1

Portfolio Operations Associate Jobs (NOW HIRING)

... portfolio, with the goal of ensuring that these operations align with client goals and needs ... Negotiates with clients, partners, and associates to resolve conflicting priorities. Sets goals and ...

## Portfolio Operations ManagerPortfolio Operations ManagerID da função291362Publicado14-Aug ... Negotiates with clients, partners, and associates to resolve conflicting priorities. Sets goals and ...

The Director of Portfolio Operations is responsible for developing and managing strategic ... line associate through senior leadership * Strong customer focus and relationship-building ...

The Director of Portfolio Operations is responsible for developing and managing strategic ... line associate through senior leadership * Strong customer focus and relationship-building ...

Showing results 21-40

Portfolio Operations Associate information

See salary details

$11

$26

$53

How much do portfolio operations associate jobs pay per hour?

As of Sep 13, 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.

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.

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:

What are popular job titles related to Portfolio Operations Associate jobs?

For Portfolio Operations Associate jobs, the most frequently searched job titles are:

Infographic showing various Portfolio Operations Associate job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.

Portfolio Operations Manager

Dearborn, MI • On-site

CBRE
Real Estate • 10K+ employees

Full-time

Re-posted yesterday


CBRE rating

8.1

Company rating: 8.1 out of 10

Based on 354 frontline employees who took The Breakroom Quiz


Job description

Hi, we're Host!
We believe your office should allow you to feel comfortable, productive and inspired in your working life. Because when people feel inspired, great things happen.
As the heart of the workplace, you will help foster a sense of community by putting the well-being of others at the forefront. As you collaborate with colleagues to create a culture of support, you will have countless opportunities to inspire moments of delight and pursue amazing outcomes each day.
With Host, you can join a team that elevates the office experience by delivering world-class services that make coming to work better than it's ever been.
JOB SUMMARY
The Senior Experience Manager serves as a primary client contact for the delivery of Host's services that seek to increase individual well-being, personal productivity, and organizational effectiveness.
Host uses people-led, technology-enabled services to connect employees to their environment via their mobile devices, as well as through high-touch services and world-class customer service support.
In this role, you would develop and oversee the Experience team's operations as they provide services for a building, campus, or portfolio, with the goal of ensuring that these operations align with client goals and needs.
DUTIES & RESPONSIBILITIES
Drives consistent, quality, service through supervision of other Host employees and third parties supporting multiple experience service types throughout a large campus or multi-site portfolio.
Services include, but are not limited to: Concierge, Reception / Switchboard, Room Management, A/V Support, Meeting & Event Management, Community Programs, Meeting Supply Equipment, Food Services, Parking & Commute, Bicycle & Local Shuttle, Supported Employment, Company Store, Pet Programs, Document Services, Mail Services, Record Archiving, Office Supply Management, Moves, Adds, Changes, Furniture and Cable Management, Space Reset, Entrance Screening Protocol and Workplace Onboarding.
Manages a team throughout a large campus or multi-site portfolio; provide direction on employee management (e.g. recruitment of talent, performance management, employee engagement, employee development, etc.); makes recommendations on budgets and cost reductions.
Creates and manages the overall Experience Services operating budget and determines annual budgets; Establishes savings goals and creates action plans to improve financial position(s).
Negotiates with clients, partners, and associates to resolve conflicting priorities. Sets goals and direction to meet and exceed client expectations. Sets achievable goals that are linked to the objectives of the organization.
Ensures consistency in support provided by the team through continuous review and improvement of multiple Experience Services throughout a large campus or multi-site portfolio.
Reviews various Experience Services reports. Meets with client management team and appropriate departments to discuss and resolve discrepancies throughout a large campus or multi-site portfolio.
Ensures safety standards are met by those delivering Experience Services, whether company employees or third-party service providers.
Collaborates with company and client IT teams to assess technology, training needs and implementation of program(s), training and tools for Experience Services teams and clients.
Manages negotiations for contract services; May inform strategic plan for utilization of vendor partnerships. Ensure all vendors used have current proof of insurance and contractual documentation in place, per requirements.
Maintain relationships with vendors who provide services and goods.
Identifies content and manages creation of workplace orientation materials and delivery throughout a large campus or multi-site portfolio.
Deliver the Service Business Continuity plan on a semi-annual basis and conduct testing as required throughout a large campus or multi-site portfolio.
May be responsible for managing large programs delivered by third party vendors, such as food, transportation, events, or mail.
Performs other duties as assigned.
QUALIFICATIONS
HS Diploma or GED required or equivalent combination of education and experience (equivalent work experience = 2 years' experience for every year of higher-level education). Bachelor's degree (BA/BS) or other relevant vocational training preferred.
Minimum of 8+ years of related experience, with 3 of those in management or supervisory capacities preferred (e.g. Front of House Manager, Lead Concierge, Hospitality, Rooms Manager, Experience Manager or Event Manager).
Prior supervisory & customer service experience is highly preferred.
Ability to comprehend, analyze, and interpret the most complex business documents.
Ability to respond effectively to the most sensitive issues. Ability to write reports, manuals, speeches, and articles using distinctive style. Ability to make effective and persuasive presentations on complex topics to employees, clients, top management and/or public groups. Ability to motivate and negotiate effectively with key employees, top management, and client groups to take desired action.
Comfortable meeting and engaging with new people.
Warm and engaging demeanor. Ability to assess circumstances, empathize and offer help.
Utilize a high level of attention to detail as well as strong interpersonal skills.
Have a positive attitude and a strong sense of urgency in resolving any issues that may arise.
Requires in-depth knowledge of financial terms and principles. Ability to calculate complex figures. Ability to forecast and prepare budgets. Conducts financial/business analysis including the preparation of reports.
Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment. Draws upon the analysis of others and makes recommendations that have a direct impact on the company.
Proficient with Microsoft Office Suite products such as Word, Excel, PowerPoint, Visio, SharePoint, OneNote, Outlook, etc. Comfortable with and embracing of new technologies and digital tools, such as Apps, databases, financial management, work order management, social networking, cloud technologies, handheld mobile technologies and applications, and communications.
Ability to work flexible work schedules based on office needs.
Strong problem-solving skills. Highly adaptable and flexible. Ability to work independently with little supervision.
Ability to work requiring significant walking or through other means of mobility. Ability to work in a standing position for long periods of time. Ability to reach, bend, stoop, push and/or pull and frequently lift to 20 lbs. and occasionally lift/move up to 40 lbs.
SCOPE OF RESPONSIBILITY
Decisions made with in-depth understanding and interpretation of procedures, company policies and business practices to achieve general results. Responsible for setting department deadlines. Errors in judgment may cause mid-term impact to co-workers, supervisor, department and/or line of business.
SAFETY
Responsible for personal safety and the safety of those who are affected by your work. This includes but is not limited to:
  • Complete at a satisfactory level all required and assigned HSE training.
  • Follow all activity policies and procedures, including all HSE related requirements at all times.
  • Participate in all HSE related programs & activities as required, including incident investigations, interviews, auditing and assessment, etc.
  • Report any condition which you feel could result in an accident or injury and / or stop work if required.

