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Portfolio Operations Associate Jobs in Miami, FL

Bank of America

Portfolio Manager III

Miami, FL · On-site

... mentoring associates. Responsibilities: * Works to understand the client's situation and ... Broad-based technical knowledge of investments, tax, legal and operations necessary to service ...

Bank of America

Portfolio Manager III

Miami, FL

... mentoring associates. Responsibilities: * Works to understand the client's situation and ... Broad-based technical knowledge of investments, tax, legal and operations necessary to service ...

Tapestry Conshohocken

Director of Operations

Miami, FL · On-site

$120 - $180/hr

Operations * Full-Time * Requisition #: DIREC062030 Description Concord Hospitality is seeking a ... portfolio Why Join Concord? At Concord Hospitality, we invest deeply in our associates through ...

Concord Hospitality

Director of Operations

Miami, FL · On-site

Concord Hospitality is seeking a dedicated and dynamic Director of Operations to oversee all facets ... portfolio Why Join Concord? At Concord Hospitality, we invest deeply in our associates through ...

Concord Hospitality

Director of Operations

Miami, FL · On-site

Description Concord Hospitality is seeking a dedicated and dynamic Director of Operations to ... portfolio Why Join Concord? At Concord Hospitality, we invest deeply in our associates through ...

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Showing results 21-40

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.

PORTFOLIO ASSOCIATE - WATERFORD

First BanCorp

Miami, FL • On-site

Full-time

Re-posted 14 days ago

Job description

Portfolio Associate
Essential Responsibilities:
  • Coordinates with both internal and external parties during and after the underwriting, closing, and funding phases of each loan originated or acquired in the Secondary market.
  • Assists with the reporting of key corporate banking metrics to internal departments including originations, portfolio balances, and fees, disbursement and payoffs, among others.
  • Prepares customer portfolio and other miscellaneous reports as needed i.e: quarterly covenant monitoring reports & quarterly leveraged lending reports. Ensure all reports are completed in a timely manner.
  • Monitor and provide weekly analysis of Corporate Banking Portfolio including past due, payment processing, and interest rate repricing as needed.
  • Monitor Company performance of the loan portfolio including financial performance, share price updates (if applicable), headlines, among others.
  • Acts as liaison between corporate banking and internal support departments and agent banks
  • Assist corporate banking team with preparation of client presentations, waivers/amendments, visitation memos/telephone call memos summarizing visit with clients, among others.
  • Assists/ prepares credit reviews. Maintenance on all logs.
  • Assist during internal and external audits.
  • Will assist with Corporate Banking team as needed to acquire working knowledge of Credit Analysis.
  • Resolve customer problems & complaints in accordance with FirstBank Florida excellent service policy.
  • Assist in implementing operational policy, ensuring transactions are processed in compliance with federal, state, and bank requirements.
  • Monitor bank-wide policies regarding corporate banking & related matters including Leveraged Lending.
  • Work with closing, risk, servicing, and other departments on Inquiries including, KYC, tickler report, pending items list, insurance, UCC, among others.
  • Maintains/updates the corporate banking database: Lender sites, and internal OnBase Credit Files.
  • Promote cross selling FirstBank Florida services and products.
  • Other ad-hoc duties as necessary in order to familiarize with all department areas.

Independence of Judgment:
Independence of judgment is according to established internal policies and guidelines.
Impact of Errors:
The impact of errors on this position could affect other departments operations and an economic impact to customers and to the Bank.
Interpersonal Communication:
Good interaction with customers and Bank's employees.
Education, Experience, Skills and Abilities Required:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
- Good mathematical and communications skills.
- Previous experience in a financial institution.
- Good understanding of financial institution branch operational functions, products and services.
- Effective human relations and communication skills.
- Ability to use office equipment, such as computer terminal, calculator, copier and fax machine, as any other related equipment.
- Able to sit for long periods of time.
- Able to talk and hear.
- Could be asked to work more than the customary hours during peak times.
Work Environment:
Employees in this job work in an office environment with a comfortable room temperature, good lighting, and quiet conditions. These employees are exposed to external elements when representing the corporation at external events and may be required to work extended hours, including holidays, should these coincide with company events.
Minimum Requirements:
A formal training in banking products and/or processing new accounts and, at least 3 years of experience in a similar job is required or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is required.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not indented to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure
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