Portfolio Associate Jobs
Portfolio Associate jobs are open across asset management, private equity, venture capital, and investment banking, with specializations in portfolio monitoring, financial modeling, and investor reporting, from entry-level analyst support roles to senior associate positions. See the openings below and apply to the ones that match your experience.
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Showing 5 of 104+ Portfolio Associate jobs
Job description
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
Position Summary:
The Technology Enablement Portfolio and Program Manager is an Associate Director role within the Global Data Stewardship Office (DSO). The role turns DSO strategy into a coherent, prioritised and executable portfolio of technology initiatives. It provides an integrated view of business and user needs, investment, roadmaps, dependencies, delivery health, resources and benefits so leaders can make informed decisions about priorities, sequencing and funding. The role combines portfolio and program leadership, product management practices and practical understanding of data governance technology across cloud, data platforms, analytics and AI environments. Working with business stakeholders and product and technology teams, it connects discovery and requirements to delivery plans, adoption and measurable business value and control effectiveness. The role directly manages the portfolio framework, planning and reporting, and coordinates delivery readiness; initiative, product and technology leads retain delivery accountability, while business sponsors retain accountability for outcomes and benefits.
Essential Functions of the Job:
- Own the integrated portfolio and program management framework for DSO technology enablement.
- Establish consistent standards for demand intake, triage, business cases and mobilisation. Facilitate discovery with business and user representatives to identify needs, intended data use, Data Owners, governance requirements, technology dependencies and accountable decision makers.
- Maintain the portfolio pipeline, integrated roadmap, investment view, resource plan and dependencies. Partner with product and delivery teams to translate needs into business, functional and non-functional requirements, prioritised backlogs, user stories and measurable acceptance criteria, linking these to releases, integration milestones and adoption plans.
- Assess strategic alignment, value, urgency, risk, readiness, affordability, capacity and delivery constraints.
- Facilitate prioritisation and sequencing decisions, negotiate trade-offs and build agreement on delivery and adoption commitments. Recommend when to start, pause, stop, consolidate or reshape initiatives, documenting the rationale and escalating unresolved priorities to accountable decision makers.
- Establish proportionate portfolio governance, stage gates, reporting standards and delivery controls within approved decision rights. Coordinate design and delivery checkpoints, testing and acceptance evidence, control evidence, operational readiness and confirmation of required approvals before release by authorised teams.
- Oversee plans, milestones, budgets, resources, vendors, risks, issues, assumptions, dependencies, changes and decisions across initiatives.
- Resolve delivery dependencies with DSO workstream owners, business sponsors, Service Lines, Service Line Quality and the data ecosystem, including the Global Data Office (GDO), Chief Technology Officers (CTOs), Chief Information Officers (CIOs) and Regional Data Stewards. Engage Enterprise Architecture, Finance and Procurement as needed, and provide concise portfolio insight and escalations to sponsors and governance forums.
- Agree benefits, baselines, measures, accountable owners and realisation plans with business sponsors and designated control owners. Monitor business value, user adoption and control effectiveness using their evidence, including trusted data use, control coverage, reduced manual effort and effective sharing and reuse where relevant.
- Coordinate adoption and operational handover with business, product and platform owners, confirming agreed support arrangements and outstanding actions. Use user feedback, delivery lessons and outcome measures to improve portfolio practices and consistent use of tools.
Analytical/Decision Making Responsibilities:
- Exercises the judgement expected of an Associate Director when demand exceeds funding or capacity, priorities compete and delivery information is incomplete.
- Builds a reliable fact base, tests strategic fit and expected value, assesses readiness and risk, models options and makes clear recommendations.
- Balances investment, resource, financial, technical and risk constraints across the portfolio rather than optimising individual initiatives in isolation.
- Challenges weak business cases, optimistic assumptions, unclear benefits ownership and unreliable reporting.
- Recommends reallocation, revised baselines, recovery action, pause or closure where continued investment is not justified.
