1

Portfolio Operations Associate Jobs in Fallbrook, CA

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 ...

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 ...

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

Through a proven portfolio of proprietary technological solutions, Anaergia maximizes the ... Associate degree in Business Administration, Project Management, Engineering Technology ...

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 ...

Showing results 21-40

Portfolio Operations Associate information

See Fallbrook, CA salary details

$11

$27

$55

How much do portfolio operations associate jobs pay per hour?

As of Sep 4, 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.

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 job categories do people searching Portfolio Operations Associate jobs in Fallbrook, CA look for?

The top searched job categories for Portfolio Operations Associate jobs in Fallbrook, CA are:

What cities near Fallbrook, CA are hiring for Portfolio Operations Associate jobs?

Cities near Fallbrook, CA with the most Portfolio Operations Associate job openings:

Infographic showing various Portfolio Operations Associate job openings in Fallbrook, CA as of August 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $57,215 per year, or $27.5 per hour.

California Operations Manager - San Diego

Travel-Leisure-Co

San Diego, CA • On-site

$145 - $195/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago


Key responsibilities

  • Support sales operations by performing administrative and transactional functions under the supervision of a licensed real estate broker.

  • Coordinate document workflow, scheduling, and compliance support related to transactions and administrative processes.

  • Assist with scheduling meetings, supporting associate goal-setting activities, and maintaining accurate records and documentation.


Job description

We Put the World on VacationTravel + Leisure Co. is the world’s leading vacation ownership and travel membership company, with a dynamic and growing portfolio of resort, travel club, and lifestyle travel brands. Our dedicated associates help the company achieve its mission to put the world on vacation. Innovation and growth keep our work interesting and fun. Every day is a chance to learn something new and turn vacation inspiration into exceptional experiences for millions of travelers worldwide.Job Summary The California Operations Manager (COM) supports sales operations by performing authorized administrative and transactional functions under the guidance and supervision of a licensed real estate broker. This role focuses on operational coordination, document workflow, scheduling, and compliance support. While unlicensed, COMs are strictly prohibited from engaging in any activity that requires a real estate license, including negotiation, solicitation, or discussions about pricing or financing.Essential Job ResponsibilitiesAdministrative & Operations SupportManage and approve associate timekeeping; assist with associate schedulingMeetings & Motivation:Conduct motivational meetings and support daily/recurring meeting logistics (agendas, attendance, materials)Goal Support:Provide administrative support for associate goal-setting activities (tracking inputs, updating dashboards, distributing materials)General Administration:Perform additional approved administrative duties as assigned by a licensed leader; maintain professionalism and adherence to company policies and guidelines at all timesCollaboration:Partner with site leadership and training teams to coordinate logistics for initial and ongoing training (scheduling, materials, room setup), without delivering sales contentCompliance & RecordkeepingFollow all directives of the supervising broker and adhere to company policies and applicable California real estate regulationsMaintain accurate records, file management, and audit-ready documentation for all assigned transactions and administrative processesTransaction Support (under broker supervision)Document Preparation:Prepare and complete transaction-related documents and instruments, ensuring all final materials are reviewed and approved by the supervising broker before delivery to any principal or partyDocument Handling & Delivery:Deliver, mail, pick up, or coordinate delivery of transaction documents and obtain required signatures from principals or service providersNote: COMs may not explain, interpret, or discuss the content, meaning, or implications of any documentTrust Funds Processing:Accept, record, and provide receipts for trust funds received from principals or parties to the transaction in accordance with policyStatus Communication:Provide factual updates regarding the timing of reports, service completion, and delivery of transaction-related informationScheduling & Coordination:Schedule meetings between licensees and principals/parties to the transaction. When delegated by a broker-authorized licensee, arrange for third-party reports and servicesBoundaries & Prohibited ActivitiesThe COM role does not:Negotiate or discuss pricing or financing optionsSolicit participation in a specific transaction or productNarrow a tour’s decision-making toward pricing or ownership levelsExplain, interpret, or advise on the content or significance of any documentConduct group sales presentationsIssue sales compliance related corrective actions or conduct performance evaluations for licensed sales associatesTravel RequirementsTravel not anticipated beyond home siteMinimum Requirements and QualificationsEducation: High School Diploma or equivalent requiredExperience: Prior experience in sales operations leadership and/or a real-estate–adjacent leadership roleSkills: Strong organization and attention to detail; clear, professionalcommunication; scheduling and coordination; comfort with document workflows and standard productivity tools. Strong relationship building, coaching and ability to successfully partner with all divisions.Professionalism: Consistent adherence to ethical, moral, and professional standards; ability to maintain confidentiality and work within clearly defined compliance limitsReal Estate Licensing Requirements (California)Must obtain an unrestricted California Real Estate License within 120 days of hire dateHow You'll Be Rewarded:We offer a diverse range of comprehensive health and welfare benefits to associates who work 30 or more hours per week to meet your needs and support you throughout your career with us. Certain benefits may be available to associates working fewer hours where required by applicable law. Travel + Leisure Co. benefits include: Note: Temporary and/or seasonal associates are ineligible for Paid Time Off.• Medical• Dental• Vision• Flexible spending accounts• Life and accident coverage• Disability• Wish day paid time to volunteer at an approved organization of your choice• 401k with employer match (subject to eligibility requirements, including tenure - speak to your recruiter for additional information)• Legal and identity theft plan• Voluntary income protection benefits• Wellness program (subject to provider availability)• Employee Assistance Program• Depending on position, paid time off, parental leave and holidays (speak to your recruiter for additional information)CompensationThe annual salary for this role is $170,000.Where Memories Start with YouHospitality is at the heart of all we do at Travel + Leisure Co. Here, you’ll find an inclusive environment where we deliver excellence and take time to have fun, celebrate together, and support one another. We're always looking ahead to what’s next and how we can strengthen our business, its neighboring communities, and the customer experience. Join our global team and build a career where memories start with you.We are an equal opportunity employer, and all applications will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to MyCareer@travelandleisure.com, including the title and location of the position for which you are applying. #J-18808-Ljbffr