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Portfolio Operations Associate Jobs in Boston, MA

Xpansiv

Reporting Operations Associate

Boston, MA

$59K - $61K/yr

Leveraging its extensive industry knowledge and proven technology portfolio, Xpansiv assists ... Associate, in Reporting Operations to contribute to our reporting operations. We are looking for ...

Audax Group

Operations Associate, Private Debt

Boston, MA · On-site

$72K - $130K/yr

Interact daily with Portfolio Managers and PD Fund Management Team for allocations and coordination of trade settlements * Work with senior members of the Operations Team on direct deal closings and ...

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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

$57

How much do portfolio operations associate jobs pay per hour?

As of Jun 16, 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:
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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
Reporting Operations Associate

Reporting Operations Associate

Xpansiv

Boston, MA

$59K - $61K/yr

Full-time

Posted 8 days ago

Be an early applicant

Job description

Xpansiv®, a trailblazer in the energy and environmental commodities market, operates the integrated, open, and neutral market platform designed to accelerate the global energy transition.  Xpansiv provides thousands of market participants and intermediaries with access to the widest possible range of energy transition markets, through its suite of solutions, including the world’s largest environmental commodities trading platform, where billions of assets cross per year. Xpansiv’s end-to-end technology platform services the entire life cycle of environmental commodities, connecting diverse markets and market participants across the world and enabling stakeholders to deliver transparent and trusted environmental claims to address the growing demand for energy transition. Leveraging its extensive industry knowledge and proven technology portfolio, Xpansiv assists companies seeking to identify and mitigate risk, streamline the management of their environmental assets, and comply with regulations, caps and commitments.

ABOUT THE POSITION
We are looking for a process-driven individual to join our company as an Associate, in Reporting Operations to contribute to our reporting operations.
 
We are looking for someone with the technical skills to understand the complex processes associated with our markets and operations, the attention to detail to execute vital monthly tasks, and the ability to effectively communicate with multiple teams, clients, partners, and vendors.
Responsibilities
  • Be an expert in state, registry, and SRECTrade reporting requirements and procedures
  • Support monthly solar meter generation reporting and uploads, including data entry and auto-reporter setup
  • Provide ongoing support for reporting issues, assisting with client inquiries by email and phone
  • Continually streamline the generation reporting operations, by effectively communicating issues and creating solutions with co-workers to improve our processes
Requirements
  • Exceptional attention to detail
  • Excellent internal and external communication skills, verbal and written, with a friendly demeanor and a welcome presence with clients
  • Self-starter, a strong sense of accountability, and determined to succeed both individually and within a team
  • Can do attitude. Happy to roll up your sleeves and get the job done.
  • Advanced level skills with Microsoft Excel
  • Previous analytical experience is a plus
 
What can you expect throughout the interview process:
Step 1- Shortlisting of resume & Recruiter screening
Step 2- Hiring Manager MS teams call
Step 3- Final Presentation Interview
 
 
Base Salary
Compensation for this role will vary among specific regions due to geographic differentials in the labor market, actual pay will be determined considering factors such as relevant skills and experience, knowledge, education and training. However, compensation in the following regions is expected to be as follows:
Boston, MA: Compensation is expected to be between
$59,000 and $61,000


Here at Xpansiv, we cultivate diversity, celebrate individuality, and believe unique perspectives are key to our collective success in building trust and transparency in global efforts toward net-zero future. Xpansiv is committed to equal employment opportunity regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, protected veteran status, or any status protected by applicable federal, state, or local law.

Note to Recruiters: Xpansiv does not accept unsolicited resumes or referrals from placement agencies, staffing vendors or other external parties seeking recruiting fees without a signed formal agreement.