As a Senior Product Portfolio Operations Associate in Deposit 2.0, you will be responsible for driving, planning and overseeing team priorities for both routine and strategic initiatives. Daily ...
As a Senior Product Portfolio Operations Associate in Deposit 2.0, you will be responsible for driving, planning and overseeing team priorities for both routine and strategic initiatives. Daily ...
Our portfolio includes category-defining leaders such as Anthropic, OpenAI, Ramp, Rippling, and Neuralink. Role Overview: We are seeking an Investment Operations Associate with experience in ...
Our portfolio includes category-defining leaders such as Anthropic, OpenAI, Ramp, Rippling, and Neuralink. Role Overview: We are seeking an Investment Operations Associate with experience in ...
Associate, Portfolio Operations, Primary Investments
Boston, MA · On-site
$80K - $90K/yr
Within our Primary Portfolio Operations team, the Portfolio Associate will support the Primary Investment team in areas focused on the raising and investing of capital, portfolio monitoring, as well ...
Associate, Portfolio Operations, Primary Investments
Boston, MA · On-site
$80K - $90K/yr
Within our Primary Portfolio Operations team, the Portfolio Associate will support the Primary Investment team in areas focused on the raising and investing of capital, portfolio monitoring, as well ...
As a Product Portfolio Operations Manager in Consumer Bank Product Portfolio Operations, you will report to the Product Portfolio Operations Strategy & Communications pillar lead and run day-to-day ...
As a Product Portfolio Operations Manager in Consumer Bank Product Portfolio Operations, you will report to the Product Portfolio Operations Strategy & Communications pillar lead and run day-to-day ...
As a Product Portfolio Operations Manager in Consumer Bank Product Portfolio Operations, you will report to the Product Portfolio Operations Strategy & Communications pillar lead and run day-to-day ...
As a Product Portfolio Operations Manager in Consumer Bank Product Portfolio Operations, you will report to the Product Portfolio Operations Strategy & Communications pillar lead and run day-to-day ...
Operations Associate
Cambridge, MA · On-site
OPERATIONS ASSOCIATE , Abdul Latif Jameel Poverty Action Lab (J-PAL)-North America , to support the ... The role coordinates a broad portfolio of financial, operational, administrative, and technology ...
New
Operations Associate
Cambridge, MA · On-site
OPERATIONS ASSOCIATE , Abdul Latif Jameel Poverty Action Lab (J-PAL)-North America , to support the ... The role coordinates a broad portfolio of financial, operational, administrative, and technology ...
New
Trade Operations Associate
Knoxville, TN · On-site
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
Quick apply
Trade Operations Associate
Knoxville, TN · On-site
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
... Associate ... in the Portfolio Operations Department. Reporting to the Head of Investment Accounting ...
Quick apply
... Associate ... in the Portfolio Operations Department. Reporting to the Head of Investment Accounting ...
The Director of Portfolio Operations is responsible for providing the overall vision, planning ... line associate through leadership. * Proven success in a repeatable business model, including ...
The Director of Portfolio Operations is responsible for providing the overall vision, planning ... line associate through leadership. * Proven success in a repeatable business model, including ...
The Director of Portfolio Operations is responsible for providing the overall vision, planning ... line associate through leadership. * Proven success in a repeatable business model, including ...
The Director of Portfolio Operations is responsible for providing the overall vision, planning ... line associate through leadership. * Proven success in a repeatable business model, including ...
Private Credit Operations Associate
Boston, MA · On-site
$85K/yr
In this role, you will handle post-trade execution, cash movement, and portfolio support while ... Responsibilities as the Private Credit Operations Associate: * Trade Settlements: Manage primary ...
Private Credit Operations Associate
Boston, MA · On-site
$85K/yr
In this role, you will handle post-trade execution, cash movement, and portfolio support while ... Responsibilities as the Private Credit Operations Associate: * Trade Settlements: Manage primary ...
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
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
The Director of Portfolio Operations is responsible for providing the overall vision, planning ... line associate through leadership. * Proven success in a repeatable business model, including ...
The Director of Portfolio Operations is responsible for providing the overall vision, planning ... line associate through leadership. * Proven success in a repeatable business model, including ...
They are seeking a Senior Product Portfolio Strategy & Operations Associate to drive the strategic agenda for Markets Post-Trade Technology, ensuring alignment across products and managing portfolio ...
They are seeking a Senior Product Portfolio Strategy & Operations Associate to drive the strategic agenda for Markets Post-Trade Technology, ensuring alignment across products and managing portfolio ...
Operations Associate
Denver, CO · On-site
Denver Wealth Management Operations Associate & Responsibilities Denver Wealth Management is ... Support advisors with operational components of portfolio management and trading workflows * Ensure ...
Operations Associate
Denver, CO · On-site
Denver Wealth Management Operations Associate & Responsibilities Denver Wealth Management is ... Support advisors with operational components of portfolio management and trading workflows * Ensure ...
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
Quick apply
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
Senior Operations Associate
Boston, MA · On-site
$105K - $125K/yr
Senior Associate, Investment Operations Boston, MA | Hybrid Schedule | Full-Time | $105,000 - $125 ... Oversee portfolio accounting, custody, and middle-office activities across client portfolios and ...
Senior Operations Associate
Boston, MA · On-site
$105K - $125K/yr
Senior Associate, Investment Operations Boston, MA | Hybrid Schedule | Full-Time | $105,000 - $125 ... Oversee portfolio accounting, custody, and middle-office activities across client portfolios and ...
