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Portfolio Operations Associate Jobs in Illinois (NOW HIRING)

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.

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 Sep 1, 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.

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 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.

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 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 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 job categories do people searching Portfolio Operations Associate jobs in Illinois look for?

The top searched job categories for Portfolio Operations Associate jobs in Illinois 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 82% Full Time, 17% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $52,897 per year, or $25.4 per hour.

Data Operations Associate II

Vizient, Inc.

Chicago, IL • On-site

$68K - $116K/yr

Full-time

Re-posted 21 days ago


Job description

When you're the best, we're the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional development, building both employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future.

Sg2, a Vizient company, revolutionized the understanding of future health care demand with the introduction of the Impact of Change forecast in 2001. Today, Sg2 is the industry's premier health care strategy advisory firm, helping organizations solve for the challenge of achieving smart growth by leveraging our unique combination of insights, expertise, and analytics. Headquartered in Chicago, IL, with an additional office in Denver and virtual team members across the United States, Sg2 serves health care providers across the spectrum, including integrated delivery networks, academic medical centers, independent community hospitals and life sciences companies.

Learn more about Sg2 at www.sg2.com. Summary: In this role, you will provide project management and execution of client data acquisition, quality assurance of data, and analytic deliverables for an assigned portfolio of clients. You will develop relationships with the Sg2 client-facing team, product management, and client technical teams

You will execute the implementation of new clients and maintain services for existing clients. This includes helping clients understand data requirements, working with clients to ensure a quality data submission process, setting up production processes, data QA and overall analytic delivery. Responsibilities: Manage data acquisition, quality assurance and analytic delivery for assigned portfolio of clients.

Coordinate with Service Delivery Lead (Director of Strategic Analytics) to deliver products and services. Manage the implementation of new systems projects. Communicate data requirements to the client.

Ensure client information is consistent with Sg2 data specification and quality standards. Execute internal operations processes to ensure high-quality analytics are delivered as required. Communicate project status to appropriate internal and external constituents.

Coordinate communication with client IT resources and internal management to ensure appropriate data quality standards and analytical delivery date expectations are met. Ensure data operations projects are prioritized based on client needs and consistent with operations turn-around requirements. Identify opportunities to enhance data acquisition, processing and delivery process.

Qualifications: Relevant degree preferred. 2 or more years of relevant experience required. Strong analytical and problem-solving skills required.

Skills with analyzing data using SQL Server, writing SQL Stored Procedures and Queries, and with Extract, Transform, Load (ETL) required. Experience with healthcare data (ICD-9/10, CPT, DRG) within a hospital, healthcare payor, or healthcare services organization preferred. Experience in project management solution delivery in healthcare, operations management or consulting preferred.

Strong communication and presentation skills, and the ability to express technical and data issues with client and internal Sg2 teams required. Strong organizational skills with the ability to manage several projects and clients simultaneously. Knowledge of Microsoft Outlook, Excel, Word and PowerPoint preferred.

Estimated Hiring Range: At Vizient, we consider skills, experience, and organizational needs in our compensation approach. Geographic factors may adjust the range estimate and hires typically fall below the top range. Compensation decisions are tailored to individual circumstances.

The current salary range for this role is $68,500.00 to $116,300.00. This position is also incentive eligible. Vizient has a comprehensive benefits plan

Please view our benefits here: http://www.vizientinc.com/about-us/careers Equal Opportunity Employer: Females/Minorities/Veterans/Individuals with Disabilities The Company is committed to equal employment opportunity to all employees and applicants without regard to race, religion, color, gender identity, ethnicity, age, national origin, sexual orientation, disability status, veteran status or any other category protected by applicable law.