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Portfolio Operations Associate Jobs in Missouri (NOW HIRING)

Portfolio Mgr II - REG

Saint Louis, MO · On-site

$81K - $120K/yr

You haveknowledge of bank products, services, and bank operations. * You are a self-starter, show ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

New

The Senior Associate Director maintains an assigned portfolio of faculty sponsored research ... Provide operational leadership for post-award research administration activities across the ...

By blending people-centric leadership with disciplined operational strategies and purpose-driven ... Work with senior management to enhance the value of portfolio companies * Maintain internal ...

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Portfolio Operations Associate information

See Missouri salary details

$10

$24

$50

How much do portfolio operations associate jobs pay per hour?

As of Sep 6, 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.

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

The top searched job categories for Portfolio Operations Associate jobs in Missouri 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 89% Full Time, 10% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $51,204 per year, or $24.6 per hour.

Director of Operations - Mandarin Fluency Required

Annie Aesthetic

California, MO • On-site

$120 - $160/hr

Other

Medical, Retirement

Re-posted 2 days ago


Key responsibilities

  • Oversee clinic strategy development and execution in partnership with the executive team, Clinic Managers, and clinic founder.

  • Coach and train Clinic Managers and junior team members on optimizing clinic operations, managing the P&L, KPIs, and adherence to SOPs.

  • Lead post-acquisition integration, including onboarding employees and implementing EMR systems, and support operational and strategic planning activities.


Job description

About us

Annie Aesthetic (“Annie”) is a private equity strategy focused on the medical aesthetics industry. Annie is a low-profile platform that is acquiring and operating best-in-class medical aesthetics businesses across the United States. We work alongside each of our clinics, providing financial and operational support to aid in their growth. We take an approach that optimizes for the best long-term outcomes for all parties – owners, employees, clients, and investors alike. We intentionally foster a performance-oriented, dynamic culture that values ownership, pragmatism, humility, and collaboration.

Role Overview

The Director of Operations will play a critical role in driving clinic performance and supporting growth initiatives. Reporting to the COO, the Director will serve as the full owner of one of our portfolio companies in the Los Angeles area — a business generating over $20 million in annual sales across five clinic locations, with plans to continue its rapid growth through de novo openings. This role offers a unique blend of strategic and operational responsibilities, ideal for a dynamic, results-oriented leader with a passion for building teams and growing businesses.

The Director will own portfolio company’s P&L and have all employees reporting up through them, including on-site Clinic Managers. Responsibilities span strategic planning, growth initiatives, operational excellence, talent development, and overall business performance.

The portfolio company is based in Los Angeles, so the candidate must live in the LA area and be able to be on-site three to four days per week. Some additional travel will be required, including team offsites. The majority of employees are most comfortable speaking in Mandarin so fluency is a requirement.

Duties and ResponsibilitiesOperational Leadership
  • Oversee clinic strategy development and subsequent execution in partnership with the executive team, clinic founder, and on-site Clinic Managers
  • Coach and train Clinic Managers on optimizing clinic operations and owning the P&L, KPI’s, and adherence to SOPs. Implement requisite meeting structure and ensure proper documentation / tracking is established for remote management.
  • Support management of the Annie Aesthetic Operations Associate assigned to each clinic. Coach and train junior members of the team on management of clinics and various internal workstreams.
Strategic Planning & Execution
  • For new acquisitions, lead the post-close integration, including the onboarding of clinic employees and Zenoti (EMR) implementation.
  • Assist with developing cross-functional project plans, Strategy decks, SOP’s, and checklists for day-to-day operations.
  • Use strategic frameworks and project management techniques to help guide people through uncertainty; manage multiple and potentially conflicting priorities; identify and manage complex dependencies.
Vendor Management & Compliance
  • Partner with Clinic Managers and the Zenoti team to troubleshoot issues and optimize our utilization of the software. Stay up-to-date with Zenoti product knowledge and proactively plan future adoption areas to streamline operations and increase revenue.
  • Interface with the third-party vendors for day-to-day needs of the clinic and ad-hoc items including: pharma / clinical, marketing, IT, maintenance / building management, etc.
  • Ensure adherence to regulatory requirements in each clinic related to business licenses and permits and clinical compliance and best practices.
Education / Experience
  • Bachelor’s degree required
  • 5+ years of experience in consulting or operations management, with a focus on multi-site operations or M&A.
Skills / Abilities
  • Strong interpersonal skills with proven ability to build trusted relationships across all levels of the organization.
  • Ability to operate in fast-paced, ambiguous environments with a focus on results.
  • Track record of successfully managing multiple work streams and optimizing processes
  • Excellent written and verbal communication skills with the ability to articulate complex concepts clearly and sensitive items with kindness
  • Advanced user of Excel; EMR and/or CRM experience is a plus
  • Technology integration experience is preferred
  • The Director will cover clinics in the greater Los Angeles area, so preference will be given to candidates living in the region. Relocation assistabce may be available for exceptional candidates that are not local. Note that candidates must be able to start within a month of receiving an offer.
Benefits
  • Competitive compensation including salary, bonus, and equity
  • Health reimbursement plan
  • 401K plan
  • Flexible schedule
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