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Portfolio Operations Associate Jobs in Wisconsin

Ogden & Company, Inc.

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Portfolio Manager - Multi Family Division

Milwaukee, WI · On-site

$57.50K - $70K/yr

... operation of the property, including the quality of services provided, operational goals ... Associate's degree or equivalent experience in a related field * Prior Property Management ...

Hammes Company

Associate

Milwaukee, WI

Assists in creating financing packages in order to procure financing on Ownership portfolio ... Other duties as assigned by the Investment, Asset Management and Operations team. Supervisory ...

Fooda

Program Associate

Milwaukee, WI · On-site

$55K - $65K/yr

The Program Associate is the dedicated leader responsible for the success of Fooda's largest and ... This role owns the day-to-day operations across a portfolio of clients and locations, while playing ...

Fooda

Program Associate

Port Washington, WI · On-site

The Program Associate is the dedicated leader responsible for the success of Fooda's largest and ... This role owns the day-to-day operations across a portfolio of clients and locations, while playing ...

Fooda

Program Associate

Milwaukee, WI · On-site

The Program Associate is the dedicated leader responsible for the success of Fooda's largest and ... This role owns the day-to-day operations across a portfolio of clients and locations, while playing ...

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Portfolio Operations Associate information

See Wisconsin salary details

$11

$26

$53

How much do portfolio operations associate jobs pay per hour?

As of May 30, 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 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.

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 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
Executive Administrative Assistant - Financial Services

Executive Administrative Assistant - Financial Services

WestPoint Financial Group

Madison, WI • On-site

$55K - $65K/yr

Full-time

Dental, Vision, Life, Retirement, PTO

Posted 21 days ago

Job description

About Triumph Wealth Management
Triumph Wealth Management, a boutique firm founded in 2007, helps clients live lives of purpose and significance. We're seeking a proactive, highly organized Executive Operations Associate to support a senior advisor. This role offers the chance to make a meaningful impact in a fast-paced, mission-driven environment as part of a small, collaborative team.
Please note: WestPoint Financial Group is assisting with the sourcing process on behalf of Triumph Wealth Management.
Why Join Triumph Wealth Management?
At Triumph, your work goes beyond numbers-you help steward people's life's work with care and integrity. We believe a meaningful career is built by doing good for good people, every single day.
At Triumph, your work goes beyond managing portfolios-you help steward people's life's work. We believe meaningful careers are built by doing good for good people, and that legacy is defined by experiences, relationships, and impact-not just numbers on a statement.
This role is more than traditional administrative work-you'll serve as the central hub for operations, client service, and executive support. If you thrive in a fast-paced environment, enjoy problem-solving, and want to make a meaningful impact, this position is for you.
We're seeking a proactive, highly organized Executive Administrative Assistant / Executive Operations Associate to support a senior advisor and ensure smooth day-to-day operations. You'll manage calendars, coordinate meetings, prepare client materials, and play a key role in shaping the client experience.
What You'll Do
Executive Support & Calendar Management
  • Act as gatekeeper for senior advisor's communications and schedule
  • Manage a dynamic calendar, resolve conflicts, and prepare meeting materials
  • Coordinate Zoom and in-person meetings, take minutes, and track follow-ups
  • Handle incoming communications with discretion and timeliness

Operations & Client Service
  • Open and maintain client accounts
  • Track business submissions and planning progress
  • Maintain organized records and follow through on action items
  • Prepare client correspondence, reports, and presentations

Team Coordination & Office Management
  • Serve as the central hub for office operations
  • Collaborate with team members to complete shared tasks
  • Proactively resolve issues with clients and partners
  • Enhance internal systems, workflows, and databases

What You Bring
  • Minimum of 2+ years of professional administrative experience in financial services (required).
  • Proficiency in Microsoft 365 (Word, Excel, PowerPoint, Outlook, Teams)
  • CRM experience (required)
  • Strong technology skills and understanding of digital workflows
  • Exceptional communication skills (phone, written, interpersonal)
  • Bachelor's degree or equivalent experience (preferred)

Additional Traits
  • Collaborative and adaptable in dynamic environments
  • Strong time management and organizational skills
  • High attention to detail
  • Clear written and verbal communication
  • Ability to manage multiple tasks and meet deadlines

What Triumph Offers
  • Dental and Vision Insurance
  • Life, Short-Term, and Long-Term Disability Insurance
  • Paid Holidays and PTO
  • Retirement Savings Plan

Equal Employment Opportunity
Triumph Wealth Management is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable laws.
Location: Madison, WI (On-site)
Position Type: Full-Time (40 Hours per week), Monday-Friday

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