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Portfolio Operations Associate Jobs in Missouri (NOW HIRING)

Associate Portfolio Executive

Kansas City, MO · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...

Associate Portfolio Executive

Kansas City, MO · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...

Associate Portfolio Executive

Kansas City, MO · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...

Associate Portfolio Executive

Kansas City, MO

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...

Associate Portfolio Executive

Kansas City, MO

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...

Associate Portfolio Executive

Kansas City, MO

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...

(USA) Manager, Project Management

Anderson, MO · On-site

$70K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Drive portfolio operations, planning rhythms, and cross-functional coordination across key ... part-time associates in Walmart and Sam's Club facilities. Programs range from high school ...

(USA) Manager, Project Management

Noel, MO · On-site

$70K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Drive portfolio operations, planning rhythms, and cross-functional coordination across key ... part-time associates in Walmart and Sam's Club facilities. Programs range from high school ...

(USA) Manager, Project Management

Cassville, MO · On-site

$70K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Drive portfolio operations, planning rhythms, and cross-functional coordination across key ... part-time associates in Walmart and Sam's Club facilities. Programs range from high school ...

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Showing results 1-20

Portfolio Operations Associate information

See Missouri salary details

$10

$24

$50

How much do portfolio operations associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for portfolio operations associate in Missouri is $24.62, according to ZipRecruiter salary data. Most workers in this role earn between $16.68 and $28.41 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?

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 the most commonly searched types of Portfolio Operations jobs in Missouri?

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

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

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

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

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

Infographic showing various Portfolio Operations Associate job openings in Missouri as of August 2026, with employment types broken down into 88% Full Time, 9% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $51,204 per year, or $24.6 per hour.

Associate Portfolio Executive

C.H. Robinson

Kansas City, MO • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday


C.H. Robinson rating

7.7

Company rating: 7.7 out of 10

Based on 119 frontline employees who took The Breakroom Quiz

107th of 364 rated logistics


Job description

Join us as an Associate Portfolio Executive and begin learning and building your customer portfolio as part of an accelerated training track, ensuring service delivery aligns with customer commitments. As a brand ambassador, you'll drive positive customer experiences while expanding your business portfolio. Upon completion of the training track, you will move into a Portfolio Executive role. The Associate Portfolio Executive position stands out as a premier opportunity, offering abundant resources and development support. For those committed to putting in the work, there's no better role for a long and successful career in this industry.
As an Associate Portfolio Executive, you'll focus on re-engaging dormant accounts as well as cold calling new opportunities, without the need to prospect. This unique approach allows you to focus solely on relationship development and business expansion, setting us apart from competitors who spend more time finding leads than nurturing customer relationships.
What makes this role unique?
Our unparalleled support system allows you to effectively manage your portfolio with confidence. We provide robust technology that amplifies your capabilities and bandwidth, enabling management of large portfolios efficiently. Additionally, our emphasis on autonomy allows you the freedom to run your business with our extensive network and scalability.
We prioritize your growth.
Our strong onboarding program and commitment to personal development within the organization ensure you have the tools for success. The collaborative culture and managerial focus on your development propel your career forward.
Everyday life in this role is dynamic.
You have the opportunity to win daily with our established customer base. Moreover, we promote a supportive environment, ensuring a work-life balance where teams support each other, allowing everyone to enjoy PTO.
If you're driven, money-motivated, and passionate about relationship-building and problem-solving, apply now to be part of our team!
RESPONSIBILITIES:
Customer Experience:
  • Drive the conversion of sales leads into active customers by establishing strong contacts, fostering relationships, and comprehensively understanding customer needs to achieve the highest possible conversation rate
  • Proactively engage with customers, carrier, suppliers, and internal stakeholders, ensuring the attainment of customer needs and growth targets
  • Respond promptly to customer inquiries and exceptions while managing conflict diplomatically
  • Identify automation opportunities to streamline processes, enhance operational efficiency, and ensure high-quality execution by promptly identifying and resolving operational issues
  • Reconnect with dormant customers, fostering relationships and stimulating demand
  • Execute pricing strategy through applying effective negotiation skills, market acumen, and knowledge of customer buying habits
  • Maintain a sense of urgency in addressing both your teammates' customers and your own developing portfolio of customers

