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Portfolio Operations Associate Jobs in Philadelphia, PA

Munich Re

Claims Operations Associate

Philadelphia, PA

$18 - $24.25/hr

The Claim Operations Associate is a vital part of the MRSNA Claims team. The Associate helps to ... across our claims portfolio, including the processing of payments, pursuing collections and ...

WSFS Bank

Private Banking Portfolio Manager

Wilmington, DE · On-site

$77.39 - $127.14/hr

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... Coordinate loan closings with the bank's Loan Operations group.* Collection and organization of ...

Wsfsbank

Private Banking Portfolio Manager

Wilmington, DE · On-site

$77K - $127K/yr

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... Coordinate loan closings with the bank's Loan Operations group. * Collection and organization of ...

Wsfsbank

Private Banking Portfolio Manager

Berwyn, PA · On-site

$77K - $127K/yr

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... Coordinate loan closings with the bank's Loan Operations group. * Collection and organization of ...

WSFS Bank

Private Banking Portfolio Manager

Wilmington, DE · On-site

$77K - $127K/yr

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... Coordinate loan closings with the bank's Loan Operations group. * Collection and organization of ...

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All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Philadelphia, PA

Portfolio Operations Associate information

See Philadelphia, PA salary details

$11

$26

$53

How much do portfolio operations associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for portfolio operations associate in Philadelphia, PA is $26.48, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $30.58 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 Philadelphia, PA?

The most popular types of Portfolio Operations jobs in Philadelphia, PA are:

What are popular job titles related to Portfolio Operations Associate jobs in Philadelphia, PA?

For Portfolio Operations Associate jobs in Philadelphia, PA, the most frequently searched job titles are:

What job categories do people searching Portfolio Operations Associate jobs in Philadelphia, PA look for?

The top searched job categories for Portfolio Operations Associate jobs in Philadelphia, PA are:

Portfolio Operations Associate jobs near you
Infographic showing various Portfolio Operations Associate job openings in Philadelphia, PA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 12% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $55,084 per year, or $26.5 per hour.

Consumer Bank- Product Portfolio Operations, Product Transformation Team

Wilmington, DE • On-site

JPMorgan Chase & Co.
Finance and Insurance • 10K+ employees

8.0

Company rating: 8.0 out of 10

Based on 497 frontline employees who took The Breakroom Quiz

70th of 172 rated banks

People enjoy working here

Good employer

Recommended by students

Learn more about JPMorgan Chase & Co.external

$90 - $120/hr

Other

Re-posted 13 days ago

Job description

Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across product lines.

As a Product Portfolio Operations Manager in Consumer Banking, you will lead end-to-end improvement programs for Consumer Bank Product Portfolio Operations, driving governance, integrated planning, stakeholder alignment, and change enablement to deliver measurable productivity and process outcomes.

This role partners closely with senior leaders to manage priorities, dependencies, risks, and success metrics, while maintaining clear executive-ready communications and a “single source of truth” through strong documentation practices. Bring your experience in program/project delivery, process improvement, agile and/or change enablement, and influencing without authority.

Job responsibilities
  • Lead end-to-end improvement initiatives for Consumer Bank Product Portfolio Operations, managing scope, plans, execution, and stakeholder alignment.
  • Run program governance and delivery management, including cadences, status reporting, milestone tracking, decision/risk logs, and escalations to ensure follow-through.
  • Manage readiness and change adoption by coordinating impacted teams, communicating key dates, and delivering change enablement (comms plans, training support, adoption tactics).
  • Partner with senior leaders to manage priorities, dependencies, risks, sequencing, resourcing, and success metrics as needs shift.
  • Own and continuously improve documentation and delivery assets, maintaining Confluence/SharePoint repositories (FAQs, timelines, comms, training) plus standardized structures, workflows, trackers, templates, and playbooks.
  • Build insight and automation solutions (e.g., Alteryx, Monday.com) and run feedback measurement (e.g., SurveyMonkey) to assess readiness/adoption and turn insights into actions.
  • Works across products to help ensure delivery against business objectives while coordinating reporting and communications plans for portfolio management operations and change initiatives.
  • Enables operational efficiency by supporting training, maturation, needs assessments, and continuous improvement practices.
  • Drives adaptation and modification of our product-line framework to ensure cross-product priorities, sequencing, and trade-offs are realized.
  • Implements a product-level collection strategy consisting of controls, financials, and resourcing needs.
Required qualifications, capabilities, and skills
  • 5+ years of experience or equivalent expertise in program management or performance optimization.
  • Proven ability to manage and implement operational effectiveness initiatives.
  • Proven ability to operate within the product development life cycle and agile methodologies.
  • Demonstrated ability to lead end-to-end programs/projects: scoping, planning, integrated schedules, dependencies, risks/issues, governance, delivery, and closure.
  • Strong stakeholder management and influence skills; able to drive outcomes without direct authority.
  • Proven executive-ready communications skills (clear status, risks/asks/decisions, presentations, and written updates).
  • Experience building and running program governance (cadences, action tracking, escalation paths, decision management).
  • Practical experience with change enablement (communications planning, readiness, training/support, feedback loops).
  • Process improvement capability (workflow redesign, standardization, playbooks/templates, continuous improvement mindset).
  • Strong documentation and knowledge management skills (maintaining a “single source of truth,” writing FAQs/runbooks).
  • Strong organization, attention to detail, and independence; able to manage multiple workstreams and shifting priorities.
Preferred qualifications, capabilities, and skills
  • Experience in consumer banking and/or Product Portfolio Operations (or similar product operations/portfolio management environments).
  • Hands‑on experience with Atlassian tools (e.g., Confluence; Jira experience a plus).
  • Experience with workflow/application tools (e.g., Monday.com) to support intake, tracking, operational workflows, plans, and reporting.
  • Alteryx experience (report development and repeatable analytics).
  • Experience administering and analyzing surveys (e.g., SurveyMonkey) to support readiness/adoption measurement.
  • Familiarity with Lean concepts (waste elimination / Muda) and/or formal process mapping methods.
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