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Portfolio Operations Associate Jobs in Illinois (NOW HIRING)

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Data Operations Associate II

Chicago, IL · On-site

$68K - $116K/yr

Manage data acquisition, quality assurance and analytic delivery for assigned portfolio of clients ... Execute internal operations processes to ensure high-quality analytics are delivered as required.

Manage data acquisition, quality assurance and analytic delivery for assigned portfolio of clients ... Execute internal operations processes to ensure high-quality analytics are delivered as required.

Finance Operations Associate

Chicago, IL · On-site

$100K - $105K/yr

Compile and monitor key portfolio ratios and metrics; and * Monitor fund liquidity and manage fund ... Interface with all areas of the organization (underwriting, operations, originations, capital ...

Showing results 21-40

Portfolio Operations Associate information

See Illinois salary details

$10

$25

$51

How much do portfolio operations associate jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for portfolio operations associate in Illinois is $25.43, according to ZipRecruiter salary data. Most workers in this role earn between $17.26 and $29.33 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 the most commonly searched types of Portfolio Operations jobs in Illinois? The most popular types of Portfolio Operations jobs in Illinois are:
What are popular job titles related to Portfolio Operations Associate jobs in Illinois? For Portfolio Operations Associate jobs in Illinois, the most frequently searched job titles are:
What cities in Illinois are hiring for Portfolio Operations Associate jobs? Cities in Illinois with the most Portfolio Operations Associate job openings:
Infographic showing various Portfolio Operations Associate job openings in Illinois 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 $52,897 per year, or $25.4 per hour.

Alliances & Partner Operations Associate, Enterprise Solutions

Harbor

Chicago, IL • Hybrid

Full-time

Posted 12 days ago


Harbor Wholesale rating

8.6

Company rating: 8.6 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

4th of 49 rated food wholesalers


Job description

Harbor is seeking an Alliances & Partner Operations Associate to help scale and optimize our strategic partner ecosystem supporting Harbor's mission of building and managing a world-class ecosystem of leading partners who provide solutions to our corporate law department and law firms' pressing operational issues. This role is central to driving operational excellence across our alliances portfolio by improving pipeline visibility, enabling cross-functional execution, and ensuring partner initiatives translate into measurable business outcomes.

Working closely with Sales, Delivery, and Marketing teams, you will help identify growth opportunities, streamline partner operations, and support the expansion of AI-enabled solutions that deliver value to our clients.  This is a hybrid position working from our Chicago headquarters office with some remote flexibility.


Key Responsibilities:
  • Drive operational excellence across Harbor's partner ecosystem by maintaining accurate pipeline visibility, identifying risks, and ensuring timely follow-through on strategic initiatives.
  • Own partner operations within Salesforce and other systems, ensuring high-quality data, actionable reporting, and visibility into partner performance and opportunities.
  • Analyze partner overlap and whitespace opportunities using tools such as Crossbeam to identify new revenue opportunities and strengthen go-to-market execution.
  • Support partner strategy through territory planning, opportunity prioritization, research, and competitive analysis.
  • Coordinate recurring partner business reviews and operational cadences, preparing agendas, metrics, materials, and executive-ready updates while driving accountability for next steps.
  • Build strong working relationships across Sales, Marketing, Delivery, and external partners to keep initiatives aligned and moving forward.
  • Monitor partner health, surface insights and recommendations, and prepare concise updates to support leadership decision-making.
  • Support the integration and adoption of AI-enabled partner offerings while tracking strategic initiatives and key milestones.
  • Provide day-to-day direction and quality oversight for interns supporting the Alliances function.
Qualifications:
  • 2-5 years of experience in partnerships, operations, consulting, business operations, or a related field
  • Strong analytical skills with the ability to turn data into actionable insights
  • Experience working with CRM platforms (Salesforce preferred) and advanced Excel
  • Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment
  • Strong written and verbal communication skills, with the ability to work effectively across cross-functional teams
  • A proactive, problem-solving mindset with strong attention to detail and a focus on execution

Preferred:

  • Experience in professional services, consulting, or legal environments
  • Exposure to partner ecosystems, channel programs, or go-to-market initiatives
  • Experience with Crossbeam, Tableau, Power BI, or similar analytics tools
  • Interest in emerging AI technologies and how they can enhance business operations and partnerships

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