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Portfolio Operations Associate Jobs in Utah (NOW HIRING)

Private Equity Associate, Joint Ventures Company: Reef Capital Salary: $120,000-140,000 + Bonus ... operational initiatives at portfolio companies * Act as the point of coordination between the ...

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Reporting to one of the managers, this position will assist in the day-to-day operations of the ... Help with the internal semi-annual portfolio review process, analyzing and tracking partnership and ...

... operations. Specifically, the Senior Associate will be responsible for sourcing new investments ... Lead strategic initiatives to improve investment thesis and portfolio construction * On occasion ...

About the Role iCapital is seeking an Associate to join the Digital Marketing and Strategy team ... operational sides of web execution. Responsibilities * Own day-to-day management of a portfolio of ...

About the Role iCapital is seeking an Associate to join the Digital Marketing and Strategy team ... operational sides of web execution. Responsibilities * Own day-to-day management of a portfolio of ...

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Portfolio Operations Associate information

See Utah salary details

$10

$23

$48

How much do portfolio operations associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for portfolio operations associate in Utah is $23.89, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $27.60 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 popular job titles related to Portfolio Operations Associate jobs in Utah? For Portfolio Operations Associate jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Portfolio Operations Associate jobs in Utah look for? The top searched job categories for Portfolio Operations Associate jobs in Utah are:
What cities in Utah are hiring for Portfolio Operations Associate jobs? Cities in Utah with the most Portfolio Operations Associate job openings:
Infographic showing various Portfolio Operations Associate job openings in Utah 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 $49,696 per year, or $23.9 per hour.

Private Equity Associate, Joint Ventures

Reef Capital Partners

Lehi, UT • On-site

$120K - $140K/yr

Full-time

Medical, Retirement

Posted 14 days ago


Job description

Position Title: Private Equity Associate, Joint VenturesCompany: Reef CapitalSalary: $120,000-140,000+BonusLocation: Lehi, UT; On-Site PositionAbout Reef: Reef is a Utah-based vertically integrated investment and development firm founded in 2005. Reef's team is currently involved in some of the most prominent development transactions in Utah and other targeted geographies across the United States.Built on two decades of success, our investment approach combines proven expertise with purposeful innovation. Reef's team has completed more than 500 transactions across all lines of business. In addition to our real estate investment strategy, Reef and/or affiliates own and operate various businesses that add significant long-term value to its projects. We have grown rapidly, growing from about 25 employees to well over 400, with managed assets on behalf of over 750 institutional and individual partners worldwide. With the motto "Expect the Best," Reef's most prominent developments include Black Desert Resort, a $2 billion luxury resort in Ivins, Utah; Marcella, a luxury private golf community in Park City, Utah; Tributer Resort, Virginia's newest premier private lakeside golf destination; Cornerstone Club, a 5,000-acre residential community, private club, and resort in Telluride, Colorado; Sweetens Cove, a renowned and evolving golf destination nestled in the Tennessee Valley; and the restoration of the historic Coco Palms Resort in Wailua, on the island of Kauai, Hawaii.Our culture is defined by a shared set of principles that guide how we think, collaborate, make decisions, and pursue success together. This mindset serves as the foundation for the five principles that define how we work together: first, we are One Reef, always prioritizing the success of the whole over individual agendas; we speak candidly and respond collaboratively; we move in solidarity once a decision is made; we take full accountability for outcomes in our domain; and we refuse to settle for anything less than extraordinary. These aren't aspirational values posted on a wall. They are the behaviors we hire for, develop, reward, and exhibit each day. Candidates who thrive at Reef bring energy, ownership, and a genuine commitment to raising the bar on everything they touch.Position Summary:Reef is seeking a Private Equity Associate to support the sourcing, underwriting, and management of joint venture and operating company investments across our diverse platform. This role works closely with operating partners, development partners, and internal deal teams to underwrite new opportunities and drive performance across the active JV portfolio.Responsibilities:Own day-to-day underwriting for JV and operating company deals; build and refine financial models and return sensitivitiesTranslate business plan assumptions such as revenues, expenses, and synergies with Reef into accurate financial outputsManage diligence workstreams alongside consultants and advisors; maintain issue logs and drive open items to closureDraft IC memos and ensure all figures tie out to the underlying modelsPrepare supporting schedules for term sheets, JV agreements, and closing documentationUpdate models, track KPIs, and analyze variances against underwriting; revise business plans as neededLead weekly check-in meetings with JV operating partnersTrack portfolio-company-level priorities and ensure execution within specified timelinesUpdate monthly portfolio review decksAssist with corporate development (M&A, FP&A) and operational initiatives at portfolio companiesAct as the point of coordination between the Director of Private Equity and cross-functional teams on assigned JV dealsBuild and maintain relationships with development partners, operators, and co-investors across target marketsQualifications:Bachelor's degree in finance, economics, or related field; MBA is preferred but not required2-4 years of experience in private equity roles, with a focus on joint ventures and working with operating partners Strong financial modeling skillsFamiliarity with JV legal structures and termsExcellent written communication skills; comfortable producing IC-ready materialsAbility to manage multiple live deals and existing JV relationships simultaneouslyA collaborative mindset with the ability to work cross-functionallyCompany Benefits:401(k) Plan with Company MatchGenerous Health Plan with HSA MatchFlexible Paid Time-offDaily Company LunchesCell Phone Service AllowanceDiscounts at Company-owned Resorts and Golf Courses
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