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Portfolio Management Associate Jobs in Boca Raton, FL

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 ...

First Citizens Bank

Private Banker

Fort Lauderdale, FL · On-site

Portfolio Management - Manages a portfolio of HNW clients geared towards complex credit and deposit ... Provides guidance to less experienced associates in the work group and assist with special projects ...

DigitalBridge

Associate (2027 Start)

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 ...

DigitalBridge

Associate (2027 Start)

Boca Raton, FL · On-site

$144K - $216K/yr

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 ...

BrightView

Associate Account Manager

Sunrise, FL · On-site

$117K - $122K/yr

The Associate Account Manager works with clients within the Senior Account Manager's portfolio. Duties and Responsibilities: * Develop and maintain long-term relationships with customers * Conduct ...

BrightView

Associate Account Manager

Boynton Beach, FL · On-site

$115K - $120K/yr

The Associate Account Manager works with clients within the Senior Account Manager's portfolio. Duties and Responsibilities: * Develop and maintain long-term relationships with customers. * Conduct ...

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All JobsPortfolio Management Associate JobsPortfolio Management Associate Jobs in Boca Raton, FL

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.

Associate

DigitalBridge

Boca Raton, FL • On-site

Full-time

Re-posted 7 days ago

Job description

We are seeking a highly motivated team-oriented Associate investment professional to join the firm as part of our global digital infrastructure investment management business. Investment Associates are an integral part of the firm's transaction teams and are involved in all aspects of originating and executing transactions, monitoring portfolio companies and evaluating follow-on transactions and exit opportunities. The position is located in Boca Raton, FL.
Associates play an integral role in forecasting operating results and financial returns for potential new investments. Associates are expected to think with an investor's mentality and will play a critical role in identifying key opportunities and due diligence items in new investments. 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 companies. As part of DigitalBridge's global investment mandate, Associates may be required to travel both domestically and internationally.
Responsibilities:
  • Financial modeling and analysis
  • Company valuation
  • Conducting primary corporate and industry research
  • Conducting company due diligence
  • Creating presentation materials for the firm's investors and investment committee
  • Ongoing monitoring of operating and financial results of portfolio companies
  • Assisting portfolio companies with developing and executing strategic growth initiatives

Qualifications:
  • Minimum 18 months of experience at a leading investment bank, private equity firm or comparable experience
  • Previous M&A leveraged finance and financial sponsor backgrounds are preferred.
  • TMT and/or communication infrastructure experience is a plus, but not a prerequisite.
  • Strong academic record at a top undergraduate institution
  • Exceptional financial modeling proficiency and analytical capabilities
  • Close attention to detail coupled with strong presentation skills
  • Organized, detail-oriented, positive attitude, work ethic and ability to multitask
  • High level of maturity and integrity and hard work ethic
  • Excellent English written and oral communication skills
  • Self-motivated, ambitious, self-confident and humble

#LI-Onsite
At DigitalBridge, we strive to create an inclusive environment where diverse employees want to work and where they can flourish professionally. In furtherance of our culture, all qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other characteristics protected by law.

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