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Portfolio Operations Associate Jobs in Texas (NOW HIRING)

Level Four

Trading & Operations Associate

Dallas, TX · On-site

Trading And Operations Associate Our team is growing, and we need you! Come be a part of this ... Manage operational and portfolio management reporting, including but not limited to, asset flow ...

Icon Wealth Partners

Operations Associate

Houston, TX · On-site

We are seeking an organized, detail-oriented Operations Associate to provide operational support ... Enter and process trades accurately and efficiently. * Assist with new investments and portfolio ...

New

SS&C

Real Estate Admin/Ops Associate

Fort Worth, TX · Hybrid

$16.75 - $20.75/hr

Real Estate Admin/Ops Associate Locations :Fort Worth, TX| Hybrid About the Role The Real Estate ... Assistwith property sales, acquisitions, ownership transfers, and portfolio transitions. Operations ...

SS&C

Real Estate Admin/Ops Associate

Dallas, TX · Hybrid

$17.25 - $21.50/hr

Real Estate Admin/Ops Associate Locations :Fort Worth, TX| Hybrid About the Role The Real Estate ... Assistwith property sales, acquisitions, ownership transfers, and portfolio transitions. Operations ...

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All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Texas

Portfolio Operations Associate information

See Texas salary details

$10

$24

$49

How much do portfolio operations associate jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for portfolio operations associate in Texas is $24.45, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $28.22 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 Texas?

The most popular types of Portfolio Operations jobs in Texas are:

What are popular job titles related to Portfolio Operations Associate jobs in Texas?

For Portfolio Operations Associate jobs in Texas, the most frequently searched job titles are:

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

The top searched job categories for Portfolio Operations Associate jobs in Texas are:

What cities in Texas are hiring for Portfolio Operations Associate jobs?

Cities in Texas with the most Portfolio Operations Associate job openings:

Portfolio Operations Associate jobs near you
Infographic showing various Portfolio Operations Associate job openings in Texas as of August 2026, with employment types broken down into 86% Full Time, 11% Part Time, 2% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $50,857 per year, or $24.5 per hour.

Senior Product Portfolio Operations Associate

JPMorgan Chase & Co

Plano, TX • On-site

Full-time

Medical, Retirement

Posted 6 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 498 frontline employees who took The Breakroom Quiz

71st of 173 rated banks

Job description

Take on the challenge of synchronizing efforts across diverse products and interpreting operations data for growth opportunities. Unleash your potential in a role that lets you shape change initiatives and strategize resource allocation.

 
As a Senior Product Portfolio Operations Associate in Business Banking, you are a significant contributor to your team with a strong knowledge of optimization and integration. You understand what it takes to bring together all the key elements of a product line and its products to ensure coordinated outcomes. 

Job responsibilities
  • Creates synergies across products to ensure successful delivery against business objectives
  • Collects key inputs from across products to ensure the full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs 
  • Calculates metrics for portfolio management operations and analyzes data for areas of opportunity
  • Develops change initiative materials and change timelines
  • Assists in the product-level collection strategy consisting of controls, financials, and resourcing needs
Required qualifications, capabilities, and skills
  • 3+ years of experience or equivalent expertise in program management or performance optimization
  • Proven ability to implement operational effectiveness initiatives
  • Prior working exposure to operations of the product development life cycle and agile methodologies
 

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

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