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Portfolio Operations Associate Jobs in Minnesota

Wealth Enhancement Group

Operations Specialist

Plymouth, MN · On-site

$58K - $81K/yr

Additionally, the associate will service as liaison for custodial access and advisor team set up at ... Data entry account attributes in portfolio accounting system for newly acquired office, ensuring ...

Wealth Enhancement Group

Operations Specialist

Plymouth, MN · Hybrid

$58K - $81K/yr

Additionally, the associate will service as liaison for custodial access and advisor team set up at ... Data entry account attributes in portfolio accounting system for newly acquired office, ensuring ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

... operations, and delivering high-quality portfolio analysis and client-focused recommendations. This role blends technical investment work with client-service responsibilities and offers strong ...

Northwestern Mutual

Investment Associate

Baxter, MN

... operations, and delivering high-quality portfolio analysis and client-focused recommendations. This role blends technical investment work with client-service responsibilities and offers strong ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

... operations, and delivering high-quality portfolio analysis and client-focused recommendations. This role blends technical investment work with client-service responsibilities and offers strong ...

Xerxes Global

Associate

Bloomington, MN · On-site +1

$15.75 - $21/hr

... portfolio companies. The Associate will play a key role infinancial analysis, modeling, and ... Analyze financial and operational data to identifytransaction risks, trends, and value drivers ...

Xerxes Global

Associate

Bloomington, MN · On-site

$85K - $105K/yr

... portfolio companies. The Associate will play a key role in financial analysis, modeling, and ... Analyze financial and operational data to identify transaction risks, trends, and value drivers ...

Rich Products Corporation

Operations Assistant

Motley, MN · On-site

$42K - $59K/yr

Our portfolio includes creative solutions geared at helping food industry professionals compete in ... With more than 13,500 associates working globally in 100 countries and annual sales of $5.9 billion ...

RICH PRODUCTS

Operations Assistant

Motley, MN

$42K - $59K/yr

Our portfolio includes creative solutions geared at helping food industry professionals compete in ... With more than 13,500 associates working globally in 100 countries and annual sales of $5.9 billion ...

Kemps

Sr. Associate Brand Manager

Saint Louis Park, MN · Hybrid

$90K - $117K/yr

Lead cross-functional teams (marketing, sales, operations) to drive flawless execution * Partner ... Optimize portfolio plans to achieve sales, share, and profit objectives * Bring ideas to life ...

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All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Minnesota

Portfolio Operations Associate information

See Minnesota salary details

$11

$25

$52

How much do portfolio operations associate jobs pay per hour?

As of Jun 9, 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.

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, 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.
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

