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Portfolio Operations Associate Jobs in Lisle, IL

Vizient

Data Operations Associate II

Chicago, IL · On-site

$68K - $116K/yr

Manage data acquisition, quality assurance and analytic delivery for assigned portfolio of clients ... Execute internal operations processes to ensure high-quality analytics are delivered as required.

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Portfolio Operations Associate information

See Lisle, IL salary details

$11

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$52

How much do portfolio operations associate jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for portfolio operations associate in Lisle, IL is $25.88, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $29.86 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 job categories do people searching Portfolio Operations Associate jobs in Lisle, IL look for? The top searched job categories for Portfolio Operations Associate jobs in Lisle, IL are:
What cities near Lisle, IL are hiring for Portfolio Operations Associate jobs? Cities near Lisle, IL with the most Portfolio Operations Associate job openings:
Portfolio Operations Associate jobs near you
Infographic showing various Portfolio Operations Associate job openings in Lisle, IL as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $53,831 per year, or $25.9 per hour.

Strategy and Operations Associate

ONETRACK.AI

Chicago, IL • On-site

Full-time

Re-posted 22 days ago

Job description

Why This Role, Why Now
OneTrack is a profitable, growth-stage AI company redefining warehouse and logistics technology. We have product-market fit, marquee enterprise clients, and a business that is scaling fast across every function: sales, marketing, communications, people, and the way we run the company itself. The work outpaces the team, and we need someone with the range, instincts, and drive to plug into wherever the leverage is highest. This role reports into the Chief of Staff; it is a foundational hire for our operating team and one of the highest-impact roles we can make as we scale.
About the Role
As Strategy & Operations Associate, you will work shoulder-to-shoulder with our leadership team to take on the most important, ambiguous, and cross-cutting problems facing the company. One week you are standing up a new GTM motion, the next you are launching a brand campaign, then designing how our team experiences working at OneTrack, then automating an internal workflow with AI agents.
You will define the problem, structure the work, and build the thing (whether that is a market entry plan, a product launch playbook, a recruiting funnel, or an agentic workflow that replaces a manual corporate process). The surface area is enormous and the work is genuinely varied. That is the point. We are looking for a generalist who is hungry to learn how a company gets built, excited to create the path forward, and deeply commercial at every altitude.
Requirements
Key Responsibilities
• Flex across the company's highest-priority initiatives. Partner with leadership to scope, plan, and execute work spanning go-to-market, marketing, communications, employee experience, and internal operations. The portfolio shifts with the business - so will you.
• Analyze. Build. Repeat. Turn strategic ideas into operational reality. Stand up new processes, launch campaigns, design programs, and ship internal tools. We value the person who closes the loop.
• Reinvent corporate processes with AI. Identify manual, repetitive, or judgment-heavy workflows across the business and rebuild them with AI agents and automation.
• Drive GTM and marketing initiatives. Support sales motions, campaign launches, content production, and external communications. You will move comfortably between strategy work (positioning, segmentation, pricing experiments) and execution (writing the post, briefing the agency, tailoring the pitch).
• Shape the very best employee experience. Help us build a place people are proud to work at. Stand up development programs, design rituals, support recruiting, and own the everyday details that make the team feel like a team.
• Innovate with permission. Spot the gap, propose the fix, and go. We don't want someone who waits to be told what the next thing is.
Experience & Qualifications
• 2-5 years of experience in an environment that demanded breadth, ownership, and pace - top-tier consulting, investment banking or private equity, a hyper-growth startup, a founding or early-team role, or a chief of staff seat at a venture-backed company
• Flawless written and verbal communication; you can write a launch announcement, brief a CEO, and explain a new process to a new hire with equal clarity
• Sharp instincts for prioritization and the judgment to know what matters most when everything feels urgent
• Hands-on with modern AI tools and a real point of view on how agents and automation can change how companies operate; bonus if you have already built workflows with LLMs, Claude, ChatGPT, Lovable, Replit, or similar
• Creative, resourceful, and comfortable starting from a blank page -find your way to "yes"
• A bias toward action and a strong work ethic; you would rather try something imperfect than wait for the perfect plan
• Genuine excitement about warehouses, logistics, and physical operations is a plus; obsession with how things actually get built is required
Benefits
Compensation & Location
We are predominantly located in New York and Chicago but remain open to remote employees. Compensation will be commensurate with experience and is estimated to range from $110,000 to $130,000. The role is eligible for a performance-based cash bonus and equity awards.

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