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Portfolio Management Associate Jobs in Boca Raton, FL

Seacoast Bank

Sr. Commercial Banker

Boynton Beach, FL

Manage regional credit issues including portfolio administration and sales efforts. Active in the ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast Bank

Sr. Commercial Banker

Wellington, FL · On-site

Manage regional credit issues including portfolio administration and sales efforts. Active in the ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast Bank

Sr. Commercial Banker

Boynton Beach, FL

Manage regional credit issues including portfolio administration and sales efforts. Active in the ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast Bank

Sr. Commercial Banker

Delray Beach, FL

Manage regional credit issues including portfolio administration and sales efforts. Active in the ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast Bank

Sr. Commercial Banker

West Palm Beach, FL · On-site

Manage regional credit issues including portfolio administration and sales efforts. Active in the ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast Bank

Sr. Commercial Banker

Delray Beach, FL

Manage regional credit issues including portfolio administration and sales efforts. Active in the ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast Bank

Sr. Commercial Banker

Boynton Beach, FL

Manage regional credit issues including portfolio administration and sales efforts. Active in the ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

Seacoast Bank

Sr. Commercial Banker

Wellington, FL

Manage regional credit issues including portfolio administration and sales efforts. Active in the ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

DigitalBridge

Associate

Boca Raton, FL · On-site

Additionally, Associates frequently interact with investors, lenders, third-party advisors and senior partners of DigitalBridge, as well as senior management of acquisition targets and portfolio ...

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Portfolio Management Associate information

See Boca Raton, FL salary details

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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.

Investment Analyst - Private Markets

JM Family Enterprises

Deerfield Beach, FL • On-site

Full-time

Retirement

Re-posted 23 days ago

JM Family Enterprises rating

9.1

Company rating: 9.1 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

3rd of 151 rated car dealerships

Job description

The Investment Analyst will join the Investment Team in managing JM Family's investment portfolios (Corporate, Insurance, Pension and 401k). The position will play a key role in supporting the investment team in underwriting new investment mandates, monitoring existing portfolio investments and conducting tailored investment research to benefit portfolio objectives. The position will work directly with the team's Portfolio Managers to assist in the evaluation of co-investments and fund investments across private equity, venture capital, private credit and public markets.
Responsibilities:
  • Responsible for investment monitoring activities for existing investments by attending review meetings, preparing research notes and integrating forecasting into performance monitoring systems
  • Support due diligence underwriting process for new investments by assessing fund offering documents, private placement memorandums and financial models
  • Evaluate investment performance with established metrics (e.g., benchmarks, expected risks and returns, strategies, etc.) to ensure investments perform as expected, enable timely corrective actions, and minimize negative exposure
  • Prepare insights regarding investment portfolio performance, including analytics, exposure, performance and other miscellaneous reports
  • Conduct industry, market and manager-level research to support broader investment and portfolio construction decisions
  • Assist with review and analysis of portfolio performance reports for specific investments to highlight areas of over- and under-performance and to identify areas requiring in-depth analysis
  • Perform research and analysis on investment strategies
  • Work with Investment Operations team regarding the reconciliation of transactions, valuations and investment returns, and custodian bank and portfolio management systems reconciliations
  • Assist and coordinate with the preparation of content for Investment Committee meeting materials
  • Other responsibilities as assigned

Qualifications:
  • 3+ years of related investment management / analytical experience
  • Bachelor's degree in Finance, Economics, Accounting or a related field
  • CFA or CAIA designation, or progress toward completion, is preferred but not required
  • Strong quantitative analytical skills
  • Familiarity with private markets investing and/or institutional portfolio management
  • Exceptional written and verbal communication skills
  • Ability to work independently or with a team and with changing priorities and deadlines
  • Exceptional knowledge of MS Office Products and specialized investment management tools such as NASDAQ TopQ, Pitchbook, FactSet and DealEdge

#Hybrid
#LI-NK1
This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.
JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER
JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard to age, race, religion, color, gender, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, gender expression, mental or physical disability, national origin, marital status, citizenship, military status, genetic information, veteran status, or any other characteristic protected by federal, state, provincial, or local law.
DISABILITY ACCOMMODATIONS
If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family's Talent Acquisition department at talentacquisition@jmfamily.com for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.

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