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Portfolio Operations Associate Jobs in Oceanside, CA

Murata

Customer Operations Representative

San Diego, CA · On-site

With a strong foundation in RF integration, pSemi's product portfolio now spans power management ... Education Requirements Associate degree or equivalent work experience. Work Environment This job ...

Axos Bank

FVP, ABL Operations

San Diego, CA · On-site

$130K - $150K/yr

Calculate borrowing base availability, including monitoring portfolio for concentration limits ... Lead a high performing organization by engaging associates, setting expectations, holding teams ...

Axos Bank

FVP, ABL Operations

San Diego, CA · On-site

$130K - $150K/yr

Calculate borrowing base availability, including monitoring portfolio for concentration limits ... Lead a high performing organization by engaging associates, setting expectations, holding teams ...

Marriott

Hotel Operations Supervisor

San Diego, CA · On-site

We actively foster an environment where the unique backgrounds of our associates are valued and ... In joining Courtyard, you join a portfolio of brands with Marriott International. Be where you can ...

Anaergia

Service Operations Coordinator

Carlsbad, CA · On-site

$31 - $38/hr

Through a proven portfolio of proprietary technological solutions, Anaergia maximizes the ... Associate degree in Business Administration, Project Management, Engineering Technology ...

Anaergia

Service Operations Coordinator

Carlsbad, CA · On-site

$31 - $38/hr

Through a proven portfolio of proprietary technological solutions, Anaergia maximizes the ... Associate degree in Business Administration, Project Management, Engineering Technology ...

Anaergia

Service Operations Coordinator

Carlsbad, CA · On-site

$31 - $38/hr

Through a proven portfolio of proprietary technological solutions, Anaergia maximizes the ... Associate degree in Business Administration, Project Management, Engineering Technology ...

Anaergia

Service Operations Coordinator

Carlsbad, CA · On-site

$31 - $38/hr

Through a proven portfolio of proprietary technological solutions, Anaergia maximizes the ... Associate degree in Business Administration, Project Management, Engineering Technology ...

nVent

Operations Manager

San Diego, CA · On-site

$115K - $214K/yr

Be highly visible to associates and create an environment for participation. Promote hands-on ... Our robust portfolio of leading electrical product brands dates back more than 100 years and ...

nVent

Operations Manager

San Diego, CA · On-site

$115K - $214K/yr

Be highly visible to associates and create an environment for participation. Promote hands-on ... Our robust portfolio of leading electrical product brands dates back more than 100 years and ...

Axos Bank

Associate Program Manager - Invest

San Diego, CA · On-site

$70K - $80K/yr

About This Job We're looking for an Associate Program Manager to help scale and optimize Axos ... Portfolios. This role sits at the intersection of Product, Wealth, Marketing, and Operations-owning ...

Axos Bank

Associate Program Manager - Invest

San Diego, CA · On-site

$70K - $80K/yr

About This Job We're looking for an Associate Program Manager to help scale and optimize Axos ... Portfolios. This role sits at the intersection of Product, Wealth, Marketing, and Operations-owning ...

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Showing results 21-40

All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Oceanside, CA

Portfolio Operations Associate information

See Oceanside, CA salary details

$11

$27

$55

How much do portfolio operations associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for portfolio operations associate in Oceanside, CA is $27.15, according to ZipRecruiter salary data. Most workers in this role earn between $18.41 and $31.35 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 are the most commonly searched types of Portfolio Operations jobs in Oceanside, CA?

The most popular types of Portfolio Operations jobs in Oceanside, CA are:

What job categories do people searching Portfolio Operations Associate jobs in Oceanside, CA look for?

The top searched job categories for Portfolio Operations Associate jobs in Oceanside, CA are:

What cities near Oceanside, CA are hiring for Portfolio Operations Associate jobs?

Cities near Oceanside, CA with the most Portfolio Operations Associate job openings:

Portfolio Operations Associate jobs near you
Infographic showing various Portfolio Operations Associate job openings in Oceanside, CA 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 $56,474 per year, or $27.2 per hour.

California Operations Manager - San Diego

Travel + Leisure Co.

San Diego, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Travel + Leisure Co. rating

7.5

Company rating: 7.5 out of 10

Travel + Leisure Co.

Based on 25 frontline employees who took The Breakroom Quiz

7.8

Company rating compared to similar companies: 7.8 out of 10

Travel agencies average

Based on 157 frontline employees who took The Breakroom Quiz

The best things about working at Travel + Leisure Co.

