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Portfolio Operations Associate Jobs in Austin, TX

The individual will meet or exceed operational goals by providing high-quality, professional ... Associate's degree in criminal justice, business or a related field with three (3) years of ...

The individual will meet or exceed operational goals by providing high-quality, professional ... Associate's degree in criminal justice, business or a related field with three (3) years of ...

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Portfolio Operations Associate information

See Austin, TX salary details

$11

$26

$52

How much do portfolio operations associate jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for portfolio operations associate in Austin, TX is $26.01, according to ZipRecruiter salary data. Most workers in this role earn between $17.64 and $30.00 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 Austin, TX?

The most popular types of Portfolio Operations jobs in Austin, TX are:

What are popular job titles related to Portfolio Operations Associate jobs in Austin, TX?

For Portfolio Operations Associate jobs in Austin, TX, the most frequently searched job titles are:

What job categories do people searching Portfolio Operations Associate jobs in Austin, TX look for?

The top searched job categories for Portfolio Operations Associate jobs in Austin, TX are:

What cities near Austin, TX are hiring for Portfolio Operations Associate jobs?

Cities near Austin, TX with the most Portfolio Operations Associate job openings:

Senior Portfolio Operations Program Manager

TRIMEDX Holdings

Austin, TX

$115K - $115K/yr

Full-time

Posted 4 days ago


Trimedx rating

7.9

Company rating: 7.9 out of 10

Based on 80 frontline employees who took The Breakroom Quiz

86th of 281 rated repair and maintenance companies


Job description

If you are wondering what makes Trimedx different, it's that all of our associates share in a common purpose of serving clients, patients, communities, and each other with equal measures of care and performance.

  • Everyone is focused on serving the customer and we do that by collaborating and supporting each other
  • Associates look forward to coming to work each day
  • Every associate matters and makes a difference

It is truly a culture like no other - We hope you will join our team! Find out more about our company and culture here.


The Senior Portfolio Operations Program Manager will lead our portfolio operations and drive speed-to-value across our product and technology teams. This role combines operational excellence with strategic thinking with responsibility to ensure cross-team visibility and coordination while also diagnosing and solving systemic challenges that slow us down. This position will be the connective tissue between product and IT, breaking down silos, removing friction, standardizing ways of working, and helping leadership understand true ROI. As we shift toward speed, agility, and measurable outcomes in an AI-driven landscape, this role will help us adapt quickly and operate at our best.

Responsibilities

Portfolio Strategy & Visibility: Own a single source of truth for portfolio health-initiatives, dependencies, blockers, and metrics. Analyze how work flows across product and IT; identify bottlenecks, redundancies, and misalignments. Conduct regular health reviews and escalate risks early, before they derail delivery.

Speed-to-Value Framework: Define what "speed" and "value" mean in your context. Build the measurement engine-dashboards, KPIs, and reporting cadences-that tracks cycle time, deployment frequency, time-to-first-value, and ROI. Ensure leadership uses this data for decision-making.

Root-Cause Problem-Solving: Lead diagnosis and resolution of high-impact organizational challenges (decision velocity, delivery delays, resource constraints, cross-team friction). Design systemic solutions, not band-aids. Measure outcomes and iterate.

Standardization & Operating Models: Develop playbooks, templates, and operating models that enable consistency without stifling innovation. Identify common pain points (vendor selection, onboarding, handoffs, approval workflows) and build scalable solutions. Drive adoption through partnership, not mandate.

Organizational Optimization: Recommend strategic changes to workflows, team structure, or capabilities based on data. Help eliminate bureaucracy while maintaining guardrails. Raise the bar for how we execute.

AI & Emerging Technology Adoption: Stay current with emerging tools and approaches (AI tooling, automation, modern delivery frameworks). Evaluate pragmatic adoption and help teams think about competitive advantages.

Stakeholder Leadership & Communication: Translate portfolio status and outcomes into executive briefs. Influence senior leadership on organizational priorities and trade-offs. Make progress visible; highlight wins and communicate risks clearly.

Relationship Building & Mentorship: Spend time with teams-understand their challenges, build trust, and be seen as a partner. Mentor Program Managers and Team Leads. Raise PM maturity across the organization.

All other duties as assigned.

Skills and Experience

Minimum of seven or more years of program/portfolio management experience in product, IT operations, or technology delivery environments is required.

Demonstrated experience building metrics, dashboards, and measurement frameworks, with strong data fluency.

Demonstrated success improving cross-team coordination, removing operational friction, and solving organizational challenges. Experience working in matrixed or distributed organization is preferred.

Ability to influence without authority; strong stakeholder management and communication skills. Comfortable working with ambiguity with a bias toward action.

Proven leader who understands technical products and services, including partnering with engineers to evaluate and make trade-offs.

End-to-end product development life-cycle experience, including commercialization planning, go-to market strategy, and the successful launch and adoption of new products and services.

Thorough understanding of development, engineering, and sales processes, including Agile/Scrum, SAFe, Pragmatic Marketing Framework, and Miller Heiman.

Experience in medical devices and/or the broader healthcare industry, including Clinical Engineering or Clinical Asset Management, is preferred.

Exceptional written and verbal communication skills, superior executive presentation skills, and sound judgment.

Strong strategic planning, organizational, and program management skills, with a demonstrated ability to translate strategy into actionable plans and measurable outcomes.

Innovative thinker with creative problem-solving, negotiation, and conflict-resolution skills.

Ability to travel up to 15%, or approximately three business days per month; travel may fluctuate based on organizational needs.

Education and Qualifications

Bachelor's Degree in Business, Management, Computer Science, or related discipline is required, or equivalent experience.

#LI-Remote

At Trimedx, we are committed to cultivating a workplace culture where every associate feels valued, supported, and empowered to thrive. This culture reflects our belief that our people are our foundation, their well-being is essential, and shared success is built through meaningful work, recognition, and opportunities for growth.


We embrace people's differences which include age, race, color, ethnicity, gender, gender identity, sexual orientation, national origin, education, genetics, veteran status, disability, religion, beliefs, opinions and life experiences.


Visit our website to view our Workplace Culture Commitment , along with our social channels to see what our team is up to: Facebook, LinkedIn, Twitter.

Trimedx is an Equal Opportunity Employer. Drug-Free Workplace.

Because we are committed to providing a safe and productive work environment, Trimedx is a drug-free workplace. Accordingly, Associates are prohibited from engaging in the unlawful manufacture, sale, distribution, dispensation, possession, or use of any controlled substance or marijuana, or otherwise being under the influence thereof, on all Trimedx and Customer property or during working/on-call hours.


What Trimedx employees say

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About TRIMEDX

Sourced by ZipRecruiter

Founded in the summer of 1998, TRIMEDX was the solution to one technician's vision of how to operate a hospital medical equipment service center of excellence. Today, TRIMEDX is the largest independent medical equipment service provider with locations in over 40 states and 3,000+ employees. We share in a common purpose of serving customers, patients, communities and each other with equal measures of caring and performance.

Industry

Health care and social assistance

Company size

1,001 - 5,000 Employees

Headquarters location

Indianapolis, IN, US

Year founded

1998

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