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Portfolio Operations Associate Jobs in New York (NOW HIRING)

Manage and onboard a portfolio of enterprise customer accounts * Run the customization process and drive measurable results for clients * Build the product roadmap based on client needs * Ideate and ...

Manage and onboard a portfolio of enterprise customer accounts * Run the customization process and drive measurable results for clients * Build the product roadmap based on client needs * Ideate and ...

Manage and onboard a portfolio of enterprise customer accounts * Run the customization process and drive measurable results for clients * Build the product roadmap based on client needs * Ideate and ...

Manage and onboard a portfolio of enterprise customer accounts * Run the customization process and drive measurable results for clients * Build the product roadmap based on client needs * Ideate and ...

Manage and onboard a portfolio of enterprise customer accounts * Run the customization process and drive measurable results for clients * Build the product roadmap based on client needs * Ideate and ...

Setpoint Capital is looking for a Senior Associate to join the Operations team. Reporting to the ... Manage post-close operations across the portfolio, including custody oversight, daily funding ...

Setpoint Capital is looking for a Senior Associate to join the Operations team. Reporting to the ... Manage post-close operations across the portfolio, including custody oversight, daily funding ...

Associate, Middle Office Operations Locations: New York, NYC (Hybrid) About the Role The Middle ... Monitor and process corporate actions, ensuring accurate reflection in portfolio management systems.

Showing results 41-60

Portfolio Operations Associate information

See New York salary details

$12

$28

$58

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.
What are the most commonly searched types of Portfolio Operations jobs in New York? The most popular types of Portfolio Operations jobs in New York are:
What are popular job titles related to Portfolio Operations Associate jobs in New York? For Portfolio Operations Associate jobs in New York, the most frequently searched job titles are:
What job categories do people searching Portfolio Operations Associate jobs in New York look for? The top searched job categories for Portfolio Operations Associate jobs in New York are:
What cities in New York are hiring for Portfolio Operations Associate jobs? Cities in New York with the most Portfolio Operations Associate job openings:
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.

Associate Director, Breyanzi Strategic Portfolio Lead

Bristol-Myers Squibb Company

Warren, NJ • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago


Bristol Myers Squibb rating

8.2

Company rating: 8.2 out of 10

Based on 51 frontline employees who took The Breakroom Quiz

33rd of 86 rated pharmaceutical


Job description

Working with Us
Challenging. Meaningful. Life-changing. Those aren't words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting work happens every day, in every department. From optimizing a production line to the latest breakthroughs in cell therapy, this is work that transforms the lives of patients, and the careers of those who do it. You'll get the chance to grow and thrive through opportunities uncommon in scale and scope, alongside high-achieving teams. Take your career farther than you thought possible.
Bristol Myers Squibb recognizes the importance of balance and flexibility in our work environment. We offer a wide variety of competitive benefits, services and programs that provide our employees with the resources to pursue their goals, both at work and in their personal lives. Read more: careers.bms.com/working-with-us.
Job Description
Within the Cell Therapy Development and Operations (CTDO) organization, the Chief of Staff office is the center of strategic portfolio alignment, standard calendar and governance operations, and translation of strategic objectives to project execution. Within the CoS office, the Strategy Deployment and Portfolio Operations team consists of portfolio leaders responsible for organizing, managing, reconciling, and communicating the portfolio of projects and programs aligned to the strategic objectives of CTDO and our commercial product Global Operations teams.
The Associate Director, Breyanzi Strategic Portfolio Lead plays a critical role in enabling strategic alignment, portfolio visibility, and disciplined execution of the Breyanzi Global Operations (GO) Team Book of Work. This role partners closely with the GO Product Lead, GO Team members, functional partners, and CTDO PMO leads to ensure the inline asset portfolio is clearly connected to brand strategy, prioritized outcomes, major milestones, stage gate timing, business cases, and long-range brand goals.
The Associate Director, Breyanzi Strategic Portfolio Lead supports GO Team coordination, facilitation, governance, portfolio planning, and decision readiness for Breyanzi. The role maintains the integrated brand Book of Work, milestone roadmap, risk/action/decision logs, and multi-year glide path for brand goals, ensuring clear line of sight between project impacts, brand priorities, budget planning, functional planning, business continuity management, and product strategy review materials.
The successful candidate will be a strategic, organized, and collaborative leader with the ability to connect brand strategy to portfolio execution, facilitate cross-functional alignment, and support informed decision-making across a complex global matrix organization.
Primary Responsibilities:
  • Lead strategic portfolio coordination for the Breyanzi GO Team, ensuring the brand Book of Work, governance cadence, milestone roadmap, business case pipeline, and planning materials are aligned to brand strategy, CTDO priorities, and expected stage gate timing.
  • Maintain the product Book of Work with clear alignment to Breyanzi brand strategy, strategic priorities, and CTDO objectives.
  • Maintain the Breyanzi Book of Work milestone roadmap, providing clear line of sight to major project milestones, decision points, value realization, and expected stage gate timing.
  • Maintain the five-year glide path for Breyanzi brand goals, ensuring clear visibility to project impacts, portfolio assumptions, and progress against long-range brand objectives.
  • Report Book of Work status, key updates, risks, and decision needs to GO Team leadership and other key stakeholders to support portfolio visibility and timely decision-making.
  • Partner with project management leads to ensure business case information, project status updates, milestones, and related portfolio data are accurate, complete, and available in the portfolio management system.
  • Support product strategy review planning and presentation development, including preparation of portfolio views, brand strategy inputs, key risks, decisions, and milestone updates.
  • Support overall GO Team governance coordination and facilitation, including management of meeting topics, agenda flow, key discussions, decisions, and follow-up actions.
  • Review brand-specific project business cases to confirm alignment with Breyanzi brand strategy, prioritization guidance, portfolio assumptions, and stage gate expectations.
  • Support milestone review of strategic road map, ensuring cross-functional alignment on priorities, timing, risks, and decision needs, and align on business case readiness, stage gate progression, and portfolio-level implications.
  • Coordinate and facilitate workshops and ad hoc meetings required to advance Breyanzi brand strategy, portfolio prioritization, planning, and governance outcomes.
  • Maintain the GO Team risk, action, and decision log to ensure clear ownership, timely follow-up, and appropriate escalation of items that may impact brand priorities or portfolio delivery.
  • Support development of product strategy review documents, ensuring materials are accurate, strategically aligned, and ready for leadership review.
  • Support the annual portfolio planning process, ensuring the Book of Work is aligned to CTDO and Breyanzi brand strategy with clear prioritization of portfolio activities and investment needs.
  • Support GO Team budget planning, functional planning, and business continuity management planning by connecting portfolio priorities, project assumptions, and brand objectives to planning inputs.

