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Portfolio Operations Associate Jobs (NOW HIRING)

Nexamp

Finance Operations Associate

Boston, MA · On-site

Nexamp is seeking a Financing Operations Associate to play a key role in supporting timely fundings ... Working within the Finance Operations team in Nexamp's Portfolio Operations organization, this role ...

Nexamp

Finance Operations Associate

Boston, MA

Nexamp is seeking a Financing Operations Associate to play a key role in supporting timely fundings ... Working within the Finance Operations team in Nexamp's Portfolio Operations organization, this role ...

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Portfolio Operations Associate information

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How much do portfolio operations associate jobs pay per hour?

As of Jun 26, 2026, the average hourly pay for portfolio operations associate in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.

How does a Portfolio Operations Associate typically collaborate with portfolio managers and other teams within an investment firm?

Portfolio Operations Associates work closely with portfolio managers, traders, compliance officers, and the accounting team to ensure the smooth execution and settlement of trades, accurate portfolio reporting, and adherence to regulatory requirements. They act as a bridge between the investment decision-makers and the back-office, facilitating communication and resolving any operational issues that arise. This collaborative environment provides valuable exposure to different facets of the investment process and can lead to career growth into more specialized or senior roles within operations, compliance, or even portfolio management.

What does a Portfolio Operations Associate do?

A Portfolio Operations Associate is responsible for supporting the day-to-day operational activities of an investment portfolio, such as trade settlement, cash management, and data reconciliation. They ensure that all transactions are processed accurately and in compliance with regulatory requirements. Additionally, they often work closely with portfolio managers, custodians, and other stakeholders to resolve discrepancies and improve operational efficiency. Their work is critical in maintaining the integrity and performance of investment portfolios.

What is the difference between Portfolio Operations Associate vs Investment Analyst?

AspectPortfolio Operations AssociateInvestment Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's degree, often pursuing CFA or related certifications
Work EnvironmentSupportive operations teams within asset management firmsResearch-focused, analyzing investment opportunities
Employer & Industry UsageAsset management, private equity, hedge fundsInvestment firms, asset management companies
Common Search & ComparisonYesYes

The main difference is that Portfolio Operations Associates focus on supporting the operational functions of investment portfolios, ensuring smooth transaction processing and compliance. Investment Analysts primarily analyze investment opportunities and market data to inform investment decisions. Both roles often require similar educational backgrounds and certifications, but their core responsibilities differ in focus and daily tasks.

What are the key skills and qualifications needed to thrive as a Portfolio Operations Associate, and why are they important?

To thrive as a Portfolio Operations Associate, you need strong analytical skills, attention to detail, and a bachelor’s degree in finance, accounting, or a related field. Familiarity with portfolio management systems, Excel, and trade settlement platforms, as well as knowledge of industry regulations, is typically required. Excellent organizational, problem-solving, and communication skills help you efficiently manage multiple tasks and collaborate with various teams. These skills ensure accurate trade processing, regulatory compliance, and smooth portfolio operations in a fast-paced financial environment.
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Portfolio Operations Associate jobs near you
Infographic showing various Portfolio Operations Associate job openings in the United States as of June 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.
Portfolio Operations Associate

Portfolio Operations Associate

Masis Professional Group

Boston, MA • On-site

Other

Medical, Dental

Posted 16 days ago

Job description

ASSOCIATE IN PORTFOLIO OPERATIONS.

Join a global equity investment firm in their Operations area. Support trade implementation and settlements. Work with offshore team and handle daily reconciliation of portfolios, rebalances, and cash flows. Liaison with custodians and third party administrators, process and review subscriptions and redemptions, work closely with client service team to assist in account openings, resolve trade discrepancies, and document processes and procedures. Need 3 to 6 years of portfolio operations experience, be well organized with strong attention to detail, clear communication skills, and project management ability. Excellent opportunity to learn and grow. Strong benefits include a hybrid work schedule, free gym membership, fully paid medical/dental. Salary $80K to $100K plus a generous bonus. Contact Chris Kennedy, chris@fanning-boston.com. (617) 728-4100

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About Masis Professional Group

Sourced by ZipRecruiter

MPG is a national based recruiting firm, with client relationships built from coast to coast. We pride ourselves on many things, but our recruitment specializations, database, and cutting edge software allow us to maintain our national presence and consistent fulfillment. At MPG we know that every company is different, so each of our solutions are unique to each client's needs. We don’t believe in one-size-fits-all. We think templates are lazy. We don’t understand “good enough”. MPG recruiters get to know their clients needs and build a solution. We design a hiring strategy that fits who the client is. Then our clients get back to running their company (so they can do what they do best) and we get back to running ours (and we’re pretty awesome, too) – finding the professional that makes sense for them. And did we mention that every candidate is backed by our MPG return policy. Yep, you can exchange your new hire for someone else. Who knew? (We did.)

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Westborough, MA, US

Year founded

2016

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