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Portfolio Operations Manager Jobs in Wisconsin (NOW HIRING)

Regal Rexnord

Operations Manager

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manage operational budgets, cost controls, and resource allocation * Drive cost reduction ... A portfolio of highly engineered power transmission components and subsystems efficiently transmits ...

Zendesk

Sr. Operations Manager

Madison, WI · On-site

About us We are looking for a Senior Operations Manager to support the Product Development ... Support roadmap and portfolio execution by establishing clear operating mechanisms for ...

Zendesk

Sr. Operations Manager

Madison, WI

About us We are looking for a Senior Operations Manager to support the Product Development ... Support roadmap and portfolio execution by establishing clear operating mechanisms for ...

BMO Capital Markets

Portfolio Manager

Milwaukee, WI · On-site

$88K - $165K/yr

  • Medical

  • Life

  • Retirement

Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational ... Regulatory Compliance * Portfolio Management * Credit Risk Assessment * Banking Operations

Leinenkugel's

Innovation Portfolio Manager

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Creates forecast workbooks, partners with Region KAMs, US Sales Operations Managers, Finance and ... the portfolio. * Cultivates Invaluable partnerships supporting key business decisions by ...

Molson Coors

Innovation Portfolio Manager

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Creates forecast workbooks, partners with Region KAMs, US Sales Operations Managers, Finance and ... the portfolio. * Cultivates Invaluable partnerships supporting key business decisions by ...

Xcel Energy

Field Operations Manager

Eau Claire, WI

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manage multiple locations that require extensive driving and travel (territories may extend ... portfolio of energy-related products and services to 3.4 million electricity and 1.9 million ...

Xcel Energy

Field Operations Manager

Eau Claire, WI

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manage multiple locations that require extensive driving and travel (territories may extend ... portfolio of energy-related products and services to 3.4 million electricity and 1.9 million ...

Molson Coors

Innovation Portfolio Manager

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Creates forecast workbooks, partners with Region KAMs, US Sales Operations Managers, Finance and ... the portfolio. * Cultivates Invaluable partnerships supporting key business decisions by ...

Xcel Energy

Field Operations Manager

Eau Claire, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manage multiple locations that require extensive driving and travel (territories may extend ... portfolio of energy-related products and services to 3.4 million electricity and 1.9 million ...

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Showing results 1-20

All JobsPortfolio Operations JobsPortfolio Operations Manager JobsPortfolio Operations Manager Jobs in Wisconsin

Portfolio Operations Manager information

See Wisconsin salary details

$37.3K

$101.4K

$189.3K

How much do portfolio operations manager jobs pay per year?

As of Aug 15, 2026, the average yearly pay for portfolio operations manager in Wisconsin is $101,398.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,100.00 and $131,200.00 per year, depending on experience, location, and employer.

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.

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 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 most commonly searched types of Portfolio Operations jobs in Wisconsin?

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

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

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

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

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

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

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

Portfolio Operations Manager jobs near you
Infographic showing various Portfolio Operations Manager job openings in Wisconsin as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $101,398 per year, or $48.7 per hour.

Portfolio Operations Analyst

MARS Solutions Group

Milwaukee, WI • On-site

$38 - $40/hr

Contractor

Re-posted 21 days ago

Job description

MARS Solutions Group is looking for an experienced Portfolio Operations Analyst located in Milwaukee, WI or Boston, MA. Our client is a leading independent asset management firm looking for high-quality talent to make a difference. They are known to respect a traditional work week and often extend contracts for added job security and stability.


rESPONSIBLITIES

  • Gathers time critical information, communicates internally to reach decisions on each action and accurately prepares corporate action instructions for delivery to custodians within tight timeframes.
  • Updates client accounts in internal systems for corporate action transactions.
  • Identifies and escalates potential voluntary corporate action related risk issues that may result in financial losses if not acted upon timely.
  • Provides feedback and recommendations to continuously improve processes and mitigate risk.
  • Completes special projects.
  •  

Qualifications

  • Knowledge of corporate actions.
  • Strong attention to detail and accuracy.
  • Demonstrated time management, analytical and organizational skills.
  • Ability to articulate issues, risks, and proposed solutions to various levels of staff and management.
  • Proven ability to manage risk, mitigate risk and make sound decisions.
  • Ability to work effectively in a team environment.
  • Excellent verbal, written and interpersonal communication skills.
  • Ability to drive continuous improvement and execution excellence.
  • Enjoys working in a changing environment but able to focus on the task at hand.

Preferred Qualifications

  • Experience with BBH Infomediary, Advent Portfolio Exchange (APX), Bloomberg and Microsoft Office suite of products.

Minimum Years of Experience                 

5 years

About MARS Solutions Group:
MARS Solutions Group provides a range of opportunities for meaningful work by understanding that employment fit is a combination of people, process, and technology. We leverage our experienced and compassionate team to bring humanity to matching you with the right advanced technology role, and stay connected with you to help you attain your professional goals.