- Escalates unresolved trade-offs, material risks and decisions outside approved portfolio parameters to the appropriate sponsor, governance forum or accountable specialist.
Knowledge and Skills Requirements:
- Strong portfolio and program management expertise, including demand, investment, roadmap, financial, resource, dependency and benefits management.]
- Ability to apply product management practices, including business and user discovery, outcome-led roadmaps, backlog prioritisation, user stories and measurable acceptance criteria. Adapt Agile and traditional delivery approaches to EY investment, risk, finance and governance requirements without assuming formal Product Owner accountability.
- Practical understanding of data governance capabilities, including catalogues, metadata and lineage, data quality, stewardship workflows, classification, access and lifecycle controls, and responsible data and AI use. Understand how ownership, permitted use, sharing obligations, data contracts, certification and retirement requirements affect initiative scope, sequencing and readiness; specialist depth in every domain is not required.
- Ability to translate governance priorities and business needs into implementable business, functional and non-functional requirements, investment cases and technology roadmaps with governance specialists, product teams, architects and engineers. Understand how machine-readable controls express approved requirements as executable rules, and maintain traceability to delivery milestones, acceptance evidence and benefits.
- Ability to establish proportionate portfolio quality checks, assess reporting reliability and use delivery evidence to support corrective action and continuous improvement.
- Essential: practical proficiency with enterprise portfolio and program management platforms, intake and workflow tools, dashboards, data analysis, scenario planning and reporting automation. Working understanding of cloud and governance-platform delivery dependencies, including APIs, metadata models, lineage and data-quality integrations, is required. Experience with Microsoft Purview or Fabric, Databricks Unity Catalog, Collibra, Informatica, Alation or comparable platforms is advantageous; expertise in each platform or hands-on platform engineering is not required.
- Ability to define and maintain portfolio data definitions, information models, intake workflows, reporting controls and dashboards, and coordinate configuration, automation and testing with tool administrators. Produce practical evidence of reliable portfolio information and reduced manual reporting, rather than relying solely on advisory recommendations.
- Strong commercial judgement, digital fluency, critical thinking, creative reasoning and problem solving.
- Strong executive communication, facilitation and negotiation skills. Explain technical concepts in practical business language, present evidence-based options and help business, Service Line Quality, data and technology stakeholders agree priorities and resolve dependencies.
- Ability to influence stakeholders outside the reporting line and build agreement on delivery, adoption and outcomes across a global, federated organisation.
- Applied familiarity with recognised data management frameworks, such as DAMA-DMBOK and EDM Council DCAM, to inform capability roadmaps, accountability, maturity priorities and evidence; use CDMC where cloud data controls are relevant. Working awareness of relevant standards and practices, such as ISO/IEC 38505, ISO 8000, ISO/IEC 27001, NIST guidance and ISO 15489, sufficient to recognise portfolio implications and engage accountable specialists. These are reference frameworks, not a requirement for formal compliance, certification or expertise in every standard.
Supervision Responsibilities:
- Operates with a high degree of independence within approved strategy, investment and governance parameters, with direction on major priorities and material accountability decisions.
- Provides portfolio leadership across initiative, product and delivery teams; people management accountability remains with the relevant team leaders.
Other Requirements:
- Works globally across the Global Data Stewardship Office and partners with the Global Data Office, Client Technology, Enterprise Technology, Information Security, Global Data Protection, General Counsel’s Office, relevant Risk and Business Administration teams, Service Lines, Service Line Quality, Regions and EY member firms.
- Supports the All In Data governance structure: the Executive Steering Committee sets strategic direction, investment and priorities; the Design Authority maintains design integrity; and the Program Management Office maintains the integrated plan, risks, dependencies, measures and reporting.
- Aligns the technology portfolio to DSO strategy, the Global Data Stewardship Policy and priorities approved through relevant EY governance forums.
