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Portfolio assistant education requirements
Updated January 8, 2025
4 min read
There are several educational requirements to become a portfolio assistant. Portfolio assistants usually study business, finance, or economics. 79% of portfolio assistants hold a bachelor's degree, and 9% hold an associate degree. We analyzed 608 real portfolio assistant resumes to see exactly what portfolio assistant education sections show.
The most common colleges for portfolio assistants are the Boston University and the Boston University.
There are also many online portfolio assistant courses to help get the education required to be a portfolio assistant.
What education do you need to become a portfolio assistant?
What degree do you need to be a portfolio assistant?
- Bachelor's, 79%
- Associate, 9%
- Master's, 8%
- High School Diploma, 2%
- Other Degrees, 2%
What should I major in to become a portfolio assistant?
Most common colleges for portfolio assistants
| Portfolio assistant common college | Percentages |
|---|---|
| Boston University | 11.00% |
| New York University | 10.00% |
| Northeastern University | 7.00% |
| Pace University | 6.00% |
| Rutgers, The State University of New Jersey | 6.00% |
Best majors for portfolio assistants
| Rank | Major | Percentages |
|---|---|---|
| 1 | Business | 27.5% |
| 2 | Finance | 21.2% |
| 3 | Economics | 9.8% |
| 4 | Political Science | 5.2% |
| 5 | Accounting | 4.9% |
Best colleges for portfolio assistants
The best colleges for portfolio assistants are Northwestern University, University of Pennsylvania, and University of Southern California.
A portfolio assistant with advanced education typically earns a higher salary and has access to better jobs. That's why Zippia looked into the best colleges for portfolio assistants. We based this list on several metrics: admissions rate, retention rate, mean earnings of graduates, the ratio of working vs. non-working students ten years after admission, the average cost of attendance, and median debt for graduates who become portfolio assistants.
1. University of Pennsylvania
Philadelphia, PA • Private
In-state tuition
$55,584
Enrollment
10,764
2. Northwestern University
Evanston, IL • Private
In-state tuition
$54,568
Enrollment
8,451
3. University of Southern California
Los Angeles, CA • Private
In-state tuition
$56,225
Enrollment
19,548
4. SUNY at Binghamton
Vestal, NY • Private
In-state tuition
$9,808
Enrollment
13,990
5. Villanova University
Villanova, PA • Private
In-state tuition
$53,308
Enrollment
6,819
6. San Diego State University
San Diego, CA • Private
In-state tuition
$7,488
Enrollment
30,018
7. Bentley University
Waltham, MA • Private
In-state tuition
$49,880
Enrollment
4,177
8. Boston University
Boston, MA • Private
In-state tuition
$53,948
Enrollment
17,238
9. SUNY Stony Brook
Stony Brook, NY • Private
In-state tuition
$9,625
Enrollment
17,407
10. New York University
New York, NY • Private
In-state tuition
$51,828
Enrollment
26,339
20 best online courses for portfolio assistants
Advertising disclosure
1. Financial Reporting
The Financial Reporting Specialization focuses on the role of financial accounting principles and processes in creating and reporting an organization’s financial statements. Learners who complete this specialization will be able to (1) use financial accounting principles to create and/or process an organization’s financial statements and (2) analyze financial statements to assess an organization’s financial position...
2. Investment and Portfolio Management
In this four-course Specialization, you’ll learn the essential skills of portfolio management and personal investing.\n\nAll investors – from the largest wealth funds to the smallest individual investors – share common issues in investing: how to meet their liabilities, how to decide where to invest, and how much risk to take on. In this Specialization, you will learn how to think about, discuss, and formulate solutions to these investment questions. You will learn the theory and the real-world...
3. Investment Analysis & Portfolio Management with Python
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4. Financial Statements: Balance Sheet, Income Stmt, Cash Flow
How To Quickly Read & Understand The Big 3 Financial Statements: Balance Sheet, Income Statement, Cash Flow Statement...
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6. Value Investing: The Complete Financial Statement Analysis
Value Investing Mastery - How to Perform Financial Statement Analysis & Financial Ratio Analysis to Find Great Stocks...
7. Accounting basics, create financial statements easily
Discover, develop, practice your financial information and explore the world of accounting...
8. Microsoft SQL Server Reporting Services (SSRS): 2022 edition
Build reports in MS SQL Server Reporting Services (SSRS): Implement report layouts, add interactivity...
9. SQL Server Reporting Services Part 2 (SSRS)
SQL Server Reporting Services Part 2 (SSRS): Deployment, Security, Report Builder, Mobile Report Publisher...
10. How to Find Your FIRST Virtual Assistant Clients
Find clients that you love working with, and who love working with you!...
11. Level 1 CFA® Exam Prep Bootcamp (Part 2/2)
Level 1 CFA® Bootcamp: Financial Reporting, Portfolio Management, Equity Investments, Fixed Income, Derivatives...
12. Financial Accounting-Adjusting Entries & Financial Statement
Master Adjusting Entries & Financial Statements: A Comprehensive Guide for Accurate Accounting and Reporting...
13. Investment Banking: The Complete Financial Ratio Analysis
Investment Banking For Investors & Financial Analysts - How to Perform Financial Statement Analysis & Company Valuation...
14. Accounting & Financial Statement Analysis: Complete Training
Accounting & Financial Ratio Analysis made easy. Learn important accounting skills that will get your foot in the door!...
15. Project Portfolio Management (PPM) Essentials
Assurance and confidence through portfolio intelligence...
16. SAP Crystal Reports 2020 (and earlier versions)
How to create reports quickly and easily. For SAP Crystal Reports 2008, 2011, 2013, 2016 and 2020...
