consultant inquiries.
  • Represent the firm at conferences and investor events as needed.


Asset Management Oversight & Transactions

  • Together with Portfolio Manager, establish portfolio-level objectives for the asset management team; run recurring portfolio reviews and hold asset managers accountable to business plans.
  • Provide portfolio-fit input on acquisitions and dispositions; participate in investment committee discussions.
  • Support transaction execution from a portfolio perspective: financing strategy, capital events, and post-close integration into portfolio reporting.

Qualifications

  • 5+ years in real estate portfolio management, asset management, or investment management; multifamily experience strongly preferred.
  • Demonstrated investment acumen: fluency in real estate finance, capital structures, valuations, and return metrics, with a track record of driving portfolio-level decisions.
  • Advanced financial modeling skills (Excel required; experience with institutional reporting/BI tools a plus).
  • Polished, investor-ready communicator -- comfortable presenting to institutional investors, family offices, RIAs, and boards.
  • Experience with non-traded REITs, 1031/721 exchange structures, or private fund vehicles a strong plus.
  • Bachelor's degree in finance, real estate, economics, or related field; CFA, CAIA, or MBA a plus