- Delivers portfolio planning, management information and decision recommendations, and coordinates requirements, delivery readiness and adoption. DSO retains governance intent, business requirements and adoption responsibilities; business sponsors and Data Owners retain their outcome, data-use decision and benefits accountabilities; product teams and platform owners retain their respective delivery and service responsibilities; designated control owners retain control accountability.
- The role does not assume policy ownership, enterprise architecture authority, security approval, infrastructure engineering, production change authority or production operations. These remain with the authorised policy, architecture, security and technology owners. Portfolio coordination does not replace the decision rights of governance bodies or the accountabilities of workstream leads, project managers and delivery leads.
Job Requirements:
Education:
- Bachelor’s degree or equivalent tertiary qualification in business, information systems, technology, data management, finance, program management or a related discipline, or equivalent relevant experience.
Experience:
- 10 or more years of relevant portfolio or program experience, including significant responsibility for data, governance, risk or technology transformation.
- Demonstrated experience enabling data governance technology in partnership with data, governance, stewardship, risk, privacy, records or comparable business functions and technology teams. Experience translating business needs into implementable governance requirements within funded initiatives across cloud, data platforms, analytics or AI environments; this may have been gained in a business, technology or cross-functional role.
- Demonstrated experience applying product management practices and Agile and traditional delivery approaches across a mixed portfolio. Evidence of business and user discovery, requirements development, roadmap and backlog prioritisation, user stories, measurable acceptance criteria, iterative planning, dependency management and approved release coordination in partnership with product and delivery teams.
- Experience with investment prioritisation, integrated roadmaps, executive governance, dependencies across programs, financial and capacity planning and benefits realisation. Track record of sequencing governance capability and platform changes, including cataloguing, classification, lineage, quality, access, lifecycle or data-product governance, against business value, risk, integration dependencies and organisational readiness.
- Experience developing business cases, assessing options, balancing portfolios and supporting decisions to start, pause, stop or reshape work.
- Experience overseeing delivery health, budgets, resources, vendors, risks, issues and decisions across multiple initiatives, including governance-platform implementation or integration. Evidence of coordinating requirements traceability, design and testing checkpoints, risk-based stage gates, control evidence, approved release readiness and operational handover with accountable delivery and control owners.
- Strong practical experience using enterprise portfolio and program management tools to manage demand, investment, roadmaps, capacity, dependencies, delivery health, risks, decisions and benefits.
- Experience replacing fragmented spreadsheets and manual reporting with governed workflows, reliable portfolio data, automated dashboards and consistent management information.
- Experience engaging business, Service Line Quality, data and technology stakeholders across a global, federated organisation, influencing without direct authority and negotiating delivery and adoption commitments. Evidence of using business value, user feedback, adoption measures and control-owner evidence to assess outcomes and improve priorities.
Certification Requirements:
- Relevant credentials such as MoP, MSP, PgMP, PMP, PRINCE2, SAFe, product or portfolio qualifications, together with data management learning such as DAMA CDMP, are advantageous but not mandatory. Complementary cloud, data-platform or governance-platform credentials and continuous professional learning that demonstrate combined technology and data governance fluency are also advantageous; these complement rather than replace portfolio and program management expertise.
What we offer you
The compensation ranges below are provided in order to comply with United States pay transparency laws. Other geographies will follow their local salary guidelines, which may not be a direct conversion of published US salary ranges. At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job is:
- New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $180,000 to $324,000
- Bay Area California offices – $187,500 to $337,500
- All other offices locations in the US, including Sacramento – $150,000 to $297,000
- Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
- To make the most of your application experience, please limit yourself to two applications within a six-month period.
- EY accepts applications for this position on an on-going basis.
- For those living in California, please click here for additional information.
