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$31

How much do portfolio management associate jobs pay per hour?

As of Jul 3, 2026, the average hourly pay for portfolio management associate in the United States is $19.01, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $20.19 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 are Portfolio Management Associates?

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.

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Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 36% Full Time, 60% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $39,549 per year, or $19 per hour.
Leveraged Finance Associate - Portfolio Management

Leveraged Finance Associate - Portfolio Management

Huntington National Bank

Charlotte, NC • On-site

Full-time

Posted 4 days ago

Huntington National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 169 frontline employees who took The Breakroom Quiz

47th of 144 rated banks

Job description

Description
Sponsor and Leveraged Finance - Portfolio Management Associate
Description Summary:
The Sponsor and Leveraged Finance Portfolio Management Associate supports the Credit Products team and ongoing portfolio management and underwriting activities. In this role, the associate will build upon the foundation set as an Analyst in areas such as cash flow analysis and modeling, capitalization, industry research, credit policy and legal documentation, among others, in analyzing and summarizing the creditworthiness of clients and prospects. The Associate will also frequently collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, and other product partners in creating such analysis.
Duties & Responsibilities:
  • Manage a portfolio of commercial loans and customers in partnership with the assigned relationship manager, Group Leader, PM Team Leader, Credit Officer and other stakeholders.
  • Own primary responsibility for the credit quality and monitoring of Commercial portfolio risks.
  • Responsible for risk rating new credits and ongoing updating of risk ratings in assigned portfolio.
  • Gather and analyze financial and business information to determine creditworthiness for loan and credit products.
  • Complete financial spreads, performance tear sheets, compliance testing, and other portfolio monitoring & maintenance activities
  • Portfolio Management of commercial loans in accordance with Huntington credit policies. This may include underwriting, financial statement analysis, collateral analysis, financial modeling, industry and business risk evaluation and management assessment.
  • Conduct industry and market research using numerous resources available; distilling key themes and conclusions into concise summary form for presentation purposes.
  • A more experienced Associate may be assigned direct portfolio management coverage responsibilities, typically with the oversight of a Director level PM.
  • Assist with training and/or mentoring Analyst level colleagues.

Basic Qualifications:
  • Bachelor's Degree required (Finance, Accounting, or related field)
  • 2 - 4 years of experience in a portfolio management or commercial banking environment.

Preferred Qualifications:
  • 5 years of diversified banking experience including portfolio management experience and positions of increasing responsibility, with exposure to Sponsor and Leveraged Finance
  • Understanding and utilization of credit skills for credit decision making, monitoring, and managing of a credit through repayment
  • Completion of formalized credit training program
  • Demonstrated success researching, judging and presenting information verbally and in writing; creating documentation to support the credit and minimize risk
  • Proven ability to manage workflow and deadlines, while effectively balancing competing priorities
  • Demonstrated leadership experience by providing coaching, skill development and feedback to team members
  • Proficiency using Microsoft Word and Excel and other software applications that are supportive of the loan underwriting process
  • Strong written and verbal communication skills
  • High degree of professionalism.
  • High level of attention to detail
  • Proficiency in Microsoft Office suite (particularly Microsoft Excel)

#LI-DS23
#LI-onsite
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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