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Portfolio Operations Associate Jobs in Boston, MA

SCHOCHET ASSOCIATES

Portfolio Manager

Braintree, MA · On-site

$150K - $170K/yr

Ensure consistent application of HUD and/or state agency program rules and regulations for assigned portfolio and assist Director of Portfolio Operations with these issues as needed for entire ...

Kforce Inc.

Operations Associate

Boston, MA · On-site

Kforce has a client that is seeking an Operations Associate in Boston, MA. Position Overview: A ... Working with deal teams, portfolio managers, and finance, you will drive operational excellence and ...

Groma

Junior Property Operations Associate

Boston, MA · On-site

The Property Operations Associate will play a crucial role in overseeing the day-to-day operational ... Corporate Development * Assist with the onboarding of new acquisitions to the portfolio * Assist ...

Groma

Junior Property Operations Associate

Boston, MA · On-site

The Property Operations Associate will play a crucial role in overseeing the day-to-day operational ... Corporate Development * Assist with the onboarding of new acquisitions to the portfolio * Assist ...

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All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Boston, MA

Portfolio Operations Associate information

See Boston, MA salary details

$12

$28

$58

How much do portfolio operations associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for portfolio operations associate in Boston, MA is $28.55, according to ZipRecruiter salary data. Most workers in this role earn between $19.33 and $32.93 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 Boston, MA?

The most popular types of Portfolio Operations jobs in Boston, MA are:

What job categories do people searching Portfolio Operations Associate jobs in Boston, MA look for?

The top searched job categories for Portfolio Operations Associate jobs in Boston, MA are:

What cities near Boston, MA are hiring for Portfolio Operations Associate jobs?

Cities near Boston, MA with the most Portfolio Operations Associate job openings:

Portfolio Operations Associate jobs near you
Infographic showing various Portfolio Operations Associate job openings in Boston, MA as of August 2026, with employment types broken down into 84% Full Time, 15% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $59,377 per year, or $28.5 per hour.

Portfolio Operations Analyst

Daley And Associates, LLC

Braintree, MA • On-site

$28 - $35/hr

Other

Posted 6 days ago

Job description

Portfolio Operations Analyst
We are currently seeking candidates for a Portfolio Operations Analyst to join a leading financial services organization in Braintree, MA. This Portfolio Operations Analyst will support institutional investment operations with a focus on trade processing, client inquiries, fund pricing, and resolving transaction-related issues. This is a strong opportunity for an early-career candidate looking to build hands-on experience within investment operations, with potential for long-term conversion.
This is a 6+ month contract paying $28–$35/hour, depending on experience, with potential for extension or conversion to permanent employment.
The Portfolio Operations Analyst will work primarily from 11:00 AM–7:30 PM and follow a hybrid schedule requiring 4 days onsite per week. Candidates must be located in the Greater Boston area and willing to work four days per week onsite in Braintree, MA.
Responsibilities:
  • Process, review, and confirm investment trades while ensuring transactions are completed accurately and on schedule.
  • Support end-of-day fund pricing and help ensure pricing information is released within required deadlines.
  • Research trade discrepancies, processing errors, and operational exceptions through resolution.
  • Respond to a high volume of client and internal inquiries through Outlook and other communication channels.
  • Assist with NAV, settlement, market value, and other day-to-day fund and investment operations activities.
  • Maintain accurate transaction information across Salesforce and proprietary investment systems.
  • Follow established trade guidelines, controls, and compliance procedures when processing activity.
  • The Investment Operations Analyst will coordinate with internal teams supporting trade processing, client servicing, compliance, and implementation.
Qualifications:
  • 1–3 years of investment operations, financial services, fund operations, or related experience preferred; strong recent graduates with relevant internship experience will also be considered.
  • Basic understanding of trade processing and investment concepts such as NAV, settlement dates, market value, fund pricing, or transfer services.
  • Strong critical-thinking skills with the ability to identify discrepancies and work through operational issues.
  • Exceptional attention to detail and organization, particularly when handling financial transactions.
  • Strong written and verbal communication skills.
  • Proficiency with Microsoft Excel and Outlook; experience with Salesforce or similar systems is a plus.
  • Comfortable learning proprietary technology and using modern tools, including AI-based productivity tools.
  • The ideal Portfolio Operations Analyst will be dependable, organized, and comfortable working in a deadline-driven investment environment.
Candidates interested in this Portfolio Operations Analyst opportunity should be comfortable supporting later-day pricing and trade activity while working closely with a collaborative investment operations team.
For immediate consideration, interested and qualified candidates should send their resume to Jackson at jnichols@daleyaa.com
 

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