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Portfolio Operations Associate Jobs in Ohio (NOW HIRING)

Operations Associate Location : Columbus, OH, Nashville, TN, Charleston, SC Department : Lifestyle ... Update & maintain all portfolio-wide electronic documents in the leasing operations system * Work ...

Operations Associate Location : Columbus, OH, Nashville, TN, Charleston, SC Department : Lifestyle ... Update & maintain all portfolio-wide electronic documents in the leasing operations system * Work ...

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Portfolio Operations Associate information

See Ohio salary details

$10

$24

$50

How much do portfolio operations associate jobs pay per hour?

As of Jun 6, 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 cities in Ohio are hiring for Portfolio Operations Associate jobs? Cities in Ohio with the most Portfolio Operations Associate job openings:
Operations Associate

Operations Associate

Lifestylecommunities

Columbus, OH • On-site

Full-time

Posted 4 days ago


Job description

Job Description:

Job Title: Operations Associate

Location: Columbus, OH, Nashville, TN, Charleston, SC

Department: Lifestyle Property Management

Job Description: Full Time

The Team You Will Join:

At the heart of LC is our vision to create community. Lifestyle Communities (LC) Home team does just that. You'll join a dynamic team committed to activating the company's purpose each day by building meaningful connections and putting our customers first. You'll push past the status quo to provide an experience that's unmistakably LC.

The Difference You Will Make:

Under the immediate supervision of the Director of Operations, the Operations Associate is responsible for all aspects of business operations management within property management.

Who You Are:

  • Provide support to Operations Manager with short and long-term strategic projects

  • Support on-site leasing teams with leasing system tech support items and one-off requests, as approved by leadership

  • Support as an alternate main point of home office contact for leasing operations

  • Drafting of communications as needed

  • Help administer and update the leasing operations systems

  • Support leadership with operational training initiatives for site teams

  • Help research and prepare presentations to support new initiatives & strategies

  • Review, edit, and distribute SOP documentation to all pertinent team members;

  • Schedule team-wide meetings and training as needed

  • Work collaboratively with IT, Marketing, Finance, HR, Legal, & Development teams on cross-functional projects and initiatives

  • Update & maintain all portfolio-wide electronic documents in the leasing operations system

  • Work with outside vendors on leasing-focused accounts & projects

  • Completes other tasks as directed and assigned.

What You'll Bring:

  • Bachelor's degree in business or related discipline preferred but high school degree or equivalent is required.

  • Previous work experience in residential property management, administrative, or customer service is preferred.

  • Ability to learn fair housing regulations required.

  • Strong analytical and problem-solving skills.

  • Strong attention to detail.

  • Time management skills.

  • Ability to follow written and verbal instructions and to work independently.

  • Familiarity with technology systems and concepts, including, but not limited to MS Word, MS Excel, MS PowerPoint, and Google Suites.

  • Demonstrated aptitude for learning new technologies.

  • Ability to manage multiple, concurrent projects.

BRG123

Lifestyle Communities (LC) is an Equal Opportunity Employer.