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Portfolio Operations Associate Jobs in Ohio (NOW HIRING)

Peoples Bank

Assistant Portfolio Manager

Akron, OH · On-site

Associate's degree or equivalent work experience with a specialization in accounting, finance or business operations. Bachelor's degree preferred. * 3+ years' experience in commercial portfolio ...

Peoples Bank

Assistant Portfolio Manager

Beachwood, OH · On-site

Associate's degree or equivalent work experience with a specialization in accounting, finance or business operations. Bachelor's degree preferred. * 3+ years' experience in commercial portfolio ...

Peoples Bank

Assistant Portfolio Manager

Marietta, OH · On-site

Associate's degree or equivalent work experience with a specialization in accounting, finance or business operations. Bachelor's degree preferred. * 3+ years' experience in commercial portfolio ...

Cincinnati Children's

Patent Manager

Cincinnati, OH · On-site

Patent Manager Job Profile Summary Serve as the primary owner of patent portfolio operations and IP ... Triage incoming correspondence from patent offices and foreign associates; prepare and transmit ...

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Portfolio Operations Associate information

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How much do portfolio operations associate jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for portfolio operations associate in Ohio is $24.95, according to ZipRecruiter salary data. Most workers in this role earn between $16.92 and $28.80 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 Ohio? For Portfolio Operations Associate jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Portfolio Operations Associate jobs in Ohio look for? The top searched job categories for Portfolio Operations Associate jobs in Ohio are:
What cities in Ohio are hiring for Portfolio Operations Associate jobs? Cities in Ohio with the most Portfolio Operations Associate job openings:
Portfolio Operations Associate jobs near you
Operations Trading Associate

Operations Trading Associate

Johnson Investment Counsel

Cincinnati, OH

Full-time

Posted 6 days ago

Key responsibilities

  • Manage the equity trading blotter within the Eze trading platform by reviewing, merging, and placing orders for various equity securities with appropriate brokers.

  • Process daily mutual fund files with outside custodians and review and apply daily account restrictions for trading purposes.

  • Manage post trade processes to ensure trades are allocated and booked correctly, affirm DTC confirms, keep delivery instructions updated, and resolve settlement issues between brokers and custodians.

Job description

Job Title:
Operations Trading Associate
Date:
April 2026
Department
Operations
Reports To:
Equity Trading Manager
FLSA Classification:
Exempt
Summary / objective of position:
The Operations Trading Associate will primarily be responsible for managing the equity trading desk related to stock execution and mutual fund processing, post trade processing, security classification, and security setup. Associate will primarily work with outside brokers and custodians, along with the firm’s Portfolio Management and Operations teams to ensure trades are executed and settled correctly in a timely manner. Operations Trading Associate will also assist the Equity Trading Manager and Operations Manager on special projects. The position presents a great opportunity to gain experience and knowledge at a growing and dynamic investment advisory firm.
Essential functions of position:
Equity Trading Desk – Manage the equity trading blotter within the Eze trading platform, by taking ownership, , reviewing, merging, and placing orders, for various equity securities including stocks, ETFs, options, and preferred stocks, with the appropriate brokers in a timely and efficient manner. Monitor the limit blotter and execute orders when limits hit. Process daily mutual fund files with outside custodians. Review and apply daily account restrictions for trading purposes. Work with the firm’s Portfolio Managers on trading related inquiries, special trading instructions, and resolving any trade issues in a timely manner.
Post Trade Processing – Manage the post trade process to ensure that trades executed by the Equity and Fixed Income traders are allocated and booked correctly by monitoring the Central Trade Manager (CTM) blotter, affirming DTC confirms in the Trade Suite system, keeping the ALERT system up-to-date with current delivery instructions, and work as a liaison between brokers and custodians to resolve settlement issues.
Other Responsibilities – Include security setups, sector classifications, managing trading compliance alerts, end-of-day allocations, pricing securities, work on internal Help Desk tickets and other responsibilities assigned by the Equity Trading Manager.
Associate will be expected to work within a team-based environment, where duties and responsibilities alternate with another team member on regular basis to keep each associate’s skills up-to-date and give adequate coverage when a member is out.
Preferred education and experience
  • Preferred Financial Services Operations experience
  • Working knowledge of general security investments and experience, Series 6 or 7 a plus
  • Highly organized with the ability to prioritize and multi-task procedures timely and efficiently
  • High level of attention to detail, accuracy, and client service
  • Strong communication skills, both written and oral
  • Willing to learn and navigate between multiple systems and platforms
  • Business working knowledge of Excel and Word
  • Willing to accept new responsibilities
  • Responsible, motivated, self-starter independent thinker and works effectively with others in a professional manner
  • Strong problem-solving skills
  • Ability to work in a fast paced environment
  • Experience with DTCC Applications, Bloomberg, SalesForce, and Advent a plus
Supervisory responsibility: N/A
Travel required: N/A
Work environment: Temperature controlled, office environment
Physical demands: Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.
Additional eligibility requirements: N/A
Work authorization/security clearance requirements: United States Citizen or lawful permanent resident
EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.
Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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