How To Become A Portfolio Assistant: What It Is and Career Path

What is a portfolio assistant and how to become one

Updated January 8, 2025

2 min read

There is more than meets the eye when it comes to being a portfolio assistant. For example, did you know that they make an average of $51.29 an hour? That's $106,690 a year! Between 2018 and 2028, the career is expected to grow 17% and produce 123,100 job opportunities across the U.S.

ScorePortfolio AssistantUS Average

Salary

7.8

Avg. Salary $106,690

Avg. Salary $59,228

Stability level

9.5

Growth rate 17%

Growth rate 0.3%

Diversity

3.3

Race

American Indian and Alaska Native 0.34%

Asian 10.18%

Black or African American 7.59%

Hispanic or Latino 14.54%

Unknown 4.11%

White 63.25%

Gender

female 63.73%

male 36.27%

Age - 46

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 46

Stress level

9.5

Stress level is very high

7.1 - high

Complexity level

9.3

Complexity level is advanced

7 - challenging

Work life balance

4.9

Work life balance is fair

6.4 - fair

Key steps to become a portfolio assistant

Explore portfolio assistant education requirements

Most common portfolio assistant degrees

Bachelor's

78.7 %

Associate

9.1 %

Master's

8.4 %

Start to develop specific portfolio assistant skills

Skills	Percentages
Financial Statements	11.75%
Portfolio Management	7.60%
Fixed Income	6.78%
Securities	6.78%
Equity Research	5.17%

Complete relevant portfolio assistant training and internships

Accountants spend an average of 1-3 months on post-employment, on-the-job training. New portfolio assistants learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a portfolio assistant based on U.S. Bureau of Labor Statistics data and data from real portfolio assistant resumes.

Research portfolio assistant duties and responsibilities

Block trade domestic equities for international mutual fund as well as separately manage accounts.
Support trade confirmation and securities position reconciliation with custody.
Utilize Bloomberg to provide portfolio attribution analysis for a client presentation.
Analyze market conditions, macroeconomic trends, legislation affecting eligible securities, and other investments parameters.

Prepare your portfolio assistant resume

When your background is strong enough, you can start writing your portfolio assistant resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a portfolio assistant resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose from 10+ customizable portfolio assistant resume templates

Build a professional portfolio assistant resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your portfolio assistant resume.