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Portfolio Operations Associate Jobs in Altamonte Springs, FL

Saks

Merchandising Operations Associate

Orlando, FL · On-site

$17.05 - $21.32/hr

It is part of Saks Global's portfolio of world-class luxury retailers and real estate assets. YOU WILL BE: As a Merchandise Operations Associate, you will assist with stocking, receiving, order ...

Wesco

Associate - Operations

Orlando, FL · On-site

With our best-in-class product and services portfolio and our massive scale, there are endless ... A Day in The Life of a Warehouse Associate As a Warehouse Associate you will be responsible for ...

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.

ZRS Management, LLC

Associate

Orlando, FL · On-site

$60 - $90/hr

... 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.

Conference Catalysts

Registration Associate

Orlando, FL · On-site +1

$53K/yr

... Operations Location: Remote Job Type: Full-time, exempt Summary of Position: We are currently seeking a Registration Associate to support our growing portfolio of conferences and events. This role is ...

Conference Catalysts

Registration Associate

Orlando, FL · On-site

$53K/yr

... Operations Location: Remote Job Type: Full-time, exempt Summary of Position: We are currently seeking a Registration Associate to support our growing portfolio of conferences and events. This role is ...

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 ...

OTO Development

Housekeeping Team Associate

Orlando, FL · On-site

$17/hr

Partnering with the strongest brands in hospitality, OTO owns and operates a portfolio of upscale ... operational excellence, community service, and sales, marketing, and revenue success. Our company ...

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

Portfolio Operations Associate information

See Altamonte Springs, FL salary details

$10

$24

$49

How much do portfolio operations associate jobs pay per hour?

As of Sep 4, 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.

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 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

Senior Investment Operations Associate

DePrince, Race & Zollo, Inc.

Winter Park, FL • On-site

Other

Medical, Retirement

Posted 4 days ago

Job description

Company Description DePrince, Race & Zollo, Inc. (DRZ) is a 31-year, employee-owned asset management firm based in Winter Park, FL, specializing in value-focused equity investment strategies for institutional clients. Team members are part of a collaborative culture focused on performance and exceptional client service.

Role Description The Senior Investment Operations Associate is a full-time, on-site position located in Winter Park, FL, responsible for supporting the firm’s investment and client servicing activities through accurate and timely operational execution. Daily responsibilities include trade processing, reconciliation of accounts and positions, and coordination with custodians, brokers, and other external partners to resolve breaks and operational issues. The role also involves maintaining and validating data within portfolio accounting and trading systems, preparing operational reports, and supporting performance measurement and client reporting processes. The associate collaborates closely with portfolio managers, compliance, and client service teams to ensure operational integrity, adherence to internal controls, and alignment with regulatory requirements. This role is expected to identify process improvements, document procedures, and contribute to a high standard of efficiency and risk management across the operations function.

Qualifications

  • The ideal candidate will possess a deep understanding of investment operations and will be prepared to take on a leadership role, with a clear path to transition into the Director of Operations role within 3-5 years. 
  • Investment operations and portfolio accounting skills, including trade processing, cash and position reconciliation, and familiarity with custodial platforms.
  • Data management and reporting capabilities, such as maintaining accurate investment data, supporting performance measurement, and preparing client and internal reports.
  • Risk, compliance, and control orientation, with experience following documented procedures, supporting audits, and adhering to regulatory and firm policies.
  • Technical proficiency with investment operations systems (e.g., portfolio accounting and trading platforms), Microsoft Excel, and other office productivity tools.
  • Strong analytical and problem-solving skills, with attention to detail and the ability to resolve operational issues in a timely manner.
  • Effective written and verbal communication skills, with the ability to collaborate across investment, operations, compliance, and client service teams.
  • 7-10 years of relevant experience in asset management or financial services operations; prior work with institutional clients or equity strategies is beneficial.
  • Bachelor’s degree in finance, accounting, economics, business, or a related field.
  • Ability to work full time, on-site in Winter Park, FL, demonstrating reliability, integrity.

Benefits

DRZ offers highly competitive compensation and benefit programs rooted in our culture of excellence which include highly competitive salary, annual discretionary performance-based bonus, robust medical benefits, 401(k) and profit-sharing plan, and generous paid leaves. 


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