- At EY, our values set the foundation for how we work and the behaviors we expect of our people. Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
All in to shape the future with confidence.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
Job description
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
Position Summary:
The Technology Enablement Portfolio and Program Manager is an Associate Director role within the Global Data Stewardship Office (DSO). The role turns DSO strategy into a coherent, prioritised and executable portfolio of technology initiatives. It provides an integrated view of business and user needs, investment, roadmaps, dependencies, delivery health, resources and benefits so leaders can make informed decisions about priorities, sequencing and funding. The role combines portfolio and program leadership, product management practices and practical understanding of data governance technology across cloud, data platforms, analytics and AI environments. Working with business stakeholders and product and technology teams, it connects discovery and requirements to delivery plans, adoption and measurable business value and control effectiveness. The role directly manages the portfolio framework, planning and reporting, and coordinates delivery readiness; initiative, product and technology leads retain delivery accountability, while business sponsors retain accountability for outcomes and benefits.
Essential Functions of the Job:
- Own the integrated portfolio and program management framework for DSO technology enablement.
- Establish consistent standards for demand intake, triage, business cases and mobilisation. Facilitate discovery with business and user representatives to identify needs, intended data use, Data Owners, governance requirements, technology dependencies and accountable decision makers.
- Maintain the portfolio pipeline, integrated roadmap, investment view, resource plan and dependencies. Partner with product and delivery teams to translate needs into business, functional and non-functional requirements, prioritised backlogs, user stories and measurable acceptance criteria, linking these to releases, integration milestones and adoption plans.
- Assess strategic alignment, value, urgency, risk, readiness, affordability, capacity and delivery constraints.
- Facilitate prioritisation and sequencing decisions, negotiate trade-offs and build agreement on delivery and adoption commitments. Recommend when to start, pause, stop, consolidate or reshape initiatives, documenting the rationale and escalating unresolved priorities to accountable decision makers.
- Establish proportionate portfolio governance, stage gates, reporting standards and delivery controls within approved decision rights. Coordinate design and delivery checkpoints, testing and acceptance evidence, control evidence, operational readiness and confirmation of required approvals before release by authorised teams.
- Oversee plans, milestones, budgets, resources, vendors, risks, issues, assumptions, dependencies, changes and decisions across initiatives.
- Resolve delivery dependencies with DSO workstream owners, business sponsors, Service Lines, Service Line Quality and the data ecosystem, including the Global Data Office (GDO), Chief Technology Officers (CTOs), Chief Information Officers (CIOs) and Regional Data Stewards. Engage Enterprise Architecture, Finance and Procurement as needed, and provide concise portfolio insight and escalations to sponsors and governance forums.
- Agree benefits, baselines, measures, accountable owners and realisation plans with business sponsors and designated control owners. Monitor business value, user adoption and control effectiveness using their evidence, including trusted data use, control coverage, reduced manual effort and effective sharing and reuse where relevant.
- Coordinate adoption and operational handover with business, product and platform owners, confirming agreed support arrangements and outstanding actions. Use user feedback, delivery lessons and outcome measures to improve portfolio practices and consistent use of tools.
Analytical/Decision Making Responsibilities:
- Exercises the judgement expected of an Associate Director when demand exceeds funding or capacity, priorities compete and delivery information is incomplete.
- Builds a reliable fact base, tests strategic fit and expected value, assesses readiness and risk, models options and makes clear recommendations.
- Balances investment, resource, financial, technical and risk constraints across the portfolio rather than optimising individual initiatives in isolation.
- Challenges weak business cases, optimistic assumptions, unclear benefits ownership and unreliable reporting.
- Recommends reallocation, revised baselines, recovery action, pause or closure where continued investment is not justified.
- Escalates unresolved trade-offs, material risks and decisions outside approved portfolio parameters to the appropriate sponsor, governance forum or accountable specialist.
Knowledge and Skills Requirements:
- Strong portfolio and program management expertise, including demand, investment, roadmap, financial, resource, dependency and benefits management.]
