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Portfolio Operations Associate Jobs in Rancho Cucamonga, CA

C. H. Robinson

Associate Portfolio Executive

Orange, CA · On-site

$19.23 - $38.47/hr

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 ...

C. H. Robinson

Associate Portfolio Executive

Orange, CA

$19.23 - $38.47/hr

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 ...

Highgate Hotels

Operations Manager

Ontario, CA · On-site

Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle ... Coach, train, counsel hourly associates and administer discipline as needed * Perform some Night ...

Residence Inn Ontario

Operations Manager

Ontario, CA · On-site

$70K - $70K/yr

Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle ... Coach, train, counsel hourly associates and administer discipline as needed * Perform some Night ...

Residence Inn Ontario

Operations Manager

Ontario, CA · On-site

Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle ... Coach, train, counsel hourly associates and administer discipline as needed * Perform some Night ...

Marriott International

Rooms Operations Manager

Pomona, CA · On-site

$31.50 - $38.46/hr

We actively foster an environment where the unique backgrounds of our associates are valued and ... In joining Sheraton Hotels & Resorts, you join a portfolio of brands with Marriott International.

Marriott

Rooms Operations Manager

Pomona, CA · On-site

We actively foster an environment where the unique backgrounds of our associates are valued and ... In joining Sheraton Hotels & Resorts, you join a portfolio of brands with Marriott International.

Chapman University

Be Seen First

Associate Director of Development

Orange, CA · On-site

$115K - $125K/yr

The position will manage an established portfolio of prospects and donors capable of making major ... Collaborate with Advancement Systems and Operations to update donor information and support donor ...

Ingram Micro

Operations Supervisor

Mira Loma, CA · On-site

$72K - $116K/yr

Our market reach, diverse solutions and services portfolio, and digital platform Ingram Micro ... Supervise and coach warehouse associates, set performance goals, and provide regular feedback to ...

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All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Rancho Cucamonga, CA

Portfolio Operations Associate information

See Rancho Cucamonga, CA salary details

$11

$26

$54

How much do portfolio operations associate jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for portfolio operations associate in Rancho Cucamonga, CA is $26.82, according to ZipRecruiter salary data. Most workers in this role earn between $18.17 and $30.96 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 Rancho Cucamonga, CA? The most popular types of Portfolio Operations jobs in Rancho Cucamonga, CA are:
What job categories do people searching Portfolio Operations Associate jobs in Rancho Cucamonga, CA look for? The top searched job categories for Portfolio Operations Associate jobs in Rancho Cucamonga, CA are:
What cities near Rancho Cucamonga, CA are hiring for Portfolio Operations Associate jobs? Cities near Rancho Cucamonga, CA with the most Portfolio Operations Associate job openings:
Portfolio Operations Associate jobs near you
Infographic showing various Portfolio Operations Associate job openings in Rancho Cucamonga, CA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $55,785 per year, or $26.8 per hour.

