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Portfolio Management Jobs in Florida (NOW HIRING)

Fairygodboss

Portfolio Manager

Miami, FL · On-site

$90 - $120/hr

Serve as a strategic advisor for portfolio management. * Lead portfolio reviews and use metrics to evaluate portfolio performance. * Communicate portfolio status, risks and opportunities to senior ...

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Portfolio Management information

See Florida salary details

$27.6K

$75.1K

$140.1K

How much do portfolio management jobs pay per year?

As of Sep 7, 2026, the average yearly pay for portfolio management in Florida is $75,072.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,900.00 and $97,100.00 per year, depending on experience, location, and employer.

What is portfolio management?

Portfolio management is the process of selecting, monitoring, and adjusting a collection of investments—such as stocks, bonds, or other assets—to meet specific financial goals and risk tolerance. It involves ongoing analysis and decision-making to maximize returns while managing risks. Portfolio managers may work for individuals, companies, or investment funds, using a mix of strategies and tools to achieve optimal performance. Effective portfolio management requires a deep understanding of financial markets, asset allocation, and investment analysis.

What are some common challenges faced by professionals in portfolio management roles?

Portfolio management professionals often navigate challenges such as balancing risk versus return, adapting to rapidly changing market conditions, and managing client expectations. They must continuously analyze economic trends, re-evaluate asset allocations, and ensure that investment strategies remain aligned with clients’ objectives. Collaboration with research analysts, compliance officers, and client relationship managers is also essential to make informed decisions and maintain regulatory standards. Developing strong communication skills and staying updated with market developments are key to overcoming these challenges and succeeding in the role.

What are the key skills and qualifications needed to thrive as a portfolio manager, and why are they important?

To thrive as a Portfolio Manager, you need strong analytical abilities, financial acumen, and typically a degree in finance, economics, or a related field, often complemented by certifications such as CFA or MBA. Mastery of portfolio management software, financial modeling tools, and familiarity with investment platforms like Bloomberg or Morningstar are essential. Outstanding communication, decision-making, and risk management skills help you build client trust and adapt to changing market conditions. These skills ensure effective investment strategies and long-term portfolio growth while meeting client objectives.

What is the difference between Portfolio Management vs Financial Analyst?

AspectPortfolio ManagementFinancial Analyst
CredentialsCertifications like CFA, CFP often preferredCertifications like CFA, CPA common
Work EnvironmentManage investment portfolios for clients or firmsAnalyze financial data to support investment decisions
Employer & IndustryFinancial firms, asset management companiesBanks, investment firms, corporations

While both roles involve finance and investments, Portfolio Management focuses on overseeing entire investment portfolios, making strategic decisions to meet client goals. Financial Analysts primarily analyze data to support investment choices, often working under Portfolio Managers. Understanding these differences helps in choosing the right career path or job search focus.

Are portfolio managers paid well?

Portfolio managers typically earn high salaries that include base pay, bonuses, and profit-sharing, reflecting their responsibility for investment decisions and client assets. Compensation varies based on experience, firm size, and performance, with experienced managers often earning six-figure to seven-figure incomes. Strong analytical skills, certifications like the CFA, and a track record of successful investments can enhance earning potential.

How much do portfolio managers earn?

Portfolio managers typically earn a median annual salary ranging from $80,000 to over $200,000, depending on experience, location, and the size of the assets they manage. Compensation often includes bonuses and performance incentives, especially in investment firms or hedge funds. Advanced certifications like the CFA can also influence earning potential.

How much do portfolio managers get paid?

Portfolio managers typically earn a median annual salary ranging from $80,000 to over $200,000, depending on experience, location, and the size of the firm. Compensation often includes bonuses and performance-based incentives, especially in investment firms and hedge funds.

What degree do I need to be a portfolio management professional?

A portfolio management professional typically needs at least a bachelor's degree in finance, economics, business, or a related field. Many also pursue advanced certifications such as the Chartered Financial Analyst (CFA) designation to enhance their qualifications and demonstrate expertise in investment analysis and portfolio strategies.

