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Portfolio Operations Associate Jobs in Spring, TX

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Portfolio Operations Associate information

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$23

$47

How much do portfolio operations associate jobs pay per hour?

As of Jun 12, 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:
What are popular job titles related to Portfolio Operations Associate jobs in Spring, TX? For Portfolio Operations Associate jobs in Spring, TX, the most frequently searched job titles are:
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:
PEPI Senior Associate, Real Estate M&A/Divestitures

PEPI Senior Associate, Real Estate M&A/Divestitures

Alvarez & Marsal

Houston, TX • On-site

Full-time

Medical, Life, Retirement, PTO

Posted 12 hours ago


Job description

Description
Alvarez & Marsal Private Equity Performance Improvement
Senior Associate, Real Estate M&A/Divestitures
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
Our professionals are aligned with the PEPI service line to promote the development of deep functional skills & experiences and to maximize our ability to tailor solutions to solve our clients' business issues.
Our PEPI services include:
  • CDD/Strategy
  • Interim Management
  • Merger Integration & Carve-outs
  • Real Estate M&A/Divestitures
  • IT
  • Rapid Results
  • Supply Chain
  • CFO Services
How you will contribute
We bring a structured and disciplined approach to create and capture value. We provide private equity buyers with a broad continuum of knowledge and tools for mergers, acquisitions, carve-outs, joint ventures and alliances.
The team works across the full spectrum of the deal lifecycle from pre-deal, operational and synergy reviews, through 'Day-1' planning, to post-deal implementations. Our services include due diligence, merger integration / carve-out planning and execution, transition service agreement negotiation & governance, operations & cost reduction.
The PEPI MAS group is a growing business targeting high growth in the next two to four years. We offer excellent opportunities for career advancement and build leadership skills. The leadership team is focused on providing development opportunities, training and exposure to international business assignments.
We are seeking individuals that can be part of a team that delivers large, complex client engagements that identify, design, and implement creative business and Corporate Real Estate solutions for both Corporate Strategics and Private Equity clients and their portfolio companies. A&M Senior Associates frequently work on the following types of engagements:
  • Pre-deal Real Estate diligence assignments (operational, financial and pre-deal due diligence)
  • Merger/acquisition synergy identification, portfolio consolidation and post-deal integration
  • Carve-out/divestiture site separation governance, real estate costing and legal entity planning
  • Corporate Real Estate performance improvement through CRE organization transformation, value creation and portfolio optimization
  • Day-1 and 100-day planning and execution
  • Implement high quality deliverables and effectively manage the day-to-day relationships to ensure exceptional performance.
Qualifications:
  • 3-5 years of professional consulting, finance or real estate industry experience
  • Experience working for either a real estate owner-operator, private equity sponsor or portfolio company or financial services company. Transaction specific merger/acquisition integration or divestiture experience is a plus.
  • Experience working with multiple real estate asset classes (multi-family and single-family residential, office, industrial, retail, hospitality, data centers, public storage and others) is preferred
  • Familiar with corporate real estate including portfolio strategy, site selection, economic incentives, lease administration a plus but not required
  • Deep functional expertise in one of more of the following areas:
    • Business / transformation program / project management
    • Collaboration and leading change to improve key business functions, such as finance/accounting
    • Business assessment and strategy development
    • Business performance improvement and cost reduction
    • Property Management
    • Asset Management
    • Real Estate Finance, Accounting, Treasury and/or FP&A
    • Real Estate Acquisitions/Dispositions
    • Real Estate Valuation
  • Demonstrated track record working with business leaders as well as private equity deal staff
  • Ability to work with and develop junior staff
  • Proven writing skills with a desire to produce polished client-facing documents
  • Excellent fact-gathering and research skills, including lease and site data abstraction, market benchmarking, and portfolio analysis
  • Highly proficient in Excel with excellent analytical skills, including business process mapping, quantitative analysis, data interpretation, trend identification, and problem-solving through evidence-based insights
  • Excellent financial modelling skills, including using complex financial models and client data to uncover actionable insights, and scenario-based cash flow analysis
  • Proficiency leveraging AI for research
  • Project management skills with proven ability to lead complex, cross-functional initiatives, driving planning, execution, risk mitigation, and stakeholder alignment to ensure on-time, on-budget delivery
  • Specific experience designing and supervising the execution of internally-focused and externally-focused change/communications strategy
  • Previous strategy and change management experience, with advisory experience from a top-tier strategy firm, leading specialist, niche advisory firm, or Big-4 consultancy
  • Bachelor's degree required
  • Flexibility to travel up to 75% of time
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Benefits Summary
Full-time Positions and Part-time Positions Over 30 hours
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs
The salary range is $100,000 - $170,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
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