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Portfolio Operations Manager Jobs in Utah (NOW HIRING)

Conservice

Client Operations Manager

Logan, UT · On-site

$19.40/hr

As a Client Operations Manager , you will serve as the primary point of contact and trusted advisor ... Act as the primary point of contact and trusted advisor for your assigned portfolio of clients.

Conservice

Client Operations Manager

River Heights, UT · On-site +1

$19.40/hr

As a Client Operations Manager , you will serve as the primary point of contact and trusted advisor ... Act as the primary point of contact and trusted advisor for your assigned portfolio of clients.

Ezarc Solutions

OSM Operations Manager

Lehi, UT · On-site

OSM Operations Manager Department: Off-Site Manufacturing (OSM) Reports To: Director of OSM FLSA ... Review project and portfolio performance with Project Managers and drive corrective action when ...

Ezarc Solutions

OSM Operations Manager

Lehi, UT · On-site

$195K - $225K/yr

OSM Operations Manager Department: Off-Site Manufacturing (OSM) Reports To: Director of OSM FLSA ... Review project and portfolio performance with Project Managers and drive corrective action when ...

Ezarc Solutions

OSM Operations Manager

Lehi, UT · On-site

OSM Operations ManagerDepartment: Off-Site Manufacturing (OSM)Reports To: Director of OSMFLSA ... Review project and portfolio performance with Project Managers and drive corrective action when ...

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All JobsPortfolio Operations JobsPortfolio Operations Manager JobsPortfolio Operations Manager Jobs in Utah

Portfolio Operations Manager information

See Utah salary details

$33.7K

$91.5K

$170.7K

How much do portfolio operations manager jobs pay per year?

As of Aug 27, 2026, the average yearly pay for portfolio operations manager in Utah is $91,454.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,600.00 and $118,300.00 per year, depending on experience, location, and employer.

What is a portfolio operations manager?

A Portfolio Operations Manager is responsible for overseeing and optimizing the day-to-day operations of investment portfolios within an organization, such as a private equity firm or asset management company. Their duties include monitoring portfolio performance, coordinating with investment teams, improving processes, and ensuring compliance with regulatory standards. They often act as a bridge between investment professionals and operational teams, helping to implement best practices and drive operational efficiency. This role requires strong analytical skills, attention to detail, and the ability to manage multiple projects simultaneously.

What are the key skills and qualifications needed to thrive as a portfolio operations manager, and why are they important?

To thrive as a Portfolio Operations Manager, you need strong analytical skills, experience in investment operations, and a relevant degree such as finance or business. Familiarity with portfolio management systems, trade settlement platforms, and industry regulations, as well as certifications like CFA or CAIA, are commonly required. Excellent organizational skills, attention to detail, and effective communication help you manage complex processes and collaborate across teams. These skills ensure accurate portfolio administration, regulatory compliance, and smooth operational workflows within investment management firms.

What are some typical challenges faced by a portfolio operations manager, and how can they be addressed?

Portfolio Operations Managers often encounter challenges such as aligning processes across multiple portfolio companies, ensuring timely and accurate reporting, and managing cross-functional communication. To address these, it's essential to establish clear operating procedures, leverage standardized reporting tools, and maintain regular check-ins with key stakeholders. Building strong relationships with both internal teams and portfolio company leaders helps facilitate smoother operations and quick resolution of issues.

What is the difference between Portfolio Operations Manager vs Investment Analyst?

AspectPortfolio Operations ManagerInvestment Analyst
Primary FocusOversees portfolio performance, operational efficiency, and process improvementsAnalyzes investment opportunities, market trends, and financial data
Required SkillsProject management, operational expertise, financial analysisFinancial modeling, research, data analysis
Work EnvironmentPortfolio management teams, operations departmentsResearch teams, investment firms, financial institutions
CertificationsCFP, CFA, or similar financial certifications often preferredCFA, CPA, or related certifications common

The main difference is that a Portfolio Operations Manager focuses on managing and optimizing the operational aspects of investment portfolios, ensuring efficiency and compliance. In contrast, an Investment Analyst primarily conducts research and analysis to support investment decisions. Both roles require financial expertise and certifications like CFA, but their day-to-day responsibilities and focus areas differ significantly.

