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Portfolio Operations Manager Jobs in Wisconsin (NOW HIRING)

Cargill

Operations Supervisor - 1st shift

Butler, WI · On-site

Our portfolio includes poultry, beef, egg, alternative protein, salt, oils, starches, sweeteners ... Minimum of two years of experience in production and warehouse management * Demonstrated experience ...

Cargill

Operations Supervisor - 1st shift

Butler, WI · On-site

Our portfolio includes poultry, beef, egg, alternative protein, salt, oils, starches, sweeteners ... Minimum of two years of experience in production and warehouse management * Demonstrated experience ...

SSM Health

Manager - Clinical Operations

Fond Du Lac, WI · On-site

... Manager to oversee the daily operations of several specialty service lines within the Fond du Lac ... Why This Opportunity Stands Out 🌟 Lead a diverse portfolio of specialty clinics with a direct ...

Digital Realty

WI · On-site

$190 - $238/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Project Management Lead - Capital Upgrade Program TX, United States and 3 more (Hybrid) Job Info ... Portfolio Operations to ensure proper decisions around equipment selection. * Collaborate with ...

nVent

Operations Supervisor

Oregon, WI

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

A dynamic global reach with diverse operations around the world that will stretch your abilities ... management office in the United States is in Minneapolis. Our robust portfolio of leading ...

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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.

Sales Technology Portfolio Manager (Temporary Opportunity)

Cleaver-Brooks, Inc.

Milwaukee, WI • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Cleaver-Brooks rating

6.3

Company rating: 6.3 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

Job description

JOB TITLE: Sales Technology Portfolio Manager
Department: Information Technology
Location: Contract | On-site at Milwaukee, WI
This is a contract role with an anticipated duration of approximately six months. The need for the role will be reevaluated based on business and organizational needs.
Reports to: IT PMO Manager
Cleaver-Brooks is seeking a contract IT Sales Technology Portfolio Manager to establish and oversee the IT Sales Technology work pipeline, ensuring alignment with the broader IT PMO framework, enterprise priorities, and resource capacity. Working closely with the IT Sales Technology Director, business stakeholders, and the IT PMO, this role drives portfolio visibility, roadmap planning, and delivery coordination across Sales Technology initiatives.
This is an individual contributor role with no direct reports, responsible for coordinating work across business, IT, vendors, and cross-functional teams.
Key Responsibilities
Portfolio & Delivery Management
  • Coordinate with the IT PMO and IT Sales Technology teams to establish and maintain intake, prioritization, governance, and work pipeline processes
  • Facilitate demand management, prioritization, roadmap planning, and capacity planning across the IT Sales Technology portfolio
  • Align Sales Technology initiatives with broader IT priorities, resources, and dependencies
  • Lead coordination of IT Sales Technology initiatives across Salesforce, CPQ, and related platforms
  • Maintain visibility into project status, milestones, risks, dependencies, and delivery progress
  • Manage multiple concurrent projects, enhancements, and operational workstreams
  • Drive accountability across technical teams, vendors, and business stakeholders
  • Monitor and escalate risks, blockers, and resource constraints

IT Sales Technology Planning & Delivery
  • Coordinate IT Sales Technology enhancements, releases, and process improvement initiatives
  • Facilitate prioritization of business requirements, enhancement requests, and operational support work
  • Support release planning, testing, deployment readiness, and post-go-live activities

IT PMO Governance & Stakeholder Management
  • Establish and improve governance processes supporting intake, prioritization, roadmap planning, and portfolio visibility
  • Facilitate collaboration between IT Sales Technology leadership, business stakeholders, and IT teams
  • Coordinate portfolio planning and governance activities between IT Sales Technology and the IT PMO
  • Facilitate status meetings, roadmap reviews, stakeholder alignment sessions, and governance discussions
  • Provide project status updates, portfolio reporting, and executive-level visibility
  • Coordinate communications, dependency management, and organizational readiness activities

Required Skills
  • Experience managing enterprise applications or technical IT projects
  • Experience supporting CRM, Salesforce, or customer-facing technology initiatives preferred
  • Strong understanding of project methodologies (Agile, Waterfall, or hybrid)
  • Strong stakeholder management and communication skills
  • Experience coordinating cross-functional technical and business teams
  • Ability to manage multiple projects simultaneously in a fast-paced environment
  • Strong organizational, problem-solving, and follow-through skills
  • Experience with project management tools such as MS Project, Jira, Smartsheet, Wrike or similar
  • Proficient in Microsoft Office Suite, SharePoint, and collaboration tools
  • Self-starter with strong ownership, initiative, and follow-through

Education: Bachelor's Degree required, Master's Degree preferred.
Experience
  • 5+ years of experience in an IT environment
  • 5+ years managing enterprise or technical IT projects
  • Experience working within manufacturing environments preferred
  • PMP, Scrum Master or related project management certification preferred
  • Salesforce project experience strongly preferred.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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