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Property Operations Associate
Eagle, ID · On-site
$18 - $20/hr
We are seeking a highly organized, self-motivated Property Operations Associate to help support our growing portfolio. This is a dynamic role that combines leasing, property inspections, vendor ...
Quick apply
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Property Operations Associate
Eagle, ID · On-site
$18 - $20/hr
We are seeking a highly organized, self-motivated Property Operations Associate to help support our growing portfolio. This is a dynamic role that combines leasing, property inspections, vendor ...
Associate, Portfolio Management & Operations The Associate, Portfolio Management & Operations, is responsible for ensuring investment opportunities are successfully onboarded and monitored. In this ...
Associate, Portfolio Management & Operations The Associate, Portfolio Management & Operations, is responsible for ensuring investment opportunities are successfully onboarded and monitored. In this ...
Be Seen First
Property Operations Associate
Eagle, ID · On-site
$18 - $20/hr
We are seeking a highly organized, self-motivated Property Operations Associate to help support our growing portfolio. This is a dynamic role that combines leasing, property inspections, vendor ...
Quick apply
Be Seen First
Property Operations Associate
Eagle, ID · On-site
$18 - $20/hr
We are seeking a highly organized, self-motivated Property Operations Associate to help support our growing portfolio. This is a dynamic role that combines leasing, property inspections, vendor ...
Portfolio Operations Associate information
See salary details
$11.30 - $15.12
9% of jobs
$17.62 is the 25th percentile. Wages below this are outliers.
$15.12 - $18.95
24% of jobs
The median wage is $21.86 / hr.
$18.95 - $22.77
22% of jobs
$22.77 - $26.60
16% of jobs
$28.29 is the 75th percentile. Wages above this are outliers.
$26.60 - $30.42
9% of jobs
$30.42 - $34.24
7% of jobs
$34.24 - $38.07
4% of jobs
$38.07 - $41.89
4% of jobs
$41.89 - $45.72
3% of jobs
$45.72 - $49.54
1% of jobs
$49.54 - $53.37
0% of jobs
$11
$26
$53
How much do portfolio operations associate jobs pay per hour?
How does a Portfolio Operations Associate typically collaborate with portfolio managers and other teams within an investment firm?
What does a Portfolio Operations Associate do?
What is the difference between Portfolio Operations Associate vs Investment Analyst?
| Aspect | Portfolio Operations Associate | Investment Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, relevant certifications (e.g., CFA Level I) | Bachelor's degree, often pursuing CFA or related certifications |
| Work Environment | Supportive operations teams within asset management firms | Research-focused, analyzing investment opportunities |
| Employer & Industry Usage | Asset management, private equity, hedge funds | Investment firms, asset management companies |
| Common Search & Comparison | Yes | Yes |
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?

Full-time
Medical, Retirement
Posted 15 days ago
JPMorgan Chase & Co. rating
8.1
Based on 470 frontline employees who took The Breakroom Quiz
46th of 142 rated banks
Job description
Take on the challenge of synchronizing efforts across diverse products and interpreting operations data for growth opportunities. Unleash your potential in a role that lets you shape change initiatives and strategize resource allocation.
As a Senior Product Portfolio Operations Associate in Deposit 2.0, you will be responsible for driving, planning and overseeing team priorities for both routine and strategic initiatives. Daily activities include collaborating with and providing business support to team leadership, serving as a representative in various forums in a decision-making capacity, tracking and reporting. You will also be responsible for executive presentation, reviewing customer or banker feedback and collaborating on solutions to improve customer experience.
Job responsibilities
- Creates synergies across products to ensure successful delivery against business objectives
- Collects key inputs from across products to ensure the full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs
- Calculates metrics for portfolio management operations and analyzes data for areas of opportunity
- Develops change initiative materials and change timelines
- Assists in the product-level collection strategy consisting of controls, financials, and resourcing needs
- Prepare executive reports, presentations, and communications for a variety of audiences and constituents; act on behalf of team leadership as needed
- Work with a diverse group of stakeholders and groups, manage processes and timelines, and be comfortable and skilled communicating and presenting to executive leadership.
- Manage and support team planning activities, roadmaps, and development schedules; monitor, track and communicate progress; escalate and manage expectations as needed; provide regular status updates
- Facilitate staff meetings, Monthly Business Reporting deliverables, and employee culture events
- Manage the team's communication program including announcements, user documentation, and Confluence pages
- Identify, design, and implement strategies to improve team productivity; build and maintain awareness of key initiatives, issues, trends and changes impacting consumers and Chase
Required qualifications, skills and capabilities
- 3+ years of experience or equivalent expertise in program management or performance optimization
- Proven ability to implement operational effectiveness initiatives
- Prior working exposure to operations of the product development life cycle and agile methodologies
- Excellent presentation and communication skills in formal and informal settings; Microsoft PowerPoint and executive presentation building skills; advanced Confluence Page design and administration skills
- Proven experience as a business manager, chief of staff, or similar role; excellent organizational and relationship skills
- Exemplary critical thinking, problem-solving, and organizational skills
- Strong influencing and leadership skills
- Ability to influence colleagues and leaders at all levels of the organization
Preferred qualifications, skills and capabilities
- 5+ years of experience in a business management or similar function
- Bachelor's degree in business, management, or communications
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
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About JPMorgan Chase & Co
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Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US