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Portfolio Operations Associate Jobs (NOW HIRING)

Vaco by Highspring has partnered with our client who is looking to hire an Operations Associate to ... Ensure investment accounting and portfolio management systems accurately reflect portfolio activity ...

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The Trade Operations Associate is responsible for executing and managing trades across client ... Monitor, rebalance and trade client portfolios according to client objective and firm targets

Trading And Operations Associate Our team is growing, and we need you! Come be a part of this ... Manage operational and portfolio management reporting, including but not limited to, asset flow ...

Loan Operations Associate

Manhattan, NY · On-site +1

$50 - $60/hr

Loan Operations Associate Our client is a reputable financial services firm seeking to add a loan ... Daily processing of portfolio activity including interest rate rollovers, principal, interest

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Portfolio Operations Associate information

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How much do portfolio operations associate jobs pay per hour?

As of Jun 6, 2026, the average hourly pay for portfolio operations associate in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 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.
More about Portfolio Operations Associate jobs
What cities are hiring for Portfolio Operations Associate jobs? Cities with the most Portfolio Operations Associate job openings:
What are the most commonly searched types of Portfolio Operations jobs? The most popular types of Portfolio Operations jobs are:
What states have the most Portfolio Operations Associate jobs? States with the most job openings for Portfolio Operations Associate jobs include:
Infographic showing various Portfolio Operations Associate job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 41% Full Time, 54% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.
Associate, Portfolio Operations, Credit

Associate, Portfolio Operations, Credit

HarbourVest

Boston, MA • Hybrid

$80K - $110K/yr

Full-time

Medical, Retirement, PTO

Posted 23 days ago


Job description

Job Description Summary

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.

In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.

We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.

HarbourVest is an equal opportunity employer.

This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.

The Credit Portfolio Associate plays a meaningful role in supporting HarbourVest's Private Credit team with capital raising, portfolio management, and operational execution. This position provides extensive exposure to portfolio operations, data management, marketing and fundraising activities, fund modeling, and the overall investment process.

You will collaborate closely with internal teams, including Credit deal teams, Credit Distribution, Quantitative Investment Science (QIS), Technology, Solutions, and Accounting, and coordinate with external fund administrators.

Please note, this role does not involve direct evaluation or execution of credit investments.

What you will do:

  • Perform portfolio and strategy-level analyses to support management decisions, client requests, and internal reporting

  • Ensure data integrity by monitoring position-level accuracy and completeness

  • Prepare and maintain the Private Credit track record for fundraising and client updates

  • Develop and monitor essential performance and portfolio metrics for HarbourVest's Private Credit portfolio

  • Build and update fund cash flow models to support planning and forecasting

  • Maintain internal processes, workflows, and databases for performance and investment metrics

  • Support central initiatives, ad-hoc projects, and operational improvements within the Credit team

  • Collaborate with IT and data management teams to improve data reporting tools and automation processes

  • Oversee and coordinate multiple third-party administrator relationships with daily and monthly portfolio requirements

  • Assist in the evaluation and integration of new software or systems

What you bring:

  • Strong collaboration skills with the ability to manage multiple priorities and competing requests

  • Solid understanding of credit markets, terms, and common LP data requirements

  • Excellent analytical and problem-solving capabilities with keen attention to detail

  • Effective written and verbal communication skills

  • Ability to work independently and manage tasks with minimal supervision

  • Technical proficiency in Excel, Word, and PowerPoint; exposure to SQL, Python, Power BI, and Snowflake preferred

  • Familiarity with Allvue Portfolio Management is a plus

Education Preferred

  • Bachelor of Arts (B.A) degree or equivalent experience

  • Bachelor of Science (B.S) credential or equivalent experience

  • CFA and/or CAIA designation is a plus

Experience

  • 3+ years of relevant experience in private markets, portfolio operations and analytics

#LI-Hybrid

Base Salary Range

$80,000.00 - $110,000.00

This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.