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Portfolio Operations Associate Jobs in Fallbrook, CA

Axos Bank

Associate Program Manager - Invest

San Diego, CA · On-site

$70K - $80K/yr

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 ...

Anaergia

Service Operations Coordinator

Carlsbad, CA · On-site

$31 - $38/hr

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

Anaergia

Service Operations Coordinator

Carlsbad, CA · On-site

$31 - $38/hr

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

nVent

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 ...

nVent

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 ...

OTO Development

Housekeeping Team Associate

Poway, CA · On-site

$15.50 - $18.50/hr

Partnering with the strongest brands in hospitality, OTO owns and operates a portfolio of upscale ... operational excellence, community service, and sales, marketing, and revenue success. Our company ...

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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 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:

Portfolio Operations Associate jobs near you
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.

Associate Program Manager - Invest

Axos Bank

San Diego, CA • On-site

$70K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago

Job description

Axos Invest, Inc.
Target Range:
$70,000/Yr. - $80,000/Yr.
Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.
Eligible for an Annual Discretionary Cash Bonus Target: 10%
Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%
These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.
About This Job
We're looking for an Associate Program Manager to help scale and optimize Axos' investment offerings, with a focus on Securities-Directed Trading (SDT) and Managed Portfolios. This role sits at the intersection of Product, Wealth, Marketing, and Operations-owning execution, driving growth, and turning strategy into real, measurable outcomes.
You'll act as both operator and strategist, someone who can take a concept, build the plan, and drive it across the finish line while keeping stakeholders aligned and outcomes front and center.
Responsibilities:
  • Own end-to-end delivery of strategic initiatives across SDT and Managed Portfolios, from scoping through execution and post-launch optimization
  • Define timelines, milestones, and success metrics while proactively managing risks, dependencies, and trade-offs
  • Drive cross-functional alignment across Product, Engineering, Marketing, Compliance, and Wealth teams to ensure seamless execution
  • Establish, monitor, and report on KPIs (adoption, engagement, AUM, revenue), holding stakeholders accountable to measurable outcomes
  • Translate business priorities into actionable program roadmaps that drive trading and managed portfolio adoption
  • Identify and implement improvements to onboarding, funding, trading, and portfolio enrollment to reduce friction and increase conversion
  • Support the launch of new features, capabilities, and client experiences, ensuring readiness for adoption and measurable impact
  • Continuously refine programs based on performance data, client feedback, and operational insights
  • Analyze client behavior, product performance, and market trends to identify growth opportunities and risks
  • Develop business cases and ROI frameworks to prioritize initiatives and inform investment decisions
  • Partner with data teams to build dashboards and reporting that provide clear visibility into performance and trends
  • Deliver clear, actionable recommendations that translate analysis into business impact
  • Prepare and present concise, high-impact updates to senior leadership on performance, risks, and opportunities
  • Act as a subject matter expert on SDT and Managed Portfolios, including product mechanics, client segments, and revenue drivers
  • Simplify complex topics into clear narratives that enable fast, confident decision-making
  • Influence stakeholders across levels through strong data-driven storytelling and business judgment

Qualifications:
  • Bachelor's degree in Finance, Business, or a related field
  • 1+ years of experience in program management, product, consulting, or financial services
  • Strong understanding of investment products, including trading platforms and managed/advisory portfolios
  • Proven ability to lead cross-functional initiatives and deliver measurable outcomes
  • Highly analytical, with the ability to translate data into insight and action
  • Strong executive communication skills with experience influencing senior stakeholders
  • Comfortable operating in ambiguity with a high degree of ownership and accountability

Axos Employee Benefits May Include:
  • Medical, Dental, Vision, and Life Insurance
  • Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year)
  • HSA or FSA account and other voluntary benefits
  • 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
  • Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

About Axos
Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.
Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
Learn more about working at Axos
Pre-Employment Background Check and Drug Test:
All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
Equal Employment Opportunity:
Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.
Job Functions and Work Environment:
While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
E-Verify and Right to Work Notices
Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
IER Right to Work Poster (English/Spanish)
E-Verify Participation Poster (English/Spanish)

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