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Portfolio Management Associate Jobs (NOW HIRING)

American Express

Associated - Portfolio Mgmt

Phoenix, AZ · On-site

$78K - $124K/yr

The Associate - Portfolio Management will be a member of Data Center Infrastructure (DCI) organization, reporting to a Manager or Director. Works closely with data center operations, engineering ...

ING Group

Associate, Portfolio Analytics

New York, NY · On-site

$110K - $135K/yr

Lending | Portfolio Management | Associate, Portfolio Analytics | New York About ING : In the Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and ...

ING Group

Associate, Portfolio Analytics

New York, NY · Hybrid

$110K - $135K/yr

Lending | Portfolio Management | Associate, Portfolio Analytics | New York About ING : In the Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and ...

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Portfolio Management Associate information

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How much do portfolio management associate jobs pay per hour?

As of Jun 10, 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.

What jobs make $3,000 a month without a degree?

A Portfolio Management Associate typically requires a degree, but similar roles in finance or sales can pay around $3,000 monthly without a degree, especially with experience or certifications like a Series 7. Other options include skilled trades, such as electricians or HVAC technicians, or roles in sales, customer service, and certain administrative positions that offer commission or bonuses. These jobs often prioritize skills and experience over formal education and may require on-the-job training or certifications.
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Portfolio Management Associate jobs near you
Associate Portfolio Manager

Associate Portfolio Manager

New England Asset Management

Farmington, CT • On-site

Full-time

Posted 12 days ago

Job description

Associate Portfolio Manager
Position Description
TheAssociate Portfolio Manager is responsible for working with Portfolio Managersto help with servicing our clients' needs and to learn the day-to-day portfoliomanagement and relationship management of designated insurance clients.
Weare seeking a detail-oriented individual with strong organizational andanalytical skills who can support the portfolio management team by deliveringtimely, accurate work.
This role requires reliability, accountability, and theability to independently manage responsibilities.
The ideal candidate isproactive, communicates effectively, and has a genuine interest in developing acareer in portfolio management, along with a desire to learn about fixed incomemarkets and insurance portfolio management.
The PortfolioManagement group is responsible for delivering investment and capitalmanagement services to clients.
The members of the Portfolio Management groupare the day-to-day contacts for NEAM's insurance company clients and lead theinternal client teams.
They are responsible for the relationship management andclient portfolio management functions which include the application of NEAM investmentpolicy to specific client portfolios and having intimate knowledge of theday-to-day activities in the portfolio, client guidelines, risk tolerance, andunique requirements.
Their specific focus is to effectively provide servicethat result in maintenance and growth of assets under management with theirclient.
The Associate Portfolio Manager will represent the firm at regularclient board and investment committee meetings and report on economic andcapital market developments, investment strategy, portfolio activity, andperformance results.
Qualifications
Bachelor's degree in a related field is required.
CFA or progress towards completion preferred.
The successful candidatewill possess a minimum of two years of relevant industry-related experience.
This individual will possess a client service mentality, strong written and oralcommunication skills, and have an ability to make a lasting impression onclients. In addition, this individualwill have:
A capital markets orientation.
An understanding of a wide variety of fixed income assets including Corporates, Municipals, and Structured Securities.
A familiarity with Common and Preferred Stock is a plus.
Demonstrated ability to listen and assimilate information in the context of providing solutions using client services.
Ability to think quickly and offer creative solutions to problems.
Delivers clear, concise, confident client-facing presentations, effectively communicating complex ideas to client stakeholders and prospective clients.
Demonstrated professionalism, team orientation, and a strong work ethic.
Proven ability to think creatively.
Must be comfortable in a team oriented collegial environment that prizes strong individual contribution.
Intellectual curiosity and openness to utilize AI-enabled tools to enhance operational efficiency.
Travel may be required domestically less than 10%.
About US
For more information about NEAMplease visit our website at www.neamgroup.com.
NEAMis a wholly owned subsidiary of General Re Corporation, which is a subsidiaryof Berkshire Hathaway Inc. NEAM has developed proprietary decision-making toolsand specialized services enabling the delivery of asset and capital managementsolutions to clients within the context of evolving regulatory, accounting andtax issues faced by insurance companies today.**
The firm's culture is team oriented, collaborative, transparent, andintellectually curious.
We currently offer a hybrid schedule with M/F remote and T/W/TR in the officein Farmington, CT.
**NEAM does not offer tax/legal advice.
It is the continuing policy of New England Asset Management to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability, marital status, liability for service in the armed forces, veteran status, citizenship, sexual orientation, gender identity, or any other characteristic protected by the applicable law. In addition, New England Asset Management provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.

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