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Portfolio Operations Associate Jobs in Wisconsin

Pacifico Energy

WI · On-site

... portfolio of power generation and data center projects ... You will partner with development, finance, operations, HR, and executive leadership to advance ...

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 ...

Abbott

Revenue Operations Analyst II

Wausau, WI · On-site

Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading ... Associate's degree or High School Degree/General Education Diploma and 2+ years of experience in ...

Abbott

Revenue Operations Analyst II

Wausau, WI · On-site

Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading ... Associate's degree or High School Degree/General Education Diploma and 2+ years of experience in ...

nVent

Operations Supervisor

Oregon, WI · On-site

Associate degree or equivalent from two-year college or technical school * Ideally 5 plus years ... Our robust portfolio of leading electrical product brands dates back more than 100 years and ...

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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 Aug 21, 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.

Associate General Counsel for Energy & Infrastructure Projects (Town of Texas)

Pacifico Energy

WI • On-site

Full-time

Re-posted 10 days ago

Job description

Pacifico Energy, a global energy infrastructure firm, seeks an Associate General Counsel to support a growing portfolio of power generation and data center projects. You will partner with development, finance, operations, HR, and executive leadership to advance projects from concept through construction and operation, and to support corporate transactions.

You will serve as a hands-on legal partner across contracting, project development, and corporate matters while coordinating with outside

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