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Portfolio Operations Associate Jobs in Wisconsin

Biopharma Careers

WI · On-site

... portfolio. For more information about AbbVie, please visit us at www.abbvie.com . Follow @abbvie on ... The Associate Director Technical Operations will report to the Director of the Tech Ops business ...

Invitation Homes LP

WI · On-site

... and Operations * Represent Asset Management on interdepartmental project committees * Provide ... Our associates know that at Invitation Homes goals matter, potential is unlocked, and careers ...

C. H. Robinson

Associate Portfolio Executive

Milwaukee, WI · On-site

$19.23 - $38.47/hr

H. Robinson is hiring an Associate Portfolio Executive to build and manage a customer portfolio ... Operations, Account Management or other areas - so you can discover new interests, develop your ...

Brookfield Properties, LLC

WI · On-site

That's why, at Brookfield Properties, our portfolio features a wide range of options for any stage ... and associate engagement across all regions.Job Function #3: Asset Management & Ownership ...

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All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Wisconsin

Portfolio Operations Associate information

See Wisconsin salary details

$11

$26

$53

How much do portfolio operations associate jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for portfolio operations associate in Wisconsin is $26.49, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $30.58 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 Wisconsin?

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

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

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

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

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

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

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

Portfolio Operations Associate jobs near you
Infographic showing various Portfolio Operations Associate job openings in Wisconsin 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 $55,099 per year, or $26.5 per hour.

Investment Operations Associate

Brookfield, WI • On-site

Prescient Financial Solutions
See more jobs at Prescient Financial Solutionsexternal

Other

Posted 4 days ago

Job description

Reports To: Director of Investment Operations


Job Description: Investment Operations Associate


The Investment Operations Associate plays a critical role in supporting the firm's investment operations, account administration, and client service functions. This individual is responsible for ensuring the accurate and timely execution of operational processes, maintaining strong custodian and advisor relationships, and contributing to a seamless client experience. The ideal candidate is detail-oriented, highly organized, and thrives in a fast-paced environment where accuracy, accountability, and follow-through are essential.


Key Responsibilities

·      Process and monitor account openings, transfers, rollovers, and account maintenance requests.

·      Coordinate account servicing requests, including beneficiary updates, distributions, banking changes, and other operational transactions.

·      Serve as a primary liaison with custodians and internal teams to resolve operational issues and ensure timely completion of requests.

·      Review documentation for accuracy, completeness, and compliance with firm and custodian requirements.

·      Monitor workflow queues, service requests, and outstanding items to ensure deadlines and service standards are consistently met.

·      Support portfolio implementation, trading, and rebalancing activities as directed by the investment team.

·      Assist with account reconciliation, reporting, and operational quality control procedures.

·      Maintain accurate client records and activity tracking within CRM and custodial systems.

·      Proactively identify operational inefficiencies and recommend process improvements to enhance scalability and client service.

·      Take ownership of assigned requests from initiation through completion, providing timely updates to advisors and team members as needed.

Qualifications / Requirements

·      Bachelor's degree preferred or equivalent industry experience.

·      FINRA Series 7 and Series 63 (or Series 66)

·      2+ years of experience in financial services, investment operations, client service, or a related field preferred.

·      Experience working with custodial platforms, CRM systems, and financial technology tools preferred.

·      Strong proficiency in Microsoft Office Suite, particularly Excel and Outlook.

Key Skills & Attributes

·      Attention to Detail: Produces consistently accurate work and maintains high quality standards.

·      Organization & Prioritization: Effectively manages multiple tasks and deadlines.

·      Problem Solving: Proactively identifies issues and follows through to resolution.

·      Client Service Orientation: Delivers responsive, professional support to clients and advisors.

·      Communication: Communicates clearly and effectively with internal and external stakeholders.

·      Accountability: Takes ownership of responsibilities and follows through on commitments.

·      Adaptability: Remains flexible and effective in a changing environment.

·      Continuous Improvement: Seeks opportunities to enhance processes and operational efficiency.


Key Performance Indicators (KPIs)

·      Accuracy rate of deliverables (target: 98%+).

·      Timeliness of account setup, transfers, and service requests.

·      Successful completion of operational workflows within established service standards.

·      Quality and accuracy of CRM records and documentation.

·      Client and advisor satisfaction.

·      Operational efficiency improvements and process enhancement contributions.

·      Compliance with firm policies, procedures, and regulatory requirements.

Growth Path

·      Senior Investment Operations Associate

·      Lead Investment Operations Associate

·      Investment Operations Manager

·      Director of Investment Operations

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