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Portfolio Operations Associate Jobs in Alabama (NOW HIRING)

... Associate. * Attend meetings and represent the PM and/or RM teams as needed. * Function as part of ... Experience in banking specifically loan operations, lending or credit Skills and Abilities:

... Associate. * Attend meetings and represent the PM and/or RM teams as needed. * Function as part of ... Experience in banking specifically loan operations, lending or credit Skills and Abilities:

... Associate. * Attend meetings and represent the PM and/or RM teams as needed. * Function as part of ... Experience in banking specifically loan operations, lending or credit Skills and Abilities:

Operations Engineer

Montgomery, AL · On-site

$57K - $77K/yr

Train new and other Engineering Associates as required. * Function in Supervisory and/or Manager ... STERIS offers a comprehensive and competitive benefits portfolio. Click here for a complete list of ...

Associate's degree in any discipline with 15 years of relevant experience, or high school diploma ... We Implement Innovation by delivering highly optimized project portfolio management, infrastructure ...

Associate's degree in any discipline with 15 years of relevant experience, or high school diploma ... We Implement Innovation© by delivering highly optimized project portfolio management ...

... Portfolio Management (DRPM). This position will provide insight into opportunities to improve ... An Associate's Degree and 2 years of additional experience will be considered in lieu of Bachelor ...

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Portfolio Operations Associate information

See Alabama salary details

$10

$23

$48

How much do portfolio operations associate jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for portfolio operations associate in Alabama is $23.79, according to ZipRecruiter salary data. Most workers in this role earn between $16.11 and $27.45 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.
What are the most commonly searched types of Portfolio Operations jobs in Alabama? The most popular types of Portfolio Operations jobs in Alabama are:
What are popular job titles related to Portfolio Operations Associate jobs in Alabama? For Portfolio Operations Associate jobs in Alabama, the most frequently searched job titles are:
What job categories do people searching Portfolio Operations Associate jobs in Alabama look for? The top searched job categories for Portfolio Operations Associate jobs in Alabama are:
What cities in Alabama are hiring for Portfolio Operations Associate jobs? Cities in Alabama with the most Portfolio Operations Associate job openings:
PEPI: Associate, Operations & Manufacturing (OPEN TO ALL U.S. LOCATIONS)

PEPI: Associate, Operations & Manufacturing (OPEN TO ALL U.S. LOCATIONS)

Alvarez & Marsal

Birmingham, AL • On-site

Full-time

Medical, Life, Retirement, PTO

Posted 26 days ago


Job description

Description
Alvarez & Marsal Private Equity Performance Improvement
Associate: Operations & Manufacturing
(OPEN TO ALL U.S. LOCATIONS)
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving the middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies.
Our professionals are aligned with a PEPI service line to promote the development of deep functional skills & experiences and to maximize our ability to tailor solutions to solve our clients' business issues.
We bring a structured and disciplined approach to create and capture value. We provide private equity clients with a broad continuum of knowledge and tools for cost improvements, transformations, mergers, acquisitions, and carve-outs.
A&M's Operations professionals assist our clients in analyzing manufacturing operations, supply chain and distribution channels, procurement, SG&A operations, and sales force effectiveness for potential value creation opportunities and help drive them during our client's ownership. From our thorough fact-based analysis, we assess the state of operations, identify key risks to investment and quantify potential EBITDA improvement plans for the buyer and seller.
The PEPI Operations group is a growing business targeting high growth in the next two to four years. We offer excellent opportunities for career advancement and leadership skills. The leadership team is focused on providing development opportunities, training, and exposure to international business assignments.
How You Will Contribute
We are seeking individuals that can lead and deliver large, complex client engagements, working closely with PE leadership to identify, design, and implement creative business solutions for their portfolio companies. Associates frequently assist with the following types of engagements:
  • Gain a comprehensive understanding of a target's manufacturing and distribution operations-- organization design, production capacity, efficiency, quality, planning, warehousing and team capability.
  • Evaluate the maintainability and operability of production facilities
  • Review current and historical data to understand efficiency & capacity, including equipment conditions, maintenance logs, spare parts and detailed production numbers.
  • Provide shop floor insights by talking with employees and customers and reviewing all available data
  • Identify potential cost improvement opportunities through lean improvements, outsourcing or consolidation of facilities
  • Develop transformation plans to drive proposed changes and identify key risks and mitigation strategies
  • Implement and oversee the quality of deliverables and effectively manage the team and day-to-day relationships to ensure exceptional performance.
Qualifications
  • 2-5 plus years of professional experience, with a minimum of 3 years specializing in manufacturing and/or distribution functions
  • Deep functional expertise in at least one of the following areas:
  • Supply Chain Operations
  • Manufacturing Operations, SI&OP
  • Footprint optimization, plant consolidation and product line transfer
  • Manufacturing strategy, CapEx planning, Manufacturing 4.0/IIoT
  • Lean, Six Sigma, TOC and Value Engineering
  • Excellent fact-gathering and analytical skills, including business process mapping and quantitative analysis
  • Specific experience designing and leading the execution of internally-focused and externally focused change/communications strategy.
  • Excellent fact-gathering and analytical skills, including business process mapping and quantitative analysis
  • Previous strategy and change management experience.
  • Bachelor's degree required
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
The salary range is $90,000--$130,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) -retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
A&M does not require or administer lie detector tests as a condition of employment or continued employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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