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Portfolio Operations Associate Jobs in Wisconsin

RR Donnelley

Operations Manager

Plover, WI · On-site

$87K - $139K/yr

The company offers the industry's most trusted portfolio of creative execution and world-wide ... Associates Degree in Manufacturing, Business Management or a related degree. * Five (5) years of ...

RR Donnelley

Operations Manager

Plover, WI

The company offers the industry's most trusted portfolio of creative execution and world-wide ... Associates Degree in Manufacturing, Business Management or a related degree. * Five (5) years of ...

RR Donnelley

Operations Manager

Plover, WI · On-site

$87K - $139K/yr

The company offers the industry's most trusted portfolio of creative execution and world-wide ... Associates Degree in Manufacturing, Business Management or a related degree. * Five (5) years of ...

Nicolet National Bank

Merchant Services Associate

WI · On-site

Support portfolio maintenance, merchant retention activities, and relationship support in ... operations, credit, collections, or merchant services preferred. * Prior sales experience in ...

Morgan Dar

Associate General Dentist

Appleton, WI · On-site

Operational Excellence: A cohesive, "team-first" staff that handles the heavy lifting so you can ... portfolio. The Appleton Lifestyle Appleton is the "sweet spot" of the Midwest. It offers a vibrant ...

Morgan Dar

Associate General Dentist

Appleton, WI · On-site

Operational Excellence: A cohesive, "team-first" staff that handles the heavy lifting so you can ... portfolio. The Appleton Lifestyle Appleton is the "sweet spot" of the Midwest. It offers a vibrant ...

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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 Jul 13, 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.

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 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 July 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $55,099 per year, or $26.5 per hour.
Operations & Settlements Representative- Bankcards

Operations & Settlements Representative- Bankcards

Bankers' Bank

Madison, WI • On-site

Full-time

Re-posted 27 days ago

Job description

Bankers' Bank is a fast-growing financial institution with over 1.5 billion in assets committed to assisting community banks with their payment and financial service needs and 40 years of dedication to our community bank partners. In addition to specializing in providing correspondent banking products and services to community banks we also provide bank holding company loans, commercial loans, leasing, secondary mortgage products, cash letter/cash management, investment trading, safekeeping and portfolio accounting, correspondent credit services, international services, bank card products, and risk management solutions. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Columbus, OH and Indianapolis, IN.

We are seeking an Operations & Settlement Representative - Bankcards to join our team in our Madison, WI location. The Bankcards department services community banks through customer service that exceeds expectations and solving problems with service issues within card issuing. Assist with customer bank settlements and reconciliation of general ledgers.

POSITION FUNCTIONS

Customer Service

  • Answer phone calls and respond to email and mail correspondence, managing a large volume of incoming and outgoing requests.
  • Greet customers warmly and ensure each interaction is handled courteously and professionally.
  • Log customer interactions in appropriate recordkeeping systems.
  • Complete necessary requests, provide consistent follow-up, and accurately enter information into appropriate recordkeeping systems.
  • Proactively discuss customer needs in order to fulfill requests accurately on a timely and consistent basis.
  • Build, maintain, and expand customer and team relationships.
  • Proposition recommended strategies in an amicable way and properly documentation of discussions.
  • Virtual and/or onsite visits for implementation, training, etc.

Project Work

  • Complete assigned project(s) work including regular status updates
  • Support system or process enhancements by providing subject-matter expertise during testing, documentation, and training efforts
  • Identify and implement process improvements within credit operations to enhance efficiency, accuracy, and customer experience.
  • Support system or process enhancements by providing subjectmatter expertise during testing, documentation, and training efforts..

Balancing & Settlement

  • Perform daily, monthly and quarterly customer bank settlements.
  • Reconcile general ledgers.
  • Assisting customers with balancing questions or issues.

Ideal candidates will possess 1 -3 years of experience in customer service (via phone preferred) which may serve as a substitute for card product knowledge and proficient in computer skills and applications (Microsoft Office Suite, etc.). High school diploma or general equivalency diploma required. Associate degree in business-related field (accounting, administrative support, etc.) and one or more years of experience in card processing, preferred.

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