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Portfolio Operations Associate Jobs in Inver Grove Heights, MN

Abbott

Associate I Payroll

Little Canada, MN · On-site

The Associate I Payroll supports payroll operations at Abbott. To be considered for future ... Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading ...

Xcel Energy

Operations Specialist

Saint Paul, MN · On-site

$22.40 - $31.40/hr

High School diploma or GED and 3 years field related experience OR an Associate or Bachelor ... portfolio of energy-related products and services to 3.4 million electricity and 1.9 million ...

Xcel Energy

Operations Specialist

White Bear Lake, MN · On-site

$22.40 - $31.40/hr

High School diploma or GED and 3 years field related experience OR an Associate or Bachelor ... portfolio of energy-related products and services to 3.4 million electricity and 1.9 million ...

Andersen

Warehouse Associate Retail Operations

Savage, MN · On-site

$18.05 - $26.15/hr

Our portfolio of brands - Andersen Windows & Doors, Renewal by Andersen and Fenetres MQ - is ... Job Summary The Warehouse Associate is responsible for supporting daily warehouse operations ...

Biomedix

Associate Accountant

Eagan, MN · On-site

$60K/yr

Collaborate with cross-functional teams including operations, supply chain, and regulatory ... portfolio of diagnostic devices and services that identify chronic conditions as well as support ...

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Portfolio Operations Associate information

See Inver Grove Heights, MN salary details

$11

$27

$55

How much do portfolio operations associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for portfolio operations associate in Inver Grove Heights, MN is $27.40, according to ZipRecruiter salary data. Most workers in this role earn between $18.56 and $31.63 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?

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 Inver Grove Heights, MN are hiring for Portfolio Operations Associate jobs?

Cities near Inver Grove Heights, MN with the most Portfolio Operations Associate job openings:

Portfolio Operations Associate jobs near you
Infographic showing various Portfolio Operations Associate job openings in Inver Grove Heights, MN as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $56,992 per year, or $27.4 per hour.

Merchant Services Associate

Nicolet National Bank

Minneapolis, MN • On-site

$50K - $75K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

65th of 171 rated banks

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Merchant Services Associate is responsible for supporting the delivery, onboarding, service, and growth of merchant services. The role partners with Treasury Management, Commercial Banking, and Retail Banking team members to support client needs, assist with prospecting and relationship development activities, coordinate implementation, and provide a high level of client service. The Merchant Services Associate helps support growth of the Bank's merchant card services portfolio while developing the consultative, sales, product, and relationship management skills needed to progress into a Merchant Services Consultant role.
Pay Range: $50,000 - $75,000 / year
As a Merchant Services Associate, you will:
  • Partner with Treasury Management, Commercial Banking, and Retail Banking team members to identify merchant services opportunities.
  • Lead client meetings, discovery conversations, needs assessments, relationship calls, follow-up activities, and service discussions to help recommend appropriate card processing, payment acceptance, and point-of-sale solutions to support merchant services growth, retention, and a strong client experience.
  • Support growth of the Bank's merchant services portfolio by prospecting, client follow-up, banker referrals, and relationship development activities.
  • Partner with the Merchant Services Admin to prepare pricing, proposals, applications, and sales presentation materials.
  • Partner with the Merchant Services Admin to coordinate onboarding, installation, training, and implementation activities for credit/debit card processing, terminals, point-of-sale equipment, and related merchant solutions.
  • Provide responsive customer service by resolving merchant service issues in partnership with the Merchant Services Admin, vendors, or internal partners, and ensuring timely follow-up through resolution.
  • Support portfolio maintenance, merchant retention activities, and relationship support in partnership with the Merchant Services Admin to strengthen the client experience and deepen existing relationships.
  • Remain knowledgeable and up to date on merchant services, bankcard products, payment acceptance solutions, e-commerce, industry changes, and the overall business environment.
  • Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.

Qualifications:
  • Associate's or bachelor's degree in Business Administration, Finance, or related field preferred; or related work experience.
  • Prior experience in customer service, retail banking, commercial banking, treasury management, operations, credit, collections, or merchant services preferred.
  • Prior sales experience in merchant services, financial services, or business-to-business client support preferred.
  • Knowledge of bankcard principles, terminals, Visa/Mastercard products and services, point-of-sale solutions, or payment processing preferred.
  • Working knowledge of Microsoft Office, including Excel, Word, Outlook, and PowerPoint.
  • Ability to maintain strict confidentiality.
  • Strong organization, attention to detail, and follow-through.
  • Good verbal and written communication skills, with the ability to interact professionally with clients, bankers, vendors, and internal partners.
  • Interpersonal and relationship-building skills with a client service mindset.
  • Ability to work independently with appropriate guidance while managing multiple priorities and meeting deadlines.
  • Collaborative team player with the ability to partner across Treasury Management, Commercial Banking, Retail Banking, branch teams, vendors, and operations partners.
  • Ability to listen, identify client needs, understand the merchant services and Treasury Management structure of commercial and retail clients, and support consultative recommendations for payment acceptance solutions.
  • Basic knowledge of retail banking, commercial banking, treasury management, payment processing, or merchant services products preferred.
  • Motivated to learn, grow, and develop toward expanded merchant services sales and consulting responsibilities.

Benefits:
  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PTO & 11 1/2 Paid Holidays


The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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