What are the most commonly searched types of Portfolio Management jobs in Florida?

The most popular types of Portfolio Management jobs in Florida are:

What are popular job titles related to Portfolio Management jobs in Florida?

For Portfolio Management jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Portfolio Management jobs in Florida look for?

The top searched job categories for Portfolio Management jobs in Florida are:

What cities in Florida are hiring for Portfolio Management jobs?

Cities in Florida with the most Portfolio Management job openings:

Portfolio Management jobs near you
Infographic showing various Portfolio Management job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $75,072 per year, or $36.1 per hour.

Portfolio Management Analyst

Star Mountain Capital

Tampa, FL • On-site

Full-time

Re-posted 19 days ago

Job description

Position Description
Portfolio Company Oversight
  • Support the Underwriting and Portfolio Management teams in monitoring portfolio company performance and preparing materials for board meetings, management discussions, and internal reviews.
  • Review monthly financial statements, quarterly covenant compliance certificates, and annual audited financial statements to identify performance trends, risks, and key business developments. Proactively share key highlights/takeaways with relevant teams.
  • Analyze operating and financial performance against budget and prior periods, helping identify key drivers of results and opportunities for operational improvement.
  • Assist with value creation initiatives across portfolio companies, including operational benchmarking, KPI reporting, working capital management, forecasting, and performance tracking.
  • Monitor liquidity, cash flow, and borrowing base availability, identifying potential risks and escalating material issues to senior investment professionals.
  • Track compliance with investment documentation, including financial covenants, reporting requirements, and key lender obligations.
  • Support ongoing monitoring of portfolio companies experiencing operational or financial challenges by gathering data, performing analyses, and assisting with action plans.
  • Contribute to special projects involving portfolio company performance improvement, strategic initiatives, and operational analyses.

Internal Reporting
  • Maintain portfolio company financial, capital structure, and operating data within firm systems, including S&P Global iLEVEL and Wall Street Office (WSO), ensuring accuracy and consistency.
  • Develop and maintain portfolio dashboards and KPI reporting to support investment committee materials, portfolio reviews, and management decision-making.
  • Support quarterly valuation processes by updating financial models, industry outlooks, assumptions, and supporting analyses.
  • Assist in preparing quarterly and semi-annual portfolio company reviews summarizing financial performance, key risks, industry outlooks, operating trends, and investment updates.
  • Respond to internal and investor information requests by preparing analyses and supporting materials related to portfolio company performance and investments.

Portfolio Financing & Investment Support
  • Assist in preparing internal financing and amendment memoranda for review by senior investment professionals.
  • Build and maintain detailed financial models (3-statement financial models and 13-week cash flow) to forecast operating performance, liquidity, leverage, and returns under various business scenarios.
  • Support investment professionals throughout the investment lifecycle, including due diligence, closing processes, ongoing portfolio monitoring, and post-close reporting.
  • Coordinate with internal teams and external advisors, including legal counsel, consultants, lenders, and portfolio company management, to support financing transactions and portfolio management initiatives.

Required Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, or a related field with a strong academic record.
  • 1-3 years of relevant experience in private equity, private credit, investment banking, corporate banking, valuation, consulting, accounting, or another finance-related role.
  • Strong financial modeling and analytical skills, including proficiency in Microsoft Excel and experience building or maintaining financial models.
  • Excellent attention to detail with the ability to manage multiple priorities in a fast-paced environment.
  • Interest in how AI can be applied to financial, industry, and investment analysis.
  • Strong written, verbal, and interpersonal communication skills.
  • Highly motivated, intellectually curious, and eager to learn in a collaborative team environment.
  • Positive attitude, strong work ethic, and a willingness to take ownership of responsibilities.
  • Experience with portfolio monitoring systems (e.g., S&P Global iLEVEL, Wall Street Office) and data visualization tools (e.g., Power BI or Tableau) is a plus.
  • Timing: Immediate
  • Location: Tampa, Florida - 5 days a week in office

Apply