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Portfolio Management Associate Jobs in Virginia (NOW HIRING)

EagleBank

C&I Portfolio Manager III

Washington, DC · On-site

$110K - $186K/yr

... day management of upcoming maturities, past dues and documentation exceptions. The Portfolio ... Associate's Degree (AA) in a business or finance related field and 3 additional years of experience ...

FirstService Residential

Portfolio Manager

Fairfax, VA

$80K - $85K/yr

Management experience in a small or medium-sized organization including responsibility for more ... What We Offer: As a full-time exempt associate, you will be eligible for full comprehensive ...

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How much do portfolio management associate jobs pay per hour?

As of Jun 14, 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

C&I Portfolio Manager III

EagleBank

Washington, DC • On-site

$110K - $186K/yr

Full-time

Medical, Retirement

Posted 7 days ago

Job description

Overview
We are a values driven organization putting Relationships FIRST. EagleBank (NASDAQ - EGBN) is focused on being Flexible, Involved, Responsive, Strong, and Trusted. By prioritizing meaningful connections with our customers, employees, and shareholders, we relentlessly deliver the most compelling, valuable service to our customers.
EagleBank is committed to inclusion, equity, and respect. We celebrate diversity and intentionally seek out opportunities to learn from one another's experience. We believe employees are essential to the building of relationships and we prioritize investing in employee growth and wellbeing. Employee involvement is fostered through resource groups, mentorship programs, community service, and scholarship opportunities for continued education. With features including maternity and parental leaves, wellness discounts, healthcare premium sharing, employer funding in your HSA account, and 100% 401(k) matching up to 4%, we pride ourselves in the ways we support our internal relationships. The minimum and maximum projected annualized salary for this position is: $110,214.00 to $186,277.20. Additional compensation may be possible based on experience and skills.
We understand the need to be creative and flexible when it comes to telecommuting and other alternative work arrangements. This position is eligible for our hybrid remote work and will work in the Tysons, VAoffice four days per week.
Responsibilities
The Portfolio Manager IV leads and supports the entire credit process by facilitating the collection of financial information from clients and prospects, preparing and submitting credit packages for the approval of new loans and for the renewal of existing loans, working with the Relationship Manager(s) to draft term sheets/loan proposals, assist in structuring and underwriting, presenting credit packages to the appropriate loan committee and/or approvers, reviewing loan documents, both internally and attorney prepared, for accuracy prior to loan closing and the day-to-day management of upcoming maturities, past dues and documentation exceptions.
The Portfolio Manager is responsible for ongoing client and relationship management of the assigned portfolio by regularly monitoring client performance, industry trends, proactively identifying credit issues and developing remediation plans. Portfolio Manager is responsible for following the Eagle Bank policies and procedures around risk ratings, annual reviews, accuracy of financial statement spreading as well as compliance and regulatory review around all associated risks within the assigned portfolio.
The Portfolio Manager is a client facing role and will periodically join the Relationship Manager(s) and other internal Product Partner(s) in client and prospect calling efforts.
The role has no direct reports, but it encompasses training and mentoring Junior teammates including but not limited to Junior Portfolio Managers, Analysts, Underwriters and Interns.
Qualifications
Requirements:
  • Bachelor's Degree in Arts/Sciences (BA/BS) in finance, business, and economics, accounting or related field
  • Associate's Degree (AA) in a business or finance related field and 3 additional years of experience in commercial credit or real estate analysis may be substituted for bachelor's degree
  • 10 years experience in portfolio management and commercial underwriting including structuring and pricing loan transactions
  • Experience with underwriting transactions from conception to completion independently
  • Must be proficient in evaluating commercial credit risk
  • Must be able to work autonomously with minimal oversight from the RM and/or PM Manager.
  • Self-motivated individual with strong work ethic and time/workflow management abilities
  • Successful web-based credit training through RMA, Omega or similar programs may be required within six months of hiring
  • Strong interpersonal and relationship development abilities, with thorough knowledge of commercial credit products
  • Ability to collaborate effectively with individuals and groups both senior and junior across the company
  • Well-developed written communication and verbal presentation skills
  • Proficient in credit underwriting, including but not limited to cash flow, enterprise valuation and collateral analysis
  • Proven ability to identify sales opportunities within a commercial loan environment
  • Intermediate skill level in Microsoft Word, Excel and Outlook
  • Knowledge of varying credit structure types, including but not limited to:
    • Term loans
    • Owner occupied CRE
    • Line of credit
    • Letter of credit
  • Ability to work on several loan requests simultaneously
  • Bank product knowledge

Preferences:
  • Master's degree in Arts/Sciences (MA/MS) MBA
  • Formal Credit Training
  • Industry knowledge of Asset Based Lending, Government Contract Lending, Merger and Acquisition Financing, Non-Profit, Middle Market, Highly Leveraged Transactions, General C&I, and/or Special Assets
  • Risk Management Association Credit Risk Certification (CRC)
  • National Association of Credit Management Certified Credit and Risk Analyst (CCRA)
  • Certified Credit Professional (CCP)
  • Commercial Banking & Credit Analyst (CBCA)
  • Other recognized professional certification in credit analysis

Don't meet all the requirements? We encourage you to still apply if you think you are the right person to join our community. We are always interested connecting with people inspired by our mission and values. If you aren't hired for this position, your resume will remain available for the next year and might be considered for future openings. Note: You can update your resume as often as needed.

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