Portfolio Assistant
Impact: Investment performance support, client service
Assists portfolio managers with administrative and analytical tasks, including data entry, report generation, and client communication.
What the day looks like
- People interaction
- Moderate
- Team vs solo
- 60% Team / 40% Solo
- Client facing
- Sometimes
- Impact visibility
- Moderate
- Travel
- Minimal
- Schedule flexibility
- Moderate
- Remote work
- Hybrid
- Typical work hours
- 40-50 hours/week
- Stress level
- Moderate
At a glance
- Median salary
- $75,000
- Entry-level
- $50,000 - $65,000
- Senior
- $95,000+
- Growth by 2033
- 7% (average)
- Demand
- Stable
- Freelance potential
- Low
- Salary growth potential
- Moderate to 50-90% growth from entry to senior
- Typical student debt
- $30,000 - $50,000
Skills you'll use
Hard skills
- Financial Software
- Microsoft Excel
- Data Analysis
- Report Generation
- Investment Principles
Soft skills
- Attention to Detail
- Organization
- Communication
- Problem-Solving
- Adaptability
Technical complexity: Moderate
How to get there
- Minimum education
- Bachelor's Degree
- Licensing
- Varies by State
- Years to mid-career
- 3-5 years
- Years to senior
- 7-10 years
- Career switching
- Moderate
Where this career leads
How people arrive here
Where you can go from here
Typical progression
- Portfolio Assistant
- Junior Portfolio Manager
- Portfolio Manager
Future outlook
- Automation probability
- 35% to some tasks like data entry and report generation are susceptible to automation
- AI disruption risk
- Moderate
- Demand trend
- Stable
How people feel about it
- Overall satisfaction
- 3.4/10
- Meaning
- 3.2/10
- Work-life balance
- 3.5/10
- Prestige
- 6.5/10
- Social perception
- High