Do portfolio operations managers get paid well?

Portfolio operations managers typically earn competitive salaries that vary based on industry, experience, and location. They often receive additional compensation such as bonuses and benefits, reflecting the importance of operational efficiency in investment or asset management firms.

What are the most commonly searched types of Portfolio Operations jobs in Utah?

The most popular types of Portfolio Operations jobs in Utah are:

What are popular job titles related to Portfolio Operations Manager jobs in Utah?

For Portfolio Operations Manager jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Portfolio Operations Manager jobs in Utah look for?

The top searched job categories for Portfolio Operations Manager jobs in Utah are:

What cities in Utah are hiring for Portfolio Operations Manager jobs?

Cities in Utah with the most Portfolio Operations Manager job openings:

Portfolio Operations Manager jobs near you
Infographic showing various Portfolio Operations Manager job openings in Utah as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $91,454 per year, or $44 per hour.

Client Operations Manager

Conservice

Logan, UT • On-site

$19.40/hr

Full-time

Re-posted 8 days ago

Conservice rating

7.2

Company rating: 7.2 out of 10

Based on 60 frontline employees who took The Breakroom Quiz

39th of 53 rated energy and utility

Job description

Location - In office, or Hybrid (In office Tuesday, Wednesday and Thursday) and remote or in office on Monday and Fridays
Wage: Starting wage at $19.40/hour plus performance based tiers (The average wage for this team is $22.98.)
Why Join Us?
Are you a sharp problem-solver who thrives on building strong relationships and tackling complex challenges? As a Client Operations Manager, you will serve as the primary point of contact and trusted advisor for our core client accounts, blending high-level analytical strategy with top-tier relationship management.
We offer a fast-paced environment where your independent thinking, strategic organization, and clear communication directly impact our team and client success.
What You'll Do
Client Relationship & Strategic Management
  • Act as the primary point of contact and trusted advisor for your assigned portfolio of clients.
  • Lead regular client performance calls, clearly explaining complex cause-and-effect scenarios and performance metrics.
  • Partner closely with internal Account Managers and cross-functional teams to ensure seamless service delivery and high client satisfaction.

Workflow Optimization & Execution
  • Prioritize and manage your daily workload strategically, triaging incoming requests based on urgency and impact.
  • Identify recurring client trends and propose process or system improvements to elevate service standards.
  • Delegate and track resolution pathways with internal teams to ensure prompt, accurate support.
  • Oversee utility management and bill payment workflows to maintain high operational accuracy.

Problem-Solving & Data Reporting
  • Analyze, identify, and fix data inconsistencies across the client service lifecycle.
  • Generate standard and custom portfolio reports using company software (collaborating with IT on complex custom requests).
  • Proactively elevate potential challenges to leadership and collaborate on long-term solutions.

What We're Looking For
  • Clear Communicator: Ability to break down complex ideas into simple, professional language-both verbally and in writing.
  • Analytical Thinker: Strong critical thinking skills with the confidence to reason through challenges and make sound, independent decisions.
  • Prioritization Master: Exceptional time-management skills; cool under pressure when handling urgent, competing deadlines.
  • Relationship Builder: High emotional intelligence, coachable mindset, and a passion for creating lasting partnerships.
  • Tech-Savvy: Intermediate proficiency with Microsoft Excel, Word, and Google Workspace applications.

Qualifications & Experience
  • Direct customer support, account management, or client relations experience preferred.
  • Experience with specialized portfolio/utility management software (e.g., Conservice / Synergy) is a major plus.
  • Internal Candidates: 6+ months of company experience with strong knowledge of internal workflows preferred.

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