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Portfolio Management Associate Jobs in Exton, PA

NEWSPRING CAPITAL INC

Holdings Associate

Wayne, PA · On-site

NewSpring Capital is looking for an Associate to support its Holdings strategy. In this position ... deals and manage our existing portfolio companies. You will provide support throughout the ...

NEWSPRING CAPITAL INC

Holdings Associate

Radnor, PA · On-site

Description NewSpring Capital is looking for an Associate to support its Holdings strategy. In this ... deals and manage our existing portfolio companies. You will provide support throughout the ...

NewSpring Capital

Holdings Associate

Radnor, PA · On-site

NewSpring Capital is looking for an Associate to support its Holdings strategy. In this position ... deals and manage our existing portfolio companies. You will provide support throughout the ...

NEWSPRING CAPITAL INC

Healthcare Associate

Wayne, PA · On-site

NewSpring Capital is looking for an Associate to support its Healthcare strategy. In this position ... deals and manage our existing portfolio companies. You will provide support throughout the ...

NEWSPRING CAPITAL INC

Healthcare Associate

Radnor, PA · On-site

Description NewSpring Capital is looking for an Associate to support its Healthcare strategy. In ... deals and manage our existing portfolio companies. You will provide support throughout the ...

NewSpring Capital

Healthcare Associate

Wayne, PA · On-site

NewSpring Capital is looking for an Associate to support its Healthcare strategy. In this position ... deals and manage our existing portfolio companies. You will provide support throughout the ...

NewSpring Capital

Healthcare Associate

Radnor, PA · On-site

NewSpring Capital is looking for an Associate to support its Healthcare strategy. In this position ... deals and manage our existing portfolio companies. You will provide support throughout the ...

Newspring

Healthcare Associate

Radnor, PA · On-site

Associate Position At Newspring Capital NewSpring Capital is looking for an Associate to support ... deals and manage our existing portfolio companies. You will provide support throughout the ...

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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

$18

$30

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.

Holdings Associate

NEWSPRING CAPITAL INC

Wayne, PA • On-site

Full-time

Posted 9 days ago

Job description

Description:

NewSpring Capital is looking for an Associate to support its Holdings strategy. In this position, you will play a critical role on our team of investment professionals who help to source new deals and manage our existing portfolio companies. You will provide support throughout the investment process and be involved in all aspects of the investment lifecycle including sourcing, underwriting and execution, monitoring and exiting.

Requirements:

Job responsibilities include, but are not limited to:

• Assist in the execution of transactions across a wide range of industries, end markets, and business models

• Evaluate and analyze potential investment opportunities and structures

• Perform extensive due diligence including creating investment models

• Generate investment memorandums and present directly to the Investment Committee

• Assist in portfolio management and monitoring with the opportunity to work directly with the C-level management teams of existing investments

• Perform market research including analyzing market size and segments and assessing competitive landscapes

• Help to prepare limited partner communications and valuation analyses

• Work collaboratively with other junior investment team members across strategies

• Actively network and immerse self in the entrepreneurial business community

• Other ad-hoc projects as needed


Qualifications:

• 2-3 years of relevant work experience with a strong preference for private equity, transaction services, or investment banking

• Passion for private equity with the desire to learn and be successful

• Exceptional problem-solving skills with the desire to always go one step further to find the answer

• Team player who is always willing to step in when needed and be a part of our tight knit culture

• Extremely detail oriented with a propensity for continuous improvement and learning from experiences

• Strong analytical capabilities and financial modeling skills. Highly proficient in Excel and PowerPoint

• Excellent written and verbal communication skills

• Strong work ethic, ability to be proactive and responsive in high-pressure situations

• Record of strong academic performance from a leading undergraduate institution

• Working knowledge of accounting and finance concepts

• Connection to the greater Philadelphia area is strongly preferred