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Portfolio Operations Associate Jobs in Maryland (NOW HIRING)

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Portfolio Community Manager

Laurel, MD · On-site

$75 - $80/hr

Supervise the operation and administration of the Association in accordance with management ... Associates Degree Required; Bachelors Degree Preferred. * 3+ years of Management and/or Supervisory ...

New

Associa

Portfolio Community Manager

Laurel, MD · On-site

$75K - $80K/yr

Supervise the operation and administration of the Association in accordance with management ... Associates Degree Required; Bachelors Degree Preferred. * 3+ years of Management and/or Supervisory ...

ATCC

Associate Product Manager

Gaithersburg, MD · Hybrid

$90K - $100K/yr

We are seeking an Associate Product Manager, ideally with product management, market analysis, or ... operational, and business information to support product and portfolio decisions. * Experience ...

ATCC

Associate Product Manager

Gaithersburg, MD · On-site

$90K - $100K/yr

We are seeking an Associate Product Manager, ideally with product management, market analysis, or ... operational, and business information to support product and portfolio decisions. * Experience ...

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All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Maryland

Portfolio Operations Associate information

See Maryland salary details

$10

$25

$51

How much do portfolio operations associate jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for portfolio operations associate in Maryland is $25.47, according to ZipRecruiter salary data. Most workers in this role earn between $17.26 and $29.38 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 Maryland?

The most popular types of Portfolio Operations jobs in Maryland are:

What are popular job titles related to Portfolio Operations Associate jobs in Maryland?

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

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

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

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

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

Portfolio Operations Associate jobs near you
Infographic showing various Portfolio Operations Associate job openings in Maryland as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $52,980 per year, or $25.5 per hour.

Senior Associate - Credit Portfolio Management

Atlantic Union Bank

Rockville, MD • On-site

$120 - $170/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 2 days ago. Applications are no longer accepted.

Atlantic Union Bank rating

6.2

Company rating: 6.2 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

154th of 174 rated banks

Job description

Job Category: Wholesale Banking

Requisition Number: SENIO010358

  • Posted : August 21, 2026
  • Full-Time
  • Hybrid
Locations

Showing 1 location

Wealth Management Operations is responsible for the processes associated with wealth management operations, including the administration of client accounts and the execution of investment strategies to support the organizations growth and profitability. Activities may include:

  • Managing client onboarding, processing transactions, ensuring compliance with regulatory requirements, and maintaining accurate records of client investments.
  • Portfolio management, retirement account administration, and financial reporting.
  • Overseeing operational workflows, enhancing service efficiency, and implementing best practices to improve client service delivery within the wealth management framework.

Credit Portfolio Management is responsible for monitoring, evaluating, and managing the performance, risk, profitability, and composition of credit portfolios. Activities may include portfolio analytics, risk assessments, concentration management, strategic planning, and credit performance reporting. Other duties as assigned.

Applies advanced knowledge of a job area typically obtained through advanced education and work experience. Responsibilities typically include:

  • Managing projects / processes, working independently with limited supervision.
  • Coaching and reviewing the work of lower level professionals.
  • Problems faced are difficult and sometimes complex.
Knowledge & Experience
  • Bachelor's Degree required; equivalent combination of education and experience may be considered
  • Typically requires 5 - 6+ years prior experience, with in-depth knowledge of job area

Compensation offered will be based on a variety of factors, including but not limited to education, work experience, skills, certifications, and geographic location, etc.

  • Eligible teammates may participate in a comprehensive benefits package that includes medical, dental, vision, life insurance, disability coverage, paid time off, retirement savings through a 401(k) plan, wellness resources, and other programs designed to support teammates' health and financial well-being, subject to plan terms and eligibility requirements.
  • In addition, certain positions may be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria.
  • General information on our comprehensive benefits package can be found by visiting Employee Benefits | Banking Career Benefits | Atlantic Union Bank

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

QualificationsSkillsBehaviors

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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