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Portfolio Operations Associate Jobs in Alabama (NOW HIRING)

Rider Levett Bucknall

Title: Senior Associate (Strategic Asset Manager) Discipline: Building Surveying Location ... portfolios. * Manage multiple projects across "live" operational environments, ensuring minimal ...

American Lumber

Production Associate TLR

Birmingham, AL · On-site

... portfolio of companies that includes American Lumber, a leading manufacturer and wholesale ... Production Associates play a key role in supporting safe, efficient plant operations while working ...

Canvas

Associate Solutions Architect

Huntsville, AL · On-site

$62 - $81.75/hr

... portfolio. * Shape customer requirements through early engagement, market research, and ... Preferred experience in an operational leadership role such as a Team Lead or Integrated Product ...

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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 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:
Portfolio Operations Associate jobs near you
Financial Planning Associate

Financial Planning Associate

Keel Point, LLC

Huntsville, AL • On-site

Full-time

Medical, Retirement

Posted 16 days ago

Job description

OVERVIEW
We are seeking a motivated, detail-oriented Financial Planning Associate to join our growing team. In this role, you will support financial planning operations, manage client data with precision, and help prepare for client and prospect meetings, including timely and thorough follow-up.
RESPONSIBILITIES
  • Prepare and update client review meeting materials, demonstrating proficiency in Excel and a solid understanding of financial planning fundamentals.
  • Support post-meeting follow-up by maintaining accurate client notes and diligently tracking all action items to completion.
  • Drive plan action items to completion in alignment with our service standards, debriefing with the advisor as needed.
  • Collaborate with team Client Service Representatives (CSRs) to address client service requests and reinforce the firm's service model.
  • Master and actively utilize Keel Point's technology platforms, including Orion, Wealthscape, Wealthbox, MoneyGuidePro, and RightCapital.
  • Generate performance and asset allocation reports to support thorough and timely client reviews.
  • Coordinate client and prospect scheduling and communications to ensure a seamless and professional experience.
  • Enter and maintain client data across multiple software platforms, upholding high standards of accuracy and completeness.
  • Organize and manage client files with strict attention to confidentiality and accuracy.
  • Contribute to team initiatives such as tax season support and client appreciation efforts, and assist with additional duties as assigned.

FUTURE EXPECTATIONS
  • Build the financial planning expertise needed to develop and present comprehensive financial plans independently.
  • Sharpen analytical skills by constructing customized financial plans and forward-looking projections.
  • Expand knowledge of investment vehicles, strategies, and portfolio management principles.

EDUCATION, EXPERIENCE AND SKILLS
  • Bachelor's degree is required with a focus in finance preferred.
  • Minimum of 2 years' experience in the financial industry, or internship/college experience in the wealth management/planning field.
  • Effective organizational and communication skills, knowledge of Microsoft Office products
  • Strong focus on customer service skills and ability to multi-task in both a team setting and independently
  • Knowledge or experience using AI for research purposes is preferred.

BENEFITS
  • This is a full-time, on-site position, located in our Huntsville, AL office.
  • Competitive salary and benefits package, including health insurance, retirement plan, generous time off and professional development opportunities.

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