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Portfolio Operations Associate Jobs in Wisconsin

Pacifico Energy

WI

... operations. The company serves as a trusted partner across engineering, financing, construction ... We are hiring an Associate General Counsel to support Pacifico's growing portfolio of power ...

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LGC Group

Associate Scientist II, Production

Middleton, WI · On-site

$15.50 - $19.50/hr

Our integrated portfolio of products, services and expertise supports our purpose of Science for a ... Contribute to operations teams performing manufacturing, quality control, and production ...

LGC Group

Associate Scientist II, Production

Middleton, WI

$15.50 - $19.50/hr

Our integrated portfolio of products, services and expertise supports our purpose of Science for a ... Contribute to operations teams performing manufacturing, quality control, and production ...

LGC Group

Associate Scientist II, Production

Middleton, WI · On-site

$15.50 - $19.50/hr

Our integrated portfolio of products, services and expertise supports our purpose of Science for a ... Contribute to operations teams performing manufacturing, quality control, and production ...

UW Credit Union

Security Operations Engineer

Madison, WI · On-site

$113K - $141K/yr

... tool portfolio. * Assist in developing meaningful metrics related to the effectiveness and ... Associate's degree in Computer Science or similar technology related field, or equivalent work ...

Hillenbrand

Warehouse Associate

Whitewater, WI · On-site

$15.75 - $18.75/hr

TEAM: * You work closely with warehouse, production, and operations teammates in a hands-on ... Our portfolio is composed of leading industrial brands that serve large, attractive end markets ...

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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.
Director of Pre-Owned Operations

Director of Pre-Owned Operations

Morrie's Auto Group

Onalaska, WI

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago

Job description

About Us:
Morrie's Auto Group is one of the fastest growing privately-owned dealership groups in the Midwest with 30 stores across Minnesota, Wisconsin, Michigan, and Illinois. We represent comprehensive portfolio of top OEM brands, and we're driven to be the most trusted choice for both our team members and customers.
We invest heavily in developing our people; because when our team grows, our company thrives. That's why we are committed to developing interested employees into management roles, offering industry-leading benefit plan options, and fostering a positive and inclusive culture.

Roles & Responsibilities:
Ensure effective inventory mix and pricing to market. Move inventory across stores as needed to maximize retail opportunities
Obtain and exceeding budgets for Volume and PVR
Train the Used Car Managers on processes & procedures
Partner with Service Departments to manage reconditioning of used vehicles
Drive the business through a high-level of involvement in the day-to-day operations
Manage controllable expense elements for the market Used Vehicle Departments
Organize auction activities
Analyze the business to determine shortfalls and developing action plans to improve performance
Effectively manage all areas of used car department, including but not limited to wholesale, retail, purchasing and marketing.
Ability to forecast goals and objectives for pre-owned vehicle sales, gross and key expenses on a monthly and annual basis.
Ability to hire, train and effectively lead all used car sales associates.
Possess strong closing abilities and ability to work with lenders.
Understands and keeps abreast of federal, state, and local regulations.
Ability to handle and resolve customer issues or concerns promptly and professionally.
Other duties as assigned.

What Morrie's Offers:
Industry-leading 401(k) and Roth IRA programs with a 4% company match
Full medical coverage through BCBS with their biggest network
HSA and Copay plan options, whichever fits your needs
Comprehensive dental and vision coverage
PTO accrual starting at 2 weeks
Free life insurance for all employees
AD&D, short- and long-term disability coverage, and voluntary life insurance
Flexible spending plans
*Some benefits are offered to full-time employees only

What You Offer:
Five years of previous experience as an Automotive Pre Owned Sales Manager in a high-end dealership is required.
Experience and knowledge of finance operations, knowledge of bank programs and ability to create excellent lender relationships are important for this position.
Excellent communication and customer service skills are required.
Previous experience with high volume and producing high units per month is preferred.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

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