ZipRecruiter

Log In

1

Portfolio Management Associate Jobs in Philadelphia, PA

WSFS Bank

Private Banking Portfolio Manager

Wilmington, DE · On-site

$77.39 - $127.14/hr

## Private Banking Portfolio ManagerApplylocations: Wilmington, DE: Berwyn, PA: Bank Placetime type ... management company. We are honored to consistently be named a Top Workplace by our Associates, who ...

WSFS Bank

Private Banking Portfolio Manager

Wilmington, DE · On-site

$77K - $127K/yr

... management company. We are honored to consistently be named a Top Workplace by our Associates, who ... The Private Banking Portfolio Manager will work closely with Relationship Managers and Portfolio ...

WSFS Bank

Private Banking Portfolio Manager

Wilmington, DE · On-site

$77K - $127K/yr

... management company. We are honored to consistently be named a Top Workplace by our Associates, who ... The Private Banking Portfolio Manager will work closely with Relationship Managers and Portfolio ...

Wsfsbank

Private Banking Portfolio Manager

Wilmington, DE · On-site

$77K - $127K/yr

... management company. We are honored to consistently be named a Top Workplace by our Associates, who ... The Private Banking Portfolio Manager will work closely with Relationship Managers and Portfolio ...

Wsfsbank

Private Banking Portfolio Manager

Berwyn, PA

$77K - $127K/yr

... management company. We are honored to consistently be named a Top Workplace by our Associates, who ... The Private Banking Portfolio Manager will work closely with Relationship Managers and Portfolio ...

WSFS Bank

Private Banking Portfolio Manager

Berwyn, PA

$77K - $127K/yr

... management company. We are honored to consistently be named a Top Workplace by our Associates, who ... The Private Banking Portfolio Manager will work closely with Relationship Managers and Portfolio ...

next page

Showing results 1-20

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

Portfolio Management Associate information

See Philadelphia, PA salary details

$8

$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 Philadelphia, PA is $18.17, according to ZipRecruiter salary data. Most workers in this role earn between $14.47 and $19.28 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 the most commonly searched types of Portfolio Management jobs in Philadelphia, PA?

The most popular types of Portfolio Management jobs in Philadelphia, PA are:

What are popular job titles related to Portfolio Management Associate jobs in Philadelphia, PA?

For Portfolio Management Associate jobs in Philadelphia, PA, the most frequently searched job titles are:

What job categories do people searching Portfolio Management Associate jobs in Philadelphia, PA look for?

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

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

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

Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Philadelphia, PA as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, 1% Temporary, and 4% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $39,909 per year, or $19.2 per hour.

Management Associate, Portfolio Management

Glenmede Trust Co

Philadelphia, PA • On-site

Full-time

Medical, Retirement, PTO

Re-posted 4 days ago

Job description

Empowering Financial Futures.

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).

OVERVIEW:

The primary function of the Management Associate is to support a team of Relationship Managers, Portfolio Managers and investment specialists in the daily execution of portfolio management responsibilities and the respective daily client service requirements. The role is an integral component of the relationship team and will provide a broad landscape from which to learn the application of holistic, goals-based wealth and investment management. The Management Associate position is intended for an individual with an interest in portfolio management, construction and implementation for private clients.

RESPONSIBILITIES:

Portfolio Management and Investments

  • Assist Portfolio Managers in the management of client portfolios. This includes analysis of asset allocation, portfolio construction, and strategy-specific investments to ensure that portfolios are aligned with the client’s wealth objectives, investment policy guidelines and Glenmede’s best thinking.
  • Analyze asset-specific data to formulate perspectives around asset allocation, portfolio construction, and strategy specific investments.
  • Synthesize data into observable messages around style/sector tilts, geographic concentrations, performance drivers, risk contribution, and company-specific information.
  • Actively participate in internal investment meetings, including morning update, Investment Policy Committee (IPC), and manager/strategy updates by the Manager Research Group (MRG).

Relationship Management and Client Service

  • Proactively and independently handle routine to moderately complex client (internal and/or external clients) inquiries as part of the relationship management team.
  • Respond to client requests or proactively identify potential issues in the normal course of business, undertake research or take needed action to resolve (with guidance from senior officers where appropriate) and keep all relevant parties informed.
  • Cover situations that arise when other team members are out of the office.
  • Act as initial point of contact for client and internal communications, manage information flow, prioritize needs, assist with and draft communications, as required.
  • Participate in client meetings and conference calls, as requested.
  • Assist relationship management team in maintaining client information and communications in the client relationship management (CRM) system in accordance with firm best practices.
  • Develop a strong foundational understanding of wealth management topics including; financial, estate and income tax planning.

Portfolio and Account Administration

  • Review daily reports (e.g., transaction, overdraft, bond maturity) for possible investment implications.
  • Assist in preparation of presentation materials for client meetings.
  • Coordinate with wealth planning, wealth advisory, tax, or other departments to ensure deadlines are met.
  • Develop an understanding of middle and back office functions and processes and how they apply to data and systems used in the management of portfolios.
  • Assist with firm compliance and regulatory reviews as a means to reduce firm-level risk and the employment of portfolio management best practices.

Business Development

  • Attend Glenmede sponsored events as requested.

Firm Building

  • Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes.
  • Ability and willingness to contribute to the advancement of team, office and business capabilities.
  • Other duties as required by the position.

REQUIRED QUALIFICATIONS:

  • Bachelor’s degree.
  • 0-5 years of experience in an investment environment.

PREFERRED QUALIFICATIONS:

  • Interest in or progress toward CFA or CFP designations is preferred.
  • Advanced knowledge of Microsoft Office and ability to adapt to investment and CRM-oriented IT applications.
  • Superior team orientation.
  • Self-starter with a great deal of initiative.
  • Excellent written and verbal communication skills.
  • Full understanding of client privacy and confidentiality.
  • Proven competence in the following: ability to work well under pressure; detail-oriented, particularly with financial calculations; organizational and problem-solving skills; ability to multi-task and prioritize work.

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

Our Benefits Overview:

-Competitive health and welfare benefits, including company HSA contributions

-Numerous voluntary benefit choices available

-Superior 401k match

-Tuition reimbursement

-Company subsidized commuter benefits

-Generous paid time off, including parental leave

-Plus more!

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/.

** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede

#LI-Hybrid

Apply