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Portfolio Operations Associate Jobs in Orem, UT (NOW HIRING)

Private Equity Associate, Joint Ventures Company: Reef Capital Salary: $120,000-140,000 + Bonus ... operational initiatives at portfolio companies * Act as the point of coordination between the ...

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Portfolio Operations Associate information

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How much do portfolio operations associate jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for portfolio operations associate in Orem, UT is $22.82, according to ZipRecruiter salary data. Most workers in this role earn between $15.48 and $26.35 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 popular job titles related to Portfolio Operations Associate jobs in Orem, UT?

For Portfolio Operations Associate jobs in Orem, UT, the most frequently searched job titles are:

What job categories do people searching Portfolio Operations Associate jobs in Orem, UT look for?

The top searched job categories for Portfolio Operations Associate jobs in Orem, UT are:

What cities near Orem, UT are hiring for Portfolio Operations Associate jobs?

Cities near Orem, UT with the most Portfolio Operations Associate job openings:

Vice President of Operations

Nxt Property Management Corporate

South Jordan, UT • On-site

Full-time

Medical, Dental, Vision

Re-posted 9 days ago


Job description

Nxt Property Management | Western States Lodging & ManagementLead a Growing Organization. Shape Strategy. Drive Performance.Nxt Property Management is seeking a dynamic, strategic, and results-oriented Vice President of Operations to lead the overall operations of our growing organization.This executive leadership role partners closely with the President of Nxt Property Management and the Chief Operating Officer of Western States Lodging & Management to establish strategic direction, strengthen operational performance, drive financial results, and support long-term organizational growth.As a key member of the executive leadership team, you will oversee company-wide operations, including organizational strategy, operational execution, financial accountability, leadership development, client relationships, systems and infrastructure, and growth initiatives. You will play a critical role in ensuring Nxt Property Management continues to scale effectively while preserving the culture, values, and service standards that define our success.This position also serves as a visible ambassador for the organization, representing Nxt Property Management with clients, ownership groups, industry partners, community stakeholders, and professional organizations.About UsAt Western States Lodging & Management and Nxt Property Management, we believe in creating consistently distinct and elevated experiences for our associates, customers, and business partners through our mission of Serving You Like Family.Our Personal Touch culture is guided by six core values:Be LovingChoose WiselyPerform TogetherAct BoldlyExpress GratitudeMind the StoreWe are committed to building an organization that prioritizes meaningful relationships, operational excellence, thoughtful growth, and long-term sustainability.Position OverviewThe Vice President of Operations is responsible for enterprise operational strategy, execution, and organizational infrastructure across Nxt Property Management. Partnering closely with executive leadership, this role translates strategic vision into measurable business results by strengthening the systems, people, and processes that support sustainable growth.The Vice President will ensure the organization operates with consistency, efficiency, accountability, and innovation while preserving the culture and Personal Touch that distinguish Nxt Property Management and Western States Lodging & Management.This role is designed to create organizational leverage, allowing operational leaders throughout the company to focus on customer relationships, portfolio performance, and team leadership while the Vice President drives enterprise-wide execution, scalability, and strategic alignment.Key ResponsibilitiesStrategic & Executive LeadershipPartner with executive leadership to establish and execute organizational strategy.Align operational priorities with long-term business objectives and growth plans.Drive enterprise-wide initiatives that strengthen performance, accountability, and scalability.Serve as a trusted advisor and strategic partner to the President and executive leadership team.Represent the organization with clients, business partners, industry associations, and key stakeholders.Operational Leadership & Organizational PerformanceLead overall company operations and organizational execution.Develop and implement systems, processes, and infrastructure that support sustainable growth.Establish operational standards, performance expectations, and accountability measures across the organization.Evaluate organizational effectiveness and identify opportunities to improve efficiency, consistency, and results.Ensure operational excellence while maintaining a culture-centered approach to leadership.Growth, Scalability & Continuous ImprovementSupport business growth initiatives, acquisitions, transitions, and organizational expansion.Lead operational integration and implementation efforts related to company growth.Identify opportunities to improve organizational scalability and long-term sustainability.Implement best practices and continuous improvement initiatives across the organization.Promote innovation while maintaining operational discipline and financial accountability.Financial LeadershipPartner with finance and operational leaders to support profitability, forecasting, budgeting, and financial performance.Analyze operational and financial trends to identify opportunities for growth and improvement.Drive initiatives that strengthen organizational performance, customer satisfaction, associate engagement, and business partner relationships.Ensure operational decisions support both short-term results and long-term organizational health.Leadership Development & CultureBuild, develop, and mentor high-performing leaders across the organization.Strengthen succession planning and leadership development initiatives.Foster a culture of accountability, collaboration, innovation, and operational excellence.Champion the mission, values, and Personal Touch culture throughout the organization.Create an environment where associates feel supported, empowered, and connected to the company's vision.QualificationsRequired Skills & ExperienceDemonstrated success leading complex business operations, organizational growth, and high-performing teams.Strong executive leadership experience with responsibility for operational performance, strategic execution, and organizational development.Proven ability to build scalable systems, processes, and infrastructure that support sustainable growth.Exceptional financial acumen, including budgeting, forecasting, operational analytics, and performance management.Experience translating business strategy into measurable operational outcomes.Strong leadership and change management capabilities with experience guiding organizations through growth, transformation, or organizational change.Ability to develop leaders, build accountability, and create alignment across departments and teams.Excellent communication, relationship-building, and stakeholder management skills.Commitment to preserving organizational culture while driving performance and growth.Education & ExperienceRequiredBachelor's Degree in Business Administration, Operations Management, Finance, Real Estate, Hospitality, Healthcare Administration, or a related field.Minimum of 12–15 years of progressive executive leadership experience.Experience in the multifamily apartment management spaceDemonstrated success improving organizational performance, building leadership teams, and driving strategic growth initiatives.Strong experience managing operational and financial performance in a complex business environment.PreferredMaster's Degree in Business Administration (MBA) or related advanced degree.Experience supporting acquisitions, integrations, organizational transitions, or large-scale growth initiatives.Experience in one or more of the following industries is highly valued:Property ManagementMultifamily HousingReal Estate ServicesHospitalitySenior LivingHealthcare ServicesOther service-oriented or multi-location organizationsCompensation & BenefitsWestern States Lodging & Management and Nxt Property Management offer a competitive executive compensation package that includes:Competitive base salaryExecutive bonus opportunityComprehensive health, dental, and vision insurance401(k) with company matchPaid time off and holidaysProfessional development and leadership growth opportunitiesA culture focused on collaboration, purpose, and long-term successJoin Our Leadership TeamThis is a rare opportunity to help shape the future of a growing organization while working alongside an engaged executive team committed to excellence, innovation, and people-first leadership.If you are a proven executive who excels at building organizations, developing leaders, driving operational performance, and executing strategic vision, we encourage you to apply.
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