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Portfolio Operations Associate Jobs in Fallbrook, CA

BioMed Realty is looking for an experienced Associate to play a key role in supporting the company ... portfolio performance, operations, and market trends. What You'll Do * Monthly / quarterly ...

Operations Manager

San Diego, CA · On-site

$115K - $214K/yr

Be highly visible to associates and create an environment for participation. Promote hands-on ... Our robust portfolio of leading electrical product brands dates back more than 100 years and ...

New

About This Job We're looking for an Associate Program Manager to help scale and optimize Axos ... Portfolios. This role sits at the intersection of Product, Wealth, Marketing, and Operations-owning ...

The Associate would support a team of Project Finance professionals who source, negotiate, and ... Apply learnings from closed financial transactions and Avantus' operational project portfolio to ...

The Associate would support a team of Project Finance professionals who source, negotiate, and ... Apply learnings from closed financial transactions and Avantus' operational project portfolio to ...

What The Role Is The O&M Cost Strategy Associate supports the development, analysis, and continuous ... of Operations & Maintenance (O&M) cost models across Clearway's renewable energy portfolio. This ...

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Portfolio Operations Associate information

See Fallbrook, CA salary details

$11

$27

$55

How much do portfolio operations associate jobs pay per hour?

As of Jun 10, 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:

Business Operations Project Manager

millenniumsoft

San Diego, CA • On-site

Contractor

Posted 13 days ago


Job description

Job Title - Business Operations Project Manager
Location - San Diego, CA
Duration - 3-6+ Months Contract
Client: Medical Device Company
Job Category: Project Management
Employment Type: Contract on W2 (Need US Citizens Or GC Holders Only)

Description:
3-6 month engagement
• Shift hours: 40 hrs / week, team works generally 8am - 5pm EST, but flexible, due to remote location and any requests as we have a team that expands eastern, central and west coast. Note location on submittal.
• Interviews - phone & video interview.
Process
o 1- Screen Questions via Email
o 2- Manager Phone Screen
o 3- Mini-Case Study / Panel interview - Video & Phone
Education required: Bachelors required, MBA highly preferred
3 must haves on the resumes:

1- Content Management and Knowledge Management for large cross-functional organization.
2- Process Mapping & Gap Analysis Experience
3- Strategic planning and execution
The Business Operations Project Manager will complete an assessment of the current state Content Management for Global Customer Services (GCS) and provide recommendations and proposal by conducting end to end current state assessments and provide recommendations to complement Knowledge Management strategy. This assessment will lead to a transformation initiative across Pyxis, Alaris and Integrated Solutions.
Intent is to elevate the associate and customer experience through transformational process improvements, and simplification through innovation to exceed industry best practice.
To be successful in this role, we are looking for someone who is:
• Comfortable with ambiguity
• Enjoys process simplification to drive transformation using facilitation, influencing, analysis, and change adoption skills
• Develops strong recommendations on how and what to measure to drive organizational performance
• Has strong skills to manage leadership audiences, set expectations, and influence for results
• Thinks big picture and is a knowledge seeker, with growth and continuous improvement mindset
• Effectively navigates matrixed structure to meet deliverables and build relationships
• Has strong abilities to create leadership level governance models and data driven business cases
• Effortlessly juggles multiple competing initiatives through rigorous prioritization
• Quickly ramps up into new areas and embraces a growth mindset
• Is proactive and assertive in nature, driving accountability / ownership
• Has experience driving both long and short-term / quick turn time strategic portfolio initiatives with successful hand-offs back to business stakeholders
• A proven record of leading transformation and innovation initiatives
Our high performing team is a remote group of self-starting, go-getters who seek to continuously improve and learn in everything we do.
Responsibilities, knowledge, skills and abilities
% of time
a. Strategy & Process Improvement 40%
b. Leading Transformation 35%
c. Strategic Analysis 20%
d. Administrative 5%
Knowledge, Skills and Abilities
Strategy & Process Improvement

• Identify, design, and lead multiple strategic and continuous improvements mapping projects
• Facilitate process mapping activities to understand current and ideal states, and conduct gap analyses and provide recommendations to drive transformation
• Project management of initiatives and implementation of monitor and control plans
• Lead scoping, research, business case creation, and prioritization to create roadmaps & milestones with stakeholders, and constructively challenges to reduce complexity and establish scope
• Use data insights, industry trends and discoveries, and process knowledge and critical thinking to identify and validate process improvement opportunities and set transformation vision
• Facilitate risk / benefits assessments, providing consultation to leadership for strategic planning
• Analyze quantitative and qualitative data to recommend insights and solutions to leadership & executive teams on strategic directions
• Lead and mentor others on facilitating process design and strategic transformation initiatives
Leading Transformation
• Drive creation of adoption and execution strategies, inclusive of needs / audience based communications and change management plans, project review meetings, and action item delegation and tracking.
• Partner with key team members and stakeholders to ensure timely and successful project completion to meet identified goals, controlling scope and expectations across the project / program / portfolio.
• Develop and lead presentations that deliver succinct/concise recommendations to the management and executive leadership team, providing recommendations with clear rationale & justifications.
• Proactively identify long term strategy for initiative ownership and adoption within the business
• Able to quickly corral and maintain focus in a rapidly changing environment, and can produce plans flexible to meet changing business needs in targeted timeframes
Strategic Analysis
• Lead / Conduct analyses to provide strategic recommendations on KPIs and targets to drive business performance and drive execution of process improvements to meet performance and experience targets
• Lead / Conduct data driven deep dives to understand data trends, root causes, and create actionable recommendations and plans to address to improve performance and scalability
• Identify and monitor key measures to ensure project success and prepares project team and executive level project status reports.
• Identify methodologies to measure and track key performance indictors in alignment with industry standard
• Benchmark business performance to industry averages, and create data driven plans to drive evolution
Administrative/Other
• Timely completion of internal company documentation.
• Timely completion of any Company or Department required training.
• Mentor colleagues on best practices for process design, facilitation, industry trends, and initiative management.
• Performs other duties as assigned.
Education and Experience
Education or Equivalent: Bachelor's degree required. MBA preferred.
Experience or Equivalent:

• 5+ of experience in process improvement, operational excellence, and / or strategic analytics functions
• 3+ years experience leading continuous improvement and transformation initiatives cross-functionally in an iterative, fast paced environment.
• Advanced analytical competency in analyzing large, complex data sets and producing visualizations using tools such as Tableau, Salesforce, Power BI, and SQL.
• Specific prior knowledge and experience with Professional Services and Business Operations, or related functional process improvements and system implementations.
• Strong MS office skills particularly in advanced PowerPoint, Excel, and Power BI
• Strong analytical, problem-solving, verbal, listening and interpersonal skills.
• Excellent Verbal, Written and Communication Skills.
• Strong leadership, group facilitation, and project management skills.
• Experience with complex technology implementations.
Certifications:
• Project Management Professional (PMP) and/or Lean Six Sigma training preferred.