- Ability to apply product management practices, including business and user discovery, outcome-led roadmaps, backlog prioritisation, user stories and measurable acceptance criteria. Adapt Agile and traditional delivery approaches to EY investment, risk, finance and governance requirements without assuming formal Product Owner accountability.
- Practical understanding of data governance capabilities, including catalogues, metadata and lineage, data quality, stewardship workflows, classification, access and lifecycle controls, and responsible data and AI use. Understand how ownership, permitted use, sharing obligations, data contracts, certification and retirement requirements affect initiative scope, sequencing and readiness; specialist depth in every domain is not required.
- Ability to translate governance priorities and business needs into implementable business, functional and non-functional requirements, investment cases and technology roadmaps with governance specialists, product teams, architects and engineers. Understand how machine-readable controls express approved requirements as executable rules, and maintain traceability to delivery milestones, acceptance evidence and benefits.
- Ability to establish proportionate portfolio quality checks, assess reporting reliability and use delivery evidence to support corrective action and continuous improvement.
- Essential: practical proficiency with enterprise portfolio and program management platforms, intake and workflow tools, dashboards, data analysis, scenario planning and reporting automation. Working understanding of cloud and governance-platform delivery dependencies, including APIs, metadata models, lineage and data-quality integrations, is required. Experience with Microsoft Purview or Fabric, Databricks Unity Catalog, Collibra, Informatica, Alation or comparable platforms is advantageous; expertise in each platform or hands-on platform engineering is not required.
- Ability to define and maintain portfolio data definitions, information models, intake workflows, reporting controls and dashboards, and coordinate configuration, automation and testing with tool administrators. Produce practical evidence of reliable portfolio information and reduced manual reporting, rather than relying solely on advisory recommendations.
- Strong commercial judgement, digital fluency, critical thinking, creative reasoning and problem solving.
- Strong executive communication, facilitation and negotiation skills. Explain technical concepts in practical business language, present evidence-based options and help business, Service Line Quality, data and technology stakeholders agree priorities and resolve dependencies.
- Ability to influence stakeholders outside the reporting line and build agreement on delivery, adoption and outcomes across a global, federated organisation.
- Applied familiarity with recognised data management frameworks, such as DAMA-DMBOK and EDM Council DCAM, to inform capability roadmaps, accountability, maturity priorities and evidence; use CDMC where cloud data controls are relevant. Working awareness of relevant standards and practices, such as ISO/IEC 38505, ISO 8000, ISO/IEC 27001, NIST guidance and ISO 15489, sufficient to recognise portfolio implications and engage accountable specialists. These are reference frameworks, not a requirement for formal compliance, certification or expertise in every standard.
Supervision Responsibilities:
- Operates with a high degree of independence within approved strategy, investment and governance parameters, with direction on major priorities and material accountability decisions.
- Provides portfolio leadership across initiative, product and delivery teams; people management accountability remains with the relevant team leaders.
Other Requirements:
- Works globally across the Global Data Stewardship Office and partners with the Global Data Office, Client Technology, Enterprise Technology, Information Security, Global Data Protection, General Counsel’s Office, relevant Risk and Business Administration teams, Service Lines, Service Line Quality, Regions and EY member firms.
- Supports the All In Data governance structure: the Executive Steering Committee sets strategic direction, investment and priorities; the Design Authority maintains design integrity; and the Program Management Office maintains the integrated plan, risks, dependencies, measures and reporting.
- Aligns the technology portfolio to DSO strategy, the Global Data Stewardship Policy and priorities approved through relevant EY governance forums.
- Delivers portfolio planning, management information and decision recommendations, and coordinates requirements, delivery readiness and adoption. DSO retains governance intent, business requirements and adoption responsibilities; business sponsors and Data Owners retain their outcome, data-use decision and benefits accountabilities; product teams and platform owners retain their respective delivery and service responsibilities; designated control owners retain control accountability.
