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Portfolio Operations Associate Jobs in New York (NOW HIRING)

Maersk

CHB Operations Associate - JFK

Queens, NY · On-site

$56K - $60K/yr

As a CHB Operations Associate , you play a critical role in ensuring our customers' imports move ... You will manage end-to-end customs brokerage operations for a dedicated portfolio of accounts ...

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Portfolio Operations Associate information

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How much do portfolio operations associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for portfolio operations associate in New York is $28.71, according to ZipRecruiter salary data. Most workers in this role earn between $19.47 and $33.12 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.
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Portfolio Operations Associate jobs near you
Infographic showing various Portfolio Operations Associate job openings in New York as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $59,722 per year, or $28.7 per hour.

Operations Associate - Middle Office Trade Support (Equities)

Verition Group LLC

Greenwich, CT • On-site

Full-time

Posted 14 days ago

Job description

COMPANY OVERVIEW
Verition Fund Management LLC ("Verition") is a multi-strategy, multi-manager hedge fund founded in 2008. Verition focuses on global investment strategies including Credit, Fixed Income & Macro, Convertible & Volatility Arbitrage, Event-Driven, Equity Long/Short & Capital Markets, and Quantitative Strategies.
ROLE OVERVIEW
Verition is seeking a motivated Operations Associate to join its Middle Office Trade Support team. The Associate will oversee day-to-day operational processes for equity and credit trading activity, including trade capture, affirmation, corporate actions, and reconciliation across multiple markets, custodians, and prime brokers. You will work closely with Trading, Portfolio Management, and other Operations teams to ensure accuracy and timely resolution of breaks.
KEY RESPONSIBILITIES
  • Oversee day-to-day operational processes for equity/credit trading activity, including trade capture and affirmation across multiple markets and custodians.
  • Apply working knowledge of corporate actions processing (dividends, splits, mergers, rights issues) and help ensure timely, accurate reflection in internal systems.
  • Perform cash and position reconciliations between internal books/records and prime brokers; investigate and resolve breaks.
  • Coordinate with trading desks and portfolio managers on trade-related matters, including settlement fails, discrepancies, and pricing issues.
  • Assist with maintaining and improving trade flow processes, commission schedules, and related operational documentation.
  • Support private deal processing and DWAC/DRS flow.
  • Apply basic knowledge of P&L calculations to support ad hoc PM inquiries.
  • Support onboarding of new brokers, custodians, and counterparties from an operational readiness standpoint.

EXPERIENCE & REQUIREMENTS
  • 3+ years of experience in investment management or fund operations required.
  • Experience at a hedge fund, asset manager, or prime brokerage preferred.
  • Working knowledge of custodian and prime brokerage relationships.
  • Proficiency in Excel (pivot tables, VLOOKUP/XLOOKUP; macros a plus).
  • Experience with order management/portfolio management systems (e.g., Bloomberg AIM, FLEX a plus).
  • Strong analytical skills with high attention to detail and accuracy under deadline pressure.
  • Excellent communication skills for cross-team and external counterparty coordination.
  • Knowledge of private deals and DWAC/DRS transfer flow a plus.
  • Exposure to derivatives, fixed income, or multi-asset operations in addition to equities a plus.

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