Asset Management Associate Jobs
Asset Management Associate jobs are open across wealth management, private equity, banking, and insurance, from analyst-level to senior associate, with specializations in portfolio analysis, client servicing, and investment operations. See the openings below and apply to the ones that match your experience.
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Purpose and Job Summary
The Senior Associate Asset Management – Agency Risk position provides outstanding service to internal and external clients, identifies risk, and aids post-closing transactions within the complex servicing portfolio of FNMA and Freddie Mac loans. The Associate will monitor high risk agency loans, estimate any potential losses, propose mitigation strategies, and communicate business plans to upper management. In addition, the position may also manage REO properties through disposition. He/She will also be asked to facilitate post-closing transactions, inspect portfolio properties, and coordinate underwrite assumptions and transfers of interest, as well as contribute to the risk management team by participating in various duties related to the administrative, financial, capital and operations of the portfolio.
Essential Duties & Responsibilities
- Identify underperforming and potentially troubled assets, and escalate through the proper channels to assure that performance issues are appropriately addressed.
- Collect, review and analyze property financial operations by the specified due date.
- Monitor physical condition of property collateral by reviewing or conducting property inspections. Follow up with borrower for completion of any required repairs, ensuring completion prior to agreement expiration (if applicable), and advise Master Servicer accordingly.
- Assess and manage risk by preparing credit watch list rating write ups for executive review and approval
- Clearly manage and communicate closing expectations to all transaction parties including borrower, potential buyer, banker, agency, broker, etc.
- Review documents from closing to perform loan set up of new or converted loans. As needed, follow up with closing coordinator and legal counsel to collect any missing loan documents, and disseminate pertinent insurance, tax and other information from closing.
- Review and approve disbursements from replacement reserves, completion repair, and other collateral escrows in accordance with Master Servicer and established departmental guidelines
- Make collection calls on loans where payments are not received within specified timeframes, follow up to ensure payment receipt, and report status periodically per established guidelines. Coordinate sending late payment letters and collection of late charges.
- Facilitate loan workout situations, monitor per modified documents and report as required.
- Ensure all loan related system changes per specific loan documentation and/or Master Servicer requirements are completed. Assist in tax, insurance, UCC, inspection, and financial certifications to the Master Servicer, as required Review and approve loan pay offs per established procedures, from initial borrower request through pay off calculation, verification and approval processes
- Coordinate receipt of any loan assumptions, easement agreements, etc. Initiate necessary changes to servicing system, add to loan documents list in system, and notify other departments as applicable.
- Record agreements if required by Master Servicers, and set appropriate ticklers for follow-up or future/pending changes as applicable.
- Administer balloon and maturing loans per established guidelines
- Assist with loan Securitization process by ensuring loan information is accurate and complete Review and provide comments to management regarding the Sub-Servicing and Pool and Servicing Agreements related to each Securitization.
- Ensure CREFC reporting requirements are met as well as all required certifications/exhibits are executed and submitted to Master Servicer timely.
- Analyze and recommend REO business plans including managing third party vendors for property management and sales disposition.
Contacts
This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors.
Education, Skills & Experience
- Associates or Bachelor’s degree preferred with a concentration in Finance, Real Estate, Management or Business desired.
- More than 7 years of progressive experience in commercial mortgage servicing or commercial real estate asset management is preferred, with exposure to Freddie Mac, Fannie Mae multifamily loan servicing and products.
- More than 3 years asset management experience in CMBS loans and Special Servicing/REO.
- An equivalent combination of education and experience which clearly demonstrates knowledge and skill set in CMBS, master/special servicing in loan asset management to perform the job functions may be considered.
- Strong interpersonal skills demonstrated by an ability to communicate effectively with colleagues, clients (internal & external), and various regulatory and industry contacts
- Creative and effective problem solving skills, excellent organizational and analytical skills
- The ability to work well under pressure, adjust to varied workloads and handle multiple priorities, with a sense of urgency
- Ability to work with and understand financial concepts and perform financial analysis on multifamily and healthcare loans
- Strong computer literacy required, particularly regarding spreadsheet and word processing applications such as Microsoft Excel, Word, and PowerPoint. Working knowledge of Strategy a plus.
- Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities
- Provides excellent customer service, projects professional business image and excellent command of the English language, both verbally and in writing (spelling, grammar, and punctuation)
- Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team
- Experience working in agency systems and certified to perform MBA inspections preferred
Annual base salary gross: $110,000 - $120,000 (OH only). The base salary range represents the estimated low and high end of ORIX’s salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX’s total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information.
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
Purpose and Job Summary
The Senior Associate Asset Management – Agency Risk position provides outstanding service to internal and external clients, identifies risk, and aids post-closing transactions within the complex servicing portfolio of FNMA and Freddie Mac loans. The Associate will monitor high risk agency loans, estimate any potential losses, propose mitigation strategies, and communicate business plans to upper management. In addition, the position may also manage REO properties through disposition. He/She will also be asked to facilitate post-closing transactions, inspect portfolio properties, and coordinate underwrite assumptions and transfers of interest, as well as contribute to the risk management team by participating in various duties related to the administrative, financial, capital and operations of the portfolio.
Essential Duties & Responsibilities
- Identify underperforming and potentially troubled assets, and escalate through the proper channels to assure that performance issues are appropriately addressed.
- Collect, review and analyze property financial operations by the specified due date.
- Monitor physical condition of property collateral by reviewing or conducting property inspections. Follow up with borrower for completion of any required repairs, ensuring completion prior to agreement expiration (if applicable), and advise Master Servicer accordingly.
- Assess and manage risk by preparing credit watch list rating write ups for executive review and approval
- Clearly manage and communicate closing expectations to all transaction parties including borrower, potential buyer, banker, agency, broker, etc.
- Review documents from closing to perform loan set up of new or converted loans. As needed, follow up with closing coordinator and legal counsel to collect any missing loan documents, and disseminate pertinent insurance, tax and other information from closing.
- Review and approve disbursements from replacement reserves, completion repair, and other collateral escrows in accordance with Master Servicer and established departmental guidelines
- Make collection calls on loans where payments are not received within specified timeframes, follow up to ensure payment receipt, and report status periodically per established guidelines. Coordinate sending late payment letters and collection of late charges.
- Facilitate loan workout situations, monitor per modified documents and report as required.
- Ensure all loan related system changes per specific loan documentation and/or Master Servicer requirements are completed. Assist in tax, insurance, UCC, inspection, and financial certifications to the Master Servicer, as required Review and approve loan pay offs per established procedures, from initial borrower request through pay off calculation, verification and approval processes
- Coordinate receipt of any loan assumptions, easement agreements, etc. Initiate necessary changes to servicing system, add to loan documents list in system, and notify other departments as applicable.
- Record agreements if required by Master Servicers, and set appropriate ticklers for follow-up or future/pending changes as applicable.
- Administer balloon and maturing loans per established guidelines
- Assist with loan Securitization process by ensuring loan information is accurate and complete Review and provide comments to management regarding the Sub-Servicing and Pool and Servicing Agreements related to each Securitization.
- Ensure CREFC reporting requirements are met as well as all required certifications/exhibits are executed and submitted to Master Servicer timely.
- Analyze and recommend REO business plans including managing third party vendors for property management and sales disposition.
Contacts
This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors.
Education, Skills & Experience
- Associates or Bachelor’s degree preferred with a concentration in Finance, Real Estate, Management or Business desired.
- More than 7 years of progressive experience in commercial mortgage servicing or commercial real estate asset management is preferred, with exposure to Freddie Mac, Fannie Mae multifamily loan servicing and products.
- More than 3 years asset management experience in CMBS loans and Special Servicing/REO.
- An equivalent combination of education and experience which clearly demonstrates knowledge and skill set in CMBS, master/special servicing in loan asset management to perform the job functions may be considered.
- Strong interpersonal skills demonstrated by an ability to communicate effectively with colleagues, clients (internal & external), and various regulatory and industry contacts
- Creative and effective problem solving skills, excellent organizational and analytical skills
- The ability to work well under pressure, adjust to varied workloads and handle multiple priorities, with a sense of urgency
- Ability to work with and understand financial concepts and perform financial analysis on multifamily and healthcare loans
- Strong computer literacy required, particularly regarding spreadsheet and word processing applications such as Microsoft Excel, Word, and PowerPoint. Working knowledge of Strategy a plus.
- Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities
- Provides excellent customer service, projects professional business image and excellent command of the English language, both verbally and in writing (spelling, grammar, and punctuation)
- Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team
- Experience working in agency systems and certified to perform MBA inspections preferred
Annual base salary gross: $110,000 - $120,000 (OH only). The base salary range represents the estimated low and high end of ORIX’s salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX’s total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information.
