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Portfolio Management Associate Jobs in Lansing, MI

SpartanNash

Retail Associate

Howell, MI · On-site

$14.25 - $16.50/hr

... portfolio of products, to locations in all 50 states ... Our braggingly happy team members - ranging from bakery managers to order selectors; from IT ...

SpartanNash Company

Retail Associate

Albion, MI · On-site

$13.75 - $16/hr

... portfolio of products, to locations in all 50 states ... Our braggingly happy team members - ranging from bakery managers to order selectors; from IT ...

SpartanNash

Retail Associate

Albion, MI · On-site

$13.75 - $16/hr

... portfolio of products, to locations in all 50 states ... Our braggingly happy team members - ranging from bakery managers to order selectors; from IT ...

SpartanNash Company

Deli Associate

Eaton Rapids, MI · On-site

$13.50 - $16.25/hr

... portfolio of products, to locations in all 50 states ... Our braggingly happy team members - ranging from bakery managers to order selectors; from IT ...

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All JobsPortfolio Management Associate JobsPortfolio Management Associate Jobs in Lansing, MI

Portfolio Management Associate information

See Lansing, MI salary details

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How much do portfolio management associate jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for portfolio management associate in Lansing, MI is $17.04, according to ZipRecruiter salary data. Most workers in this role earn between $13.56 and $18.08 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 are popular job titles related to Portfolio Management Associate jobs in Lansing, MI?

For Portfolio Management Associate jobs in Lansing, MI, the most frequently searched job titles are:

What job categories do people searching Portfolio Management Associate jobs in Lansing, MI look for?

The top searched job categories for Portfolio Management Associate jobs in Lansing, MI are:

What cities near Lansing, MI are hiring for Portfolio Management Associate jobs?

Cities near Lansing, MI with the most Portfolio Management Associate job openings:

Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Lansing, MI as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, and 4% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $40,113 per year, or $19.3 per hour.

Wealth Management Associate

Waggoner Financial

Lansing, MI • On-site

$60 - $80/hr

Other

Medical, Dental, Life, Retirement, PTO

Posted 26 days ago

Job description

  • Manage and grow a mixed book of business, including both inherited and self-sourced client relationships.
  • Support lead advisors in preparing for and conducting client meetings, including portfolio reviews and planning analysis.
  • Develop financial plans, including retirement projections, cash flow analysis, and benefits comparisons.
  • Manage client account paperwork, onboarding, and ongoing service requests.
  • Maintain CRM and portfolio management systems with accurate client information.
  • Bachelor's degree in Finance, Economics, Accounting, or a related field
  • 1-3 years of experience in financial services, wealth management, or a related field preferred; strong candidates without direct experience will be considered
  • Progress toward or willingness to pursue CFP® certification
  • Proficiency in Microsoft Excel and Word; comfort learning planning and portfolio management software
  • Strong written and verbal communication skills
  • Preferred (Not Required)
    • CFP® certification or active progress toward it
    • SIE, Series 7 & 66, certification or active progress toward it
  • Comprehensive health, dental, life, and short and long term disability insurance
  • 401(k) with company match
  • Generous paid time off
  • Full support for CFP® coursework, exam fees, and licensing, including the SIE, Series 7, and Series 66
  • Direct mentorship from senior advisors, with a clear path to expanded client responsibility
  • Competitive base salary plus performance based incentive compensation
  • A small, collaborative firm environment with direct access to leadership and a real seat at the table
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