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What is the role of a Portfolio Associate?

As a Portfolio Associate, you may be responsible for answering questions about the company’s products or services. This role requires strong customer service skills to provide quality service to clients. You can also use these skills to help you work with other team members and clients to resolve any issues they may have. ...

How do I become a portfolio associate?

To become a portfolio associate, you are typically required to have a bachelor’s degree in a related field, such as finance, accounting or business. Some employers may accept candidates who have a master’s degree in finance or business administration. Having a background in finance or accounting is also common for this role. ...

How much does a portfolio associate make?

The average salary for a Portfolio Associate is 96,183 per year. This information is based on 242 salaries submitted anonymously to Glassdoor by Portfolio Associate employees. What skills are needed to be a Portfolio Associate? ...

What are the career advancements for portfolio managers?

Portfolio Managers can advance their careers to executive or directorial roles. A bachelor's degree in business, finance, or a related field is typically required, with a master's degree preferred. Career advancements for portfolio managers include progression to an executive or directorial role. ...

What skills are required for Portfolio Associates?

Portfolio associates need the following skills to be successful: Communication. They can also earn certifications to gain more practical knowledge of their responsibilities and test their professional skills, further advancing their career. ...

Why do Portfolio Associates need certifications & licenses?

Certifications and licenses are important for Portfolio Associates because they can prove an individual’s qualifications to current and prospective employers. By earning certifications, Portfolio Associates can gain more practical knowledge of their responsibilities, test their professional skills, and further advance their career. ...