ZipRecruiter

Log In

1

Portfolio Operations Associate Jobs (NOW HIRING)

Northbound Search

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

Lifestylecommunities

Operations Associate

Columbus, OH · On-site

Operations Associate Location : Columbus, OH, Nashville, TN, Charleston, SC Department : Lifestyle ... Update & maintain all portfolio-wide electronic documents in the leasing operations system * Work ...

Lifestylecommunities

Operations Associate

Nashville, TN · On-site

Operations Associate Location : Columbus, OH, Nashville, TN, Charleston, SC Department : Lifestyle ... Update & maintain all portfolio-wide electronic documents in the leasing operations system * Work ...

Lifestyle Communities

Operations Associate

Columbus, OH · On-site

Operations Associate Location : Columbus, OH, Nashville, TN, Charleston, SC Department : Lifestyle ... Update & maintain all portfolio-wide electronic documents in the leasing operations system * Work ...

JCPenney

Operations Associate

Williston, ND · On-site

$13 - $16.25/hr

Operations Associate The Operations Associate's role is to create an outstanding customer ... JCPenney offers a broad portfolio of fashion, apparel, home, beauty, and jewelry from national and ...

JCPenney

Operations Associate

Huntington Park, CA · On-site

$17 - $21.25/hr

Operations Associate The Operations Associate's role is to create an outstanding customer ... JCPenney offers a broad portfolio of fashion, apparel, home, beauty, and jewelry from national and ...

Fourthstone LLC

Operations Associate

Saint Louis, MO · On-site

High potential candidates will also have the opportunity to work with the portfolio management team ... Responsibilities As an Operations Associate, you will be expected to relieve the executive team of ...

next page

Showing results 1-20

People also search for

All JobsPortfolio Operations Associate Jobs

Portfolio Operations Associate information

See salary details

$11

$26

$53

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:
What job categories do people searching Portfolio Operations Associate jobs look for? The top searched job categories for Portfolio Operations Associate jobs are:
Portfolio Operations Associate jobs near you
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.
Loan Operations Associate

Loan Operations Associate

Northbound Search

Manhattan, NY • On-site, Remote

$50 - $60/hr

Full-time

Posted 9 days ago

Job description

Loan Operations Associate

Our client is a reputable financial services firm seeking to add a loan operations associate to join their growing team. We are ideally seeking candidates with 3+ years of loan origination, servicing, and or closing experience with exposure to syndicated loan products. This position is remote-hybrid and is interviewing and starting the right candidate immediately. This position starts on a temporary basis paying $50-60/hr per hour.

Responsibilities

  • Daily processing of portfolio activity including interest rate rollovers, principal, interest
  • Daily oversight of our offshore reconciliation support team, including responsibility of cash and position reconciliations across multiple funds
  • Reconciliation of all positions and cash to custodians, fund admins, and counterparties
  • Monitoring and processing of amendments and reorganizations, including coordination with the Finance and Accounting, Valuations, and Front office teams as necessary
  • Monthly and quarterly responsibility to provide close packets to the Finance and Accounting team including all outstanding reconciliation items, trade activity, accrual information, and potential control issues
  • Overall maintenance of a specific portfolio including ongoing support for the front office and controllers including reporting, providing support, and responding to ad-hoc requests
  • Preferred Experience

Qualifications:

  • Knowledge of syndicated loans market
  • Understanding of Loan Facility Agreements and supporting documentation
  • Experience with system processing of credit events
  • Understanding of general ledgers
  • Degree in Finance, Accounting or Economics
  • Knowledge of loan, TRS, and fixed income settlements is a plus