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Portfolio Operations Associate Jobs in Spring, TX

ZT Corporate

Investment Associate

Houston, TX · On-site

Investment Associate Department: ZT Corporate Reports To: Chief Financial Officer FLSA: Exempt Job ... portfolio performance, supporting operational and strategic initiatives with management teams ...

CBRE

Associate Portfolio Manager

Houston, TX · On-site

About the Role: As a CBRE Associate Portfolio Manager, you'll be responsible for managing the ... Impact a range of customer, operational, project, or service activities within own team and other ...

Stifel

Financial Advisor Associate

Houston, TX

Perform portfolio evaluations and monitor portfolio performance against client objectives ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

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All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Spring, TX

Portfolio Operations Associate information

See Spring, TX salary details

$10

$23

$47

How much do portfolio operations associate jobs pay per hour?

As of Jul 6, 2026, the average hourly pay for portfolio operations associate in Spring, TX is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $15.82 and $26.97 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 are the most commonly searched types of Portfolio Operations jobs in Spring, TX? The most popular types of Portfolio Operations jobs in Spring, TX are:
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What job categories do people searching Portfolio Operations Associate jobs in Spring, TX look for? The top searched job categories for Portfolio Operations Associate jobs in Spring, TX are:
What cities near Spring, TX are hiring for Portfolio Operations Associate jobs? Cities near Spring, TX with the most Portfolio Operations Associate job openings:
Portfolio Operations Associate jobs near you
Senior Research Operations Associate

Senior Research Operations Associate

Baylor College of Medicine

Houston, TX • On-site

$70K - $83K/yr

Full-time

Posted 3 days ago

Baylor College of Medicine rating

8.6

Company rating: 8.6 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

54th of 544 rated colleges and universities

Job description

Senior Research Operations Associate
Division: Family and Community Medicine
Work Arrangement: Onsite only
Location: Houston, TX
Salary Range: $70,618 - $83,080
FLSA Status: Exempt
Work Schedule: Monday - Friday, 8 a.m. - 5 p.m.
Summary
Manages and leads day-to-day research operations to ensure that current and long-term business goals are met. The Sr. Research Operations Associate will manage a sponsored programs portfolio of approximately 3 grants for the Chair of the Department of Family and Community Medicine and will provide guidance to the Research Operations Associates. The Sr. Research Operations Associate will serve as the liaison between the various sponsor agencies, community partners, and institutional department contacts. Will be responsible for management of the grants including but is not limited to the financial, programmatic, reporting, planning, evaluating, training, grant reporting and compliance management activities.
Job Duties
  • Perform operational and project management activities related to research projects
  • Manage a portfolio of programs for the Department of Family and Community Medicine
  • Serve as a liaison and facilitate initiatives contracts and implementation with partner site executive leadership
  • Stay abreast of sponsor (NIH, HRSA, CPRIT) communications and deadlines including continuations and reporting
  • Utilize evaluation data in collaboration with other health disciplines to influence the revision of the patient care plan or program, service lines, and processes
  • Create, analyze, and monitor research project timelines
  • Develop, implement and monitor research protocols procedures and processes including Internal Review Board (IRB), consent, and compensation forms protocols
  • Participate in the development of new programmatic grant submissions (pre-award)
  • Develop program material as needed including abstracts, publications, presentations, and marketing materials
  • Monitor research project expenditures; makes recommendations pertaining to work operations and priorities to meet research objectives
  • Monitor post-award grant expenses
  • Ensure the ongoing review and development of process improvements to maximize productivity
  • Lead efforts to produce meaningful quality and timely reports to support the research mission of the department and center
  • Lead the implementation and oversee the development of ongoing performance metrics
  • Coordinate and oversee Quality Improvement Plan development, review, revision, and implementation
  • Coordinate and integrate QI plans and processes for individual services
  • Coordinate the process of monitoring, measuring, and assessment of patient care as relates to the research proposal and support of systems to achieve high quality, safe, cost effective services
  • Participate in the development and coordination of data management mechanisms for reporting of program outcomes (EPIC, eCW and redcap)
  • Draft grant reports as required by the granting agency
  • Perform other job-related duties as assigned

Minimum Qualifications
  • Bachelor's degree in a related field.
  • Four years of relevant experience.

Department Specific Criteria
  • Must have experience implementing programs and projects and strong written communication skills
  • Must have track record of maintaining exceptional customer relationships with clients and community stakeholders and providers that we work with
  • Must be able to effectively navigate external and internal systems and follow-up on progress
  • Must have the ability to multitask and have strong time management skills

Preferred Qualifications
  • Master's in Healthcare Administration, Public Health, Business Administration or related degree
  • Program/project management, grants, experience with EMR's, red-cap or other data management systems

Work Authorization Requirement:
This position is not eligible for visa sponsorship. Candidates must be legally authorized to work in the United States at the time of application and throughout the duration of employment.
Baylor College of Medicine is an Equal Opportunity/Affirmative Action/Equal Access Employer.
Requisition ID: 25661

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