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Portfolio Operations Associate Jobs in Fallbrook, CA

Tang Capital

Associate Director, Operations

San Diego, CA · On-site

$160K - $195K/yr

The Associate Director, Operations will work on a range of projects from industry and company ... Support Tang Capital portfolio companies in strategic initiatives and operational improvements

Axos Bank

Portfolio Associate

San Diego, CA · On-site

$75K - $100K/yr

About This Job The Non-Real Estate Lender Finance (NRELF) Portfolio Associate supports the ongoing ... and Operations to ensure compliance with internal policy and regulatory expectations.

Axos Bank

Portfolio Associate

San Diego, CA · On-site

$75K - $100K/yr

About This Job The Non-Real Estate Lender Finance (NRELF) Portfolio Associate supports the ongoing ... and Operations to ensure compliance with internal policy and regulatory expectations.

Marriott

Housekeeping Operations Manager

La Jolla, CA · On-site

We actively foster an environment where the unique backgrounds of our associates are valued and ... In joining Residence Inn, you join a portfolio of brands with Marriott International. Be where you ...

BioMed Realty

Associate (Manager), Finance

San Diego, CA · On-site

$108K - $135K/yr

Associate (Manager), Finance San Diego, CA BioMed Realty is looking for an experienced Associate to ... portfolio performance, operations, and market trends. What You'll Do * Monthly / quarterly ...

Endeavor Bank

Loan Servicing Associate

San Diego, CA

$25 - $31/hr

The Associate works closely with the Loan Servicing Specialists and the Loan Operations Manager to ensure accurate and timely loan servicing across the bank's portfolio. DUTIES AND RESPONSIBILITIES ...

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Portfolio Operations Associate information

See Fallbrook, CA salary details

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How much do portfolio operations associate jobs pay per hour?

As of Jun 6, 2026, the average hourly pay for portfolio operations associate in Fallbrook, CA is $27.51, according to ZipRecruiter salary data. Most workers in this role earn between $18.65 and $31.73 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 cities near Fallbrook, CA are hiring for Portfolio Operations Associate jobs? Cities near Fallbrook, CA with the most Portfolio Operations Associate job openings:
Portfolio Operations Associate jobs near you

Associate Director, Operations

Tang Capital

San Diego, CA

$160K - $180K/yr

Full-time

Dental, Vision, Retirement, PTO

Posted 11 days ago

Job description

About Tang Capital Management, LLC

Tang Capital Management, LLC (Tang Capital) is a life sciences-focused investment firm with offices in San Diego and New York.


Position Summary

The Associate Director, Operations will join the operations team in direct support of Tang Capital's senior executives and portfolio companies. The Associate Director, Operations will work on a range of projects from industry and company research to data compilation and analysis.


Essential Duties and Responsibilities

  • Conduct ad hoc research across multiple industries, including but not limited to life sciences
  • Perform financial and operational analyses to evaluate new and existing investment opportunities
  • Support Tang Capital portfolio companies in strategic initiatives and operational improvements
  • Other duties as assigned


Qualifications

  • Bachelor's Degree in Finance, Accounting or related discipline required
  • Minimum of 5 years of experience working at a Big 4 accounting firm or top-tier financial firm required
  • Minimum 3.5 GPA required
  • Proficiency in Microsoft Office (Excel, Word and Power Point) required
  • Detail-oriented with ability to multitask in a deadline-driven environment
  • Willing to work long hours, including nights and weekends, when necessary for time-sensitive matters


The job description is not designed to cover orcontaina comprehensive list of activities,dutiesor responsibilities that arerequired. They may change, or new ones may be assigned at any time with or without notice.



The estimated annual base salary for this position is$160,000 - $180,000,commensuratewith experience and skills.
This role may be eligible fordiscretionarybonuses and other incentive programs.


Tang Capitalprovidesa comprehensive benefits package designed to supportemployees' physical,mentaland financialhealthand includesemployer sponsoredinsurance plansincludingmedical, dental and vision coverage;generous paid time off; retirement plan options andadditionalwellnessandprofessional development programs.



Tang Capitalprovides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.


Tang Capitalparticipatein EVerify. All newly hired employeesare required tocomplete the EVerify process as part of their employment eligibility verification.


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