Assistant Portfolio Manager Jobs
Assistant Portfolio Manager jobs are open across asset management, wealth management, insurance, and banking, from entry-level analyst rotations to senior associate roles, with specializations in fixed income, equities, and multi-asset strategies. Scan the live roles below and apply to whichever ones fit.
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Position Overview
The Assistant Portfolio Manager (APM) supports Community Association Management operations in the daily administration, operations, and field management of assigned community associations. This role assists with vendor coordination, contract administration, budgeting support, violation tracking, resident and Board communications, and regulatory compliance. The APM utilizes CINC Association Management software to document, track, and support operational workflows and may assume Community Association Manager responsibilities as needed and within approved authority.
Core Responsibilities
- Understand and operate in accordance with each association’s Management Agreement and governing documents.
- Assist with daily operations of portfolio-managed communities.
- Act in the role of Community Association Manager when required, including vendor and limited personnel management, within approved authority.
- Maintain regular, professional communication with management regarding priorities, deadlines, and community issues.
- Make operational improvement recommendations based on experience and observed community needs.
- Prepare, draft, issue, and track routine Requests for Proposal (RFPs) under management direction using approved scopes of work.
- Coordinate vendor walkthroughs, site access, and meetings for current or pending projects.
- Monitor vendor performance and report findings, concerns, and recommendations for remediation to management.
- Issue, follow up on, and close work orders with vendors and homeowners in CINC.
- Assist with obtaining and reviewing vendor bids for accuracy, consistency, and Board presentation.
- Track covenant violations in CINC in accordance with association policies and Florida Statutes.
- Assist with violation notices, follow-up timelines, re-inspections, and documentation.
- Coordinate violation compliance with owners, vendors, and onsite staff under management direction.
- Maintain accurate violation records and support hearing and enforcement processes as required.
- Draft owner correspondence, memos, letters, surveys, and notices for management review and approval.
- Provide customer service support to residents, Boards of Directors, and vendors.
- Prepare and assist with agendas, Board packets, and meeting materials.
- Attend Board and committee meetings and assist with accurate meeting minutes.
- Track and follow up on Board action items to completion.
- Assist with draft operating and capital budget preparation, including research of contract renewals, utility costs, and historical data.
- Support monitoring of contract-related and maintenance expenses.
- Assist with field inspections, vendor coordination, and project oversight.
- Support the direction of onsite staff workflow and performance.
- Coordinate insurance documentation and assist with claims support as directed.
- Maintain working knowledge of Florida Statutes (Chapters 718 and 720) and applicable rules.
- Follow association policies, safety procedures, and company standards.
- Perform other related duties and responsibilities as assigned by management.
Qualifications
Education
- High school diploma or GED required.
Experience
- Relevant HOA/COA experience is preferred.
Licenses / Certifications
- Active Florida Licensed Community Association Manager (LCAM) license or commitment to obtain the LCAM license within 60 days required.
- Valid driver’s license and reliable transportation required.
Additional Qualifications
- Experience with HOA/COA operations preferred.
- Experience with CINC Association Management software preferred.
- Strong organizational, communication, and problem-solving skills.
- Ability to exercise sound professional judgment and maintain confidentiality.
- Effective written and verbal communication skills, including Board-level correspondence.
- Ability to interpret governing documents, contracts, and policies.
- Proficiency with Microsoft Office.
- Ability to attend evening meetings and perform limited field work as required.
Key Skills
- Community Association Management
- Property Management Operations
- Vendor Coordination
- Contract Administration
- Work Order Management
- Covenant Enforcement & Compliance
- Budget Support
- Resident & Board Relations
- Customer Service
- Written & Verbal Communication
- Meeting Coordination & Documentation
- Project Coordination
- Organizational & Time Management
- Problem Solving
- Professional Judgment
- Regulatory Compliance
- CINC Association Management Software
- Microsoft Office
- Confidentiality
- Team Collaboration
Work Requirements
- Ability to sit, stand, and work on a computer for extended periods.
