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Portfolio Operations Associate Jobs in Utah (NOW HIRING)

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

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 ...

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 ...

Warehouse Associate

Salt Lake City, UT · On-site

$15.50 - $18.50/hr

With our best-in-class product and services portfolio and our massive scale, there are endless ... No experience required/ entry level * 1 year of warehouse operations experience preferred Skills ...

For consideration, a portfolio or portfolio link must be submitted with resume or application ... operational and revenue growth of our company. Our licensing partnerships allow us to further ...

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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 Jul 17, 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, 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 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 July 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $49,696 per year, or $23.9 per hour.
Investment Management

Investment Management

University of Utah

Salt Lake City, UT • On-site

$75K - $90K/yr

Full-time

Retirement

Posted 14 hours ago


University Of Utah rating

7.2

Company rating: 7.2 out of 10

Based on 159 frontline employees who took The Breakroom Quiz

345th of 555 rated colleges and universities


Job description

Announcement
Details
Open Date
05/18/2026
Requisition Number
PRN45116B
Job Title
Investment Management
Working Title
Senior Associate, Venture Capital and Impact Investing
Career Progression Track
M00
Track Level
M1 - Supervisor
FLSA Code
Administrative
Patient Sensitive Job Code?
No
Standard Hours per Week
40
Full Time or Part Time?
Full Time
Shift
Day
Work Schedule Summary
VP Area
Academic Affairs
Department
01691 - Sorenson Impact Institute
Location
Campus
City
Salt Lake City, UT
Type of Recruitment
External Posting
Pay Rate Range
$75k - $90k commensurate with experience
Close Date
07/17/2026
Priority Review Date (Note - Posting may close at any time)
Job Summary
The Sorenson Impact Institute's Venture Capital & Impact Investing team seeks a Senior Associate to join our Salt Lake City-based, venture investing and student training program. The Senior Associate will be joining a team investing in high impact entrepreneurs while driving meaningful positive impact, while simultaneously training the next generation of finance and impact investing professionals. We're seeking a team member with 4+ years of experience in investing or related fields and a commitment to social innovation and impact. The right candidate is a leader and a teacher - entrepreneurial, bold, creative, and can excel in a fast-paced, startup environment.
The Senior Associate will report to the program's Managing Director and will be responsible for training students in our program and managing investment processes and operations. Specifically, the Senior Associate will be responsible for sourcing new investments, leading due diligence, preparing investment materials, and managing investment operations - all while training and mentoring student interns.
The ideal candidate is an enthusiastic investment professional with experience across the lifecycle of an investment, including sourcing, underwriting, and executing new investments. Candidates should have a strong commitment to impact and bring an entrepreneurial and innovative approach to the role. The Senior Associate should also have a passion for teaching and mentoring, as training and inspiring the next generation of venture capital and impact investing professionals is core to our work.
Responsibilities
Mentor and Train Student Interns
  • Equip a rotating cohort of student interns with hands-on experience in venture capital and impact investing through underwriting and full-cycle due diligence for early-stage deals (pre-seed-Series A).
  • Lead student investing teams in due diligence, apprenticing interns in investor workflows, and teaching analytical frameworks such as market sizing, impact analysis, financial modeling, and market research.
  • Create, contribute to, and lead recruitment activities and training sessions for new student interns

Early-stage Venture Investing
  • Identify, maintain, and prioritize a pipeline of early-stage venture investment opportunities
  • Conduct comprehensive due diligence and investment analysis
  • Oversee preparation and presentation of investment opportunity materials to Investment Committees, editing student scripts and presentations

Portfolio & Post-Investment Management
  • Lead strategic initiatives to improve investment thesis and portfolio construction
  • On occasion, develop and maintain relationships with select portfolio companies
  • As needed, track performance for annual reporting

Relationship Development and Management
  • Build and maintain a network with investment professionals at other impact and traditional VC firms
  • Support fundraising and strategic partnership initiative

Minimum Qualifications
EQUIVALENCY STATEMENT: 1 year of higher education can be substituted for 1 year of directly related work experience (Example: bachelor's degree = 4 years of directly related work experience).
  • Requires a bachelor's (or equivalency) with up to 2 years of directly related work experience or a master's (or equivalency) degree.
  • Applicants must demonstrate the potential ability to perform the essential functions of the job as outlined in the position description.

Preferences
  • 4+ years of experience in venture capital, private equity, investment management, or relevant non-finance fields, including experience in financial or operational experience in early-stage businesses or fund management
  • Excellent written and oral communication skills
  • Masters degree in business administration, finance, accounting, or related field
  • Strong financial analysis and modeling skills
  • Demonstrated ability to build high value industry relationships
  • Mentorship or teaching experience
  • Demonstrated leadership experience
  • Demonstrated desire and capability to work with and train student interns
  • Ability to collaborate and function effectively on a highly motivated and entrepreneurial team

Type
Benefited Staff
Special Instructions Summary
Additional Information
The University is a participating employer with Utah Retirement Systems ("URS"). Eligible new hires with prior URS service, may elect to enroll in URS if they make the election before they become eligible for retirement (usually the first day of work). Contact Human Resources at (801) 581-7447 for information. Individuals who previously retired and are receiving monthly retirement benefits from URS are subject to URS' post-retirement rules and restrictions. Please contact Utah Retirement Systems at (801) 366-7770 or (800) 695-4877 or University Human Resource Management at (801) 581-7447 if you have questions regarding the post-retirement rules.
This position may require the successful completion of a criminal background check and/or drug screen.
The University of Utah values candidates who have experience working in settings with students and possess a strong commitment to improving access to higher education.
Veterans' preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.
Consistent with state and federal law, the University of Utah does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy-related conditions, genetic information, or protected veteran's status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both.
To request a reasonable accommodation for a disability or if you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director/Title IX Coordinator in the Office of Equal Opportunity and Title IX (OEO). More information, including the Director/Title IX Coordinator's office address, electronic mail address, and telephone number can be located at the: University of Utah Non-Discrimination page.
Online reports may be submitted at https://oeo.utah.edu
https://publicsafety.utah.edu/safetyreport/ This report includes statistics about criminal offenses, hate crimes, arrests and referrals for disciplinary action, and Violence Against Women Act offenses. They also provide information about safety and security-related services offered by the University of Utah. A paper copy can be obtained by request at the Department of Public Safety located at 1658 East 500 South.
As per University of Utah policy 5-108: Transfer of Benefits Eligible Staff Members, a new hire to the University of Utah who is still serving a 12 month probationary period will not be hired into another University of Utah job (a transfer) until the successful completion of the probationary period.

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About University of Utah

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The University of Utah is the state’s flagship institution of higher education, with 18 schools and colleges, more than 100 undergraduate majors and graduate programs, and an enrollment of more than 38,000 students. It is a member of the Association of American Universities—an invitation-only, prestigious group of 71 leading research institutions. The U is advancing a new national model for higher education that delivers societal impact through education, research, health care, and community service, while making social, economic, and cultural contributions that improve lives across Utah and around the world.

Industry

Colleges, universities, and professional schools

Company size

10,000+ Employees

Headquarters location

Salt Lake City, UT, US

Year founded

1850