  • 94%

    94% say their managers don’t change their shifts at short notice

    say their managers don’t change their shifts at short notice

  • 94%

    94% say their health insurance is affordable

    say their health insurance is affordable

  • 77%

    77% say they have respectful managers

    say they have respectful managers

Featured by Travel + Leisure Co., based on 25 Breakroom Quiz responses from their frontline employees

Job description

We Put the World on Vacation

Travel + Leisure Co. is the world's leading vacation ownership and travel membership company, with a dynamic and growing portfolio of resort, travel club, and lifestyle travel brands. Our dedicated associates help the company achieve its mission to put the world on vacation. Innovation and growth keep our work interesting and fun. Every day is a chance to learn something new and turn vacation inspiration into exceptional experiences for millions of travelers worldwide.

Job Summary

The California Operations Manager (COM) supports sales operations by performing authorized administrative and transactional functions under the guidance and supervision of a licensed real estate broker. This role focuses on operational coordination, document workflow, scheduling, and compliance support. While unlicensed, COMs are strictly prohibited from engaging in any activity that requires a real estate license, including negotiation, solicitation, or discussions about pricing or financing.

Essential Job Responsibilities

Administrative & Operations Support

Manage and approve associate timekeeping; assist with associate scheduling

Meetings & Motivation:

Conduct motivational meetings and support daily/recurring meeting logistics (agendas, attendance, materials)

Goal Support:

Provide administrative support for associate goal-setting activities (tracking inputs, updating dashboards, distributing materials)

General Administration:

Perform additional approved administrative duties as assigned by a licensed leader; maintain professionalism and adherence to company policies and guidelines at all times

Collaboration:

Partner with site leadership and training teams to coordinate logistics for initial and ongoing training (scheduling, materials, room setup), without delivering sales content

Compliance & Recordkeeping

Follow all directives of the supervising broker and adhere to company policies and applicable California real estate regulations

Maintain accurate records, file management, and audit-ready documentation for all assigned transactions and administrative processes

Transaction Support (under broker supervision)

Document Preparation:

Prepare and complete transaction-related documents and instruments, ensuring all final materials are reviewed and approved by the supervising broker before delivery to any principal or party

Document Handling & Delivery:

Deliver, mail, pick up, or coordinate delivery of transaction documents and obtain required signatures from principals or service providers

Note: COMs may not explain, interpret, or discuss the content, meaning, or implications of any document

Trust Funds Processing:

Accept, record, and provide receipts for trust funds received from principals or parties to the transaction in accordance with policy

Status Communication:

Provide factual updates regarding the timing of reports, service completion, and delivery of transaction-related information

Scheduling & Coordination:

Schedule meetings between licensees and principals/parties to the transaction. When delegated by a broker-authorized licensee, arrange for third-party reports and services

Boundaries & Prohibited Activities

The COM role does not:

  • Negotiate or discuss pricing or financing options

  • Solicit participation in a specific transaction or product

  • Narrow a tour's decision-making toward pricing or ownership levels

  • Explain, interpret, or advise on the content or significance of any document

  • Conduct group sales presentations

  • Issue sales compliance related corrective actions or conduct performance evaluations for licensed sales associates

Travel Requirements

Travel not anticipated beyond home site

Minimum Requirements and Qualifications

  • Education: High School Diploma or equivalent required

  • Experience: Prior experience in sales operations leadership and/or a real-estate-adjacent leadership role

  • Skills: Strong organization and attention to detail; clear, professional

communication; scheduling and coordination; comfort with document workflows and standard productivity tools. Strong relationship building, coaching and ability to successfully partner with all divisions.

  • Professionalism: Consistent adherence to ethical, moral, and professional standards; ability to maintain confidentiality and work within clearly defined compliance limits

Real Estate Licensing Requirements (California)

  • Must obtain an unrestricted California Real Estate License within 120 days of hire date

How You'll Be Rewarded:

We offer a diverse range of comprehensive health and welfare benefits to associates who work 30 or more hours per week to meet your needs and support you throughout your career with us. Certain benefits may be available to associates working fewer hours where required by applicable law. Travel + Leisure Co. benefits include: Note: Temporary and/or seasonal associates are ineligible for Paid Time Off. Medical Dental Vision Flexible spending accounts Life and accident coverage Disability Wish day paid time to volunteer at an approved organization of your choice 401k with employer match (subject to eligibility requirements, including tenure - speak to your recruiter for additional information) Legal and identity theft plan Voluntary income protection benefits Wellness program (subject to provider availability) Employee Assistance Program Depending on position, paid time off, parental leave and holidays (speak to your recruiter for additional information)

Compensation

The annual salary for this role is $170,000.

Where Memories Start with You

Hospitality is at the heart of all we do at Travel + Leisure Co. Here, you'll find an inclusive environment where we deliver excellence and take time to have fun, celebrate together, and support one another. We're always looking ahead to what's next and how we can strengthen our business, its neighboring communities, and the customer experience. Join our global team and build a career where memories start with you.

We are an equal opportunity employer, and all applications will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to MyCareer@travelandleisure.com, including the title and location of the position for which you are applying.

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