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Portfolio Operations Associate Jobs in Rochester, NY

WESCO International

Warehouse Associate

Rochester, NY · On-site

$15.75 - $18.75/hr

With our best-in-class product and services portfolio and our massive scale, there are endless ... Forklift experience * 1 year of warehouse operations experience preferred Skills & Requirements

WESCO International

Warehouse Associate

Rochester, NY · On-site

$17.35 - $24.29/hr

With our best-in-class product and services portfolio and our massive scale, there are endless ... Forklift Experience * 1 year of warehouse operations experience preferred Skills & Requirements

Wesco

Warehouse Associate

Rochester, NY

$17.35 - $24.29/hr

With our best-in-class product and services portfolio and our massive scale, there are endless ... Forklift Experience * 1 year of warehouse operations experience preferred Skills & Requirements

WESCO International

Warehouse Associate

Rochester, NY · On-site

$17.35 - $24.29/hr

With our best-in-class product and services portfolio and our massive scale, there are endless ... Forklift Experience * 1 year of warehouse operations experience preferred Skills & Requirements

Highgate Hotels

Maintenance Tech

Rochester, NY · On-site

Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle ... Rochester, NY 14623 * Assist with the operation maintenance and repair of equipment. * Change out ...

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All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Rochester, NY

Portfolio Operations Associate information

See Rochester, NY salary details

$11

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How much do portfolio operations associate jobs pay per hour?

As of Jun 25, 2026, the average hourly pay for portfolio operations associate in Rochester, NY is $25.89, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $29.90 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, and why are they important?

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 job categories do people searching Portfolio Operations Associate jobs in Rochester, NY look for? The top searched job categories for Portfolio Operations Associate jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Portfolio Operations Associate jobs? Cities near Rochester, NY with the most Portfolio Operations Associate job openings:
Portfolio Operations Associate jobs near you
Vice President of Development and Community Operations

Vice President of Development and Community Operations

Livingston Associates

Rochester, NY • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Vice President of Development and Community Operations

Humanly
EXECUTIVE OPPORTUNITY
Humanly is seeking a senior real estate executive to lead municipal approvals and development execution while building the operating discipline, team structure, and cross-functional accountability required to scale a differentiated multi-state development platform.
Location
Rochester, New York
Travel
Regular travel to project sites, municipalities, and partners across multiple states
Leadership Scope
Enterprise leadership across development strategy, entitlement execution, project coordination, and company operations
Team
Leadership of a growing organization with a dozen employees currently.
Market Footprint
Current development activity includes the east coast.
Company Overview
Humanly is a forward-thinking real estate development organization focused on reimagining how communities are designed, approved, and built. The company is advancing a differentiated model for large-scale master-planned communities that integrates mixed-income housing, community infrastructure, technology, and healthcare innovation in environments centered on human wellbeing.
Through a collaborative approach with municipalities, institutional partners, and strategic stakeholders, Humanly is pursuing a multi-state development pipeline across the United States. The platform is designed to unlock long-term value through disciplined entitlement strategy, thoughtful planning, and strong execution from concept through development readiness.
Position Summary
The Vice President of Development and Community Operations will serve as a pivotal member of Humanly's executive leadership team. This role carries dual responsibility: advancing the company's development portfolio from municipal engagement and entitlement through development readiness, and building the operating structure, cadence, and accountability needed to scale the business.
Working closely with the President & Founder and senior leadership, this executive will translate vision into action by aligning people, priorities, budgets, partners, and timelines around a clear plan for growth. The successful candidate will combine deep real estate development expertise with the leadership presence and operational rigor required to guide a high-growth entrepreneurial platform.
Strategic Mandate
  • Lead municipal engagement and entitlement activity that is critical to unlocking project momentum and land value across Humanly's current and future markets.
  • Build and lead a disciplined operating model for the development platform, including clear priorities, reporting cadence, decision rights, and cross-functional accountability.
  • Oversee the transition from approvals into development readiness, ensuring consultants, permitting activities, budgets, and milestones are coordinated and actively managed.
  • Strengthen leadership infrastructure as the organization scales, including direct management, coaching, and performance oversight for a growing team.
  • Represent Humanly with credibility and strategic acumen in interactions with municipalities, partners, consultants, institutional stakeholders, and other external constituencies.