Competencies & Experiences
  • B.S. in Engineering, Pharmacy, science or technical discipline, advanced degree preferred.
  • PMP certification highly desirable.
  • Understanding of cGMPs and regulatory CMC.
  • A minimum of 10 years in BioPharma operational or development discipline, including demonstrated experience managing complex projects.
  • Demonstrated experience in portfolio management, including the ability to organize, prioritize, and communicate a portfolio of work across cross-functional stakeholders.
  • Experience in project/program management of complex projects involving cross-functional, multi-site, international teams.
  • Experience with manufacturing sites and staff.
  • Proficiency with project management and Microsoft tools e.g. Project, Excel, PowerPoint, SharePoint.
  • Ability to achieve results and exercise influence across a global matrix organization (e.g., operations, manufacturing technology, quality, supply chain, finance, R&D).
  • Ability to work independently with high level of accountability.
  • Excellent verbal, written and presentation skills and have the ability to deal effectively with all levels of management.
  • Strong analytical skills, well organized and capable of managing multiple projects with respect to priorities.
  • Ability to exercise discretion, discernment and to be comfortable to operate when erroneous decisions will have serious impact on the overall success of operations.
  • Ability to interact internally and externally with executive level management, requiring negotiation of potentially difficult and sensitive matters to influence policy making bodies both internally and externally.
  • Familiarity with financial principles, core business concepts, and business and operations management.
  • Ability to develop business analysis and reporting.

If you come across a role that intrigues you but doesn't perfectly line up with your resume, we encourage you to apply anyway. You could be one step away from work that will transform your life and career.
Compensation Overview:
Devens - MA - US: $179,150 - $217,083Madison - Giralda - NJ - US: $162,860 - $197,348Princeton - NJ - US: $162,860 - $197,348 Seattle - WA: $179,150 - $217,083
The starting compensation range(s) for this role are listed above for a full-time employee (FTE) basis. Additional incentive cash and stock opportunities (based on eligibility) may be available. The starting pay rate takes into account characteristics of the job, such as required skills, where the job is performed, the employee's work schedule, job-related knowledge, and experience. Final, individual compensation will be decided based on demonstrated experience.
Eligibility for specific benefits listed on our careers site may vary based on the job and location. For more on benefits, please visit https://careers.bms.com/life-at-bms/.
Benefit offerings are subject to the terms and conditions of the applicable plans in effect at the time and may require enrollment. Our benefits include:
  • Health Coverage: Medical, pharmacy, dental, and vision care.
  • Wellbeing Support: Programs such as BMS Well-Being Account, BMS Living Life Better, and Employee Assistance Programs (EAP).
  • Financial Well-being and Protection: 401(k) plan, short- and long-term disability, life insurance, accident insurance, supplemental health insurance, business travel protection, personal liability protection, identity theft benefit, legal support, and survivor support.

