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Portfolio Operations Associate Jobs in Altamonte Springs, FL

Rentokil

Assoc. Project Manager, SOLitude

Orlando, FL · On-site

Maintain a full portfolio of annual maintenance accounts and/or projects - performing all ... Support District operations with routine client communication, attendance at HOA and regulatory ...

Marriott

Golf Pro Associate

Orlando, FL · On-site

JOB SUMMARY Position assists in day-to-day management of golf operations and is responsible for ... In joining Marriott Hotels, you join a portfolio of brands with Marriott International. Be where ...

Mondelez International

Warehouse Associate

Orlando, FL · On-site

$15 - $17.75/hr

Having a general understanding of warehouse operations and practices.? * Ability to work in varying ... We have a rich portfolio of strong brands - both global and local. Including many household names ...

Wesco

Warehouse Associate

Orlando, FL · On-site

$15 - $17.75/hr

With our best-in-class product and services portfolio and our massive scale, there are endless ... No experience required/ entry level * 1 year of warehouse operations experience preferred Skills ...

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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 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

Business Operations Coordinator (Gifting Department) - Bonnet Creek Resort

Wynd Technologies, Inc

Orlando, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

New

Job description

We Put the World on Vacation

Travel + Leisure Co. is the world's leading vacation ownership and travel membership company, with a dynamic and growing portfolio of resort, travel club, and lifestyle travel brands. Our dedicated associates help the company achieve its mission to put the world on vacation. Innovation and growth keep our work interesting and fun. Every day is a chance to learn something new and turn vacation inspiration into exceptional experiences for millions of travelers worldwide.

Job Summary

Accountable for performing all facets of the operations department to include tour reception, gifting and contracts in accordance with T+L Standard Operating Procedures. Promote a professional atmosphere for our guests, Sales & Marketing staff.

Essential Job Responsibilities

Responsibilities include, but are not limited to:

  • Greet and qualify touring guests. Collect and validate all guest information. Assign tours to Sales Agents and provide information to Sales & Marketing department as necessary. (15% time)
  • Provide exceptional customer service to all guests. Answer phones and guest questions in a professional manner. Assist property owners with contract questions or concerns. (10% time)
  • Distribute premiums to guests upon closure of presentation. Complete daily gift, tour and contract reconciliation in all systems. (20% time)
  • Data entry of all tour and gifting information into Central Reservations Systems / Epiphany system and running of reports. Prepare and balance cash, down payments, site stats for Contract Department (20% time)
  • File and secure all documents per procedures. Maintain Property Owner Information per PII and PCI standards (5% time)
  • Prepare Timeshare Sales Contracts for Sales Department and Property Owners. Assist Administrative Supervisor in support of Sales Staff. Preparation and maintenance of legal documents. (20% time)
  • Assist Supervisor to provide additional administrative support to internal departments to include Sales, Marketing, HR, and Resort teams (10% time)
  • Performs other duties as needed

    • Travel Requirements

  • No Travel required

    • Minimum Requirements and Qualifications

    Education

  • High School Diploma

    • Knowledge and Skills

  • Computer Skills Required
  • Proficient in the use of the Central Reservation System (CRS) or EPNY(preferable)

    • Technical Skills

  • Proficient in Microsoft Word, Proficient in Microsoft Outlook, Proficient in Microsoft Excel

    • Job Experience

  • One year of general office experience
  • One year of customer service experience

    • Experience equivalent to the education requirement may be accepted in lieu of the education requirement.

    Complexity

    Level of decision making authority:Coordinator may be required to make limited operational decisions when resolving owner issues or objections.

    Level of autonomy:Coordinator's daily work will be verified daily, weekly and monthly to ensure accuracy and validation of all tour, gifting and contractual paperwork.

    Impact of incumbent's decisions on the organization:Coordinator's decisions may cause commission delays, site revenue recognition delays, and delays in contract securitization, cost per tour and marketing payroll inaccuracies.

    Supervisory Responsibility:None

    Scope/Financial Responsibility:Coordinator is accountable to meet WCF Scorecard metrics, Accounting Deliverables, maintain Cost of Sales, Product Yield Management, and ensure adherence to T+L Standard Operating Procedures to secure the company's assets.

    How You'll Be Rewarded:

    We offer a diverse range of comprehensive health and welfare benefits to associates who work 30 or more hours per week to meet your needs and support you throughout your career with us. Certain benefits may be available to associates working fewer hours where required by applicable law. Travel + Leisure Co. benefits include:

    Note: Temporary and/or seasonal associates are ineligible for Paid Time Off.

    • Medical
    • Dental
    • Vision
    • Flexible spending accounts
    • Life and accident coverage
    • Disability
    • Depending on position, paid time off, parental leave and holidays (speak to your recruiter for additional information)
    • Wish day paid time to volunteer at an approved organization of your choice
    • 401k with employer match (subject to eligibility requirements, including tenure - speak to your recruiter for additional information)
    • Legal and identify theft plan
    • Voluntary income protection benefits
    • Wellness program (subject to provider availability)
    • Employee Assistance Program

    Where Memories Start with You

    Hospitality is at the heart of all we do at Travel + Leisure Co. Here, you'll find an inclusive environment where we deliver excellence and take time to have fun, celebrate together, and support one another. We're always looking ahead to what's next and how we can strengthen our business, its neighboring communities, and the customer experience. Join our global team and build a career where memories start with you.

    We are an equal opportunity employer, and all applications will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to MyCareer@travelandleisure.com, including the title and location of the position for which you are applying.

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