Associate Manager, Portfolio Strategy and Planning -Yogurt

Lactalis US Yogurt

Minnetonka, MN • On-site

$85K - $105K/yr

Full-time

Retirement, PTO

Posted 22 days ago

Job description

Looking for a job that can grow into a lifelong career?
At Lactalis USA, we believe in promoting from within and giving our employees meaningful opportunities to learn, grow, and thrive. Whether you're just starting out or bringing years of experience, we'll provide the tools and support you need to succeed.
Lactalis is the world leader in dairy-a family-owned company with over 85,000 pragmatic and ambitious professionals across the globe. Every day, we're proud to produce award-winning dairy products that bring people together every day.
In the US, we offer an unrivaled house of beloved brands, including Galbani® Italian cheeses and ricotta, Président® specialty cheeses and butters, Kraft® natural and grated cheeses, Breakstone's® cottage cheese, Cracker Barrel®, Black Diamond® cheddar, and Parmalat® milk. Our yogurt portfolio includes siggi's®, Stonyfield Organic®, Brown Cow™, Oui®, Yoplait®, Go-Gurt®, :ratio®, Green Mountain Creamery®, and Mountain High®, along with sour cream and a growing family of ethnic favorites like Karoun®, Gopi®, and Arz®.
At Lactalis, we live by our core values-Ambition, Engagement, and Simplicity. We're building a workplace where innovation thrives, diverse perspectives are celebrated, and everyone's unique background and ideas are valued.
Even if you don't meet every qualification, we encourage you to apply. We want to hear about your PASSION, your STORY, and how your EXPERTISE can help us make an impact.
From your PASSION to ours
The Associate Manager, Portfolio Strategy & Planning Manager will contribute to the strategic development, storytelling, commercialization and execution of retail initiatives across retail channels. This role will be the go-to headquarter partner for the Field Sales team - collaborating throughout the selling process to deliver the strongest, insight-driven narratives while working internally with Brand Marketing, Supply Chain, Operations, Trade Planning and Finance to ensure optimal execution of priorities. This role will specifically be responsible for the commercialization of Oui and Brown Cow products, sales strategy and performance analytics. The Associate Manager, Portfolio Strategy & Planning reports to the Senior Manager, Portfolio Strategy & Planning.
Requirements
From your EXPERTISE to ours
Key responsibilities for this position include:
Strategic Thought Leadership
  • Contribute to the development of the Lactalis Yogurt Sales Strategy, utilizing point of sale data, shopper insights and trends. Partner with the Field Sales team to tailor strategy across customers - prioritizing innovation based on assortment gaps, regional trends, and internal capabilities.
  • Manage Innovation Plan, working collaboratively with Marketing to ensure the right innovation is developed and shepherded through the commercialization process. Ensure critical sales deadlines are met without sacrificing the quality of the proposition.
  • Utilize category management skills to develop fact-based sales presentations employing brand research to include customer and consumer syndicated data such as IRI/Circana, AC Nielsen, Numerator. Incorporate this information into on-going planning and decision making for focus brand(s).
  • Collaborate with internal functions and customer teams to create innovative brand solutions to accelerate brand growth that address critical plan risks. Represent the voice of sales to the headquarter teams - ensure clear communication to the field sales team of changes in the plans and implications.
  • Provide data-driven insights of brand(s) business trends, marketing strategies, competitive landscape, and regional/channel risks and opportunities; help develop the strategy that ties brand, category and customer plans together.

General Management & Executional Excellence
  • Partner with Demand Planning and Brand Marketing to contribute to the forecasting process for Qui and Brown Cow. Coordinate the brand Risks & Opportunities, develop communication and action plan. Partner with the customer strategy team to ensure that accepted item volumes, reset timings, and promotions are all accurately reflected in monthly demand plan.
  • Enable connectivity between field sales team and brand team, ensuring appropriate focus on priorities, adherence to brand guidelines and Topline partnership from concept to launch.
  • Partner with Finance and Brand Marketing to develop project P&Ls; lead development and communication of recommendations based on financial analysis, project rationale and operational feasibility.
  • Perform other duties as assigned.

From your STORY to ours
Qualified applicants will contribute the following:
• Education
  • Bachelor's degree

• Experience
  • 5+ years of CPG Sales or Brand Marketing required
  • Category Strategy, Sales Strategy & Planning and/or Trade Marketing experience a plus

• Certifications and specific knowledge
  • Advanced Excel and PowerPoint skills required.
  • Proven experience with syndicated data and decision data/tools such as IRI/Circana, AC Nielsen, Spectra, Numerator, Scintilla, HH Panel, SPINs, Symphony
  • General knowledge of the Commercialization process.

#YOGURTIND
At Lactalis, we offer a comprehensive Total Rewards Program with a variety of affordable benefits and coverage options. We support insurance costs significantly, contribute generously to retirement plans, and offer Paid Time Off from day one. We are committed to your professional growth, providing training and development opportunities, including Education Reimbursement. Join us and grow your career.
Lactalis is an equal employment opportunity employer. We will not discriminate against applicants with regard to any legally-recognized basis including, but not limited to: veteran status, race, color, religion, sex, national origin, age, marital status, sexual orientation, and physical or mental disabilities.
Salary Description
$85,000-$105,000 annually

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