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Portfolio Operations Associate Jobs in Utah (NOW HIRING)

Bank of Utah

Treasury Management Associate

Orem, UT · On-site

$65K - $70K/yr

... with portfolio reviews and client needs assessments. * Partner with Commercial Relationship ... Work with operations, implementation, and support teams to ensure timely and accurate product ...

Wesco

Lead Warehouse Associate

Salt Lake City, UT

$17.75 - $21.50/hr

... portfolio and our massive scale, there are endless opportunities for you to build your career with us. A Day in The Life of a Lead Associate As a Lead Associate in Operations, you will be responsible ...

WESCO International

Lead Warehouse Associate

Salt Lake City, UT · On-site

$17.75 - $21.50/hr

... portfolio and our massive scale, there are endless opportunities for you to build your career with us. A Day in The Life of a Lead Associate As a Lead Associate in Operations, you will be responsible ...

Conduent, Inc.

Cyber Operations Engineer III

Sandy, UT · On-site +1

$91K - $118K/yr

We provide opportunities to advance your career with a vast portfolio of businesses and a global ... With more than 60,000 associates across 24 countries, we will provide you the opportunity to grow ...

WESCO International

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 ...

WESCO International

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 ...

Wesco

Warehouse Associate

Salt Lake City, UT

$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 ...

WESCO International

Warehouse Associate

Murray, UT · On-site

$15.50 - $18.25/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 ...

WESCO International

Warehouse Associate

Taylorsville, UT · On-site

$15 - $17.75/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 ...

Wesco

Warehouse Associate

Murray, UT · On-site

$15.50 - $18.25/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 ...

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All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Utah

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:
Portfolio Operations Associate jobs near you
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.
Treasury Management Associate

Treasury Management Associate

Bank of Utah

Orem, UT • On-site

$65K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

Job description

Thanks for your interest in applying to the Bank of Utah. My name is Brittany Heal, and I work as VP Treasury Management. As an introduction to our company, the Bank of Utah was founded in 1952, and is one of Utah’s largest privately owned community banks. We were named S amp;P Global Top 20 Bank two years in a row and a Top 100 Fastest Growing Company.
Our Mission Statement:
We strive to unlock the potential of our team members, clients, and community. We act with integrity in every decision, build trust through every interaction, and exceed expectations at every opportunity. We seek to responsibly create lasting prosperity today and for generations to come.
Job Opening Details:
If our mission statement piques your interest, we encourage you to apply for the currently open position of Treasury Management Associate to work Monday - Friday, 9:00 AM-5:00 PM at our Branch located at 1000 W 800 N, Orem, UT 84057. The Treasury Management Associate supports commercial clients with treasury management services, cash management solutions, and digital banking products. Working closely with Treasury Management Officers, Relationship Managers, and Banking Managers, this role assists with client onboarding, product implementation, relationship support, and identifying treasury management opportunities. The position is designed to develop treasury expertise and consultative sales skills while delivering an exceptional client experience.
Qualifications:
Education
  • Associate's degree or Bachelor's degree in Business, Finance, Accounting, or a related field preferred.
Experience:
  • 2+ years of experience in banking, treasury management support, commercial banking, branch banking, business banking, customer service, or related financial services experience.
  • Experience working with business clients preferred.
  • Knowledge of deposit products, electronic banking services, or treasury management products preferred.
  • Experience supporting client onboarding, implementation, or relationship management preferred.
  • Equivalent combinations of education and relevant experience will be considered.

Career Path
This position is designed as a developmental role with the opportunity to advance into a Treasury Management Officer position through demonstrated performance, treasury management expertise, consultative sales development, and successful management of commercial client relationships.

Regular Duties and Responsibilities:
Client Relationship Support
  • Support Treasury Management Officers in managing and expanding commercial client relationships.
  • Conduct client outreach to strengthen relationships and identify treasury management opportunities.
  • Assist with portfolio reviews and client needs assessments.
  • Partner with Commercial Relationship Managers and Banking Managers to identify treasury product opportunities.
  • Participate in client meetings and presentations alongside Treasury Management Officers.
Treasury Solutions Support
  • Assist clients with treasury management products and services including:
    • ACH Origination and Receivables
    • Wire Transfer Services
    • Remote Deposit Capture
    • Positive Pay and Fraud Mitigation Services
    • Business Online Banking
    • Merchant Services
    • Information Reporting and Account Analysis
  • Support treasury product demonstrations and client education.
  • Identify opportunities to increase product utilization and enhance client efficiency.
Implementation amp; Client Service
  • Coordinate treasury management implementations, onboarding activities, and product setups.
  • Conduct client training on treasury management platforms and services.
  • Serve as a primary point of contact for routine treasury management inquiries.
  • Work with operations, implementation, and support teams to ensure timely and accurate product delivery.
  • Monitor onboarding progress and ensure a positive client experience.
Sales amp; Business Development
  • Generate referrals and identify opportunities within existing relationships.
  • Assist with treasury management sales efforts and proposal preparation.
  • Support revenue growth through treasury product penetration and client retention initiatives.
  • Develop consultative sales skills through joint calling and relationship-building activities.
Performance amp; Compliance
  • Maintain accurate client records, pipeline activity, and sales documentation.
  • Ensure compliance with bank policies, procedures, and regulatory requirements.
  • Maintain current knowledge of treasury management products, industry trends, and banking technology.
  • Support achievement of departmental goals related to deposits, fee income, and client retention.
Knowledge, Skills and Abilities
  • Working knowledge of treasury management, cash management, or commercial banking services.
  • Strong customer service and relationship-building skills.
  • Ability to identify client needs and recommend appropriate banking solutions.
  • Excellent communication and presentation skills.
  • Strong organizational and time management abilities.
  • Ability to manage multiple projects and priorities simultaneously.
  • Proficiency in Microsoft Office and banking technology platforms.
  • Strong attention to detail and problem-solving skills.
  • Desire to develop advanced treasury management and consultative sales expertise.

Benefits of Working with Us:
  • Bank of Utah's comprehensive benefits package includes:
  • Great work-life balance, with a Monday-Friday schedule
  • Competitive pay and benefits, including medical, dental and vision plans
  • 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
  • 12 paid bank holidays + paid time off, including paid parental leave
  • Volunteer opportunities to make a difference in the communities where you work and live
  • Awards and recognition to celebrate you and your colleagues for living the bank's values
*The wage listed is within the range associated with this position. Actual compensation will be based on qualifications and experience.

Apply