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Portfolio Management Associate Jobs in Naples, FL

Bank of America

Portfolio Manager III

Naples, FL · On-site

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

Moors & Cabot Inc

Financial Advisor

Naples, FL · On-site

Set performance expectations and goals for assigned Client Associate(s) in conjunction with the ... Strong understanding of financial planning, portfolio management, and fiduciary investing concepts

Discovery Senior Living

Asset Manager

Bonita Springs, FL · On-site

$150K - $165K/yr

... Associate) supports the management of the Company's portfolio with the goal of enhancing asset value and fostering strong relationships with external capital partners. This role manages internal and ...

Discovery Senior Living

Asset Manager

Bonita Springs, FL · On-site +1

$150K - $165K/yr

... Associate) supports the management of the Company's portfolio with the goal of enhancing asset value and fostering strong relationships with external capital partners. This role manages internal and ...

Discovery Senior Living

Asset Manager

Bonita Springs, FL · On-site

... Associate) supports the management of the Company's portfolio with the goal of enhancing asset value and fostering strong relationships with external capital partners. This role manages internal and ...

OTO Development

Housekeeping Team Associate

Naples, FL · On-site

$14.25 - $17/hr

This property is managed by OTO Development. About OTO Development OTO Development is an industry ... Partnering with the strongest brands in hospitality, OTO owns and operates a portfolio of upscale ...

AC Hotel Naples

Housekeeping Team Associate

Naples, FL · On-site

$14.25 - $17/hr

This property is managed by OTO Development. About OTO Development OTO Development is an industry ... Partnering with the strongest brands in hospitality, OTO owns and operates a portfolio of upscale ...

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Portfolio Management Associate information

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$17

$29

How much do portfolio management associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for portfolio management associate in Naples, FL is $17.91, according to ZipRecruiter salary data. Most workers in this role earn between $14.28 and $19.04 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 popular job titles related to Portfolio Management Associate jobs in Naples, FL? For Portfolio Management Associate jobs in Naples, FL, the most frequently searched job titles are:
What job categories do people searching Portfolio Management Associate jobs in Naples, FL look for? The top searched job categories for Portfolio Management Associate jobs in Naples, FL are:
What cities near Naples, FL are hiring for Portfolio Management Associate jobs? Cities near Naples, FL with the most Portfolio Management Associate job openings:
Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Naples, FL as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $37,248 per year, or $17.9 per hour.

Portfolio Manager III

Bank of America

Naples, FL • On-site

Full-time

Posted 28 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 527 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates.
Responsibilities:
  • Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives
  • Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
  • Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate
  • Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis
  • Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks
  • Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics

Required Qualifications:
  • Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients
  • Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field
  • Knowledge of fiduciary and financial products and services through extensive related work experience
  • Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients
  • Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school
  • Skills and experience in negotiating, delegating and leadership
  • Superior client service and relationship management skills

Desired Qualifications:
  • Bachelor's Degree in Finance, Accounting, Economics or related field or equivalent financial services/business experience
  • Graduate Degree such as MBA or JD
  • Holds appropriate credentials such as CPA, CFP and/or CFA designation
  • The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience

Skills:
  • Advisory
  • Client Investments Management
  • Customer and Client Focus
  • Investment Management
  • Presentation Skills
  • Active Listening
  • Analytical Thinking
  • Attention to Detail
  • Client Experience Branding
  • Valuation Ethics and Practice Standards
  • Collaboration
  • Critical Thinking
  • Data Quality Management
  • Trading
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

Social media

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