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Portfolio Operations Associate Jobs in Cleveland, OH

nVent

Operations Mgr II

Solon, OH

Be highly visible to associates and promote hands-on problem-solving. YOU HAVE: * 4-year degree in ... Our robust portfolio of leading electrical product brands dates back more than 100 years and ...

nVent

Operations Mgr II

Solon, OH · On-site

Be highly visible to associates and promote hands-on problem-solving. YOU HAVE: * 4-year degree in ... Our robust portfolio of leading electrical product brands dates back more than 100 years and ...

Goosehead

Sr. Technical Program Associate

Westlake, OH · On-site

The Technical Program Associate is responsible for supporting the technology portfolio's Program ... operational friction. - Partner with senior TPMs to learn best practices in Agile and scaled ...

Stifel

FI Int Rate Ops Support Analyst I

Cleveland, OH · On-site

Daily portfolio valuations for bank clients. * Preparation, distribution, and collection of swap ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

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All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Cleveland, OH

Portfolio Operations Associate information

See Cleveland, OH salary details

$10

$25

$51

How much do portfolio operations associate jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for portfolio operations associate in Cleveland, OH is $25.41, according to ZipRecruiter salary data. Most workers in this role earn between $17.21 and $29.33 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 are popular job titles related to Portfolio Operations Associate jobs in Cleveland, OH?

For Portfolio Operations Associate jobs in Cleveland, OH, the most frequently searched job titles are:

What job categories do people searching Portfolio Operations Associate jobs in Cleveland, OH look for?

The top searched job categories for Portfolio Operations Associate jobs in Cleveland, OH are:

What cities near Cleveland, OH are hiring for Portfolio Operations Associate jobs?

Cities near Cleveland, OH with the most Portfolio Operations Associate job openings:

Portfolio Operations Associate jobs near you

Associate Banker - Equipment Finance- Associate

JP Morgan Chase

Cleveland, OH • On-site

Full-time

Medical, Retirement

Re-posted 13 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 494 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

JPMorganChase is seeking a highly motivated, proactive Associate to join our Equipment Finance group. This role is ideal for individuals with strong analytical, organizational, client-service, and relationship-management skills who are ready to take greater ownership of deal execution, portfolio support, client servicing, and business development activities. The Associate will serve as a key partner to Senior Originators, Portfolio Managers, bankers, and internal teams, while continuing to build technical expertise, client-management capabilities, and leadership skills within the equipment finance business.

As an Associate Banker in Equipment Finance, you will support end-to-end deal execution and ongoing portfolio and client needs, helping drive transactions forward through effective coordination, strong attention to detail, and responsive client service. You will partner closely with internal stakeholders to deliver solutions, maintain operational excellence, and contribute to the growth of the Equipment Finance franchise.

Job Responsibilities

  • Manage deals end-to-end from initial engagement through execution; coordinate stakeholders and proactively manage timelines and deliverables.
  • Support Senior Originators by preparing materials, coordinating meetings, tracking pipeline activity, and helping drive deal progress.
  • Prepare and submit deal opportunities, supporting documentation, pricing models, and opportunity memos; understand model inputs and support accurate pricing and structuring.
  • Support transaction structuring and term sheet preparation.
  • Serve as a primary client contact for account inquiries (e.g., payoff quotes, invoices, lien releases, designated coverage needs).
  • Partner with Portfolio Service and internal stakeholders to resolve servicing issues and maintain strong client support.
  • Support client calls/meetings by preparing notes, confirming logistics, documenting call details, and contributing to discussions as appropriate.
  • Engage bankers, clients, and internal partners to address requests, deliver solutions, and support broader business development efforts.

Required qualifications, capabilities and skills

The ideal candidate brings relevant banking/credit/treasury experience, strong execution and communication skills, and comfort with analytical tools and CRM platforms. 

  • 3+ years of experience in a similar banking, venture, credit, or treasury role.
  • Bachelor's degree in Business, Finance, Accounting, or related field (or equivalent work experience).
  • Strong analytical, organizational, communication, and problem-solving skills.
  • Proficiency in Microsoft Excel.
  • Experience with Salesforce or similar CRM platforms/tools.
  • Ability to manage multiple priorities while maintaining accuracy, timeliness, and attention to detail.

Preferred qualifications, capabilities and skills

  • Experience with equipment finance structures and related documentation is preferred, though training may be provided. 

  • Familiarity with loans, commercial leases, pricing models, transaction documentation, and/or equipment finance structures.
  • Demonstrated initiative, reliability, accountability, and willingness to learn.
  • Strong interest in client service, relationship management, and business development.
  • Proven ability to collaborate effectively across originators, portfolio managers, bankers, credit partners, operations teams, and service teams.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

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