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Portfolio Associate

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Salary and Benefits

Portfolio Associate
$53K-$65K / yr. (est.)
$53K
$59,172 / year
$65K
Average base salary
The salary information provided is based on data collected from various reliable sources and may vary depending on individual qualifications and other factors.

About Portfolio Associate

What does a Portfolio Associate do?
Woman sharing her presentation with her colleagues
/photo of women at the meeting

Working as Portfolio Associates, we are responsible for providing portfolio Management and performance reviews to the customers of the company. We analyze different portfolio strategies and find new opportunities to improve the existing ones. We have the ability to work as liaisons between customer advisory team. In the role of Portfolio Associate, we are accountable for initiating new account opening processes with the help of the private client services team. We monitor the complete account activity including the cash flows, debits, and tech shorts. We have the ability to continue continuously assist in the creation of financial plans for the company to boost its revenue. We are also responsible for maintaining the proper and detailed customer files.

Core tasks:

  • providing assistance to other team members
  • consulting our customers
  • implementing new improvement strategies

Insights

Professional Growth

How Many Years of Experience Do Professionals Need Before Becoming Portfolio Associate?
On average, people work 3-5 years in other positions prior to becoming a Portfolio Associate.
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Operations CoordinatorMiami, FL - A year ago
Are they serious? Who has the time and patience to work in other positions for that long?
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Sales RepresentativeNew Orleans, LA - A year ago
🤔 I guess that means I've got a few more years to go before I can even think about becoming a Portfolio Associate.

Professional Growth

How Long Do Portfolio Associate Employees Typically Stay in Their Roles?
On average, Portfolio Associates works in this position for 3-5 years across multiple employers.
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Branch ManagerMiami, FL - A year ago
From my experience, Portfolio Associates thrive in dynamic environments. They possess a drive for constant growth, and switching employers frequently allows them to land better opportunities for career advancement!
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Data ScientistSeattle, WA - A year ago
As a Data Scientist, it's evident that Portfolio Associates leverage their experience across multiple employers to gain diverse expertise in data analysis and modeling. 📈

Professional Growth

What Is the Job Hopper Score for Portfolio Associate Employees?
Moderate job changes in Portfolio Associate, showing some career movement without excessive turnover.
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Financial AdvisorHouston, TX - A year ago
🙄 Portfolio Associate, huh? Are they just fund-sellers trying to diversify their roles now?
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Business ConsultantBoston, MA - A year ago
It's refreshing to see portfolio associates make moderate job changes. It shows adaptability and growth potential.

Career path

Path to job

Fields of study

Discover a Portfolio Associate's areas of knowledge sorted by their majors.

Top educational institutions

Explore the list of higher education institutions that a Portfolio Associate typically studied at.
Arizona State University-Tempe
New York University

Path after job

Community

Demographics

Culture & Values

What Is the Age and Gender Ratio of Portfolio Associate Employees?
Gender ratio in Portfolio Associate position: 0.608765195137556 Male and 0.391234804862444 Female. Age ratio in Portfolio Associate position: 16-20: 3%, 21-30: 87%, 31-40: 8%, 41-50: 2%, 51-60: 0%, 60+: 0%. Portfolio Associate position is predominantly male (60.9%) with the largest age group being 21-30 years old, followed by 31-40 years old.
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Portfolio AssociatePhiladelphia, PA - A year ago
The lack of representation for older professionals worries me. Age diversity brings valuable perspectives to any industry! 😡
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Portfolio AssociateSan Francisco, CA - A year ago
This is just another example of the gender and age imbalances that persist in the finance industry. We need change! 😠

Workplaces

Professional Growth

Who Are the Top Employers for Portfolio Associate?
Top employers of Portfolio Associate position: Charles Schwab, Fisher Investments, Morgan Stanley. People who work in Portfolio Associate position most typically go on to work for the Charles Schwab.
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Portfolio AssociateMiami, FL - A year ago
Fisher Investments? Not my first choice. I prefer a more prestigious company like Morgan Stanley.
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Portfolio AssociateSeattle, WA - A year ago
To be honest, it doesn't matter where you work. It's all about the skills and experience you gain.
Charles Schwab
Fisher Investments
Morgan Stanley

Professional Growth

What Industries Does Portfolio Associate Typically Have Experience In?
Industry Background: The most typical industries of Portfolio Associate: Finance & Insurance, Professional / Scientific / Technical, Real Estate / Rental / Leasing, Administrative & Support, Religious / Grantmaking / Civic. Portfolio Associate employees most likely come from a Finance & Insurance industry background.
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Portfolio AssociateHouston, TX - A year ago
Y'all need to quit stressing over market volatility. It's just a blip on the radar. As Portfolio Associates, we should be used to adapting and seizing opportunities. Let's keep our eyes on the prize.
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Portfolio AssociateMiami, FL - A year ago
🔥 Market volatility got me like... How can we ensure our clients' portfolios are protected from the unpredictable swings? It's time for some strategic moves, my friends!

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Discussion about Portfolio Associate

Want to know more about Portfolio Associate position?
Share your thoughts and ideas about Portfolio Associate position with others in our community.
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How is the gender diversity among people working as a Portfolio Associate?
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Isabella Holmes4 years ago
More men than women work as a Portfolio Associate.
How old are people who work as a Portfolio Associate?
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Sophie Hayes4 years ago
People working as a Portfolio Associate are 26 old on average.
Is a Portfolio Associate considered to be a senior profession?
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Liam Brown4 years ago
You should work for 4 years on average to become a Portfolio Associate.
Which industries should a Portfolio Associate consider working in?
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Sophie Hayes4 years ago
For a Portfolio Associate it’s the most likely to work in the Finance & Insurance.
What kind of higher education a Portfolio Associate need?
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Isabella Holmes4 years ago
A Bachelor of Science degree could not hurt if you want to be a Portfolio Associate
As a Portfolio Associate, which company should I definitely check out for jobs?
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Benjamin Gardner4 years ago
Most people work for Charles Schwab, Fisher Investments, Morgan Stanley, Neuberger Berman and UM Worldwide
How many years do people work as a Portfolio Associate before changing their role?
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Liam Brown4 years ago
You should work for 4 years before considering changing to another role.
How common is it for a Portfolio Associate to jump from company to company?
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Liam Brown4 years ago
A typical Portfolio Associate might work for one or two companies.
From which job titles people come from to work as a Portfolio Associate?
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Benjamin Gardner4 years ago
A Portfolio Associate probably worked as Portfolio Analyst, Analyst or Financial Analyst before
If I’m working as a Portfolio Associate, what next position could I have?
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Benjamin Gardner4 years ago
Consider the following: Senior Associate, Portfolio Manager or Vice President
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