- Ability to perform limited field work and conduct community inspections as required.
- Travel to client sites and assigned communities is required.
- Ability to attend evening Board and committee meetings as required.
- Ability to walk on community grounds and coordinate vendor activities.
- Occasional lifting of office materials up to 15 lbs.
Position Overview
The Assistant Portfolio Manager (APM) supports Community Association Management operations in the daily administration, operations, and field management of assigned community associations. This role assists with vendor coordination, contract administration, budgeting support, violation tracking, resident and Board communications, and regulatory compliance. The APM utilizes CINC Association Management software to document, track, and support operational workflows and may assume Community Association Manager responsibilities as needed and within approved authority.
Core Responsibilities
- Understand and operate in accordance with each association’s Management Agreement and governing documents.
- Assist with daily operations of portfolio-managed communities.
- Act in the role of Community Association Manager when required, including vendor and limited personnel management, within approved authority.
- Maintain regular, professional communication with management regarding priorities, deadlines, and community issues.
- Make operational improvement recommendations based on experience and observed community needs.
- Prepare, draft, issue, and track routine Requests for Proposal (RFPs) under management direction using approved scopes of work.
- Coordinate vendor walkthroughs, site access, and meetings for current or pending projects.
- Monitor vendor performance and report findings, concerns, and recommendations for remediation to management.
- Issue, follow up on, and close work orders with vendors and homeowners in CINC.
- Assist with obtaining and reviewing vendor bids for accuracy, consistency, and Board presentation.
- Track covenant violations in CINC in accordance with association policies and Florida Statutes.
- Assist with violation notices, follow-up timelines, re-inspections, and documentation.
- Coordinate violation compliance with owners, vendors, and onsite staff under management direction.
- Maintain accurate violation records and support hearing and enforcement processes as required.
- Draft owner correspondence, memos, letters, surveys, and notices for management review and approval.
- Provide customer service support to residents, Boards of Directors, and vendors.
- Prepare and assist with agendas, Board packets, and meeting materials.
- Attend Board and committee meetings and assist with accurate meeting minutes.
- Track and follow up on Board action items to completion.
- Assist with draft operating and capital budget preparation, including research of contract renewals, utility costs, and historical data.
- Support monitoring of contract-related and maintenance expenses.
- Assist with field inspections, vendor coordination, and project oversight.
- Support the direction of onsite staff workflow and performance.
- Coordinate insurance documentation and assist with claims support as directed.
- Maintain working knowledge of Florida Statutes (Chapters 718 and 720) and applicable rules.
- Follow association policies, safety procedures, and company standards.
- Perform other related duties and responsibilities as assigned by management.
Qualifications
Education
- High school diploma or GED required.
Experience
- Relevant HOA/COA experience is preferred.
Licenses / Certifications
- Active Florida Licensed Community Association Manager (LCAM) license or commitment to obtain the LCAM license within 60 days required.
- Valid driver’s license and reliable transportation required.
Additional Qualifications
- Experience with HOA/COA operations preferred.
- Experience with CINC Association Management software preferred.
- Strong organizational, communication, and problem-solving skills.
- Ability to exercise sound professional judgment and maintain confidentiality.
- Effective written and verbal communication skills, including Board-level correspondence.
- Ability to interpret governing documents, contracts, and policies.
- Proficiency with Microsoft Office.
- Ability to attend evening meetings and perform limited field work as required.
Key Skills
- Community Association Management
- Property Management Operations
- Vendor Coordination
- Contract Administration
- Work Order Management
- Covenant Enforcement & Compliance
- Budget Support
- Resident & Board Relations
- Customer Service
- Written & Verbal Communication
- Meeting Coordination & Documentation
- Project Coordination
- Organizational & Time Management
- Problem Solving
- Professional Judgment
- Regulatory Compliance
- CINC Association Management Software
- Microsoft Office
- Confidentiality
- Team Collaboration
Work Requirements
- Ability to sit, stand, and work on a computer for extended periods.
- Ability to perform limited field work and conduct community inspections as required.
