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Portfolio Operations Associate Jobs in Florida (NOW HIRING)

Saks Fifth Avenue is part of Saks Global's portfolio of top luxury retail brands and real estate ... the Merchandise Operations Associate supports the daily operations of merchandise including ...

Saks Fifth Avenue is part of Saks Global's portfolio of top luxury retail brands and real estate ... the Merchandise Operations Associate supports the daily operations of merchandise including ...

Saks Fifth Avenue is part of Saks Global's portfolio of top luxury retail brands and real estate ... Operations Associate is responsible for the daily operations of the General Office and operational ...

With our best-in-class product and services portfolio and our massive scale, there are endless ... A Day in The Life of a Warehouse Associate As a Warehouse Associate you will be responsible for ...

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Portfolio Operations Associate information

See Florida salary details

$8

$19

$39

How much do portfolio operations associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for portfolio operations associate in Florida is $19.61, according to ZipRecruiter salary data. Most workers in this role earn between $13.27 and $22.64 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?

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 popular job titles related to Portfolio Operations Associate jobs in Florida? For Portfolio Operations Associate jobs in Florida, the most frequently searched job titles are:
What cities in Florida are hiring for Portfolio Operations Associate jobs? Cities in Florida with the most Portfolio Operations Associate job openings:
Infographic showing various Portfolio Operations Associate job openings in Florida as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $40,793 per year, or $19.6 per hour.

Preservation Portfolio Manager/Director

Raymondjames

Saint Petersburg, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Job description

Job Description Summary

As a Portfolio Manager for Preservation Asset Management, the individual is responsible for the oversight of operations and performance for an institutional investor serving as the limited partner in multifamily real estate partnerships. This role oversees a portfolio of preservation-focused multifamily investments, emphasizing cash distributions generated through ongoing operations and capital proceeds realized upon asset disposition following defined hold periods.
The Portfolio Manager evaluates fund and asset performance against underwritten assumptions and investor benchmarks, develops and implements strategies to optimize operational outcomes, and ensures alignment with the investor's objectives. The position serves as a fiduciary to the institutional investor while maintaining strong, collaborative relationships with general partners to support long-term portfolio performance.
This role reports directly to the President of RJAHI and includes supervisory responsibility for two to four direct reports. The Portfolio Manager is expected to work independently and exercise sound judgment on complex assignments requiring original thinking, initiative, and a high degree of accountability.

Job Description

Essential Duties and Responsibilities

  • Oversees operational performance of multifamily assets held in institutional investment partnerships, representing the interests of the limited partner investor.
  • Serves as a fiduciary for the investor, ensuring decisions align with partnership agreements, investment strategy, and return objectives.
  • Evaluates asset and fund performance relative to underwriting, operating budgets, and benchmarks, with a focus on operating cash flow and exit proceeds.
  • Identifies value-add and risk-mitigation opportunities and develops strategies to enhance operating performance.
  • Maintains productive and professional relationships with general partners while providing oversight and accountability.
  • Reviews operating reports, budgets, capital plans, and variance explanations provided by partners.
  • Conducts site inspections to assess physical condition, operational practices, and compliance.
  • Leads, coaches, and manages team members, setting goals and driving accountability.
  • Reviews proposed deal modifications, refinancings, dispositions, or capital events and provides recommendations to senior leadership and the Investment Committee.
  • Identifies and mitigates financial, operational, and compliance risks within the portfolio.
  • Prepares and delivers portfolio performance reports to senior leadership and investors.
  • Maintains accurate portfolio records within the RJAHI portfolio management system.
  • Evaluates and refines portfolio operational policies and procedures.
  • Performs other duties as assigned.

Educational / Previous Experience Requirements


  • Bachelor's Degree (B.A.) in a related field and a minimum of five (5) years of relevant experience in institutional real estate investment or asset management. Supervisory and/or REIT experience preferred.

- or -

  • Any equivalent combination of experience, education, and/or training approved by Human Resources.

Travel Required

  • Up to 40%. Must have a valid driver's license and be eligible for coverage under the firm's Vehicle Fleet Safety Policy to drive on company business.


Normal business hours. Some additional hours may be required.

Remote location will be considered.

Education

Bachelor's (Required)

Work Experience

General Experience - 6 to 10 years

Certifications

Travel

Up to 50%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.