17. Real Estate Investment & Finance
Learn to use real estate investing tools to make better investing decisions from a Certified Public Account (CPA)...
18. The Real Estate Equity Waterfall Modeling Master Class
The Complete Guide To Building Dynamic Real Estate Equity Waterfall Models In Microsoft Excel...
19. International Financial Reporting Standards (IFRS)
Let's get to grips with understanding the IFRS standards...
20. Advanced Crystal Reports 2011 Training Video
A Comprehensive Crystal Reports Training Course That Takes Your Crystal Reports Skills To The Next Level...
Top 10 most affordable universities for portfolio assistants
The most affordable schools for portfolio assistants are Baruch College of the City University of New York, usf sarasota-manatee, and suny farmingdale.
If the best universities for portfolio assistants are out of your price range, check out these affordable schools. After factoring in in-state tuition and fees, the average cost of attendance, admissions rate, average net price, and mean earnings after six years, we found that these are the most affordable schools for portfolio assistants.
1. Baruch College of the City University of New York
New York, NY • Private
In-state tuition
$7,262
Cost of attendance
14,046
2. USF Sarasota-Manatee
Sarasota, FL • Private
In-state tuition
$5,587
Cost of attendance
13,043
3. SUNY Farmingdale
Farmingdale, NY • Private
In-state tuition
$8,306
Cost of attendance
16,091
4. Brooklyn College of the City University of New York
Brooklyn, NY • Private
In-state tuition
$7,240
Cost of attendance
13,991
5. California State University - Dominguez Hills
Carson, CA • Private
In-state tuition
$6,942
Cost of attendance
14,469
6. University of Florida
Gainesville, FL • Private
In-state tuition
$6,381
Cost of attendance
21,034
7. Brigham Young University
Provo, UT • Private
In-state tuition
$5,620
Cost of attendance
18,136
8. California State University - Long Beach
Long Beach, CA • Private
In-state tuition
$6,798
Cost of attendance
18,306
9. University of Puerto Rico - Mayaguez
Mayaguez, PR • Private
In-state tuition
$4,094
Cost of attendance
14,302
10. Florida International University
Miami, FL • Private
In-state tuition
$6,556
Cost of attendance
19,434
Top 10 hardest universities to get into for portfolio assistants
The hardest universities for portfolio assistants to get into are Northwestern University, University of Pennsylvania, and University of Southern California.
Some great schools for portfolio assistants are hard to get into, but they also set your career up for greater success. The list below shows the most challenging universities to get into for portfolio assistants based on an institution's admissions rates, average SAT scores accepted, median ACT scores accepted, and mean earnings of students six years after admission.
1. Northwestern University
Evanston, IL • Private
Admissions rate
8%
SAT average
1,508
2. University of Pennsylvania
Philadelphia, PA • Private
Admissions rate
8%
SAT average
1,492
3. University of Southern California
Los Angeles, CA • Private
Admissions rate
13%
SAT average
1,445
4. Boston University
Boston, MA • Private
Admissions rate
22%
SAT average
1,420
5. New York University
New York, NY • Private
Admissions rate
20%
SAT average
1,419
6. Villanova University
Villanova, PA • Private
Admissions rate
29%
SAT average
1,407
7. Vanderbilt University
Nashville, TN • Private
Admissions rate
10%
SAT average
1,514
8. Bentley University
Waltham, MA • Private
Admissions rate
43%
SAT average
1,338
9. George Washington University, The
Washington, DC • Private
Admissions rate
42%
SAT average
1,380
10. University of Rochester
Rochester, NY • Private
Admissions rate
29%
SAT average
1,422
Top 10 easy-to-apply-to universities for portfolio assistants
The easiest schools for portfolio assistants to get into are Oklahoma Wesleyan University, holy names university, and barry university.
Some schools are much easier to get into. If you want to start your career as a portfolio assistant without much hassle, check out the list of schools where you will be accepted in no time. We compiled admissions rates, average SAT scores, average ACT scores, and average salary of students six years after graduation to uncover which were the easiest schools to get into for portfolio assistants.
1. Oklahoma Wesleyan University
Bartlesville, OK • Private
Admissions rate
68%
SAT average
964
2. Holy Names University
Oakland, CA • Private
Admissions rate
70%
SAT average
849
3. Barry University
Miami, FL • Private
Admissions rate
91%
SAT average
1,006
4. Notre Dame College
Cleveland, OH • Private
Admissions rate
90%
SAT average
994
5. University of North Texas at Dallas
Dallas, TX • Private
Admissions rate
83%
SAT average
992
6. La Roche College
Pittsburgh, PA • Private
Admissions rate
99%
SAT average
1,008
7. Ottawa University
Ottawa, KS • Private
Admissions rate
78%
SAT average
1,024
8. Holy Family University
Philadelphia, PA • Private
Admissions rate
72%
SAT average
1,017
9. Saint Joseph's College of Maine
Standish, ME • Private
Admissions rate
84%
SAT average
1,069
10. Kean University
Union, NJ • Private
Admissions rate
86%
SAT average
991
Average portfolio assistant salary by education level
| Portfolio assistant education level | Portfolio assistant salary |
|---|---|
| Master's Degree | $156,427 |
| High School Diploma or Less | $87,852 |
| Bachelor's Degree | $125,146 |
| Doctorate Degree | $169,755 |
| Some College/ Associate Degree | $87,834 |
Portfolio assistant education FAQs
Have more questions? See all answers to common executive management questions.
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Updated January 8, 2025
Updated January 8, 2025