  • As a Supervisor / Manager:
    While adhering to all HSE requirements established for CBRE employees, supervisors and managers are required to:
  • Provide sufficient distraction free time for employees to complete all required HSE training & support the HSE training program implicitly.
  • Investigate and resolve (if possible) all reported unsafe conditions / acts and communicate results back to the affected stakeholders.
  • Support stop work authority when it is exercised in good faith.
  • Communicate any / all potential workplace hazards and workplace procedures.

  • Equal Employment Opportunity: CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
    Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

    What CBRE employees say

    Pay

    Benefits

    Hours and flexibility

    Workplace

    Get the full story on Breakroom


    CBRE logo

    About CBRE

    Sourced by ZipRecruiter

    The real estate industry is undergoing significant and exciting change, increasingly driven by data and technology. At CBRE, the world's premier commercial real estate services company, we empower teams to take ownership over that technology and shape it, offering both nimble, research-driven product design and the resources of a Fortune 500 business. We approach culture with intention, valuing camaraderie, collaboration, inclusivity and a healthy work/life balance. The user experience team is passionate about the quality, usability, and simplicity of the experiences we create. Individuals in these roles gather these key user insights, and then use them to inspire and inform product strategy and design solutions. We partner closely with each other, engineering, and product management to create innovative, usable, great-looking products.

    Industry

    Real estate

    Company size

    10,000+ Employees

    Headquarters location

    Dallas, TX, US

    Year founded

    1906

    Social media