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Portfolio Operations Associate Jobs in Stamford, CT

talentpluto

Strategy & Operations Associate

New York, NY · On-site

$110K - $160K/yr

Manage and onboard a portfolio of enterprise customer accounts * Run the customization process and drive measurable results for clients * Build the product roadmap based on client needs * Ideate and ...

talentpluto

Strategy & Operations Associate

New York, NY · On-site

$110K - $160K/yr

Manage and onboard a portfolio of enterprise customer accounts * Run the customization process and drive measurable results for clients * Build the product roadmap based on client needs * Ideate and ...

talentpluto

Strategy & Operations Associate

New York, NY · On-site

$110K - $160K/yr

Manage and onboard a portfolio of enterprise customer accounts * Run the customization process and drive measurable results for clients * Build the product roadmap based on client needs * Ideate and ...

Setpoint

Senior Associate, Operations

New York, NY · On-site

Setpoint Capital is looking for a Senior Associate to join the Operations team. Reporting to the ... Manage post-close operations across the portfolio, including custody oversight, daily funding ...

Setpoint

Senior Associate, Operations

New York, NY · On-site +1

Setpoint Capital is looking for a Senior Associate to join the Operations team. Reporting to the ... Manage post-close operations across the portfolio, including custody oversight, daily funding ...

Range

Investment Operations Associate

New York, NY · On-site

About the role Investment Operations is where a member's money actually moves. Our team owns the ... Be a direct point of contact for members with questions about their portfolio or account * Partner ...

Rentana Inc

Strategy & Operations Associate

New York, NY · On-site

... portfolio and actually talk to their data. Our founding team has built four multi-billion dollar ... Business Operations. You'll spot where things are starting to strain before they break, then build ...

FalconX

Senior Trade Operations Associate

New York, NY · On-site

$119K - $161K/yr

Act as a point of contact for a portfolio of counterparties. Track towards assigned KPIs for trade operations. * Work in concert with Trading Desk, Product, and Customer Success teams to understand ...

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All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Stamford, CT

Portfolio Operations Associate information

See Stamford, CT salary details

$12

$27

$56

How much do portfolio operations associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for portfolio operations associate in Stamford, CT is $27.98, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $32.31 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 Stamford, CT look for?

The top searched job categories for Portfolio Operations Associate jobs in Stamford, CT are:

What cities near Stamford, CT are hiring for Portfolio Operations Associate jobs?

Cities near Stamford, CT with the most Portfolio Operations Associate job openings:

Portfolio Operations Associate jobs near you
Infographic showing various Portfolio Operations Associate job openings in Stamford, CT as of August 2026, with employment types broken down into 81% Full Time, 15% Part Time, 2% Temporary, 1% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $58,206 per year, or $28 per hour.

Strategy & Operations Associate

talentpluto

New York, NY • On-site

$110K - $160K/yr

Full-time

Re-posted 9 days ago

Job description

Location: Remote (United States)

Work Model: Remote

Industry: AI Search Software

Compensation: $110K-$160K base (commensurate with experience), plus equity

About the Company

Our partner is an AI search platform that helps businesses show up in AI-generated search results. Beyond their software platform, they offer forward-deployed engineering that builds custom attribution models for large enterprise customers, integrating deeply with each customer's revenue and CRM data. They work with some of the world's largest brands on substantial enterprise contracts and sit in the top tier of startups for growth and revenue. The team is small, exceptionally talented, and holds a very high bar. This is a true ground-floor opportunity in a market measured in the hundreds of billions.

The Opportunity

This is a hybrid role, roughly half client-facing consulting and half product management. About 30% of your time is client-facing: managing a handful of enterprise accounts, onboarding them, running the customization process, and driving real results. The remaining time is spent acting as a product manager, building the product roadmap based on client needs and prototyping new products and agents to help the company scale faster, including spinning up production prototypes to hand off to engineering.

You will report directly to the founder. The pace is intense, the work is hands-on, and there is no fixed ceiling on what you can grow into.

Responsibilities
  • Manage and onboard a portfolio of enterprise customer accounts
  • Run the customization process and drive measurable results for clients
  • Build the product roadmap based on client needs
  • Ideate and prototype new products and agents to accelerate scaling
  • Spin up production prototypes to pass to the engineering team
  • Bridge the client and product sides of the business
Requirements
  • At least one full year of relevant experience
  • Client-facing experience preferred
  • Background in junior banking, junior consulting, or startup strategy and operations
  • Sharp, analytical, and genuinely interested in the AI search space
  • AI-enabled and comfortable working with modern tooling
  • Comfortable working in-office 5 days per week at a high intensity
  • Bonus: prestigious or elite professional background

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