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Portfolio Operations Associate Jobs (NOW HIRING)

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 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 6, 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.
More about Portfolio Operations Associate jobs
What cities are hiring for Portfolio Operations Associate jobs? Cities with the most Portfolio Operations Associate job openings:
What are the most commonly searched types of Portfolio Operations jobs? The most popular types of Portfolio Operations jobs are:
What states have the most Portfolio Operations Associate jobs? States with the most job openings for Portfolio Operations Associate jobs include:
Infographic showing various Portfolio Operations Associate job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 41% Full Time, 54% Part Time, 1% Temporary, 2% Contract, and 1% Nights. 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 Team - Associate

The Brydon Group

Washington, DC • On-site

Full-time

Medical, Retirement

Posted 3 days ago


Job description

ABOUT US
The Brydon Group is a Washington D.C.-based private equity firm that partners with outstanding mid-career executives to acquire business-to-business (B2B), business-to-government (B2G), and healthcare software and services businesses. Brydon is currently investing out of its Fund III which closed in July 2025.

ABOUT THE ROLE

As Portfolio Operations Associate at The Brydon Group you will play a pivotal role in supporting a unique and exciting portfolio of growing businesses and talented leaders. The Portfolio Operations team supports value creation across Brydon’s portfolio companies and the ongoing development of strong executive teams within them. Your day-to-day will focus on 3 primary areas: (1) cross-portfolio initiatives, (2) portfolio company support, and (3) firm-building. You will have the opportunity to support individual portfolio companies and CEOs on specific value creation initiatives.

This is a generalist role and will involve implementing best practices, driving operational improvements, and supporting growth initiatives. The ideal candidate will have 2-3 years of consulting experience with exposure to operational strategy, financial planning, and revenue growth. You should be comfortable wearing multiple hats and working autonomously in a fast-paced environment. You must be entrepreneurial and comfortable with ambiguity – this is a new role and thus we expect some evolution over time as we grow and shape the role together.

This role will be a critical member of the team and will have ample opportunity for growth.

CORE RESPONSIBILITIES

(A) Cross-Portfolio Initiatives (40%)

  • Value Creation Planning: Support the development and tracking of value creation plans across portfolio companies
  • Annual Budgeting & Strategic Planning: Work with portfolio company leadership to establish annual budgets, KPIs, and strategic priorities
  • Operational Benchmarking: Collect, analyze, and report on key financial and operational metrics across the portfolio to drive performance improvement. Manage cross-portfolio analytics, including overall model, data flows, and regular insights
  • 3rd party network: Develop relationships with external providers and operating partners to support specific functional areas
  • Shared Best Practices: Develop and maintain playbooks, case studies, and frameworks to institutionalize learnings and accelerate growth

(B) Portfolio Company Support (40%)

You are a skilled problem solver who can leverage your experience to lead a range of projects in support of portfolio companies’ growth objectives. This may include analysis, data gathering across internal and external data platforms, benchmarking, facilitating working sessions or workshops, synthesizing, and preparing presentation materials. Across projects, you will codify analyses, findings, and case examples, creating small “playbooks” and replicable initiatives.

You will operate with a high degree of autonomy and will be given significant responsibility from the start, including interfacing directly with PortCo leadership to support their initiatives and data-driven decision-making, working closely with CEOs, CFOs, CROs, Chiefs of Staff, and interns as applicable. You will have strong project and program management skills, structuring and managing timelines and output and preparing timely and transparent updates.

Example projects could include:

  • Marketing & Sales Enablement: Help analyze and develop lead generation, pricing strategy, digital marketing, CRM optimization, and sales process improvements for select portfolio companies
  • Process Improvement: Identify and implement operational efficiencies in finance, customer success, and other critical areas
  • Interim Support: Step in as needed to provide short-term operational support or manage special projects at individual companies

(C) Firm building (20%)

Support other firm-wide initiatives, such as evaluating new technology tools, developing reporting frameworks, or improving internal processes. Be a flexible problem solver who can dive into any area where additional support is needed. Continually innovate in the portfolio and for ongoing improvement within Portfolio Operations team.

Requirements

  • Four-year degree from a top undergraduate institution, MBA preferred but not required
  • 2-4 years of experience, with formal training in consulting, investment banking and / or private equity roles
  • Operating experience in areas of finance, strategy, sales and marketing and operations
  • Willing to roll up his/her sleeves to help executives drive results
  • Strong analytical skills, with the ability to interpret financial and operational data
  • High degree of resourcefulness and creativity in problem-solving and finding cost-effective resources
  • Self-starter with excellent communication and stakeholder management skills
  • Comfort with multitasking and balancing across several workstreams at the same time
  • Ability to thrive in an entrepreneurial environment and high expectations
  • Extremely proficient in Microsoft Excel and Microsoft PowerPoint
  • Experience with small businesses, founder-led companies, or PE-backed firms is a plus
  • Ability to travel occasionally for on-site portfolio company support company events

LOCATION / START DATE

  • This role is in-person and on-site at our Washington, D.C. offices
  • Start date flexible, based on candidate availability (Q1 2026 or May/June 2026)

WHY JOIN US?

  • Work closely with senior leadership and gain hands-on exposure to private equity portfolio management
  • Have a tangible impact on small businesses, helping them grow and scale
  • Be part of a small but high-caliber team where you can take on significant responsibility early in your career
  • A dynamic, fast-paced environment with a broad range of operational challenges and learning opportunities

If you’re excited about helping small businesses succeed, building scalable processes, and tackling operational challenges, we’d love to hear from you!

Benefits

  • This is a full time salaried position, compensation will be commensurate with experience and is expected to range between $175,000 to $200,000 OTE; Brydon employees are eligible for paid holidays, health insurance and 401(k) retirement benefits