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Portfolio Operations Associate Jobs (NOW HIRING)

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Trade Operations Associate

Knoxville, TN · On-site

The Trade Operations Associate is responsible for executing and managing trades across client ... Monitor, rebalance and trade client portfolios according to client objective and firm targets

Northbound Search

Loan Operations Associate

Manhattan, NY · On-site +1

$50 - $60/hr

Loan Operations Associate Our client is a reputable financial services firm seeking to add a loan ... Daily processing of portfolio activity including interest rate rollovers, principal, interest

Northbound Search

Loan Operations Associate

Manhattan, NY · On-site +1

$50 - $60/hr

Loan Operations Associate Our client is a reputable financial services firm seeking to add a loan ... Daily processing of portfolio activity including interest rate rollovers, principal, interest

Aramark

Director of Portfolio Operations

Charlotte, NC · On-site

The Director of Portfolio Operations is responsible for providing the overall vision, planning ... line associate through leadership. * Proven success in a repeatable business model, including ...

Aramark

Director of Portfolio Operations

Round Rock, TX · On-site

The Portfolio Group, under the Workplace Experience Group umbrella, delivers seamless experiences ... line associate through leadership. * Proven success in a repeatable business model, including ...

Aramark

Director of Portfolio Operations

Round Rock, TX · On-site

The Portfolio Group, under the Workplace Experience Group umbrella, delivers seamless experiences ... line associate through leadership. * Proven success in a repeatable business model, including ...

DAPPER RESIDENTIAL

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Property Operations Associate

Eagle, ID · On-site

$18 - $20/hr

We are seeking a highly organized, self-motivated Property Operations Associate to help support our growing portfolio. This is a dynamic role that combines leasing, property inspections, vendor ...

DAPPER RESIDENTIAL

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Property Operations Associate

Eagle, ID · On-site

$18 - $20/hr

We are seeking a highly organized, self-motivated Property Operations Associate to help support our growing portfolio. This is a dynamic role that combines leasing, property inspections, vendor ...

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All JobsPortfolio Operations Associate Jobs

Portfolio Operations Associate information

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$53

How much do portfolio operations associate jobs pay per hour?

As of Jul 16, 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 July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. 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.
Trading & Operations Associate

Trading & Operations Associate

Gateway Group Personnel

Memphis, TN

Full-time

Re-posted yesterday

Job description

Gateway Group is seeking a permanent Operations Associate opportunity for a well-established investment management firm in Memphis, TN.
This role offers exposure to trading support, portfolio operations, client service, account onboarding, and Schwab platform operations. The ideal candidate will have 2–5 years of financial services, operations, or trading support experience, strong attention to detail, and excellent client service skills.

The firm offers competitive compensation, comprehensive benefits, a collaborative culture, and the opportunity to grow within a respected investment organization.


Trading & Operations Associate Position

Summary
  • Detail-oriented operations professional to support Schwab trading, client service, and portfolio operations. Our client is a client-centric, research-driven investment management firm focused on fundamental research and customized portfolios. This role is ideal for an operations professional with relevant experience in financial services who is seeking to broaden their exposure to trading, client service, and portfolio operations while working in a collegial and rewarding environment. Key Responsibilities
  • Assist with trade entry, reconciliation, settlement, and monitoring daily activity Support rebalancing, cash management, and maintain trade documentation
  • Respond to client inquiries and assist with onboarding and account setup Process account forms, transfers, and maintain accurate client records
  • Coordinate with portfolio managers, custodians (Schwab), and internal teams
  • Provide backup coverage for Schwab desk operations as needed

Qualifications
  • Bachelor’s degree or equivalent experience
  • 2–5 years in financial services, operations, or trading support preferred
  • Strong attention to detail, organization, and follow-through
  • Excellent communication and client service skills
  • Experience with Schwab or similar platforms and Excel preferred

Key Attributes
  • High level of accuracy and ownership Intellectual curiosity and willingness to learn Problem-solving mindset and reliability
  • Team-oriented approach What We Offer
  • Competitive compensation and comprehensive benefits
  • Stable, collaborative team environment
  • Exposure to multi-asset and alternative investment strategies
  • Opportunity to build a strong foundation within a respected and independently operated investment firm