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Portfolio Management Associate Jobs in Virginia (NOW HIRING)

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 ...

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 ...

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

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

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Portfolio Management Associate information

See Virginia salary details

$9

$18

$31

How much do portfolio management associate jobs pay per hour?

As of Jul 5, 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:
Infographic showing various Portfolio Management Associate job openings in Virginia as of June 2026, with employment types broken down into 1% As Needed, 43% Full Time, 48% Part Time, 2% Temporary, and 6% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $39,210 per year, or $18.9 per hour.
Portfolio Management Senior Associate

Portfolio Management Senior Associate

Bank of America

Norfolk, VA • On-site

Full-time

Posted 8 days ago


Job description

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