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Portfolio Management Associate information

See Boca Raton, FL salary details

$8

$18

$30

How much do portfolio management associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for portfolio management associate in Boca Raton, FL is $18.04, according to ZipRecruiter salary data. Most workers in this role earn between $14.38 and $19.18 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 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 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 job categories do people searching Portfolio Management Associate jobs in Boca Raton, FL look for? The top searched job categories for Portfolio Management Associate jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Portfolio Management Associate jobs? Cities near Boca Raton, FL with the most Portfolio Management Associate job openings:
Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $37,531 per year, or $18 per hour.

Senior IT Portfolio Management Professional

Humana

Fort Lauderdale, FL • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Humana rating

8.0

Company rating: 8.0 out of 10

Based on 265 frontline employees who took The Breakroom Quiz

163rd of 304 rated insurance

Job description

Become a part of our caring community
The Senior IT Portfolio Management Professional - Insurance Tech Segment partners closely with business, technology, and product stakeholders across the Insurance value chain to ensure the IT portfolio
and demand pipeline are aligned to enterprise priorities. Work assignments involve moderately complex to complex issues requiring deep analysis of business operations, insurance technology interdependencies, and varying organizational, regulatory, and market-driven factors.
**This position will require the hired candidate to reside within commutable distance of one of the above listed locations.**

The Senior IT Portfolio Management Professional organizes and prioritizes programs and projects in alignment with IT Strategy, Enterprise Architecture guidelines, Delivery roadmaps, and segmentlevel strategic plans. This includes balancing discretionary and nondiscretionary spend (e.g., regulatory, compliance, security, member experience, operational efficiency), evaluating funding against annual portfolio budgets, managing intake/throughput capacity, adjusting schedules, and ensuring the right financial and organizational support is allocated to priority work.

This role begins to influence departmental strategy and drives technology portfolio decisions by evaluating business value, platform impacts, customer experience outcomes, and risk. The position requires autonomy in decisionmaking regarding technical approaches, sequencing, and dependencies within insurance technology ecosystems-such as claims platforms, digital front doors, core admin systems, and data platforms. The individual exercises considerable latitude in determining objectives, methodologies, and approaches to assignments.


Use your skills to make an impact

Required Qualifications

  • 7+ years of experience in technology, IT portfolio management, IT delivery, or related fields

  • Experience working within insurance technology ecosystems (e.g., claims, policy administration, provider systems, digital health platforms, clinical/UM systems, regulatory/compliance technology) strongly preferred

  • Comprehensive knowledge of Microsoft Office applications including Word, Excel, Access, PowerPoint, and Visio

  • Experience producing portfoliolevel metrics, performance dashboards, forecasting views, and trend reporting

  • Working knowledge of adhoc query tools and data repositories supporting portfolio, financial, and operational data extraction and analysis

  • Must be passionate about contributing to an organization focused on improving member, provider, and associate experiences

Preferred Qualifications

  • Bachelor's degree

  • SAFe Lean Portfolio Management Certification or similar.

  • Six Sigma and/or PMP certification.

  • Experience in problem analysis, process engineering, or operational excellence within an insurance or healthcare technology environment

  • Experience producing executive-level metrics, measurements, KPIs, and trend reports related to portfolio performance, capacity, or outcomes

Work-At-Home Requirements
To ensure Home or Hybrid Home/Office associates' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office associates must meet the following criteria:

  • At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is recommended; wireless, wired cable or DSL connection is suggested

  • Satellite, cellular and microwave connection can be used only if approved by leadership

  • Associates who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense.

  • Humana will provide Home or Hybrid Home/Office associates with telephone equipment appropriate to meet the business requirements for their position/job.

  • Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information

Work at Home Requirements: To ensure Home or Hybrid Home/Office employees' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria: At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested. In certain roles, the minimum recommended internet speed required by Humana may not be sufficient for business needs. Humana reserves the right to require associates to upgrade their internet service if necessary. Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information.Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.

Scheduled Weekly Hours

40

Pay Range

The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.


$106,900 - $147,000 per year


This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.

Description of Benefits

Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.
About us
About Humana: Humana Inc. (NYSE: HUM) is a leading U.S. healthcare company. Through our Humana insurance services and our CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare and Medicaid, families, individuals, military service personnel, and communities at large. Learn more about what we offer atHumana.comand atCenterWell.com.


Equal Opportunity Employer

It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.

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About Humana

Sourced by ZipRecruiter

Humana Inc., headquartered in Louisville, KY., is a leading health care company that offers a wide range of insurance products and health and wellness services that incorporate an integrated approach to lifelong well-being. By leveraging the strengths of its core businesses, Humana believes it can better explore opportunities for existing and emerging adjacencies in health care that can further enhance wellness opportunities for the millions of people across the nation with whom the company has relationships.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Louisville, KY, US

Year founded

1961

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