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Portfolio Operations Associate Jobs in Minnesota

Nepsis, Inc.

Tax Operations Associate

Minneapolis, MN · On-site

$16 - $40/hr

... portfolio management, offering a holistic approach to wealth management. Guided by the Power of ... Role Overview The Tax Operations Associate plays a critical role in supporting the tax team by ...

Actus Nutrition

Operations Opportunities

Hopkins, MN · On-site

... nutrition portfolios. The human nutrition division focuses on industry leading whey and milk ... Director of Operations * EHS * Engineering * Finance * Maintenance * Plant Managers * Quality ...

nVent

Operations PMO - Associate Director

Anoka, MN · On-site

$146K - $271K/yr

YOU HAVE: * Bachelor's degree in Business, Operations, Engineering, or a related field (Master ... Our robust portfolio of leading electrical product brands dates back more than 100 years and ...

nVent

Operations PMO - Associate Director

Anoka, MN · On-site

$146K - $271K/yr

YOU HAVE: * Bachelor's degree in Business, Operations, Engineering, or a related field (Master ... Our robust portfolio of leading electrical product brands dates back more than 100 years and ...

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$11

$25

$52

How much do portfolio operations associate jobs pay per hour?

As of Jun 5, 2026, the average hourly pay for portfolio operations associate in Minnesota is $25.70, according to ZipRecruiter salary data. Most workers in this role earn between $17.40 and $29.66 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Portfolio Operations Associate, and why are they important?

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 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 popular job titles related to Portfolio Operations Associate jobs in Minnesota? For Portfolio Operations Associate jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Portfolio Operations Associate jobs in Minnesota look for? The top searched job categories for Portfolio Operations Associate jobs in Minnesota are:
What cities in Minnesota are hiring for Portfolio Operations Associate jobs? Cities in Minnesota with the most Portfolio Operations Associate job openings:
Portfolio Operations Associate jobs near you
Operations Associate - Parametric

Operations Associate - Parametric

Morgan Stanley

Minneapolis, MN • On-site

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 147 frontline employees who took The Breakroom Quiz

38th of 138 rated financial services

Job description

Operations Associate, Post Trade Derivatives

The Operations Associate, Post Trade Derivatives will be responsible for processing and understanding the end-to-end trade settlement life cycle for derivative transactions and includes the opportunity to gain experience in fixed income and equity life cycles. The role emphasizes trade matching, confirmation of both cleared and bilateral derivative instruments, trade settlement, collateral management, and security life cycle events. The associate will review and communicate details to multiple stakeholders, collaborating closely with traders, portfolio managers, portfolio administration, custodians, and brokers on trade issues. Additionally, the Associate will assess and mitigate settlement risks across derivatives, equities, and fixed income markets, while continuously seeking opportunities to enhance operational efficiency.

The ideal candidate will have experience managing the daily settlement and collateral processes for derivative trades in a challenging environment. They should be adept at collaborating across teams to ensure timely trade settlement, accurate reporting, and fulfillment of additional responsibilities as needed. We seek a proactive individual with strong leadership abilities, exceptional attention to detail and the capability to work independently while meeting tight deadlines.

Primary Responsibilities

  • Confirm trades and other transactions against various resources such as brokers and custodians
  • Instruct, monitor and verify the settlement of trades and the transfers of positions and cash
  • Research and resolve trade and account discrepancies in a timely manner to minimize fails and claims
  • Assist in the automation of operational processes; propose solutions, liaise with developers and test enhancements
  • Actively participate in projects to drive automation and enhancement efforts
  • Maintain and drive efficiencies with numerous custodial and clearing broker relationships
  • Work with Reconciliation department to diagnose breaks and resolve accordingly
  • Analyze daily collateral needs. Monitor counterparty exposure and transfer collateral to minimize credit risk
  • Escalation of urgent issues, aged reconciliation discrepancies and breakdowns in operations controls
  • Consistently prioritize daily and longer-term tasks in high paced work environment with diligence
  • Process ad-hoc request from trading, accounting and clients
  • Cross-train on all team responsibilities
  • Create, update and maintain procedures
  • Maintains an excellent knowledge of industry practices and controls
  • Effectively escalate issues to senior management and other impacted teams

Job Requirements

  • Associates (2yr) or Bachelor's (4yr) degree in Finance, Accounting or Economics preferred
  • 4+ years experience in confirmation, settlement and asset servicing of futures, options, OTC derivatives, stocks, bonds and/or Asset Backed Securities in financial operations
  • Strong attention to detail and ability to work independently under tight deadlines
  • Trade settlement, collateral management and middle office experience is preferred
  • Competent in Microsoft Office programs, familiarity with the following is a plus: SWIFT, Bloomberg, DTCC CTM, DTCC Alert, DTCC TradeSuite, TradeNexus, FIA Tech, IceLink, MarkitWire, Markit Trade Manager, CloudMargin and triOptima's suite of products
  • Must have strong professionalism, verbal and written communication skills
  • Displays excellent organization, time management and planning skills
  • Displays high attention to detail, accuracy, thoroughness, and thoughtfulness. Commitment to meeting identified quality and efficiency standards
  • Commitment to satisfying internal and external customers and continuous improvement
  • Ability to work with a level of ambiguity
  • Ability to plan and prioritize multiple responsibilities

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