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Portfolio Management Associate Jobs in Elizabeth, NJ

SMBC

Credit Portfolio Management, Associate

Manhattan, NY · On-site

$150K - $175K/yr

Role Description SMBC is hiring an Associate within Credit Portfolio Management. This position is responsible for managing a mid market and large cap portfolio of Private Equity backed Leveraged ...

ING Group

Associate, Portfolio Management

New York, NY · On-site

$130K - $175K/yr

Lending | Portfolio Management | Associate, Portfolio Management | New York About ING : In Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and ...

ING Group

Associate, Portfolio Analytics

New York, NY · On-site

$110K - $135K/yr

Lending | Portfolio Management | Associate, Portfolio Analytics | New York About ING : In the Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and ...

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All JobsPortfolio Management Associate JobsPortfolio Management Associate Jobs in Elizabeth, NJ

Portfolio Management Associate information

See Elizabeth, NJ salary details

$9

$19

$31

How much do portfolio management associate jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for portfolio management associate in Elizabeth, NJ is $19.14, according to ZipRecruiter salary data. Most workers in this role earn between $15.24 and $20.34 per hour, depending on experience, location, and employer.

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 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 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 Elizabeth, NJ look for?

The top searched job categories for Portfolio Management Associate jobs in Elizabeth, NJ are:

What cities near Elizabeth, NJ are hiring for Portfolio Management Associate jobs?

Cities near Elizabeth, NJ with the most Portfolio Management Associate job openings:

Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Elizabeth, NJ as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution, with an average salary of $39,803 per year, or $19.1 per hour.

Credit Portfolio Management, Associate

Manhattan, NY • On-site

Smbc Global Foundation Inc
See more jobs at Smbc Global Foundation Incexternal

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Re-posted 19 days ago

Job description

Credit Portfolio Management, Associate

SMBC is hiring an Associate within Credit Portfolio Management. This position is responsible for managing a mid market and large cap portfolio of Private Equity backed Leveraged loans that are primarily rated below investment grade. This role is responsible for credit monitoring as well as new business underwriting from within the portfolio (upsizes, M&A add-ons, refinances, extensions, etc.). The position will interact with senior members of SMBC management including credit and risk professionals, and is responsible for managing the relationship with borrowers as well as with Private Equity Sponsors in connection with SMBC sponsor coverage.

Role Objectives

  • Assist in Underwriting increases to total facility, M&A transactions, dividends, refinancing and re-pricing transactions that arise from existing portfolio
  • Analyze, negotiate and prepare credit applications and amendments
  • Act as direct account manager for assigned portfolio of accounts
  • Prepare credit analysis for quarterly and annual reviews
  • Assist Head of Portfolio Management in various reporting and presentations to senior management as well as support the overall monitoring and management of the portfolio
  • Prepare financial projection models including Base Case and development of Stress Case scenario
  • Review of projections and budget achievement

Qualifications and Skills

  • Minimum of 2 years of credit and lending background preferred
  • Good accounting and financial analysis skills
  • Experience in review and interpretation of historical and projected statements
  • Strong credit background with the ability to independently evaluate capital structures, leverage, cash flows, repayment capacity, industry trends, competitive landscape, and customer issues as well as other risks and mitigants
  • Exposure to bank regulatory policies and reviews
  • Knowledge of bank grading systems
  • Strong communication skills and team orientation

SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.

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