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Portfolio Operations Associate Jobs in Texas (NOW HIRING)

Dynatron Software

Support Operations Associate

Richardson, TX · On-site

$15.50 - $20/hr

The Opportunity We're looking for an Operations Support Associate who genuinely enjoys solving ... Continuously expand product knowledge across Dynatron's software portfolio Workflow & Operational ...

ZT Corporate

Investment Associate

Houston, TX · On-site

Investment Associate Department: ZT Corporate Reports To: Chief Financial Officer FLSA: Exempt Job ... portfolio performance, supporting operational and strategic initiatives with management teams ...

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Portfolio Operations Associate information

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$10

$24

$49

How much do portfolio operations associate jobs pay per hour?

As of Aug 10, 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.

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 Texas? The most popular types of Portfolio Operations jobs in Texas are:
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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 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $50,857 per year, or $24.5 per hour.

Portfolio Manager - Advanced Connector Termination Technologies (ACTT)

AFL

Dallas, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 6 hours ago

Job description

AFL manufactures industry-leading fiber optic cable, connectivity and accessories and provides engineering and installation services for some of the largest telecom customers in the world. Our company was founded in 1984 with a single fiber optic cable and today, we manufacture thousands of products, generate an excess of $3B in revenue, and employ approximately 12,000 associates worldwide. At AFL, we recognize that our employees are our greatest asset. We hire and train each individual, investing in them to ensure success in their careers. With a commitment to professional development and growth, let us connect you to your next career opportunity.
What We Offer:
  • A hybrid in office schedule for qualifying employees
  • Flexible time off policy
  • 401K Company match (up to 4% - dollar for dollar)
  • Professional development, training, and tuition reimbursement programs
  • Excellent medical, dental, vision, and life insurance policy options
  • Opportunities for career advancement with an industry leading company!

The Portfolio Manager is responsible for driving portfolio operations for the Data Center business unit's automation initiatives. Partnering closely with the ACTT Leader and BU Engineering, this role runs the portfolio's operating machinery: portfolio planning, investment visibility, prioritization, governance, resource alignment, and executive reporting across multiple concurrent programs and workstreams. The Portfolio Manager provides the structure, insights, and reporting needed to help leadership make informed decisions on sequencing, capacity, and investment, while also establishing consistent portfolio management practices that improve execution and scalability across the portfolio.
Responsibilities
  • Lead day-to-day portfolio coordination for multiple concurrent automation initiatives within the Data Center business unit.
  • Maintain portfolio visibility across priorities, timelines, interdependencies, resource needs, and key risks.
  • Track portfolio spend against plan, identify variances, and prepare recommendations to support leadership decision-making.
  • Partner with Business Operations, Finance, and engineering leaders to develop, sequence, and monitor ACTT capital requests in alignment with business plans and review cycles.
  • Facilitate portfolio governance, including milestone reviews, stage-gate readiness, status reporting, and risk and issue management.
  • Coordinate cross-functional dependencies to ensure initiatives remain aligned with broader business unit objectives, roadmaps, and shared commitments.
  • Support portfolio prioritization and sequencing by providing clear insight into capacity constraints, tradeoffs, and execution risks.
  • Monitor staffing and resourcing plans and escalate potential gaps, conflicts, or over-commitments.
  • Manage external partner deliverables, timelines, and follow-through to support portfolio execution.
  • Develop and maintain executive-level dashboards, reports, and presentations for business and finance leadership.
  • Establish, standardize, and continuously improve portfolio management processes, tools, templates, and reporting practices.

Qualifications
  • Bachelor's degree in engineering, operations, business, or related field (or equivalent experience).
  • 8+ years of relevant experience, including 4+ years in portfolio, program, or project management.
  • Proven ability to manage multiple concurrent initiatives and lead cross-functional teams without direct authority.
  • Strong financial, analytical, and problem-solving skills, including experience with budget or capital tracking, forecasting, and risk management.
  • Strong written and verbal communication skills, with the ability to prepare clear executive-level updates and presentations.
  • Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft Office applications.

Preferred Qualifications
  • Experience in engineering, manufacturing, automation, R&D, or other technical product development environments.
  • Familiarity with manufacturing automation and capital project management.
  • Working knowledge of stage-gate or portfolio governance frameworks.
  • Experience building dashboards and reports in Power BI or similar reporting tools.
  • Experience working with external suppliers, integrators, or other third-party partners in support of program execution.

Personal Qualities
  • Initiative - willingness to take on additional responsibilities.
  • Teamwork - works effectively in a cross-functional team environment.
  • Communication - possess strong written and verbal skills.
  • Flexible - detail oriented and able to quickly adapt under pressure to meet deadlines.

Working Conditions
  • Office & Lab Environment
  • Hybrid work flexibility aligned with business needs
  • Occasional travel to development labs and manufacturing sites

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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