ZipRecruiter

Log In

1

Portfolio Operations Associate Jobs in Miami, FL

Saks

Specialized Operations Associate

Bal Harbour, FL · On-site

$17.90 - $22.39/hr

Saks Fifth Avenue is part of Saks Global's portfolio of top luxury retail brands and real estate ... Operations Associate is responsible for the daily operations of the General Office and operational ...

next page

Showing results 1-20

All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Miami, FL

Portfolio Operations Associate information

See Miami, FL salary details

$10

$25

$51

How much do portfolio operations associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for portfolio operations associate in Miami, FL is $25.10, according to ZipRecruiter salary data. Most workers in this role earn between $17.02 and $28.99 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 are the most commonly searched types of Portfolio Operations jobs in Miami, FL?

The most popular types of Portfolio Operations jobs in Miami, FL are:

What are popular job titles related to Portfolio Operations Associate jobs in Miami, FL?

For Portfolio Operations Associate jobs in Miami, FL, the most frequently searched job titles are:

What job categories do people searching Portfolio Operations Associate jobs in Miami, FL look for?

The top searched job categories for Portfolio Operations Associate jobs in Miami, FL are:

What cities near Miami, FL are hiring for Portfolio Operations Associate jobs?

Cities near Miami, FL with the most Portfolio Operations Associate job openings:

Portfolio Operations Associate jobs near you
Infographic showing various Portfolio Operations Associate job openings in Miami, FL as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $52,211 per year, or $25.1 per hour.

Sr. Associate of Portfolio Operations

Boyne Capital

Miami, FL • On-site

Full-time

Life, Retirement, PTO

Re-posted 26 days ago

Job description

Opportunity

In close partnership with and under the mentorship of the Managing Director, the Senior Associate of Portfolio Operations will ensure that operational strategies are implemented to support the growth of assigned portfolio companies. This is a unique private equity opportunity where your direct contributions will be rewarded through professional development and participation in the investments of the fund including GP carried interest.


Key Responsibilities

  • Review financial reports from portfolio companies to ensure they track against budget
  • Monitor portfolio company working capital
  • Implement tools to capture accurate, real-time data for decision making
  • Support portfolio operations through detailed financial auditing and reporting, relationship building, and staying current with relevant industry sector trends
  • Assist in the development of key strategic growth initiatives
  • Identify and capture opportunities to prepare portfolio companies for the sale process
  • Support the deal team on buy side due diligence, post-acquisition integration and the sale process


Requirements

  • BA/BS in Business, Accounting
  • Minimum of 3-4 years of audit experience at a large national public accounting firm required
  • 2 years of transaction advisory or similar is a plus
  • Exceptional analytical and communication skills; with the ability to engage across all levels
  • Self-motivated and able to work in a fast-paced environment and handle multiple projects while meeting deadlines
  • Ability to be on-site
  • CPA license is a plus


What You Will Get

  • Training and development from the senior members of the Portfolio Operations team
  • Career advancement based on performance
  • Long-term incentive through participation in the investments and the GP of the Fund
  • Comprehensive benefits including Med, Den, Vis, Life, short/long-term disability, parental leave, PTO, and 401K