1

Portfolio Operations Associate Jobs in Cleveland, OH

Merchandising Associate

North Olmsted, OH · On-site +1

$50K - $60K/yr

As Teddy Baldassarre continues to grow its brand portfolio and retail footprint, this role provides ... merchandising operations and luxury retail. Key Responsibilities * Manage accurate setup and ...

New

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 ...

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 ...

Warehouse Associate

Cleveland, OH · On-site

$17.35 - $20.82/hr

With our best-in-class product and services portfolio and our massive scale, there are endless ... No experience required/ entry level * 1 year of warehouse operations experience preferred Skills ...

General Operations - Participates in inventory process and all merchandise transfers, return to ... JCPenney offers a broad portfolio of fashion, apparel, home, beauty, and jewelry from national and ...

General Operations - Participates in inventory process and all merchandise transfers, return to ... JCPenney offers a broad portfolio of fashion, apparel, home, beauty, and jewelry from national and ...

next page

Showing results 1-20

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 30, 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.

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

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

Branch Operations Manager

Stephen Gould Corporation

Beachwood, OH • On-site

Full-time

Posted 18 days ago


Job description


What makes Stephen Gould Exceptional.  

Founded through a passion for entrepreneurship, our success is due to the ingenuity and tenacity of our extraordinary teams, bringing people and ideas together. With Stephen Gould, everything is within reach including an exciting career opportunity. We want you to join our team and build on our incredible 80-years of excellence. Stephen Gould looks for people that want to design and develop exciting solutions for a variety of engaged and passionate clients across the global.   With headquarters in Madison, New Jersey, 40 locations throughout the U.S and operations in six countries outside the U.S, we have grown tremendously while maintaining staying true to our 5 Principles: Stephen Gould - 5 Principals


Values and behaviors we look for:

  • Be committed to delivering the best results as a team, recognize that decisions may differ from individual opinion, succeed as a group.
  • Turn challenges into opportunities, be proactive and problem-solve early 
  • A positive and gracious colleague who leads and motivate though collaboration and support for peers

What will I do?

As a Branch Operations Manager you will be responsible for leading a team of Client Management Specialists/Buyers who act as the point of contact for a sales agent(s) processing client products and business portfolios. This intricate network of partnerships drives our business, and we are looking for an Office Manager that is detail oriented, driven by team goals and business growth and is a motivating support for their team. Stephen Gould views the Branch Operations Manager role as integral to aligning customer requirements and ensuring we meet the highest standards for our customers, suppliers, and partners.

  • You will be responsible for leading the CMS/Buyer team, reinforcing compliance with all Stephen Gould policies, procedures, and behavioral expectations, in alignment with our 5 Principles. 
  • You will partner with Sales Managers to align on collective branch visions and goals, driving productivity, accountability, and effective communication between SAs, branch teams and Corporate.
  • As an OM you will manage a team of (2-15+) Client Management Specialists, Buyers, and/or Project Managers who are directly partnered with the sales force to process Stephen Gould’s portfolio of business. 
  • We see the Client Management Specialist role as a “gate-keeper to our success” and OMs oversee orders from inception to payment, in alignment with Stephen Gould policy and procedures.
  • As an OM you will be responsible for monitoring performance levels of the CMS/Buyer/PM team, writing and delivering performance reviews, as well as making annual compensation recommendations.
  • You will be the escalation point for suppliers, customers, sales agents, branch and corporate partners, and employees in terms of issue resolution.
  • We are intent on following a compliant process to local, state, and federal government reporting requirements and as the OM you will execute and foster these requirements at the branch.
  • As an OM you will compile monthly reports with regards to business activity and profitability and report out communicating these figures as needed.

Role Requirements 

  • Associate degree in Business or related discipline + 5 years of experience required.
  • 3+ years of experience managing a team required
  • 3+ years of experience in a sales, service, or supply chain related role highly preferred
  • Experience in managing a customer service team in a supply chain or logistics environment.
  • Expert proficiency in Microsoft Word, Excel, Outlook and virtual communication and collaboration tools 
  • Experience in a corporate sales and service environment 
  • Experience in developing employees and workforce planning

THIS POSITION DESCRIPTION IN NO WAY SATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THE EMPLOYEE(S) INCUMBENT IN THIS POSITION. EMPLOYEES WILL BE REQUIRED TO FOLLOW ANY JOB-RELATED INSTRUCTIONS AND TO PERFORM ANY OTHER JOB-RELATED DUTIES REQUESTED BY ANY PERSON AUTHORIZED TO GIVE INSTRUCTIONS OR ASSIGNMENTS.

EEOC: Stephen Gould is an equal opportunity employer