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Portfolio Operations Associate Jobs in Altamonte Springs, FL

Associa

Portfolio Community Manager

Longwood, FL · On-site

$47K - $60K/yr

Supervise the operation and administration of the Association in accordance with management ... Associate degree required; Bachelor's degree preferred * Exceptional communication skills both ...

Dixie Interiors

Operations Manager

Sanford, FL · On-site

... portfolio of interior products. Founded in 2016, ADG has grown by uniting respected regional ... This position works closely with installers, warehouse associates, sales teams, and leadership to ...

Dixie Interiors, LLC.

Operations Manager

Sanford, FL · On-site

... portfolio of interior products. Founded in 2016, ADG has grown by uniting respected regional ... This position works closely with installers, warehouse associates, sales teams, and leadership to ...

ZRS Management

Associate

Orlando, FL · On-site

... and operational strategy for our existing portfolio, as well as potential developments and ... This role will report to the Associate Vice President, Vice President and Senior Vice President.

ZRS Management

Associate

Orlando, FL · On-site

... and operational strategy for our existing portfolio, as well as potential developments and ... This role will report to the Associate Vice President, Vice President and Senior Vice President.

JSM & ASSOC LLC

Marketing Manager

Apopka, FL · On-site

JSM & Associates, LLC is seeking an experienced Marketing Manager who is strategic and visually ... A link to your portfolio or examples of marketing collateral/pitch decks you have personally ...

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All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Altamonte Springs, FL

Portfolio Operations Associate information

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$10

$24

$49

How much do portfolio operations associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for portfolio operations associate in Altamonte Springs, FL is $24.53, according to ZipRecruiter salary data. Most workers in this role earn between $16.63 and $28.32 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?

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 job categories do people searching Portfolio Operations Associate jobs in Altamonte Springs, FL look for? The top searched job categories for Portfolio Operations Associate jobs in Altamonte Springs, FL are:
What cities near Altamonte Springs, FL are hiring for Portfolio Operations Associate jobs? Cities near Altamonte Springs, FL with the most Portfolio Operations Associate job openings:
Portfolio Operations Associate jobs near you

Portfolio Community Manager

Associa

Longwood, FL • On-site

$47K - $60K/yr

Full-time

Re-posted 12 days ago

Associa rating

7.2

Company rating: 7.2 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

107th of 250 rated facilities management

Job description

The Licensed Community Association Manager (LCAM) is responsible for providing the overall supervision of assigned communities. The successful Community Association Manager effectively interacts with internal and external customers including homeowners, vendors, board members and committee members, as well as onsite staff, Client Shared Service Center (CSSC) and within the branch office.
Responsibilities:
  • Supervise the operation and administration of the Association in accordance with management agreement, Florida Statutes and the Association's policies and procedures
  • Acts as or oversee the primary liaison with the Association Board of Directors and homeowners as needed
  • Attend Board meetings per the management agreement and community events as needed
  • Ensure Board of Directors are aware of legal actions involving the Association
  • Monitor corporate and client delinquency rates and collections process for account portfolio
  • Maintain unit and contract files relating to the operations of the Association
  • Prepare Board packages according to established time frames
  • Other duties as assigned

Requirements:
  • Valid Florida Community Association Manager (LCAM) License
  • Minimum 1-3 years of experience managing HOA's/Condos
  • Professional customer service skills
  • Associate degree required; Bachelor's degree preferred
  • Exceptional communication skills both written and verbal with polished, professional and friendly demeanor
  • Knowledge of communities/property/real estate and homeowners associations
  • Time management and time critical prioritization skills

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About Associa

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With more than 180 branch offices across North America, Associa delivers unsurpassed management and lifestyle services to nearly five million residents worldwide. Our 10,000+ team members lead the industry with unrivaled education, expertise and trailblazing innovation. For more than 40 years, Associa has provided solutions designed to help communities achieve their vision.

Industry

Real estate

Company size

10,000+ Employees

Headquarters location

Dallas, TX, US

Year founded

1979

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