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Portfolio Management Associate Jobs in Boston, MA

Brown Advisory

Associate Portfolio Manager

Boston, MA · On-site

Brown Advisory is an independent investment management and strategic advisory firm committed to ... Associate Portfolio Managers are highly professional and unconditionally dedicated to delivering a ...

Digital Realty

Portfolio Analyst

Boston, MA · Hybrid

Portfolio Analyst - Associate Location: Boston, MA (Hybrid) Your Role As a Portfolio Analyst, you ... Manage and consolidate annual budgets, quarterly forecasts, longterm projections, and variance ...

Digital Realty

Portfolio Analyst

Boston, MA · On-site

Portfolio Analyst - Associate Location: Boston, MA (Hybrid) Your Role As a Portfolio Analyst, you ... Manage and consolidate annual budgets, quarterly forecasts, long-term projections, and variance ...

Sunwealth Power Inc

Asset Management Associate

Cambridge, MA · Hybrid

$18 - $24/hr

The Cambridge, MA or New York City based Asset Management Associate will play a key role on a small ... Manage portfolio company cashflows and optimize revenue streams where applicable * Manage and ...

Sunwealth Power Inc

Asset Management Associate

Cambridge, MA · On-site

$18 - $24/hr

The Cambridge, MA or New York City based Asset Management Associate will play a key role on a small ... Manage portfolio company cashflows and optimize revenue streams where applicable * Manage and ...

STAG Industrial Inc

Asset Management Associate

Boston, MA · On-site

$110K - $125K/yr

Job Purpose The Asset Management Associate's ("AMA") primary role is to assist in leasing ... Portfolio Reporting - Analyze, forecast, and report on portfolio metrics (occupancy, lease rollover ...

STAG Industrial Inc

Asset Management Associate

Boston, MA · On-site

$110K - $125K/yr

Job Purpose The Asset Management Associate's ("AMA") primary role is to assist in leasing ... Portfolio Reporting - Analyze, forecast, and report on portfolio metrics (occupancy, lease rollover ...

Bank of America

Portfolio Manager III

Boston, MA · On-site

$135K - $300K/yr

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

Bank of America

Portfolio Manager III

Boston, MA · On-site

... 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

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How much do portfolio management associate jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for portfolio management associate in Boston, MA is $20.66, according to ZipRecruiter salary data. Most workers in this role earn between $16.44 and $21.92 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 are the most commonly searched types of Portfolio Management jobs in Boston, MA? The most popular types of Portfolio Management jobs in Boston, MA are:
What are popular job titles related to Portfolio Management Associate jobs in Boston, MA? For Portfolio Management Associate jobs in Boston, MA, the most frequently searched job titles are:
What job categories do people searching Portfolio Management Associate jobs in Boston, MA look for? The top searched job categories for Portfolio Management Associate jobs in Boston, MA are:
Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Boston, MA as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $42,966 per year, or $20.7 per hour.

Portfolio Management Associate

Morgan Stanley

Boston, MA • On-site, Remote

Full-time

Re-posted 3 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 154 frontline employees who took The Breakroom Quiz

38th of 150 rated financial services

Job description

Job Description

POSITION SUMMARY:

The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution investment strategies based on client goals. The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and performance and communicates effectively with clients regarding their accounts, market conditions and economic trends. This role requires an in-depth understanding of market conditions, trends, and economic trends.

DUTIES and RESPONSIBILITIES:

Portfolio Management & Business Development:

Makes asset allocation recommendations to the team and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor

Critically examines current holdings to evaluate if portfolio action is warranted

Proactively evaluates and upgrades platforms for the Portfolio Management Group

Implements decisions by using PM trading platforms or other Firm's online technologies to input trades

Determines scope of and performs necessary database and internet research, screenings and produces monthly or quarterly reports using proprietary software

Leads research meetings

Identifies swap opportunities

Conducts credit research and develops valuation models

Client Support:

Supports Financial Advisors / Private Wealth Advisors in analyzing portfolios and developing advanced PM solutions and strategies for clients

Manages clients' estate, trust, retirement, and insurance objectives with the Financial Advisor / Private Wealth Advisor

Screens new client prospects that are developed through leads and referrals to determine suitability for addition to group

Develops marketing and seminar materials and helps distribute targeted presentations to clients on behalf of the Financial Advisor / Private Wealth Advisor

Supports Financial Advisor / Private Wealth Advisor in meetings to discuss investment strategy options and performs market reviews

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

10+ years of experience in a field relevant to the position required

Advanced degree or professional certification or prior industry experience required

Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Additional product licenses may be required

Strong compliance record

Knowledge/Skills

Enjoys working with people and solving problems

Effective written and verbal communication skills

Proficient in applicable software applications

Strong understanding of applicable compliance rules, regulations and firm policies

Knowledge of financial industry and investment products preferred

Successful completion of the Portfolio Management Coursework or holds the CFA designation

Detail-oriented with superior organizational skills and ability to prioritize tasks

Able to work independently and effectively on a team

Ability and interest in working in a fast-paced, evolving environment

Reports to:

Market Business Service Officer and/or Business Service Officer


Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $92,500 and $110,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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