What does a Portfolio Associate do?

A portfolio manager works closely with clients to manage their investment accounts. Duties include consulting and advising clients to develop investment objectives aimed to increase investment performance, creating reports on investment activity and performance, communicate effectively with clients regarding investment accounts, market conditions and economic trends. Career advancements for portfolio managers include progression to an executive or directorial role.

Almost all companies require portfolio managers to have a bachelor's degree in business, finance or a related field with a master's degree preferred. Successful candidates for this position often possess a strong understanding of financial investment strategies and risk management techniques. As the job requires communication with clients and customers, exceptional customer service and interpersonal skills are required. A physical ability to sit in front of a computer screen for long hours every day is also required.

  • Provide client consultation to develop investment objectives
  • Provide advice and guidance for investment opportunities to customers
  • Create reports on investment performance and activity
  • Communicate with clients about their accounts, market conditions and economic trends
  • Manage equity and bond portfolios with the aim of maximizing investment returns
  • Commensurate acceptable levels of risk based on client instructions
  • Handle financial products as required
  • Work together with investment research teams to identify investment opportunities
  • Master's degree in business, finance, investment or a related field preferred
  • Proven experience in investment and financial assets management as an analyst or assistant manager in a financial institution environment
  • Strong understanding of investment strategies and risk management
  • Excellent verbal and written communication skills
  • Strong analytical and problem-solving skills
  • High interest in and enthusiastic about economic and financial market trends
  • Exceptional customer service with a client focus
  • Flexible to travel to meet clients as required
  • Able to sit in front of the computer for long hours at a time
EducationBachelor's Degree
Work/Life Balance
3.8 ★
Salary Range--
Career Opportunity
3.6 ★
Avg. Experience2-4 years

Portfolio Associate Salaries

Average Base Pay

$87,466 /yr
Same as national average
Not including cash compensation
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$58K
Median: $87K
$132K
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Glassdoor Estimated Salary

Portfolio Associate Career Path

Learn how to become a Portfolio Associate, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.

L2
Associate Portfolio Manager
$83,912/yr
L3
See Career Path

Portfolio Associate Insights

Read what Portfolio Associate professionals have to say about their job experiences and view top companies for this career.
Purple TechnologyPurple Technology
Head of Portfolio Management
Jun 25, 2020

“It is the best environment to work mainly thanks to people who support and inspires you to grow.”

People's United BankPeople's United Bank
Commercial Portfolio Manager
Jan 17, 2021

“Teamwork is embedded in the organization's DNA to provide the best services to our clients to achieve their goals.”

PrudentialPrudential
Senior Portfolio Manager
May 15, 2021

“Good and friendly collogues .”

TruistTruist
Portfolio Management Analyst
Aug 5, 2021

“Everything has been really good and the work has been challenging.”

BHPBHP
Portfolio Manager
Jul 25, 2020

“Good people get overworked.”

Echelon Wealth PartnersEchelon Wealth Partners
Investment Advisor/Portfolio Manager
Jul 18, 2019

“Operations is good overall but not great.”

The World BankThe World Bank
Senior Portfolio Manager
Aug 11, 2021

“There is no career progress and personal development.”

AvantorAvantor
Director, Portfolio Management
Jan 31, 2021

“Good salary and package .”

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Portfolio Associate Interviews

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Portfolio Associate Jobs