- The role does not assume policy ownership, enterprise architecture authority, security approval, infrastructure engineering, production change authority or production operations. These remain with the authorised policy, architecture, security and technology owners. Portfolio coordination does not replace the decision rights of governance bodies or the accountabilities of workstream leads, project managers and delivery leads.
Job Requirements:
Education:
- Bachelor’s degree or equivalent tertiary qualification in business, information systems, technology, data management, finance, program management or a related discipline, or equivalent relevant experience.
Experience:
- 10 or more years of relevant portfolio or program experience, including significant responsibility for data, governance, risk or technology transformation.
- Demonstrated experience enabling data governance technology in partnership with data, governance, stewardship, risk, privacy, records or comparable business functions and technology teams. Experience translating business needs into implementable governance requirements within funded initiatives across cloud, data platforms, analytics or AI environments; this may have been gained in a business, technology or cross-functional role.
- Demonstrated experience applying product management practices and Agile and traditional delivery approaches across a mixed portfolio. Evidence of business and user discovery, requirements development, roadmap and backlog prioritisation, user stories, measurable acceptance criteria, iterative planning, dependency management and approved release coordination in partnership with product and delivery teams.
- Experience with investment prioritisation, integrated roadmaps, executive governance, dependencies across programs, financial and capacity planning and benefits realisation. Track record of sequencing governance capability and platform changes, including cataloguing, classification, lineage, quality, access, lifecycle or data-product governance, against business value, risk, integration dependencies and organisational readiness.
- Experience developing business cases, assessing options, balancing portfolios and supporting decisions to start, pause, stop or reshape work.
- Experience overseeing delivery health, budgets, resources, vendors, risks, issues and decisions across multiple initiatives, including governance-platform implementation or integration. Evidence of coordinating requirements traceability, design and testing checkpoints, risk-based stage gates, control evidence, approved release readiness and operational handover with accountable delivery and control owners.
- Strong practical experience using enterprise portfolio and program management tools to manage demand, investment, roadmaps, capacity, dependencies, delivery health, risks, decisions and benefits.
- Experience replacing fragmented spreadsheets and manual reporting with governed workflows, reliable portfolio data, automated dashboards and consistent management information.
- Experience engaging business, Service Line Quality, data and technology stakeholders across a global, federated organisation, influencing without direct authority and negotiating delivery and adoption commitments. Evidence of using business value, user feedback, adoption measures and control-owner evidence to assess outcomes and improve priorities.
Certification Requirements:
- Relevant credentials such as MoP, MSP, PgMP, PMP, PRINCE2, SAFe, product or portfolio qualifications, together with data management learning such as DAMA CDMP, are advantageous but not mandatory. Complementary cloud, data-platform or governance-platform credentials and continuous professional learning that demonstrate combined technology and data governance fluency are also advantageous; these complement rather than replace portfolio and program management expertise.
What we offer you
The compensation ranges below are provided in order to comply with United States pay transparency laws. Other geographies will follow their local salary guidelines, which may not be a direct conversion of published US salary ranges. At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job is:
- New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $180,000 to $324,000
- Bay Area California offices – $187,500 to $337,500
- All other offices locations in the US, including Sacramento – $150,000 to $297,000
- Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
- To make the most of your application experience, please limit yourself to two applications within a six-month period.
- EY accepts applications for this position on an on-going basis.
- For those living in California, please click here for additional information.
- At EY, our values set the foundation for how we work and the behaviors we expect of our people. Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
All in to shape the future with confidence.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
Portfolio Associate Jobs by Experience Level
See All 104+ Portfolio Associate Jobs
Find roles that match your experience and apply in just a few clicks.
Find Portfolio Associate JobsPortfolio Associate Job Market
Who's Hiring
- C.H. Robinson15
- Alvarez & Marsal8
- JPMorganChase5
- CSL4
- MUFG3
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- Fintech
- Healthcare & Medical Services
- Biotechnology & Pharmaceuticals
What Employers Look For
The qualifications that appear most often in portfolio associate jobs.
