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Portfolio Management Associate Jobs in Exton, PA

Envestnet

Portfolio Services Associate

Berwyn, PA · Hybrid

Serves as the primary point of contact responsible for ensuring data and accounting accuracy in portfolio management software (Portfolio Center), providing monthly and quarterly deliverables ...

AMRESCO

Portfolio Manager - Safety & MRO

Radnor, PA · On-site

Avantor's Product & Portfolio Management vertical is a crucial part of this mix, enabling all our ... Join our global team of 14,000+ associates whose passion for discovery and determination to ...

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All JobsPortfolio Management Associate JobsPortfolio Management Associate Jobs in Exton, PA

Portfolio Management Associate information

See Exton, PA salary details

$9

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How much do portfolio management associate jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for portfolio management associate in Exton, PA is $18.35, according to ZipRecruiter salary data. Most workers in this role earn between $14.62 and $19.47 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 Exton, PA look for?

The top searched job categories for Portfolio Management Associate jobs in Exton, PA are:

What cities near Exton, PA are hiring for Portfolio Management Associate jobs?

Cities near Exton, PA with the most Portfolio Management Associate job openings:

Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Exton, PA as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $38,171 per year, or $18.4 per hour.

Portfolio Services Associate

Envestnet

Berwyn, PA • Hybrid

Full-time

Medical, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Description

Job Location   

The primary work location for this role is the Berwyn, PA office with a hybrid work model.   

  

About Envestnet  

Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   

   

For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.   

   

The Team You’ll Join  

You’ll join the Portfolio Administration Services team within Trade Services, supporting the day-to-day monitoring and administration of client accounts on Envestnet’s trading and account management platform. This team works in a collaborative, fast-paced environment to execute and review trading activities, support process and technology improvements, and help deliver a best-in-class experience for investment advisors.

How You’ll Contribute   

Provides back-office support and customer service for a book of business Registered Investment Advisors. Serves as the primary point of contact responsible for ensuring data and accounting accuracy in portfolio management software (Portfolio Center), providing monthly and quarterly deliverables (management fee calculations and client report packages), and responding to client requests and questions regarding their data.

• Gains familiarity with Portfolio Services concepts, processes, tools and operational procedures. 
• With guidance, performs a variety of Portfolio Services duties, including: 
• Supporting routine operational activities such as account setup and maintenance, data entry and model implementation, 
• Monitoring assigned work queues and portfolios for exceptions, drift and data issues, 
• Resolving or escalating issues, exceptions, errors and unresolved routine issues, 
• Assisting with onboarding and conversion activities, including data verification, documentation review and portfolio alignment 
• Supporting account reconciliation and issue follow-up activities. 
• Maintains accurate and organized records of completed work and processing activities. 
• Supports trade processing, rebalancing activities, cash movement and model updates in accordance with established procedures and portfolio guidelines. 
• With guidance, executes trade instructions, reviews recommended transactions in accordance with established managed account guidelines and consolidates transactions across accounts for execution and allocation, as appropriate. 
• Performs quality control reviews to ensure transaction, data and portfolio accuracy. 
• Assists with reconciliation activities and researching routine account breaks with guidance. 
• Responds to internal and external inquiries about portfolio activity, account status and operational processes. 
• Assists with testing system enhancements, model updates and process changes. 
• Participates in discussions with business and technical analysts to define and test process and technology improvements that enhance the effectiveness and efficiency of the investment process. 
• Completes all tasks within established SLA and quality standards. 
• Adheres to regulatory requirements and company and client policies, standards and procedures. 

What You’ll Need to Bring  

•    Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
•    An individual who can work in a high stress environment while focusing on the greater good.
•    Strong attention to detail with an adaptable approach in order to achieve multiple objectives.
•    Maintain an analytical approach by creating ideas to improve required process’ into a manageable procedure.
•    Ability to communicate effectively with internal/external parties.
•    Knowledge of financial markets, equities, fixed income, mutual funds, and ETFS.
•    Proficient in Microsoft Word, Excel, and PowerPoint.

 Nice-to-Haves  

  • Bachelor’s degree or equivalent work experience preferred.
  • Knowledge of Envestnet’s account management processes, procedures, and systems. 
     

Why You’ll Enjoy Working at Envestnet  

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference. 

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.  

The opportunity is now!  

  

Sponsorship  

This position is not open to candidates requiring visa sponsorship  

  

Our Investment in You 

This role offers a base salary range of 48,500 - $60,600. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws.  This role is eligible for an additional incentive component as part of the total rewards package.   

 

We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us.  Please visit our benefits page on our career site to learn more.  

   

Our Commitment to Inclusion & Belonging  

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.  

 

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at  careers@envestnet.com. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.      

Recruitment Fraud 

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud. 

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