Associate Portfolio Executive

C. H. Robinson

Orange, CA • On-site

$19.23 - $38.47/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

C.H. Robinson rating

7.7

Company rating: 7.7 out of 10

Based on 119 frontline employees who took The Breakroom Quiz

107th of 360 rated logistics

Job description

C.H. Robinson is hiring an Associate Portfolio Executive to build and manage a customer portfolio while developing long-term, trusted relationships. In this role, you will leverage AI-powered tools to simplify quoting, planning, and scheduling-so you can focus on selling, problem-solving, and growing revenue. You will operate with autonomy while being backed by the scale, technology, and credibility of a global supply chain leader. Supported by structured onboarding, coaching, and recognition for results, you will have a clear path for accelerated career growth in a high-performance environment. If you're driven, entrepreneurial, and motivated by winning with customers, this role offers the chance to run your own business-with unmatched support behind you.
RESPONSIBILITIES:
  • Build and grow a portfolio of customers, strengthening relationships and uncovering needs to convert opportunities into active business.
  • Re-engage dormant accounts and expand within existing customers to increase volume, revenue, and wallet share.
  • Own day-to-day customer interactions by responding quickly to questions, managing exceptions and escalations, and resolving conflict professionally.
  • Coordinate with carriers, suppliers, and internal partners to meet customer commitments and service expectations.
  • Quote and price freight, applying negotiation skills, market insight, and customer buying patterns to execute pricing strategy.
  • Plan, build, and execute shipments (with AI agent support) aligned to customer expectations
  • Identify account growth potential and cultivate transactional relationships into more committed, repeatable partnerships supported by business development resources.
  • Use data, reporting, and market/customer updates to uncover service and growth opportunities and inform daily priorities.
  • Improve how work gets done by adopting new tools/technology, identifying automation opportunities, and helping document and follow SOPs.
  • Operate with urgency and a team-first mindset by supporting teammates' customers when needed and contributing in daily/weekly stand-ups.

Required Qualifications:
  • High School Diploma or GED.
  • Minimum 6 months Customer Engagement Experience internal or external
  • Ability to travel up to 10%

Preferred Qualifications:
  • Bachelor's Degree from an accredited college or university.
  • Attention to detail, accuracy, and problem-solving.
  • Demonstrated negotiation, collaboration, and influencing skills.
  • Proficient in Microsoft Office Suite of Programs.
  • Values a diverse and inclusive work environment.

At C.H. Robinson we're firm believers in the power of in-person collaboration to fuel innovation and propel success. In this role you will engage with peers in-office four days a week, igniting creativity and driving impactful results. With the flexibility for remote work one day a week, this role strikes the perfect balance between teamwork and autonomy.
We value an environment where you can grow by challenging yourself and are supported with the potential for internal promotion - within Sales, Global Forwarding, Operations, Account Management or other areas - so you can discover new interests, develop your strengths, and reach your life goals. So what are you waiting for?
We will review applications for this role on an ongoing basis and encourage all interested candidates to apply at their earliest convenience.
Compensation Range
$19.23 - $38.47
The base pay range displayed on the job posting reflects the minimum and maximum base pay for this specific location. Your individual base pay within this range is determined by job-related skills, experience, and relevant education or training. Compensation details listed in this posting reflect the base pay only and do not include additional variable compensation.
Questioning if you meet the mark? Studies have shown that some individuals may be less likely to apply unless they match the job description exactly. Here at C.H. Robinson, we're building an inclusive workplace where all employees feel they belong. If this position excites you, we welcome you to apply whether you check all the preferred qualifications or just a few. You may just be our next great fit!
Equal Opportunity
C.H. Robinson is proud to be an Equal Opportunity Employer. We are committed to a workplace and performance culture that reflects the strengths of our worldwide marketplace. We value unique experiences and diverse backgrounds of our people within our company, our business relationships, and our communities. We're committed to providing an inclusive environment, free from harassment and discrimination, where all employees feel welcomed, valued and respected.
EOE/Disabled/Veteran
Benefits
Your Health, Wealth and Self
Your total wellbeing is the foundation of our business, and our benefits support your financial, family and personal goals. We provide the top-tier benefits that matter to you most, including:
  • Three medical plans which include
    • Prescription drug coverage
    • Enhanced Fertility benefits
  • Flexible Spending Accounts
  • Health Savings Account (including employer contribution)
  • Dental and Vision
  • Basic and Supplemental Life Insurance
  • Short-Term and Long-Term Disability
  • Paid observed holidays
  • 2 paid floating holidays for U.S. hourly employees
  • Flexible Time Off (FTO) offered to U.S. salaried employees - no accruals and no caps. Paid Time Off (PTO) offered to all other employees in the U.S. and Canada
  • Paid parental leave
  • Paid time off to volunteer in your community
  • Charitable Giving Match Program
  • 401(k) with 6% company matching
  • Employee Stock Purchase Plan
  • Plus a broad range of career development, networking, and team-building opportunities

Learn more about our benefit offerings on our BENEFITS & WELLBEING page

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