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Portfolio Operations Manager Jobs in Appleton, WI

Plant Manager

Chilton, WI

$107K - $161K/yr

Provide leadership to the overall operation, including Operations Manager, QA/Safety Supervisor ... We provide a broad portfolio of benefits to keep you and your family at your best. Land O'Lakes is ...

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Portfolio Operations Manager information

See Appleton, WI salary details

$36.1K

$98K

$182.9K

How much do portfolio operations manager jobs pay per year?

As of Aug 6, 2026, the average yearly pay for portfolio operations manager in Appleton, WI is $98,020.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,900.00 and $126,800.00 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 Appleton, WI? The most popular types of Portfolio Operations jobs in Appleton, WI are:
What are popular job titles related to Portfolio Operations Manager jobs in Appleton, WI? For Portfolio Operations Manager jobs in Appleton, WI, the most frequently searched job titles are:
What job categories do people searching Portfolio Operations Manager jobs in Appleton, WI look for? The top searched job categories for Portfolio Operations Manager jobs in Appleton, WI are:

EPC Field Operations Leader

Faith Technologies

Appleton, WI • On-site

Full-time

Posted 28 days ago


Faith Technologies rating

8.4

Company rating: 8.4 out of 10

Based on 53 frontline employees who took The Breakroom Quiz

119th of 441 rated engineering


Job description

You've discovered something special. A company that cares. Cares about leading the way in construction, engineering, manufacturing and renewable energy. Cares about redefining how energy is designed, applied and consumed. Cares about thoughtfully growing to meet market demands. And as "one of the Healthiest 100 Workplaces in America" is focused on the mind/body/soul of team members through our Culture of Care.

TheEPC Field OperationsLeaderis a leadership rolefor a team of individuals whoareresponsible forplanning, executing, andoptimizingfield construction activitiesand industrialized construction initiativesacross the company'sEPC(Engineer,Procure, Construct)portfolio. This leaderguides individual site leadershippersonneltoensureeachprojectis delivered safely, on schedule, within budget, and to quality standards, while scaling field teams, standardizing execution, oversight of subcontracting partners, and aligning construction operations with engineering, procurement, and project management.Activities are performed both on-site at customerfacilities and within the variousFaith Technologies offices. Ideal candidates must be proficient in the use of a PC and Microsoft Office Suite (Access, Excel, Outlook, PowerPoint,Teams,and Word), ACC,Bluebeamand experience inAccubidis preferred.

MINIMUM REQUIREMENTS

Education: High School Diploma or GED,Journeyman or Master Electrician License,Construction Management Degree, or equivalentfield experience

Experience: 15+ years of field experience, including not less than10years of successful experience as a project superintendent.Proven experience leading a team of superintendents andelectricaland or mechanicalself-performlabor for an EPCcompany that has overall responsibility for theproject(s)

Travel: up to 75%

Work Schedule: This position works between the hours of 6 am and 6 pm, Monday through Friday. Schedule may vary and can include, but is not limited to nights, weekends, and holidays.

KEY RESPONSIBILITIES
  • Champions a zero-incident safety cultureand application of FTI Safety Policiesacross alljob sites
  • Leads construction operations and a successful team ofSuperintendents, Field Engineers, Assistant Superintendents, Construction Managers, Quality Controls Managers, and Foreman
  • Ensure seamless integration of design, manufacturing, and field execution.Bridges operations,Excellerate, VDC, and Preconstruction teams tooptimizeconstructability, manufacturability, and scheduling outcomes
  • Maintains strong alignment with Project Managementon specific project goals, challenges, finances, and quality.
  • Assistproject teams in coordinating visits, inspections, and punch lists with customer field representatives and JHAs.
  • Ensures field execution aligns with projects schedules, production goals, budgets, and contractual obligations.
  • Establishes,supportsand enforces standardized construction methods, field procedures, best practices, and continuous improvements effortsto provide consistency acrossprojects.
  • Reinforcesproject compliance with all federal, state, and local building codes
  • Responsible for field personnel management, including addressing staffing, performance, safety, and sitelevel issues
  • Assistsin constructionestimates.
  • