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Portfolio Operations Associate Jobs in Cumming, GA

Customer Support Associate - GA - On Site

Duluth, GA · On-site

$16 - $22/hr

... portfolio of solutions, including HR/HCM technology, managed services, and global business process ... Position Summary The Service Operations Associate supports the delivery of client services across ...

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Portfolio Operations Associate information

See Cumming, GA salary details

$10

$23

$47

How much do portfolio operations associate jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for portfolio operations associate in Cumming, GA is $23.41, according to ZipRecruiter salary data. Most workers in this role earn between $15.87 and $27.02 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 Cumming, GA?

For Portfolio Operations Associate jobs in Cumming, GA, the most frequently searched job titles are:

What job categories do people searching Portfolio Operations Associate jobs in Cumming, GA look for?

The top searched job categories for Portfolio Operations Associate jobs in Cumming, GA are:

What cities near Cumming, GA are hiring for Portfolio Operations Associate jobs?

Cities near Cumming, GA with the most Portfolio Operations Associate job openings:

Infographic showing various Portfolio Operations Associate job openings in Cumming, GA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 12% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $48,697 per year, or $23.4 per hour.

Associate/Director, Portfolio Implementation

Invesco

Atlanta, GA • On-site

Full-time

Medical, Retirement, PTO

Re-posted 4 days ago


Invesco rating

9.7

Company rating: 9.7 out of 10

Based on 5 frontline employees who took The Breakroom Quiz


Job description

About Invesco

As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

What's in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

  • Flexible paid time off

  • Hybrid work schedule

  • 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution

  • Health & wellbeing benefits

  • Parental Leave benefits

  • Employee stock purchase plan

Job Description

Key Responsibilities / Duties:

End-to-end implementation of systematic multi-asset, commodity, and derivative income portfolios in accordance with investment guidelines.

Daily monitoring of positions against model targets; rebalancing portfolios due to cashflows and model weight changes; and rolling derivatives positions

Actively monitor macro, equity volatility, and funding markets and incorporate insights into optimizing funded and unfunded instruments used to gain market exposure. Contribute to internal research projects surrounding these efforts

Engage regularly with internal business partners across other investment teams, client service, compliance, legal, risk, trading, and operations for new and existing mandates. Develop and maintain relationships with sell-side counterparties.

Contribute to continuous improvement of the team's technology stack and order management system. Identify operational frictions, assist in automating workflows, and designing new tools.

Work Experience / Knowledge:

3+ years of experience in a quantitative portfolio implementation role

Experience with macro strategies, derivatives, and options is strongly preferred

Programming experience required

Skills / Other Personal Attributes Required:

Ability to deliver results in a fast-paced environment, while working on multiple deliverables concurrently and adapting as necessary

Self-motivated; working both independently and collaboratively, both as a leader and a team member

Strong communication skills, as this role will be occasionally client facing, with responsibility for representing the team's research capabilities at in-person client meetings

Strong attention to detail and organizational skills

Strong decision-making skills including the ability to research and analyze topics to determine the correct course of action

Strong relationship building and interpersonal skills

Formal Education:

Undergraduate degree in Business, Economics, Finance preferred; Graduate degrees are a plus

CFA or CAIA preferred

Working Conditions:

Normal office environment with little exposure to noise, dust, and temperatures

Normally works a regular schedule of hours, however hours may vary depending upon the project or assignment

Some travel may apply

Full Time / Part TimeFull timeWorker TypeEmployeeJob Exempt (Yes / No)YesWorkplace Model

Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.


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