ZipRecruiter

Log In

1

Portfolio Operations Associate Jobs in Boston, MA

Nexamp

Finance Operations Associate

Boston, MA · On-site

Nexamp is seeking a Financing Operations Associate to play a key role in supporting timely fundings ... Working within the Finance Operations team in Nexamp's Portfolio Operations organization, this role ...

Nexamp

Finance Operations Specialist

Boston, MA

Working within the Finance Operations team in Nexamp's Portfolio Operations organization, this role sits close to the teams responsible for portfolio delivery, financing readiness, and risk ...

Groma

Junior Property Operations Associate

Boston, MA

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 ...

Partners Capital

Data Operations Associate

Boston, MA · On-site

$65K - $80K/yr

With $75B+ in assets under management, the firm constructs customized investment portfolios for its ... Position Description The Associate will join our Boston office as a member of the Data Operations ...

Partners Capital

Data Operations Associate

Boston, MA · On-site

$65K - $80K/yr

With $75B+ in assets under management, the firm constructs customized investment portfolios for its ... Position Description The Associate will join our Boston office as a member of the Data Operations ...

next page

Showing results 1-20

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

Portfolio Operations Associate information

See Boston, MA salary details

$12

$28

$57

How much do portfolio operations associate jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for portfolio operations associate in Boston, MA is $28.51, according to ZipRecruiter salary data. Most workers in this role earn between $19.33 and $32.88 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, and why are they important?

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 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 are popular job titles related to Portfolio Operations Associate jobs in Boston, MA? For Portfolio Operations Associate jobs in Boston, MA, the most frequently searched job titles 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 July 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 86% In-person, 11% Hybrid, and 3% Remote job distribution, with an average salary of $59,302 per year, or $28.5 per hour.
Finance Operations Associate

Finance Operations Associate

Nexamp

Boston, MA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 17 days ago

Job description

Do you want to be a part of the clean energy movement? Are you passionate about improving our environment for this generation and those to follow? Are you ready to take on new challenges and collaborate with a future-focused team leading the way into new markets? Join Nexamp!
This is where you can learn from industry leaders and become one yourself. It's fast-paced, mission-based work that challenges the status quo. Be on the team that's changing the world.
What we're looking for:
Nexamp is seeking a Financing Operations Associate to play a key role in supporting timely fundings and ongoing compliance across Nexamp's construction debt, perm debt, and tax equity portfolios. Working within the Finance Operations team in Nexamp's Portfolio Operations organization, this role sits close to the teams responsible for portfolio delivery, financing readiness, and risk visibility across projects. The Finance Operations team helps translate financing requirements into organized, repeatable workflows by coordinating borrowing readiness, documentation, and critical portfolio deliverables that support timely funding and ongoing compliance.
You will be hybrid out of our Boston office where you will report to the Manager, Finance Operations.
What you'll do:
  • Track conditions precedent, negative covenants, and borrowing readiness items across assigned facilities and portfolios, helping ensure key requirements are owned, monitored, and advanced through funding.
  • Verify borrowing representations and coordinate supporting documentation across Legal, Finance, Accounting, Treasury, CED, Business Development, Portfolio Operations Management, and NPO to support accurate, timely fundings.
  • Maintain deal and portfolio trackers, data rooms, and document repositories so funding materials stay current, accurate, and audit-ready for internal and external stakeholders.
  • Coordinate financing-related certifications, insurance deliverables, and compliance support items, including documentation tied to BoC, FEOC, labor-related requirements, insurance evidence, and applicable ITC or IRA adders.
  • Manage notices, estoppels, waivers, collateral assignment documents, and custodial reporting packages in partnership with Legal, counsel, and cross-functional stakeholders, and help resolve documentation exceptions as they arise.
  • Support tranche and contract documentation review, recurring offtaker deliverables, and lender-facing reporting requirements across applicable portfolios.
  • Partner cross-functionally to surface risks early, drive issue resolution, improve tools and processes, and communicate clear status updates on key financing deliverables.

What you'll bring:
  • 2-4 years of experience in project finance operations, loan or closing operations, portfolio operations, structured finance support, or similar work; paralegal experience in a large law firm or title company.
  • Bachelor's degree in Business, Finance, Accounting, Operations, Legal Studies, or a related field, or equivalent practical experience in financing operations or documentation-heavy work.
  • Strong organizational and project management skills, with the ability to manage multiple deadlines across facilities and portfolios with limited oversight.
  • Exceptional attention to detail and comfort managing complex documentation, certifications, and deliverables simultaneously.
  • Proven ability to coordinate across multiple teams and respond effectively to diligence questions and follow-up items.
  • Proficiency with tools such as Excel, SharePoint, ShareFile, and document management systems; experience with Salesforce, Sigma, or BI tools is a plus.
  • Clear written and verbal communication skills, with the ability to summarize status, risks, and dependencies for internal stakeholders.
  • Comfort working in a fast-paced, evolving environment with changing priorities and new financing structures.
  • Commitment to Nexamp's mission and have a passion for solving tomorrow's climate crisis today.
  • Demonstrated experience in effectively communicating information, ideas, and perspectives with people inside and beyond your organization.
  • Experience in showcasing initiative to make improvements to current work, processes, products, and services across the organization. We value accountability and an ownership mentality.
  • Ability to ask appropriate questions, analyze data, identify the root causes of problems, and present creative solutions.
  • Eagerness to develop a fundamental understanding of how Nexamp operates and then apply that knowledge effectively to inform business decisions.

If you don't meet 100% of the above qualifications, but see yourself contributing, please apply.
At Nexamp, our mission is to build the future of energy so it is clean, simple, and accessible for all. We are committed to providing a work environment free from discrimination. We are proud to be an equal opportunity employer. We do not discriminate against applicants on the basis of race, ethnicity, religion, sex, gender, sexual orientation, gender identity, disability status, veteran status, or any other basis protected by law. By encouraging a culture where ideas and decisions come from all people, we believe it will help us grow, innovate, and be a part of environmental and social change.
You'll love working here because:
Not only will you get to take part in meaningful work and have the chance to change the world alongside innovative, dedicated, and motivated peers, but you will also have access to all the benefits that Nexamp offers! This includes our competitive compensation package; a 401(k) employer-match; health, dental, and vision insurance starting day one; flexible paid time off and holiday PTO; commuter benefits, and cell phone reimbursement. We have headquarters in Boston, MA and Chicago, IL, in addition to growing offices nationwide. We provide healthy snacks, coffee, service days and other volunteer opportunities, company outings, and more!
Compensation
The reasonably estimated salary for this role at Nexamp ranges from $75,000 - $83,000. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual bonus programs based on individual and company performance, non-annual sales incentive plans, or other non-annual incentive plans). Additionally, you may be eligible to participate in the Company's stock option plan. Actual base salary may vary based upon, but is not limited to, skills and qualifications, internal equity, performance, and geographic location.
Nexamp's People team manages all aspects of recruitment and hiring within our organization. We want to inform third-party recruiters, staffing firms, and related agencies that Nexamp does not accept unsolicited resumes. Resumes will only be considered from these entities if a signed agreement is in place and the People team explicitly authorizes external recruiting assistance for a specific position. Any unsolicited resumes received will be deemed the property of Nexamp. We want to emphasize that Nexamp is not liable for any fees associated with unsolicited resumes.

Apply