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Portfolio Operations Associate Jobs in Fallbrook, CA

OTO Development

Housekeeping Team Associate

Poway, CA

$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 ...

New

Avantus

Associate, Project Finance

San Diego, CA · On-site +1

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 ...

Avantus

Associate, Project Finance

San Diego, CA

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 ...

Anaergia

Accounts Payable Associate

Carlsbad, CA · On-site

$26 - $32/hr

Through a proven portfolio of proprietary technological solutions, Anaergia maximizes the ... Key Responsibilities Accounts Payable Operations * Process vendor invoices through Stampli and ...

Anaergia

Accounts Payable Associate

Carlsbad, CA · On-site

$26 - $32/hr

Through a proven portfolio of proprietary technological solutions, Anaergia maximizes the ... Key Responsibilities Accounts Payable Operations * Process vendor invoices through Stampli and ...

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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 20, 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.
Field Operations Director-Utility Construction

Field Operations Director-Utility Construction

Kimmel & Associates

San Diego, CA • On-site

$225K - $290K/yr

Full-time

Medical, Retirement, PTO

Posted 11 days ago

Job description

About the Company
The company is a recognized leader in delivering complex infrastructure solutions across renewables, pipelines, and utility markets. They combine decades of construction excellence with a forward-looking approach to energy and utility development.
With a strong reputation for safety, quality, and operational performance, the company is experiencing continued growth across multiple markets and is investing in leadership that can scale operations, strengthen customer partnerships, and drive long-term value.
About the Position
The Field Operations Director is a critical executive leadership role responsible for the safe, profitable, and high-quality execution of all field operations across assigned markets and projects.
Reporting to the Vice President & General Manager, this leader will oversee General Superintendents, Superintendents, and field teams while driving operational excellence across safety, workforce planning, production, financial performance, and compliance.
This role is ideal for a seasoned construction executive who thrives in complex, multi-state environments and is passionate about building scalable systems, developing high-performing teams, and delivering best-in-class project outcomes. The position will be based in either Sacramento or San Diego.
Key Responsibilities
  • Provide strategic oversight of construction and field operations across renewables, utilities, and pipeline projects
  • Ensure all projects are delivered in alignment with design, specifications, budget, and schedule
  • Lead workforce planning, forecasting, and compliance across union and multi-state environments
  • Drive a zero-incident safety culture in partnership with safety leadership
  • Optimize equipment utilization, capital planning, and supply chain logistics
  • Develop and mentor field leadership, building a strong succession pipeline
  • Strengthen relationships with clients, agencies, contractors, and industry partners
  • Collaborate cross-functionally to align operational priorities with business growth objectives
  • Champion continuous improvement, process optimization, and change management initiatives

Requirements
Education & Experience
  • Bachelor's degree in Engineering, Construction Management, or related field (or equivalent experience)
  • 10+ years of progressive experience in construction, utilities, or energy sectors
  • 10+ years in senior leadership roles with strategic oversight responsibilities
  • Proven experience scaling operations across multiple regions or states

Core Competencies
  • Executive presence with strong influence and leadership credibility
  • Deep expertise in union environments and workforce management
  • Strong knowledge of utility, renewable energy, and regulatory frameworks
  • Ability to manage multiple complex projects simultaneously
  • Experience with process improvement and organizational change initiatives
  • High-level financial and operational acumen

Benefits
  • Base Salary: $225,000 - $290,000 (commensurate with experience and location)
  • Comprehensive benefits package including health, retirement, and paid time off
  • Executive-level visibility and impact within a growing organization
  • Opportunity to shape operational strategy across a rapidly expanding renewables portfolio
  • Leadership role within a company committed to safety, innovation, and long-term growth
Kimmel & Associates logo

About Kimmel & Associates

Sourced by ZipRecruiter

Kimmel & Associates, based in Asheville, NC, US, is recognized as the premier leader in the executive search and recruitment industry. The company, in operation since 1981, serves numerous industries including construction, supply chain, waste, and recycling, specialty contractors, and private equity. Utilizing their exceptional knowledge and robust industry connections, they assist clients by filling crucial executive and managerial roles that directly impact business performance and growth. The company is guided by a strong corporate philosophy centered on respect, listening, humility, and continuous improvement. Their mission is to foster enduring relationships and to help industries thrive by connecting the brightest talent with superior companies.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Asheville, NC, US

Year founded

1981

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