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Portfolio Operations Associate Jobs in Cleveland, OH

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 ...

Strategic Accounts Associate

Mentor, OH

$42K - $57K/yr

Our team delivers end-to-end solutions through logistical and operational support, sales and ... Irby offers a complete portfolio to each of its core business segments: distribution, transmission ...

Strategic Accounts Associate

Mentor, OH · On-site

$42K - $57K/yr

Our team delivers end-to-end solutions through logistical and operational support, sales and ... Irby offers a complete portfolio to each of its core business segments: distribution, transmission ...

You will assist with managing the P&L for select product portfolios and commercial improvement ... Operations@averydennison.com to discuss reasonable accommodations. Identity Verification Notice To ...

... portfolio presentations, answering objections, closing, follow-up, after sale service and ... Help promote and champion a culture of sales and service Operational Excellence * Assist with ...

Warehouse Associate

Cleveland, OH · On-site

$15.50 - $18.50/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 ...

... portfolio presentations, answering objections, closing, follow‐up, after sale service and ... Help promote and champion a culture of sales and service Operational Excellence * Assist with ...

Warehouse Associate

Cleveland, OH · On-site

$15.50 - $18.50/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 ...

... portfolio presentations, answering objections, closing, follow‐up, after sale service and ... Help promote and champion a culture of sales and service Operational Excellence * Assist with ...

... portfolio presentations, answering objections, closing, followup, after sale service and continuing ... Help promote and champion a culture of sales and service Operational Excellence * Assist with ...

Showing results 21-40

Portfolio Operations Associate information

See Cleveland, OH salary details

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How much do portfolio operations associate jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for portfolio operations associate in Cleveland, OH is $25.46, according to ZipRecruiter salary data. Most workers in this role earn between $17.26 and $29.38 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 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:

Assoc Director Fowler Ctr Pgms & Ops

Case Western Reserve University

Cleveland, OH • On-site

$52K - $66K/yr

Full-time

Medical, Retirement, PTO

Posted 13 days ago


Case Western Reserve University rating

8.4

Company rating: 8.4 out of 10

Based on 23 frontline employees who took The Breakroom Quiz

102nd of 629 rated colleges and universities


Job description

Case Western Reserve University is committed to providing a transparent estimate of the salary range available for this position at the time of its posting. The salary range is between $52,705 and $66,672, depending on qualifications, experience, department budgets, and industry data.
Employees receive more than just a paycheck. University employees enjoy a comprehensive benefits package that includes excellent healthcare, retirement plans, tuition assistance, paid time off, and a winter recess.
Job Description
POSITION OBJECTIVE
The Associate Director of Programs and Operations serves as the operational leader of the Fowler Center for Business as an Agent of World Benefit and is responsible for translating strategic priorities into measurable outcomes through effective program leadership, stakeholder engagement, operational management, and resource stewardship. The position expands the Center's capacity by providing leadership for day-to-day operations, program execution, stakeholder experience, financial management, and organizational effectiveness. Working closely with the Executive Director, the role enables greater focus on external partnerships, fundraising, board engagement, faculty collaboration, thought leadership, and long-term strategy. The role requires sound judgment, strong prioritization skills, adaptability, and a high degree of ownership. The successful candidate will be a proactive leader who creates clarity, builds systems, develops relationships, and drives execution across multiple priorities simultaneously. This individual must be comfortable working in an evolving environment, identifying opportunities for improvement, and translating strategic priorities into sustainable operational success.
ESSENTIAL FUNCTIONS
  1. Lead program portfolio execution and excellence. Provide leadership for the planning, coordination, execution, and continuous improvement of Fowler Center programs, conferences, fellowships, executive education offerings, research initiatives, advisory board activities, and stakeholder engagements. Develop project plans, timelines, communications, participant materials, operational processes, and performance measures. Coordinate facilities, vendors, technology, travel, and event operations while ensuring a consistently high-quality experience for participants, sponsors, faculty, students, and partners. Monitor results and recommend improvements that increase effectiveness, impact, and operational excellence. (30%)
  2. Build and sustain strategic stakeholder relationships. Develop and maintain strong working relationships with sponsors, corporate partners, alumni, faculty, students, practitioners, donors, advisory board members, and program participants. Serve as a primary operational representative of the center and ensure commitments are fulfilled, communications are effective, and stakeholder experiences reflect the mission and values of the Fowler Center. Coordinate ongoing engagement activities that strengthen relationships and contribute to the center's long-term sustainability and impact. (25%)
  3. Develop operational infrastructure for growth. Design, implement, and continuously improve operational systems, workflows, reporting processes, databases, technology solutions, and organizational practices that increase the center's capacity and scalability. Evaluate opportunities to improve efficiency, leverage emerging technologies including artificial intelligence (AI), and reduce operational complexity while maintaining quality and responsiveness. Build repeatable processes that support continued growth and organizational effectiveness. (20%)
  4. Lead financial and resource management. Manage budgets, contracts, purchasing, invoicing, financial reporting, sponsorship fulfillment activities, and resource allocation processes. Monitor financial performance, prepare reports, support planning activities, and identify opportunities to improve stewardship of center resources. Ensure operational decisions support both strategic priorities and long-term sustainability. (15%)
  5. Advance strategic initiatives and new opportunities. Support implementation of strategic initiatives, new programs, partnership opportunities, sponsorship activities, and growth initiatives through research, analysis, planning, project leadership, and execution. Collaborate closely with the executive director, faculty leadership, and external stakeholders to translate strategic priorities into actionable plans and measurable outcomes that advance the center's mission and influence. (10%)

NONESSENTIAL FUNCTIONS
Perform other duties as assigned. (<1>
CONTACTS
Department: Daily interaction with the Executive Director, faculty, research staff, Executive Education, Recruitment and Enrollment, Marketing and Communications, Finance, Information Technology, Facilities, and Dean's Office personnel. Regular collaboration with colleagues across Weatherhead to coordinate programs, partnerships, communications, research initiatives, and strategic projects.
University: Frequent interaction with university leadership, faculty, advancement professionals, sponsored research personnel, Marketing and Communications, Purchasing, Accounts Payable, Information Technology Services, Human Resources, and other administrative offices necessary to support Center operations.
External: Frequent interaction with corporate sponsors, donors, advisory board members, alumni, practitioners, nonprofit leaders, community partners, conference participants, faculty collaborators, and organizational leaders. The position serves as a representative of the Fowler Center and Weatherhead School of Management and is expected to cultivate productive professional relationships that support the Center's mission, visibility, sustainability, and impact.
Students: Little or no contact with students. Contact with student employees and graduate assistants.
SUPERVISORY RESPONSIBILITIES
Direct supervision of student employees, graduate assistants, interns, contractors, temporary employees, and project-based resources supporting Center activities. May assist with recruitment, onboarding, training, work assignment coordination, and performance feedback. May supervise future operational personnel as Center growth warrants.
QUALIFICATIONS
Experience: 5 years of progressively responsible experience in program leadership, operations management, stakeholder engagement, nonprofit administration, higher education administration, project management, business operations, or a related field.
Education: Bachelor's degree required; Master's degree preferred.
REQUIRED SKILLS
  1. Demonstrated ability to independently lead complex initiatives from concept through execution while maintaining alignment with organizational goals and priorities.
  2. Strong operational leadership skills with the ability to establish priorities, allocate resources, and drive execution across multiple concurrent initiatives.
  3. Excellent interpersonal skills and professional presence with the ability to build productive relationships with executives, sponsors, donors, faculty, alumni, board members, community leaders, and students.
  4. Demonstrated ability to exercise sound judgment, discretion, and professionalism while handling confidential or sensitive information.
  5. Strong written and verbal communication skills with the ability to communicate effectively across diverse audiences and stakeholder groups.
  6. Proven ability to work independently while also contributing effectively as a collaborative member of a team.
  7. Demonstrated adaptability and comfort working in environments characterized by ambiguity, change, and evolving priorities.
  8. Ability to identify opportunities for organizational improvement and implement practical solutions that improve efficiency, effectiveness, and stakeholder experience.
  9. Experience leading complex initiatives involving multiple stakeholders and competing priorities required.
  10. Experience managing budgets, contracts, vendors, and organizational resources preferred.
  11. Experience supporting externally facing organizations, centers, institutes, executive education programs, research organizations, or mission-driven initiatives preferred.
  12. Experience developing operational systems, improving processes, and implementing scalable solutions preferred.
  13. Strong financial and business acumen including experience with budgeting, reporting, contracts, purchasing activities, and resource management.
  14. Strong proficiency in Microsoft Office Suite and collaboration technologies, including advanced experience with Excel, reporting tools, presentation development, and project management systems.
  15. Ability and willingness to learn, adopt, and effectively utilize emerging technologies, including Artificial Intelligence tools, to improve operational effectiveness and productivity.
  16. Demonstrated commitment to delivering exceptional stakeholder experiences and fostering strong professional relationships.
  17. Ability to demonstrated successful support, education, and advocacy for all students, aligned with the values, mission, and messaging of the university, while adhering to the staff policy on conflict of commitment and interest.
  18. Ability to meet consistent attendance requirements.
  19. Ability to interact with colleagues, supervisors, students, donors, sponsors, and customers face to face.

WORKING CONDITIONS
Professional office environment with regular interaction with internal and external stakeholders. Fast-paced and highly collaborative work environment requiring flexibility, adaptability, sound judgment, and the ability to manage multiple priorities simultaneously. Position requires occasional evening and weekend work in support of conferences, advisory board meetings, donor activities, executive education offerings, and stakeholder events. Local and occasional domestic travel may be required. Ability to move program materials and supplies weighing up to 20 pounds.
Hybrid Eligibility
This position is eligible for hybrid work arrangement up to two remote days per week at the discretion of the department. New employees may begin a hybrid schedule upon approval from the supervisor, successful completion of an orientation period and signing the remote work checklist certification form.
EEO Statement
Case Western Reserve University is an equal opportunity employer. All applicants are protected under federal and state laws and university policy from discrimination based on race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, protected veteran status, disability, age and genetic information.
Reasonable Accommodations
Case Western Reserve University complies with the Americans with Disabilities Act regarding reasonable accommodations for applicants with disabilities. Applicants requiring a reasonable accommodation for any part of the application and hiring process should contact the CWRU Office of Equity at 216-368-3066 to request a reasonable accommodation. Determinations as to granting reasonable accommodations for any applicants will be made on a case-by-case basis.
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