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Portfolio Operations Associate Jobs (NOW HIRING)

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

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

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

Be Seen First

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 ...

Be Seen First

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 ...

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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 27, 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 June 2026, with employment types broken down into 89% Full Time, and 11% Part Time. 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.
Senior Portfolio Operations Associate - Deposits 2.0

Senior Portfolio Operations Associate - Deposits 2.0

JPMorgan Chase & Co

Plano, TX • On-site

Full-time

Medical, Retirement

Posted 15 days ago


JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

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

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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