ZipRecruiter

Log In

1

Portfolio Operations Associate Jobs in Santa Rosa, CA

Endsight

Client Strategy Associate

Napa, CA · On-site

$65K - $80K/yr

Our teams collaborate across strategy, service delivery, finance, and operations to create ... For experienced CSAs, managing a small portfolio of clients to ensure they realize value from ...

Endsight

Client Strategy Associate

Napa, CA · Remote

Our teams collaborate across strategy, service delivery, finance, and operations to create ... For experienced CSAs, managing a small portfolio of clients to ensure they realize value from ...

Tapestry, Inc.

Sales Associate I

Petaluma, CA · On-site

$16.25 - $22/hr

Coach is part of the Tapestry portfolio - a global house of brands committed to stretching what ... Complete daily operational tasks (cash wrap, inventory processing, replenishment, visual ...

Tapestry, Inc.

Sales Associate II

Petaluma, CA

$16.25 - $22/hr

Coach is part of the Tapestry portfolio - a global house of brands committed to stretching what ... Complete daily operational tasks (cash wrap, inventory processing, replenishment, visual ...

Tapestry, Inc.

Sales Associate II

Petaluma, CA · On-site

$16.25 - $22/hr

Coach is part of the Tapestry portfolio - a global house of brands committed to stretching what ... Complete daily operational tasks (cash wrap, inventory processing, replenishment, visual ...

Tapestry, Inc.

Sales Associate I

Petaluma, CA · On-site

$16.25 - $22/hr

Coach is part of the Tapestry portfolio - a global house of brands committed to stretching what ... Complete daily operational tasks (cash wrap, inventory processing, replenishment, visual ...

Endsight

Client Strategy Associate

Napa, CA · Remote

$65K - $80K/yr

Our teams collaborate across strategy, service delivery, finance, and operations to create ... For experienced CSAs, managing a small portfolio of clients to ensure they realize value from ...

Tapestry, Inc.

Sales Associate III

Petaluma, CA · On-site

$17.25 - $20/hr

Coach is part of the Tapestry portfolio - a global house of brands committed to stretching what ... Complete daily operational tasks (cash wrap, inventory processing, replenishment, visual ...

previous pagenext page

Showing results 21-40

All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Santa Rosa, CA

Portfolio Operations Associate information

See Santa Rosa, CA salary details

$12

$28

$58

How much do portfolio operations associate jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for portfolio operations associate in Santa Rosa, CA is $28.69, according to ZipRecruiter salary data. Most workers in this role earn between $19.47 and $33.12 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 job categories do people searching Portfolio Operations Associate jobs in Santa Rosa, CA look for?

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

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

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

Portfolio Operations Associate jobs near you
Infographic showing various Portfolio Operations Associate job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 78% Full Time, 18% Part Time, 2% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $59,683 per year, or $28.7 per hour.

Regional Director, Real Estate

Adventist Health

Saint Helena, CA • On-site

$195K - $293K/yr

Full-time

Re-posted 10 hours ago

Adventist Health rating

7.7

Company rating: 7.7 out of 10

Based on 244 frontline employees who took The Breakroom Quiz

160th of 891 rated healthcare providers

Job description


Located in the metropolitan area of Sacramento, the Adventist Health corporate headquarters have been based in Roseville, California, for more than 40 years. In 2019, we unveiled our WELL-certified campus - a rejuvenating place for associates systemwide to collaborate, innovate and connect.
Adventist Health Roseville and shared service teams have access to enjoy a welcoming space designed to promote well-being and inspire your best work.
Job Summary:
Adventist Health is seeking a Regional Director, Real Estate for a full-time position with 8-hour day shifts. We are looking for a qualified and dedicated individual who can work onsite and support our multi-site locations, which will require regular travel to Adventist Health markets to meet operational needs and conduct site visits. This role may be based at our St. Helena location or at our corporate office in Roseville, CA or our administrative office in Portland, OR.
The Regional Director of Corporate Real Estate leads relationship-driven portfolio and asset management for a regional healthcare real estate portfolio. The role serves as a trusted advisor to regional executives, aligning real estate strategy with operational needs, optimizing asset performance, and delivering actionable insights on portfolio health and market conditions.
Job Requirements:
Education and Work Experience:
  • Bachelor's Degree in Real Estate, Business, Finance, or related field: Required
  • Master's Degree: Preferred
  • Ten years' of progressive experience in healthcare real estate, asset management, or related field: Preferred
  • Previous experience in portfolio strategy, asset optimization, and stakeholder alignment in healthcare or similarly complex environments: Preferred
  • Previous experience supporting complex real estate transactions in partnership with legal and external service providers: Preferred

Essential Functions:
  • Set regional real estate strategy aligned with enterprise and market objectives. Partner with regional leaders to translate business priorities into portfolio plans and real estate recommendations. Use market and demographic insights to guide site, space, and investment decisions. Identify opportunities to improve utilization and performance across owned and leased assets.
  • Build and sustain executive-level relationships across regional clinical and administrative leadership. Serve as the primary real estate advisor, providing clear options and recommendations. Lead stakeholder communication on portfolio performance, risks, and priorities.
  • Maintain deep knowledge of the regional portfolio, including space utilization and clinical/operational needs. Track and report portfolio KPIs (occupancy, financial performance, and key risks). Develop multi-year portfolio plans to support growth, access, and service-line strategy. Proactively manage lease events (expirations, options, terminations) and recommended actions. P&L accountability and capital project management for the real estate portfolio in the region.
  • Develop asset business plans with measurable performance targets. Advise on tenant mix and leasing priorities for multi-tenant healthcare properties. Partner with Property Management on capital planning to protect competitiveness and asset value. Monitor market benchmarks (occupancy, rents, TI/allowances) and recommend leasing strategies and concessions.
  • Negotiate and recommend key deal terms (leases, purchases, service contracts) to support portfolio strategy and performance. Work with outsourced transaction management team and AH legal on transaction documentation. Ensure data integrity for quarterly/annual reporting and portfolio dashboards. Monitor financial performance and escalate issues, risks, and opportunities with recommendations.
  • Performs other job-related duties as assigned.

Organizational Requirements:
Adventist Health is committed to the safety and wellbeing of our associates and patients. Therefore, we require that all associates receive all required vaccinations as a condition of employment and annually thereafter, where applicable. Medical and religious exemptions may apply.
Adventist Health participates in E-Verify. Visit https://adventisthealth.org/careers/everify/ for more information about E-Verify. By choosing to apply, you acknowledge that you have accessed and read the E-Verify Participation and Right to Work notices and understand the contents therein.
About Us
Adventist Health is a faith-based, nonprofit, integrated health system serving more than 100 communities on the West Coast and Hawaii with over 440 sites of care, including 27 acute care facilities. Founded on Adventist heritage and values, Adventist Health provides care in hospitals, clinics, home care, and hospice agencies in both rural and urban communities. Our compassionate and talented team of more than 38,000 includes employees, physicians, Medical Staff, and volunteers driven in pursuit of one mission: living God's love by inspiring health, wholeness and hope.

What Adventist Health employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply