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Portfolio Operations Associate Jobs in Fallbrook, CA

Kimcorealty

Manager, Tenant Operations

Carlsbad, CA · On-site

$90K - $115K/yr

... a regional portfolio, including Assignments, Rent Relief, Tenant DBA Lease Modifications, Lien ... The position manages one associate responsible for executing tenant operations workflows and ...

Axos Bank

Portfolio Associate

San Diego, CA

$75K - $100K/yr

About This Job The Commercial Client Lending Portfolio Associate supports the ongoing credit risk ... Operations to ensure compliance with internal policies and regulatory expectations.

Axos Bank

Portfolio Associate

San Diego, CA · On-site

$75K - $100K/yr

About This Job The Commercial Client Lending Portfolio Associate supports the ongoing credit risk ... Operations to ensure compliance with internal policies 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.

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

FVP, ABL Operations

San Diego, CA · On-site

$130K - $150K/yr

Calculate borrowing base availability, including monitoring portfolio for concentration limits ... Lead a high performing organization by engaging associates, setting expectations, holding teams ...

Axos Bank

FVP, ABL Operations

San Diego, CA · On-site

$130K - $150K/yr

Calculate borrowing base availability, including monitoring portfolio for concentration limits ... Lead a high performing organization by engaging associates, setting expectations, holding teams ...

Axos Bank

FVP, ABL Operations Manager

San Diego, CA · On-site

$140K - $180K/yr

In this role, you will oversee the Portfolio Management team, ensuring continuous monitoring of the ... Lead a high performing organization by engaging associates, setting expectations, holding teams ...

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All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Fallbrook, CA

Portfolio Operations Associate information

See Fallbrook, CA salary details

$11

$27

$55

How much do portfolio operations associate jobs pay per hour?

As of Jul 19, 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
Infographic showing various Portfolio Operations Associate job openings in Fallbrook, CA as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $57,215 per year, or $27.5 per hour.

Manager, Tenant Operations

Kimcorealty

Carlsbad, CA • On-site

$90K - $115K/yr

Full-time

Posted 18 days ago

Job description

Mission

The Manager, Tenant Operations serves as the regional team leader responsible for all tenant-related decision-making processes, including assignment approvals, dba and use changes, estoppels and lien waivers, rent commencement date adjustments and tenant improvement allowance deadline extensions. This role is accountable for driving consistency, speed, and quality in tenant decision workflows while balancing customer service outcomes.

Overview

The Manager, Tenant Operations is the operational leader overseeing tenant-facing approval processes across a regional portfolio, including Assignments, Rent Relief, Tenant DBA Lease Modifications, Lien Waiver Disputes, RCD Adjustments, TIA Request Revisions, Easement Requests, LTA Requests, and Tenant Operational Defaults.

The position manages one associate responsible for executing tenant operations workflows and ensuring timely, accurate processing of all requests.

A critical component of the role is bridging decision-making across key stakeholders-including asset management, leasing, legal, and finance-ensuring alignment, transparency, and clear communication throughout the process.

In parallel, the role is responsible for building a best-in-class customer service function that enhances the tenant experience while identifying and capturing fee income opportunities embedded within operational processes.

Core Responsibilities

Tenant Decisioning & Approval Authority

Serve as the principal decision maker for regional tenant facing tasks.

Maintain decision authority across regional tenant operational processes, ensuring consistency and adherence to company policy.
Establish clear frameworks for decision-making authority and escalation protocols.

Team Leadership & Execution

Lead, develop, and manage one associate responsible for tenant operations execution.
Ensure consistent, timely processing of tenant requests and approvals.
Foster a culture of discipline, responsiveness, and continuous improvement, balanced with a strong commitment to customer service delivered through a firm but fair approach.

Customer Service & Tenant Experience

Build and lead a tenant-facing customer service function that improves responsiveness and transparency.
Develop service standards and communication protocols across all tenant interactions.
Ensure tenant operations enhance, rather than hinder, leasing and asset management objectives.

Process Optimization & Operational Efficiency

Design and implement standardized, scalable processes across all tenant operations workflows.
Reduce friction, redundancy, and cycle times within approval and decision processes.
Establish KPIs to measure efficiency, turnaround times, and decision quality.

Qualifications

3-5+ years of experience in commercial real estate, tenant operations, asset management, or related fields.
Expertise in lease structures, tenant negotiations, legal processes, and portfolio operations.
Exceptional communication skills with the ability to influence and align cross-functional stakeholders.
Bachelor's degree preferred; Real Estate, Finance, Business, or related field preferred.

The expected salary is anticipated to range between $90,000 - $115,000. The actual compensation will be based on factors such as scope and responsibilities of the position, candidate's work experience, education/training, job-related skills, internal peer equity, market and business considerations and other factors permitted by law.

** Kimco Realty is an Equal Opportunity Employer - Veteran/Disability **

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