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Portfolio Operations Associate Jobs in Kansas (NOW HIRING)

Wesco

Warehouse Associate

Kansas City, KS · On-site

$15.50 - $18.25/hr

With our best-in-class product and services portfolio and our massive scale, there are endless ... Forklift Experience * 1 year of warehouse operations experience preferred Skills & Requirements

University of Kansas

Research Associate

Lawrence, KS · On-site +1

The Research Associate will provide technical skills in research design, management, and ... With a diverse portfolio of grant-funded research projects and operational alternate assessments ...

JLL

Property Associate

Overland Park, KS

$26.45 - $28.85/hr

... portfolio.You will also provide accounting and financial support,maintainpositive ... Provide backup support for reception duties, mail distribution, and general office operations as ...

NTT DATA

Customer Service Associate

Wichita, KS · On-site

$15.50/hr

Consistent availability is critical to business operations. * Remote employees must adhere to all ... portfolio of consulting, applications, infrastructure and business process services. We are part of ...

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Portfolio Operations Associate information

See Kansas salary details

$10

$23

$47

How much do portfolio operations associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for portfolio operations associate in Kansas is $23.41, according to ZipRecruiter salary data. Most workers in this role earn between $15.87 and $27.02 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 popular job titles related to Portfolio Operations Associate jobs in Kansas?

For Portfolio Operations Associate jobs in Kansas, the most frequently searched job titles are:

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

The top searched job categories for Portfolio Operations Associate jobs in Kansas are:

What cities in Kansas are hiring for Portfolio Operations Associate jobs?

Cities in Kansas with the most Portfolio Operations Associate job openings:

Portfolio Operations Associate jobs near you
Infographic showing various Portfolio Operations Associate job openings in Kansas as of August 2026, with employment types broken down into 86% Full Time, 12% Part Time, 1% Temporary, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $48,685 per year, or $23.4 per hour.

PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)

Alvarez & Marsal

Leawood, KS • On-site

$90K - $130K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 19 days ago

Alvarez & Marsal rating

7.2

Company rating: 7.2 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

51st of 72 rated business consultants

Job description

Description
Alvarez & Marsal Private Equity Performance Improvement
Associate, CFO Services - (Digital Finance)
OVERVIEW:
A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients' operations. Our job is to support PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes.
Our PEPI CFO Services practice includes the following pillar of services:
  • Liquidity & Working Capital Optimization
  • Strategic Analytics & Planning
  • Performance Measurement & Management
  • Business Transformation
  • Auxiliary Services: Accounting Remediation
PEPI CFO Services Senior Associate, Digital Finance:
PROFESSIONAL EXPECTATIONS
  • Digital Finance Transformation Expertise and proven implementation experience
  • Proven track record in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency in at least one of the following areas: RPA, Finance Analytics, NLG, Predictive Forecasting models.
  • Finance & Accounting Process improvement expertise & process automation
  • Knowledge of Digital Finance tools and vendors
  • Expertise implementing Digital tools for Finance in large public corporations or mid-size PE owned Portfolio Companies.
  • Expertise in building Predictive Forecasting Models
Hypothesis / Scope Development
  • Connect with client to facilitate information gathering
  • Guide and facilitate client interviews and ensure all relevant data are considered and pursued
  • Define type of analyses needed to prove or disprove assumptions, ensure complete, accurate and timely execution
  • Apply industry and functional knowledge identify business drivers and issues
  • Understand and develop framework given project parameters
  • Develop actionable conclusions from analyses
  • Project Management and Implementation
  • Ability to lead components of projects with multiple service lines and ability to lead smaller projects independently
  • Proactively manage client's expectations and minimize risks and negative impacts on project
  • Develop straightforward actionable plans and lead individual workstreams independently
  • Design cash generating initiatives, EBITDA improvements, optimal organizational structure to drive client's value
  • Anticipate risks and obstacles early on, create contingency plans and communicating timely with client
  • Engage and work collaboratively with senior management; ability to obtain buy-in from senior management / board members on actionable plans
Leadership
  • Leverage industry expertise, prior professional services experience to guide team and promote innovative and analytical thinking
  • Manage client relationship during the project duration
  • Take accountability for both client and team identified issues
  • Build complimentary teams using individuals' talents and capabilities
  • Financial Acumen
  • Complete proficiency in financial modeling and financial statements analysis and accounting treatments
  • Identify and drive P&L and B/S accountability
  • Utilize tools and resources to drive change management
  • Interpreting financial statements and understanding how info gets captured and used, understand how to streamline the processes
  • Experience in the role of Controllership, Finance and Accounting Advisory Services
QUALIFICATIONS:
  • Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
  • Experience in Digital Finance technologies, including RPA, Predictive Forecasting, Finance Analytics, NLG, data visualization.
  • 2-4 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
  • Complete proficiency in understanding financial models, data analytics, and presentation skills
  • CPA, CFA, MBA, or Master's Degree Preferred but not Required
The salary range is $90,000 - $130,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.

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