Key Responsibilities
Executive Leadership and Company Operations
  • Partner with the President & Founder and executive leadership team to define strategic priorities, portfolio objectives, and the operating roadmap for growth.
  • Translate company strategy into executable plans, measurable objectives, and operating rhythms that improve clarity, speed, and accountability.
  • Provide day-to-day operational leadership across the development platform, ensuring strong coordination among internal leaders, consultants, and external partners.
  • Build, lead, and mentor a growing team, creating clear expectations, decision frameworks, reporting standards, and a culture of ownership and follow-through.
  • Identify operational bottlenecks, execution risks, and organizational gaps early, and implement practical solutions that improve performance and reduce friction.
Municipal Engagement and Entitlements
  • Lead municipal engagement efforts and entitlement strategy for Humanly's development initiatives across multiple markets.
  • Establish and maintain strong relationships with municipal officials, planning boards, zoning authorities, economic development leaders, and other public-sector stakeholders.
  • Guide projects through zoning approvals, land use processes, public hearings, permitting pathways, and related jurisdictional requirements.
  • Position Humanly as a credible, collaborative development partner by aligning project vision with community priorities and public-sector objectives.
Development Strategy and Project Execution
  • Oversee the advancement of projects from early planning and due diligence through entitlement, development readiness, and handoff to execution partners.
  • Coordinate architects, engineers, planners, attorneys, consultants, and subcontractors to ensure projects move forward efficiently once approvals are secured.
  • Support site planning, infrastructure coordination, phasing, permitting readiness, and other pre-development activities required to move projects toward construction.
  • Manage schedules, key milestones, approvals, and critical path items across the portfolio to maintain momentum and reduce execution risk.
  • Support development strategies that unlock land value and position projects for successful launch and delivery.
Financial, Portfolio, and Performance Accountability
  • Partner with finance leadership on development budgets, forecasts, cash flow considerations, consultant and vendor spend, and project-level financial performance.
  • Review project schedules, pro formas, variance reports, and resource allocation to ensure decisions are grounded in strong financial discipline.
  • Build and maintain reporting frameworks, dashboards, and key performance indicators that give leadership clear visibility into project status, risks, and priorities.
  • Drive accountability for timeline adherence, budget stewardship, issue resolution, and efficient deployment of company resources.
Stakeholder and Partner Leadership
  • Serve as a key liaison among Humanly, municipalities, institutional collaborators, investors, lenders, legal counsel, consultants, landowners, and community stakeholders.
  • Represent the company in high-level meetings, negotiations, and public-facing discussions with professionalism, sound judgment, and strategic credibility.
  • Support relationships with healthcare, research, academic, and strategic partners connected to Humanly's broader community-development vision.
  • Communicate project status, execution needs, and emerging risks clearly to internal and external stakeholders.
Growth and Platform Expansion
  • Identify additional municipal and market opportunities aligned with Humanly's development model and strategic priorities.
  • Help shape the infrastructure, talent, and processes required to scale the company thoughtfully across geographies and projects.
  • Contribute to the maturation of Humanly's operating platform so the organization is positioned for sustained long-term growth.

What Success Looks Like
  • Priority developments advance through municipal approvals and entitlement milestones with strong preparation, relationship management, and execution discipline.
  • The organization operates with a clearer cadence of communication, stronger accountability, and faster, better-informed decision-making.
  • A growing team is aligned around shared priorities, well-defined roles, and measurable performance expectations.
  • Consultants, partners, and internal stakeholders are coordinated around realistic budgets, schedules, approvals, and development objectives.
  • Humanly strengthens its reputation as a thoughtful, execution-capable development partner in existing and emerging markets.

Experience and Qualifications
  • Bachelor's degree in real estate development, urban planning, engineering, construction management, finance, business administration, or a related field required; advanced degree preferred.
  • At least 10 years of progressive leadership experience in real estate development, land development, master-planned communities, mixed-use development, or a comparable project-driven environment.
  • Demonstrated success leading municipal approvals, zoning processes, entitlement strategy, and public-sector relationship management.
  • Experience overseeing complex development projects from planning through entitlement and early execution; broader full-lifecycle experience is strongly valued.
  • Strong financial acumen, including budget oversight, forecasting, pro forma review, and performance management.
  • Proven ability to lead cross-functional teams and to build systems, processes, and reporting structures that support scale.
  • Executive presence with the judgment, communication skills, and stakeholder management capability to operate effectively in a fast-paced entrepreneurial setting.
  • Willingness and ability to travel regularly in support of project, municipal, and partner activities.

Preferred Background
  • Experience within master-planned residential communities, mixed-income housing, or other large-scale land development platforms.
  • Familiarity with public-private partnerships and municipality-centered development models.
  • Experience managing projects or development initiatives across multiple jurisdictions or states.
  • Exposure to high-growth or entrepreneurial platforms undergoing scale, organizational build-out, or increasing operating complexity.

Leadership Profile
  • Strategic, hands-on, and highly execution oriented.
  • Credible in both boardroom and public-sector settings.
  • Able to translate visionary concepts into disciplined operating plans.
  • Strong manager of people, priorities, and complexity.
  • Calm, mature, and solutions oriented under pressure.
  • Committed to professionalism, accountability, collaboration, and continuous improvement.

Reporting Relationship
This role serves as a key member of Humanly's executive leadership team and is expected to work in close partnership with the President & Founder, internal functional leaders, municipalities, consultants, and strategic partners across the development portfolio.
Compensation
Humanly offers a competitive executive compensation package, including a target base salary in the $200,000 range, together with performance-based incentive opportunity and potential equity participation.
Location and Travel
This position is based in Rochester, New York and requires regular travel to development sites, municipal meetings, and partner organizations across multiple states.
 

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