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Manager Investment Operations Jobs in Portland, OR

Ripple Companies

Equity Trader & Operations

Vancouver, WA · On-site

$32 - $36/hr

In this role, you will support the firm's investment operations and portfolio management functions through trade execution, investment research, portfolio analysis, performance reporting, and account ...

Ripple Impact NW

Equity Trader & Operations

Vancouver, WA · On-site

$32 - $36/hr

In this role, you will support the firm's investment operations and portfolio management functions through trade execution, investment research, portfolio analysis, performance reporting, and account ...

Coldstream Wealth Management

Portfolio Manager

Portland, OR · Hybrid

$160K - $200K/yr

Coldstream is seeking an experienced Portfolio Manager to join its NE Portland team and play a key ... investment portfolios * Oversee trading and rebalancing of client portfolios * Develop operational ...

CBRE

PM Operations Mgr

Portland, OR · On-site

As a CBRE PM Operations Manager, you will assist with the management of the team responsible ... Real Estate Investments (investment management, development). Please visit our website at www.cbre ...

Coldstream Wealth Management

Portfolio Manager

Portland, OR · On-site

$160K - $200K/yr

Coldstream is seeking an experienced Portfolio Manager to join its NE Portland team and play a key ... investment portfolios * Oversee trading and rebalancing of client portfolios * Develop operational ...

Williams-Sonoma

Operations Manager

Portland, OR · On-site

Overview of the Operations Manager role As an Operations Manager, you will lead a team of hourly ... investment opportunities • Paid vacations and personal days • Health benefits, dental and ...

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All JobsInvestment Operations JobsManager Investment Operations JobsManager Investment Operations Jobs in Portland, OR

Manager Investment Operations information

See Portland, OR salary details

$32.9K

$67.3K

$125.7K

How much do manager investment operations jobs pay per year?

As of Aug 21, 2026, the average yearly pay for manager investment operations in Portland, OR is $67,296.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $82,200.00 per year, depending on experience, location, and employer.

What is a manager investment operations?

A Manager of Investment Operations oversees the day-to-day processes related to managing investment portfolios, including trade settlements, reconciliations, reporting, and ensuring regulatory compliance. They supervise teams that handle the operational aspects of investment transactions, making sure that all procedures are efficient and accurate. This role acts as a bridge between portfolio managers, traders, and back-office staff to ensure smooth execution and record-keeping. Their responsibilities also include implementing process improvements, managing risk, and liaising with custodians, auditors, and other stakeholders.

What are some common challenges faced by a manager investment operations, and how can they be effectively addressed?

A Manager Investment Operations often faces challenges such as ensuring accurate and timely trade settlements, managing operational risks, and maintaining compliance with evolving regulations. These can be addressed by implementing robust internal controls, leveraging advanced technology for automation, and fostering clear communication channels across teams. Collaborating closely with portfolio managers, compliance officers, and external custodians is essential to proactively identify and resolve issues. Staying updated on industry best practices and regulatory changes also helps maintain efficiency and compliance.

What are the key skills and qualifications needed to thrive as a manager investment operations, and why are they important?

To thrive as a Manager Investment Operations, you need expertise in investment operations, portfolio administration, and a strong understanding of financial markets, typically backed by a finance degree and relevant experience. Familiarity with investment management systems (like Bloomberg, SimCorp, or Charles River), trade settlement platforms, and often certifications such as CFA or CIPM are highly valued. Outstanding analytical skills, attention to detail, leadership, and effective communication set exceptional candidates apart. These skills ensure accurate transaction processing, regulatory compliance, and efficient operational workflows critical to supporting investment strategies.

What is the difference between Manager Investment Operations vs Investment Analyst?

AspectManager Investment OperationsInvestment Analyst
CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are commonUsually holds a bachelor's degree; CFA or similar certifications are advantageous but not always required
Work EnvironmentOversees operational teams, manages processes, and ensures compliance within investment firmsConducts research, analyzes data, and supports investment decision-making
Employer & Industry UsageCommonly employed in asset management firms, hedge funds, and investment banksFound across investment firms, banks, and financial advisory companies

The Manager Investment Operations focuses on overseeing the operational aspects of investment processes, managing teams, and ensuring compliance. In contrast, the Investment Analyst primarily conducts research and analysis to support investment decisions. Both roles require strong financial knowledge and certifications like CFA, but differ in responsibilities and daily tasks.

What are popular job titles related to Manager Investment Operations jobs in Portland, OR?

For Manager Investment Operations jobs in Portland, OR, the most frequently searched job titles are:

What job categories do people searching Manager Investment Operations jobs in Portland, OR look for?

The top searched job categories for Manager Investment Operations jobs in Portland, OR are:

Manager Investment Operations jobs near you

Client Service Assistant

Meketa Investment Group

Portland, OR • On-site

$22 - $25/hr

Full-time

Re-posted 4 days ago

Job description

Client Service Assistant
The Client Service Assistant is primarily responsible for providing administrative support to the investment staff, including word-processing, report production, and coordinating and maintaining company files. The Client Service Assistant is also responsible for maintenance of contacts and calendars within the company's contact databases. The Client Service Assistant reports to the Administrative Manager.
Required Skills:
  • Proven knowledge and facility with Microsoft Office software, especially Word and PowerPoint
  • Strong organizational skills
  • Professional telephone manner
  • Excellent attention to detail
  • Strong social skills
  • Ability to work accurately in a detailed and time-sensitive environment
  • Work well with employees from other company departments
  • Ability to learn and understand the different facets of our business
  • Minimum of two years of administrative experience in a corporate setting

Essential Responsibilities:
  • Prepare client-ready reports and correspondence, including editing, printing, binding, and distributing client quarterly reviews
  • Provide administrative support to investment, operations, and systems staffs as needed
  • Facilitate team communications to ensure timely reporting for clients.
  • Ensure timely reporting for clients by managing reporting deadlines for the client team
  • Provide support for one or more assigned committees, which includes scheduling and attending meetings, formatting and distributing agendas and meeting materials, taking and distributing minutes, and recording votes.
  • Maximize company productivity through proficient use of appropriate software applications
  • Work with other members of the administrative staff to establish and communicate broadly uniform administrative procedures and practices
  • Provide backup for the receptionist, including answering and screening in-coming calls, greeting visitors, mail and fax distribution, and the preparation of facilities for in-house meetings
  • Utilize Meketa-approved technology (including AI), software, and related tools as part of daily work activities to improve quality and efficiency, support decision-making, and enhance deliverables, consistent with company policies and role requirements.
  • Fulfill any and all other duties deemed necessary by management

Measures of Success:
  • Accuracy and timeliness of client report production and correspondence
  • Degree of professionalism in telephone communications with clients and others
  • Responsiveness to requests for administrative support, including requests for word processing and report production assistance
  • Improvements in quality and efficiency of work product
  • Levels of satisfaction of company employees, clients, and guests as end-users of the Client Service Assistant's Service

About Meketa Investment Group
Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. We work with some of the nation's largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 200 employees among our six U.S. office locations and London.
Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education.
Meketa is an Equal Employment Opportunity and Affirmative Action Employer.
If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.
Pay Range: $22 - $25 per hour

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