Demo

Portfolio Associate

Daley And Associates, LLC
Scarsdale, NY Full Time
POSTED ON 6/6/2026 CLOSED ON 7/5/2026

What are the responsibilities and job description for the Portfolio Associate position at Daley And Associates, LLC?

Our Client, a well established and very successful investment management firm in Westchester County is looking for a dynamic and energetic Portfolio Associate to be an integral part of their team and continued success.


Why Work For Our Client?
  • Excellent Compensation
  • Great Benefits Package
  • Strong Room for Growth
  • Top Notch Leadership Team
Qualifications:
  • Bachelor's Degree in Accounting, Finance, Business or a related discipline Required, CFA or CFA Track a plus
  • Series 7 and 66 licenses Required
  • Excellent Technical Skills, SQL or Python Experience a plus
  • 3-5 years of investment management experience
  • Strong Communication and Interpersonal Skill
Interested parties please send your resume to Martin Metz

at mmetz@daleyaa.com and/or contact him at 617.832.2048





IND123


 

Salary.com Estimation for Portfolio Associate in Scarsdale, NY
$89,760 to $121,729
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Portfolio Associate?

Sign up to receive alerts about other jobs on the Portfolio Associate career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$83,016 - $112,001
Income Estimation: 
$116,865 - $160,036
Income Estimation: 
$81,115 - $111,302
Income Estimation: 
$102,977 - $139,811
Income Estimation: 
$341,017 - $487,702
This job has expired.
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Daley And Associates, LLC

Fund Accounting Manager – Tech Investments (PE) Boston, MA $102-$153K base
Apply
  • Daley And Associates, LLC Boston, MA
  • Fund Accounting Manager – Technology Investments (PE) Boston, MA $102,000 – $153,000 base salary We are partnering with a leading fund administration platf... more
  • Just Posted
Sr Finance Associate – Private Credit Leverage Management | Boston Hybrid | $95K-$110K Base + Bo
Apply
  • Daley And Associates, LLC Boston, MA
  • Senior Finance Associate – Private Credit Leverage Management Boston Hybrid | $95K-$110K Base Bonus We're partnering with a leading global alternative asse... more
  • Just Posted
Staff Accountant | Fall River, MA | $75K base
Apply
  • Daley And Associates, LLC Fall River, MA
  • Staff Accountant | Fall River, MA | $75K base A technology company based in Fall River, MA, is seeking a Staff Accountant to join its global Finance team. ... more
  • Just Posted
Talent Acquisition Assistant
Apply
  • Daley And Associates, LLC Boston, MA
  • Talent Acquisition Assistant We are currently seeking candidates for a Talent Acquisition Assistant opportunity with a highly successful global organizatio... more
  • 1 Day Ago
View More Jobs at Daley And Associates, LLC

Not the job you're looking for? Here are some other Portfolio Associate jobs in the Scarsdale, NY area that may be a better fit.

Portfolio Management Associate Director
Apply
  • Morgan Stanley Purchase, NY
  • Expected base pay rates for the role will be between $90,000 and $130,000 per year at the commencement of employment. However, base pay if hired will be de... more
  • 28 Days Ago
Associate, Portfolio Analytics
Apply
  • Ares Management York, NY
  • Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsi... more
  • 30 Days Ago
View More Jobs

AI Assistant is available now!

Feel free to start your new journey!