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Portfolio Operations Associate Jobs in Newark, NJ

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Partner Engagement Operations Associate

New York, NY · On-site

$70K - $85K/yr

About the Role We're seeking a highly organized Operations Associate to support project management of our growing portfolio of travel advisor educational experiences. This role is essential to our ...

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Portfolio Operations Associate information

See Newark, NJ salary details

$11

$27

$55

How much do portfolio operations associate jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for portfolio operations associate in Newark, NJ is $27.44, according to ZipRecruiter salary data. Most workers in this role earn between $18.61 and $31.68 per hour, depending on experience, location, and employer.

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 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.

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 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 job categories do people searching Portfolio Operations Associate jobs in Newark, NJ look for?

The top searched job categories for Portfolio Operations Associate jobs in Newark, NJ are:

Portfolio Operations Associate jobs near you
Infographic showing various Portfolio Operations Associate job openings in Newark, NJ as of July 2026, with employment types broken down into 1% As Needed, 66% Full Time, 29% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $57,084 per year, or $27.4 per hour.

Customer Strategy & Operations Associate

Duet Technologies Inc

New York, NY • On-site

$90K - $110K/yr

Full-time

Re-posted 3 days ago

Job description

Duet - Customer Strategy & Operations Associate
About us:Duet empowers Nurse Practitioners (NPs) to tackle the primary care crisis by leading their own practices, closing the gap in access while keeping care local. We're a well-funded seed-stage company led by experienced entrepreneurs and Nurse Practitioners, and backed by investors like Lerer Hippeau and Kairos.
We're building a vertically integrated platform to help NP practices thrive as independent businesses. From patient engagement to revenue forecasting, from care delivery to community building, our solutions are driven by data and designed to let NPs focus on what matters most: caring for their communities.
About the role:We're looking for a Customer Strategy & Operations Associate to join our growing Operations team. You'll be a trusted partner to our NP practices, supporting their onboarding, day-to-day success, and ongoing growth on the Duet platform. This is a relationship-first role - you'll be the friendly, reliable face that practices turn to with questions, challenges, and wins.
You'll work closely with senior members of the team, learning our playbooks and applying them to help practices thrive. This is a great fit for someone early in their career who is energized by working directly with customers, has strong attention to detail, and wants to grow inside a fast-paced healthcare startup.
Key Responsibilities:
  • Relationship Management: Serve as a primary day-to-day point of contact for a portfolio of NP practices. Build warm, trust-based relationships that make practices feel supported and set up for success.
  • Customer Onboarding Support: Guide new practices through the Duet onboarding process, following established workflows and ensuring a smooth, positive launch experience.
  • Practice Check-ins & Communication: Conduct regular check-ins with practices to track progress, surface concerns, and connect them to the right resources. Keep practices informed and engaged.
  • Account Growth: Partner with practices to drive adoption of Duet's platform features and identify opportunities for growth - whether that's expanding their patient panel, activating new services, or deepening engagement with their community.
  • Data & Reporting: Pull and organize practice data to support performance tracking and customer reviews. Assist in preparing materials for practice meetings and business reviews.
  • Issue Resolution: Triage and respond to practice questions and issues, escalating to senior team members when needed. Follow standard procedures to resolve routine problems quickly and accurately.
  • Internal Coordination: Work cross-functionally with Billing, Clinical, and Product teams to route customer needs and close open loops on behalf of practices.
  • Playbook Execution: Apply established templates, tools, and best practices developed by the broader Customer Strategy team to deliver consistent, high-quality customer experiences.

What you bring:
  • 1-3 years of experience in a customer-facing role - customer success, account management, client services, or a related field. Healthcare or startup experience is a plus.
  • Genuine warmth and a service mindset - you get energy from helping people and making their day easier
  • Strong organizational skills and attention to detail; you can manage multiple relationships and follow through reliably
  • Comfort with data and basic analysis - you're at ease in Excel or Google Sheets and can work with reports and dashboards
  • Clear, thoughtful communicator - written and verbal
  • Eagerness to learn in a structured but evolving environment, with guidance from senior teammates
  • High EQ, low ego, and a bias toward action

Who will thrive here:
  • People who genuinely enjoy building relationships and being a reliable partner to others
  • Detail-oriented doers who follow through and raise their hand when they need help
  • Folks with a heart for healthcare and curiosity about the business side of primary care
  • Early-career professionals who want to grow inside a mission-driven team

This role is hybrid out of NYC. The salary range for this role is $90,000-$110,000 per year pus equity.

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