Service Delivery & Business Development
  • Generate additional business within teammates' portfolios, exceeding monthly volume and revenue targets while expanding portfolio size
  • Drive demand by engaging customers, fostering relationships, and capitalizing on business prospects
  • Identify growth potential within accounts, transitioning transactional engagements into committed partnerships
  • Stay updated on customer, industry, and market changes to pinpoint growth opportunities
  • Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations

Process Efficiency:
  • Adopt and apply new tools, technology, and processes to improve overall workflow
  • Utilize data and reporting to identify service improvement opportunities and expand wallet share
  • Partner with internal resources to ensure account processes and SOPs are complete and adhered to
  • Maintain a minimum portfolio size of existing customers by volume and revenue
  • Participate in daily or weekly team stand-ups to foster communication and alignment
  • Use technology to manage order statuses and initiates corrective measures during exceptions
  • Leverage Navisphere 2.0, with demonstrated ability to create customer and supplier logins and support adoption
  • Assist in the development of any SOPs required to manage customers' business effectively

Required Qualifications:
  • High School Diploma or GED.
  • Minimum 6 months Customer Engagement Experience internal or external
  • Ability to travel up to 10%

Preferred Qualifications:
  • Bachelor's Degree from an accredited college or university.
  • Attention to detail, accuracy, and problem-solving.
  • Demonstrated negotiation, collaboration, and influencing skills.
  • Proficient in Microsoft Office Suite of Programs.
  • Values a diverse and inclusive work environment.

At C.H. Robinson we're firm believers in the power of in-person collaboration to fuel innovation and propel success. In this role you will engage with peers in-office four days a week, igniting creativity and driving impactful results. With the flexibility for remote work one day a week, this role strikes the perfect balance between teamwork and autonomy.
We value an environment where you can grow by challenging yourself and are supported with the potential for internal promotion - within Sales, Global Forwarding, Operations, Account Management or other areas - so you can discover new interests, develop your strengths, and reach your life goals. So what are you waiting for? Click that apply button.
We will review applications for this role on an ongoing basis and encourage all interested candidates to apply at their earliest convenience.
Compensation Range
$19.23 - $38.47
The base pay range displayed on the job posting reflects the minimum and maximum base pay for this specific location. Your individual base pay within this range is determined by job-related skills, experience, and relevant education or training. Compensation details listed in this posting reflect the base pay only and do not include additional variable compensation.
Questioning if you meet the mark? Studies have shown that some individuals may be less likely to apply unless they match the job description exactly. Here at C.H. Robinson, we're building an inclusive workplace where all employees feel they belong. If this position excites you, we welcome you to apply whether you check all the preferred qualifications or just a few. You may just be our next great fit!
Equal Opportunity
C.H. Robinson is proud to be an Equal Opportunity Employer. We are committed to a workplace and performance culture that reflects the strengths of our worldwide marketplace. We value unique experiences and diverse backgrounds of our people within our company, our business relationships, and our communities. We're committed to providing an inclusive environment, free from harassment and discrimination, where all employees feel welcomed, valued and respected.
EOE/Disabled/Veteran
Benefits
Your Health, Wealth and Self
Your total wellbeing is the foundation of our business, and our benefits support your financial, family and personal goals. We provide the top-tier benefits that matter to you most, including:
  • Three medical plans which include
    • Prescription drug coverage
    • Enhanced Fertility benefits
  • Flexible Spending Accounts
  • Health Savings Account (including employer contribution)
  • Dental and Vision
  • Basic and Supplemental Life Insurance
  • Short-Term and Long-Term Disability
  • Paid observed holidays
  • 2 paid floating holidays for U.S. hourly employees
  • Flexible Time Off (FTO) offered to U.S. salaried employees - no accruals and no caps. Paid Time Off (PTO) offered to all other employees in the U.S. and Canada
  • Paid parental leave
  • Paid time off to volunteer in your community
  • Charitable Giving Match Program
  • 401(k) with 6% company matching
  • Employee Stock Purchase Plan
  • Plus a broad range of career development, networking, and team-building opportunities

Learn more about our benefit offerings on our BENEFITS & WELLBEING page

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