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Portfolio Operations Associate Jobs in Alabama (NOW HIRING)

Santander

Associate, Operations

Montgomery, AL · On-site

Associate, Operations Country: United States of America It Starts Here: Santander is a global ... Has responsibility for larger, more complex or sensitive assigned accounts or portfolio.

VG Systems

Sr. Operations Manager

Huntsville, AL · On-site

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 ...

VG Systems

Sr. Operations Manager

Huntsville, AL

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 ...

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All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Alabama

Portfolio Operations Associate information

See Alabama salary details

$10

$23

$48

How much do portfolio operations associate jobs pay per hour?

As of Jul 24, 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:
Portfolio Operations Associate jobs near you
Infographic showing various Portfolio Operations Associate job openings in Alabama as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $49,478 per year, or $23.8 per hour.

OPERATIONS ASSOCIATE

OneAscent Holdings LLC

Birmingham, AL • On-site

Full-time

Posted 14 days ago

Job description

Description:

Reports To: Director of Advisor Adoption

Job Type: Full Time

Who We Are

OneAscent is a family of companies committed to helping people align their financial

decisions with their values—and we take that mission seriously, even if we don't take

ourselves too seriously. We're a growing, values-aligned RIA serving advisors and clients

across the country, and we believe excellent work done with the right heart posture can

change lives. Our culture is shaped by five core values we actually live out (not just hang on

the wall): Kingdom-Focused Excellence, Humble (Big Team, Little Me), Hungry

(Committed, Can-Do Attitude), Smart (Competent and Accountable), Client's Needs First

—Always

What It Takes to Win in This Role

Client & Account Operations

  • Execute and manage client account operations including new account applications, paperwork processing, onboarding, money movement, account maintenance, and custodian coordination.
  • Maintain existing client accounts and ensure accuracy of all account data and documentation.
  • Validate required documents and update systems accordingly, following data governance standards.
  • Correct errors, maintain high data quality, and meet departmental performance standards for accuracy, timeliness, and compliance.

Client Service & Experience Enablement

  • Serve as a primary point of contact for account-related inquiries and enable a high-quality client experience that supports advisor-led engagement and communications.
  • Resolve client concerns by partnering with internal teams and escalating complex issues appropriately.
  • Assist clients with portal usage and execute experience-enhancing initiatives, including on-site support.
  • Keep the client's needs first in every interaction.

Meeting Preparation & Follow-Up

  • Prepare advisors for client meetings by assembling agendas, reports, and documentation.
  • Own post-meeting follow-up by tracking action items to completion.
  • Coordinate with internal teams to ensure timely execution and seamless handoffs.
  • Anticipate advisor and client needs to keep engagements moving forward.
Requirements:

What You Bring to the Table

Required Qualifications

  • Associate's or Bachelor's degree in business or a related field. 4-6 years of operations or client services experience in wealth management or financial services.
  • Strong organizational, project management, and attention-to-detail skills.
  • Proficiency in portfolio management, CRM systems, and Microsoft Office.


Preferred Qualifications

  • Series 7 and 66 licenses.
  • RIA or wealth management operations experience.
  • Familiarity with multiple custodial platforms such as Schwab and Fidelity.
  • Financial planning software knowledge and a client service or hospitality background.