- Travel to client sites and assigned communities is required.
- Ability to attend evening Board and committee meetings as required.
- Ability to walk on community grounds and coordinate vendor activities.
- Occasional lifting of office materials up to 15 lbs.
See All 42 Assistant Portfolio Manager Jobs
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Find JobsAssistant Portfolio Manager Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in assistant portfolio manager jobs.
- Bachelor's degree in finance, economics, or a related quantitative field
- Proficiency in Bloomberg Terminal and Excel-based financial modeling
- Progress toward or completion of the CFA designation
- One to three years of experience in investment analysis or portfolio support
- Knowledge of equity and fixed-income valuation methods and risk metrics
- Experience with portfolio management systems such as Charles River or Advent
Tips for Your Assistant Portfolio Manager Job Search
Quantify your investment analysis contributions
Portfolio managers hire for precision, so your resume needs numbers behind every claim. Replace vague statements with specifics: how many securities you modeled, the AUM you supported, or the return attribution you calculated. Generic finance resumes get filtered out fast.
Highlight CFA progress on your resume
Even passing Level I of the CFA exam signals serious commitment to portfolio management as a career. List your exam status explicitly under certifications, including the month you sat or plan to sit. Many hiring managers filter for this before reading anything else.
Target firms by their investment mandate
An assistant portfolio manager role at a fixed-income boutique requires a completely different pitch than one at a multi-asset family office. Tailor your cover letter to the firm's stated strategy, mentioning the asset classes and risk frameworks they actually use.
Apply early to roles that fit
Migrate Mate lists assistant portfolio manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a sample portfolio commentary
Many interview processes for this role include a written exercise where you analyze a holding or propose a trade. Draft a one-page commentary on a real position before you start interviewing, so you have a polished, practiced format ready when the assignment arrives.
Negotiate start date, not just compensation
If an offer comes in at a fixed base, ask about the review cycle timeline and any discretionary bonus structure instead of pushing back on the starting number. Knowing when your first formal evaluation falls lets you plan your ramp and set measurable expectations with your manager.
Assistant Portfolio Manager Jobs: Frequently Asked Questions
Which companies are hiring the most assistant portfolio managers?
Western Alliance Bank, Atlas Real Estate, and Old National Bank are hiring the most assistant portfolio managers right now, with openings concentrated in California, Illinois, and Florida, based on current listings on Migrate Mate as of November 2026. Demand is strongest at asset managers, insurance companies, and wealth management firms.
How many assistant portfolio manager jobs are remote?
About 43% of assistant portfolio manager openings are fully remote or hybrid as of November 2026, with the highest remote share in roles focused on quantitative research and model maintenance rather than client-facing or trading-desk support functions.
How do you become an assistant portfolio manager?
Start by building a foundation in financial analysis through roles in investment research, credit analysis, or fund operations. Pursue the CFA program to demonstrate technical commitment. Develop fluency in Bloomberg and portfolio analytics tools, then target associate or junior analyst roles at asset managers or wealth management firms that have a defined path to portfolio management responsibility.
Can you get hired as an assistant portfolio manager with little experience?
Yes, some firms hire recent graduates directly into assistant portfolio manager roles, particularly boutique asset managers and wealth advisory practices that need analytical support. A strong academic record in finance or economics, demonstrated modeling skills, and CFA Level I progress can offset limited work history. Internships at investment firms or banks strengthen your candidacy considerably.
What does the assistant portfolio manager interview process look like?
Most processes include an initial screening call, a technical interview covering valuation, portfolio construction, and risk concepts, and a written or case-based exercise where you analyze a security or recommend a trade. Final rounds typically involve a conversation with a senior portfolio manager or investment committee member who evaluates your investment judgment and communication style.
Where can I find and apply to assistant portfolio manager jobs?
You can find and apply to assistant portfolio manager jobs on Migrate Mate, which lists current openings from employers across the United States. Search the roles available, find the ones that match your background and target asset class, and apply directly to each listing that fits.
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