- Bachelor's degree in finance, economics, accounting, or a related quantitative field
- Proficiency in financial modeling, including DCF, LBO, and portfolio performance analysis
- Experience with portfolio monitoring tools or fund administration platforms
- Strong command of Excel and data visualization tools such as Tableau or Power BI
- Familiarity with investment reporting, capital account statements, or LP communications
- CFA designation or active candidacy preferred for mid-level and senior associate roles
Tips for Your Portfolio Associate Job Search
Tailor your resume to investment workflows
Portfolio associate roles expect fluency in portfolio monitoring and performance attribution, not just general finance. Highlight your experience with IRR calculations, waterfall models, or fund-level reporting rather than listing generic Excel skills.
Lead with your modeling samples
Many hiring teams ask for a work sample before the first interview. Prepare a clean, anonymized LBO or DCF model you built, even from coursework, so you can send it immediately without scrambling.
Apply early to roles that fit
Migrate Mate lists portfolio associate openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter by fund strategy, not just firm name
A portfolio associate role at a growth equity fund looks very different from one at a credit shop or real assets manager. Read the fund strategy in the job description carefully and match your resume language to the asset class the team actually manages.
Prepare for a case study round
Most portfolio associate interview processes include a live or take-home case covering a specific portfolio company or investment thesis. Practice walking through a business update memo or a portfolio company KPI review, not just a cold-company pitch.
Negotiate start date and CFA study support
Many firms that hire portfolio associates expect CFA candidacy or completion. If you're mid-exam, ask directly about exam reimbursement and study leave during the offer stage, since these benefits are rarely listed but commonly offered.
Portfolio Associate Jobs: Frequently Asked Questions
Which companies are hiring the most portfolio associates?
C.H. Robinson, Alvarez & Marsal, and JPMorganChase are hiring the most portfolio associates right now, with openings concentrated in New York, California, and Texas, based on current listings on Migrate Mate as of November 2026. Demand is strongest at private equity firms, asset managers, and venture capital funds with active portfolio monitoring needs.
How many portfolio associate jobs are remote?
About 75% of portfolio associate openings are fully remote or hybrid as of November 2026, with most remote-eligible roles concentrated in investor reporting, data analysis, and fund operations rather than deal execution or LP relationship management, which typically require in-office presence.
How do you become a portfolio associate?
Start by earning a degree in finance, economics, or accounting, then build hands-on modeling experience through internships in investment banking, private equity, or fund administration. Develop fluency in portfolio monitoring workflows, capital account reporting, and performance attribution. CFA candidacy strengthens your profile significantly. Target roles labeled analyst or junior associate to build direct fund-side experience before moving into a full portfolio associate position.
Can you get hired as a portfolio associate with little experience?
Yes, some firms hire portfolio associates directly from undergraduate programs or from adjacent roles like fund accounting or investment operations. The key is demonstrating comfort with financial models and portfolio data, not just theoretical knowledge. A clean take-home modeling exercise, a relevant internship, and familiarity with how fund-level metrics are tracked can offset a short work history when applying to entry-level associate openings.
What does the portfolio associate interview process look like?
Most processes run three to four rounds. The first is a recruiter or HR screen focused on your background and interest in the fund. Second is a technical round covering financial modeling, valuation concepts, and portfolio monitoring scenarios. Third is typically a case study where you analyze a portfolio company or fund update. Final rounds bring in senior investment staff who assess fit, communication style, and your ability to synthesize data into investment-relevant insights.
Where can I find and apply to portfolio associate jobs?
You can find and apply to portfolio associate jobs on Migrate Mate, which lists current openings from across the United States in one place. Search the listings, find roles that match your background and target fund strategy, and apply directly to each one that fits.
See All 104+ Portfolio Associate Jobs
Find roles that match your experience and apply in just a few clicks.
Find Portfolio Associate Jobs