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Portfolio Operations Associate Jobs in Milwaukee, WI

Associate Portfolio Executive

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...

Associate Portfolio Executive

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...

Associate Portfolio Executive

Milwaukee, WI

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...

Associate Portfolio Executive

Milwaukee, WI

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...

Associate Portfolio Executive

Milwaukee, WI

$19.23 - $38.47/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

H. Robinson is hiring an Associate Portfolio Executive to build and manage a customer portfolio ... Operations, Account Management or other areas - so you can discover new interests, develop your ...

Associate Portfolio Executive

Milwaukee, WI · On-site

$19.23 - $38.47/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

H. Robinson is hiring an Associate Portfolio Executive to build and manage a customer portfolio ... Operations, Account Management or other areas - so you can discover new interests, develop your ...

... portfolio. The Associate Product Manager will be responsible for supporting and executing plans to ... Evangelize your product category through engagements with sales, channel, marketing, operations ...

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Portfolio Operations Associate information

See Milwaukee, WI salary details

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How much do portfolio operations associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for portfolio operations associate in Milwaukee, WI is $25.84, according to ZipRecruiter salary data. Most workers in this role earn between $17.50 and $29.81 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 Milwaukee, WI?

The most popular types of Portfolio Operations jobs in Milwaukee, WI are:

What job categories do people searching Portfolio Operations Associate jobs in Milwaukee, WI look for?

The top searched job categories for Portfolio Operations Associate jobs in Milwaukee, WI are:

Infographic showing various Portfolio Operations Associate job openings in Milwaukee, WI 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 $53,783 per year, or $25.9 per hour.

Program Operations Associate

Cristo Rey Jesuit Corporate Work Study Program Inc

Milwaukee, WI • On-site

Full-time

Re-posted yesterday


Job description

Keep Our Program Moving, Join our Team!At Cristo Rey Jesuit High School, our Corporate Work Study Program (CWSP) bridges education with practical, real-world experience, equipping students with the skills and opportunities necessary to excel in college, the workforce, and beyond. The Program Operations Associate ensures smooth daily operations for our student work program. This role focuses on the logistics that keep everything running, including managing job permits, coordinating transportation routes and drivers, maintaining accurate records, and ensuring compliance with DOL requirements.You'll be the go-to person for managing schedules, documentation, and communication across students, staff, and corporate partners. If you're detail-oriented, dependable, and thrive on making systems run efficiently, this is the perfect fit for you.Job Summary: The CWSP Program Operations Associate will be responsible for supporting daily CWSP operations and for managing relationships with the school, its business partners, and stakeholders.ESSENTIAL FUNCTIONSResponsible for the record-keeping of all student employees and their assignments.Administers and oversees the CWSP's pre-employment verification processesPlans for and manages the summer "work for pay" opportunity including documentation, scheduling, transportation, and student payrollWorks in close partnership with the CWSP Director in the design and delivery of future CWSP programs, events and activities.Serves as point of contact for CWSP's audit defense with DOL regarding documentation requirementsAssists with the student departure process each morning (attendance, uniform compliance, communicating altered arrival times of CWSP vans, etc.)Oversees makeup day process including planning, communicating, tracking, and enforcementSupports student training during school year and business training camp Assists in planning and executing the Summer Business Training Camp (four weeks of training required for the incoming freshman class), including leading training sessions and coordinating business and student volunteersAssists with finalizing and publishing quarterly CWSP grades Lends support on student work performance concerns, including but not limited to disciplinary write-ups and parent meetingsProvides administrative support for the Corporate Work Study Program as needed. Collaborates with the Admissions team to onboard new students as employees, ensuring DOL/DWD compliance (I-9s, work permits)Assists with the student work placement processAssists leadership in the preparation, sending, and managing of all partner contracts.Collaborates with the Finance Department on all partner billing information.Prepares and processes necessary paperwork for corporate partners, such as job descriptions, onboarding requirements, orientation informationConducts Department of Labor mandated partner site visits and group partner meetingsProvides support to CWSP partners regarding student performance and recognitionManages site visit documentation for portfolio of CWSP partner companiesSupports planning of events which involve the high school, its students, personnel, and corporate partners Supports CWSP partners through written and verbal communication regarding onboarding, student performance, operational updates, site visits, etc. Provides backup support for CWSP staff, reception and transportation in times of need. Perform all other duties as assigned by CWSP leadership. REQUIRED QUALIFICATIONS AND SKILLS:Bachelor's degree or higher;Excellent organizational and administrative skills;Superior written and oral communication skills;Proficiency in Spanish strongly preferred; Assists school personnel for Spanish translation needs both in written and verbal communication. Superior initiative, resourcefulness, and organizational capabilities;Ability to work independently in a fast-paced environment; manage own time;Experience in Salesforce, PowerSchool, and Excel;Flexibility and adaptability as Corporate Work Study Program operations develop;Commitment to the Mission and Values of Cristo Rey Jesuit Corporate Work Study Program;Desire to work with high school students and enthusiasm to further build positive school culture and community;Ability to work effectively as part of a team and efficiently as an individualAbility to communicate well with both Cristo Rey Jesuit students and parentsSensitivity to the ethnic, racial and religious backgrounds of the student bodyAbility to work flexible hours within a 40 hour work week as neededValid driver's license; must be insurable with good driving recordPhysical Requirements - Ability to lift 25 lbs. Cristo Rey Jesuit High School - Who We AreCristo Rey Jesuit High School is part of a national network of 41 high schools that transform urban education through a unique integration of college-prep academics, professional experience, and spiritual formation, with a focus on students of limited financial means. As a private, Catholic, Jesuit high school serving 450 students, Cristo Rey Jesuit's mission is to provide an affordable Catholic secondary education with a college-prep curriculum and a Corporate Work Study Program (CWSP) to prepare graduates for success in college, work, and life.The Cristo Rey team believes that a sound intellect is only one important component of preparation for college and life. Through both their CWSP experience and intentional opportunities for character and spiritual growth within the school day, Cristo Rey students develop the work ethic, resilience, confidence, empathy, openness to growth, and commitment to justice that help ensure their long-term success and enable them to lead by example.Cristo Rey Jesuit High School Milwaukee is an equal opportunity employer that provides equal employment opportunities to applicants without regard to race, ethnicity, religion, sex, or national origin.