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
See All 602+ Asset Management Associate Jobs
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Find JobsAsset Management Associate Job Market
Who's Hiring
- JPMorganChase69
- HCLTech28
- Goldman Sachs13
- PNC Financial Services11
- KPMG9
Top Industries Hiring
- Accounting & Auditing10
- Banking & Financial Services10
- Consulting & Professional Services10
- Investment & Asset Management7
- Sports & Recreation5
What Employers Look For
The qualifications that appear most often in asset management associate jobs.
- Bachelor's degree in finance, economics, accounting, or a related field
- Proficiency in Excel including financial modeling and data analysis
- CFA candidacy or progress toward CFA designation preferred
- Experience with portfolio management systems or investment reporting platforms
- Strong understanding of asset classes, valuation methods, and risk metrics
- Series 65, Series 7, or other FINRA licenses depending on client-facing scope
Tips for Your Asset Management Associate Job Search
Tailor your resume for portfolio metrics
Asset management hiring managers scan for quantified outcomes. Replace vague descriptions with concrete figures: AUM you supported, number of client accounts you managed, or percentage improvements in reporting accuracy. Generic finance resumes get filtered out fast.
Highlight your CFA progress explicitly
If you're a CFA candidate, state your level and expected exam date in your resume header. Firms prioritize candidates who are actively progressing. Leaving it buried in a skills section or omitting your exam timeline costs you consideration at the screening stage.
Apply early to roles that fit
Migrate Mate lists asset management associate openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target firms by their client segments
Distinguish between institutional, retail, and high-net-worth-focused employers before applying. Your cover letter and interview prep should reflect the client type each firm serves. Applying identically to a family office and a large institutional manager signals you haven't done the research.
Prepare for case-style portfolio questions
Many associate interviews include a mini portfolio review or a stock pitch. Practice walking through a holding, explaining allocation rationale, and defending it under pushback. Reviewing the firm's publicly available fund commentary beforehand gives you a concrete starting point.
Negotiate start date and licensing support
If you're mid-CFA level or pursuing Series 65 or Series 7, ask during the offer stage whether the firm sponsors exam fees and study time. Many do, and securing that in writing before you accept is far easier than renegotiating after you start.
Asset Management Associate Jobs: Frequently Asked Questions
Which companies are hiring the most asset management associates?
The companies hiring the most asset management associates right now include JPMorganChase, HCLTech, and Goldman Sachs, with the largest share of openings in New York, California, and Texas, based on current listings on Migrate Mate as of November 2026. Openings are distributed across wealth management firms, insurance companies, private equity shops, and large commercial banks.
How many asset management associate jobs are remote?
About 64% of asset management associate openings are fully remote or hybrid as of November 2026, with client-facing and relationship management roles more likely to require an in-office presence. Operations, reporting, and analytics-focused positions within asset management tend to have the highest share of remote or flexible arrangements.
How do you become an asset management associate?
Most asset management associates start with a bachelor's degree in finance, economics, or accounting, then gain experience through internships or entry-level analyst roles at banks, brokerages, or investment firms. Pursuing the CFA designation strengthens your candidacy significantly. Building fluency in Excel-based modeling and understanding portfolio construction mechanics are practical steps that separate competitive candidates from the rest.
Can you get an asset management associate job with little experience?
Yes, but you'll need to compensate with demonstrated technical skills and relevant credentials. Internships at wealth management firms, completing CFA Level I, or building personal investment analysis projects gives hiring managers something concrete to evaluate. Smaller registered investment advisors and regional banks often hire associates with less experience than large institutional firms require.
What does the asset management associate interview process look like?
The process typically starts with a phone screen covering your background and basic investment knowledge, followed by one or two rounds of interviews that include behavioral questions and technical assessments. Many firms ask candidates to present a stock pitch or walk through a hypothetical portfolio scenario. Final rounds at larger firms often involve meeting multiple team members and may include a written case study.
Where can I find and apply to asset management associate jobs?
You can find and apply to asset management associate jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that fit your experience level and specialization, then apply directly to each listing that matches what you're looking for.
See All 602+ Asset Management Associate Jobs
Find roles that match your experience and apply in just a few clicks.
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