Work-life benefits include:
Paid Time Off
  • US Exempt Employees: flexible time off (unlimited, with manager approval, 11 paid national holidays (not applicable to employees in Phoenix, AZ, Puerto Rico or Rayzebio employees)
  • Phoenix, AZ, Puerto Rico and Rayzebio Exempt, Non-Exempt, Hourly Employees: 160 hours annual paid vacation for new hires with manager approval, 11 national holidays, and 3 optional holidays

Based on eligibility*, additional time off for employees may include unlimited paid sick time, up to 2 paid volunteer days per year, summer hours flexibility, leaves of absence for medical, personal, parental, caregiver, bereavement, and military needs and an annual Global Shutdown between Christmas and New Years Day.
All global employees full and part-time who are actively employed at and paid directly by BMS at the end of the calendar year are eligible to take advantage of the Global Shutdown.
*Eligibility Disclosure: The summer hours program is for United States (U.S.) office-based employees due to the unique nature of their work. Summer hours are generally not available for field sales and manufacturing operations and may also be limited for the capability centers. Employees in remote-by-design or lab-based roles may be eligible for summer hours, depending on the nature of their work, and should discuss eligibility with their manager. Employees covered under a collective bargaining agreement should consult that document to determine if they are eligible. Contractors, leased workers and other service providers are not eligible to participate in the program.
Uniquely Interesting Work, Life-changing Careers
With a single vision as inspiring as "Transforming patients' lives through science™ ", every BMS employee plays an integral role in work that goes far beyond ordinary. Each of us is empowered to apply our individual talents and unique perspectives in a supportive culture, promoting global participation in clinical trials, while our shared values of passion, innovation, urgency, accountability, inclusion and integrity bring out the highest potential of each of our colleagues.
On-site Protocol
BMS has an occupancy structure that determines where an employee is required to conduct their work. This structure includes site-essential, site-by-design, field-based and remote-by-design jobs. The occupancy type that you are assigned is determined by the nature and responsibilities of your role:
Site-essential roles require 100% of shifts onsite at your assigned facility. Site-by-design roles may be eligible for a hybrid work model with at least 50% onsite at your assigned facility. For these roles, onsite presence is considered an essential job function and is critical to collaboration, innovation, productivity, and a positive Company culture. For field-based and remote-by-design roles the ability to physically travel to visit customers, patients or business partners and to attend meetings on behalf of BMS as directed is an essential job function.
Supporting People with Disabilities
BMS is dedicated to ensuring that people with disabilities can excel through a transparent recruitment process, reasonable workplace accommodations/adjustments and ongoing support in their roles. Applicants can request a reasonable workplace accommodation/adjustment prior to accepting a job offer. If you require reasonable accommodations/adjustments in completing this application, or in any part of the recruitment process, direct your inquiries to adastaffingsupport@bms.com. Visit careers.bms.com/eeo-accessibility to access our complete Equal Employment Opportunity statement.
Candidate Rights
BMS will consider for employment qualified applicants with arrest and conviction records, pursuant to applicable laws in your area.
If you live in or expect to work from Los Angeles County if hired for this position, please visit this page for important additional information: https://careers.bms.com/california-residents/
Data Protection
We will never request payments, financial information, or social security numbers during our application or recruitment process. Learn more about protecting yourself at https://careers.bms.com/fraud-protection.
Any data processed in connection with role applications will be treated in accordance with applicable data privacy policies and regulations.
If you believe that the job posting is missing information required by local law or incorrect in any way, please contact BMS at TAEnablement@bms.com. Please provide the Job Title and Requisition number so we can review. Communications related to your application should not be sent to this email and you will not receive a response. Inquiries related to the status of your application should be directed to Chat with Ripley.
R1604418 : Associate Director, Breyanzi Strategic Portfolio Lead

What Bristol Myers Squibb employees say

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About Bristol-Myers Squibb

Sourced by ZipRecruiter

Bristol-Myers Squibb is a world-renowned global Biopharmaceutical company headquartered in New York, NY, US. Established in 1887, the company has more than 130 years’ worth of history dedicated to discovering, developing, and delivering innovative medicines that help patients prevail over serious diseases. The company operates in the healthcare industry and thrives on providing a range of pharmaceutical products and services for various medical fields, like oncology, cardiovascular diseases, and immunoscience. Notably, Bristol-Myers Squibb is known for its commitment to relentless research and innovative drug development, which has led to breakthroughs like Opdivo, one of the first immunotherapies.

Industry

Scientific research and development services and pharmaceutical and medicine manufacturing

Company size

10,000+ Employees

Headquarters location

New York, NY, US