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Portfolio Operations Associate Jobs in Wisconsin

... 000 associates around the world who help create a better tomorrow by providing sustainable ... A portfolio of highly engineered power transmission components and subsystems efficiently transmits ...

... 000 associates around the world who help create a better tomorrow by providing sustainable ... A portfolio of highly engineered power transmission components and subsystems efficiently transmits ...

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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 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:

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.

Associate Clinical Affairs Specimen Operations Specialist

Madison, WI • On-site

Other

Posted 3 days ago

New


Job description

Position Overview

Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 122,000 colleagues serve people in more than 160 countries.

The Associate Clinical Affairs Specimen Operations Specialist works with product core teams, working groups, clinical study managers, cross-functional support teams, and key stakeholders to ensure that product and clinical goals are met through excellent coordination and communications. This role is responsible for operational and sample management processes; including, but not limited to, all technical, system, and data management components that support the execution of clinical and regulatory affairs work. The ideal candidate is a highly organized, detail-oriented professional who thrives in a collaborative team environment and is eager to develop expertise in clinical specimen operations. They demonstrate strong execution skills, accountability, and a commitment to delivering high-quality work while managing multiple priorities. This individual is proactive in identifying and resolving operational challenges, communicates effectively with stakeholders, and embraces opportunities to learn and grow. They are dependable, adaptable, and motivated to contribute to the successful execution of clinical studies through strong partnership, accuracy, and continuous improvement.

Essential Duties
  • Assist teams to divide and organize work into manageable packages and an actionable schedule.
  • Visualize and document processes.
  • Assign tasks and confirm completion.
  • Ensure on-time delivery of all assigned goals.
  • Lead defined small and medium-sized teams and components of large projects and programs.
  • Schedule meetings and prepare agenda and minutes at the direction of stakeholders and leads.
  • Liaise between internal and external stakeholders and Exact Sciences team members.
  • Keep relevant information organized and available to appropriate stakeholders and team members.
  • Manage issues and action items; collaborate directly with team members to ensure completion.
  • Coordinate and provide communication updates to key stakeholders, management, and team members.
  • Maintain positive working relationships with various internal parties and stakeholders.
  • Lead and support process improvement initiatives within the clinical and regulatory affairs department.
  • Analyze systems user needs to identify efficiencies and gaps; assess cross-functional impact and integrate stakeholder recommendations and needs to streamline process flow.
  • Communicate both efficiencies and gaps cross-functionally.
  • Manage multiple priorities for various stakeholders in a cross-functional matrix environment.
  • Apply strong attention to detail.
  • Apply strong verbal and written communication skills.
  • Apply effective presentation skills.
  • Apply strong analytical, problem solving, and decision-making skills.
  • Ability to adapt to rapid changes in priorities, strong sense of urgency, and ability to identify ways to work together to achieve results needed for all requests.
  • Ability to organize, present, and convey problems or issues.
  • Ability to exercise judgment and determine appropriate action to a variety of problems of varying complexity.
  • Ability to coordinate multiple tasks both owned individually and by others.
  • Uphold company mission and values through accountability, innovation, integrity, quality, and teamwork.
  • Support and comply with the company’s Quality Management System policies and procedures.
  • Maintain regular and reliable attendance.
  • Ability to act with an inclusion mindset and model these behaviors for the organization.
  • Ability to work designated schedule.
  • Ability to work nights and/or weekends, as needed.
  • Ability to lift up to 10 pounds for approximately 5% of a typical working day.
  • Ability to work on a mobile device, tablet, or in front of a computer screen and/or perform typing for approximately 90% of a typical working day.
  • Ability to grasp with both hands; pinch with thumb and forefinger; turn with hand/arm; reach above shoulder height.
  • Ability to comply with any applicable personal protective equipment requirements.
  • Ability to work on a computer and phone simultaneously.
  • Ability to use a telephone through a headset.
  • Ability to travel 10% of working time away from work location, may include overnight/weekend travel.
Minimum Qualifications
  • Bachelor’s degree in Business Administration, Engineering, Biology, or other field related to the essential duties of the position.
  • 2+ years of work experience in a project-focused environment.
  • Proficient with Microsoft Office suite programs.
  • Demonstrated ability to perform the essential duties of the position with or without accommodation.
  • Authorization to work in the United States without sponsorship.
Preferred Qualifications
  • Certified Associate in Project Management (CAPM) through the Project Management Institute (PMI).
  • Experience with workflow design; including, but not limited to, experience with Visio and/or other related programs.
  • Strong understanding of Food and Drug Administration (FDA) regulations and the International Conference on Harmonization - Good Clinical Practice (ICH GCP); including strong understanding of global regulations.
  • Good understanding of clinical systems functionality and requirements.
Compensation

The base pay for this position is $50,700.00 – $101,300.00. In specific locations, the pay range may vary from the range posted.

Job Family & Details

JOB FAMILY: Supply Chain
DIVISION: ONCO Cancer Diagnostics
LOCATION: United States > Madison : 5505 Endeavor Ln
ADDITIONAL LOCATIONS:
WORK SHIFT: Standard
TRAVEL: Yes, 10 % of the Time
MEDICAL SURVEILLANCE: No
SIGNIFICANT WORK ACTIVITIES: Continuous sitting for prolonged periods (more than 2 consecutive hours in an 8 hour day), Keyboard use (greater or equal to 50% of the workday)

Equal Opportunity

Abbott is an Equal Opportunity Employer of Minorities/Women/Individuals with Disabilities/Protected Veterans.

EEO is the Law link - English: http://webstorage.abbott.com/common/External/EEO_English.pdf

EEO is the Law link - Espanol: http://webstorage.abbott.com/common/External/EEO_Spanish.pdf

Company Information

Abbott is about the power of health. For more than 135 years, Abbott has been helping people reach their potential — because better health allows people and communities to achieve more. With a diverse, global network serving customers in more than 160 countries, we create new solutions — across the spectrum of health, around the world, for all stages of life. Whether it’s next-generation diagnostics, life-changing devices, science-based nutrition, or novel reformulations, we are advancing some of the most innovative and revolutionary technologies in healthcare, helping people live their best lives through better health.

The people of Abbott come to work each day with relentless energy, enthusiasm and a promise to enhance the health and well-being of millions of people. They push the boundaries to help manage and treat some of life’s greatest health challenges.

We invite you to explore opportunities at Abbott, to see if your talents and career aspirations may fit with our openings. An equal opportunity employer, Abbott welcomes and encourages diversity in our workforce.

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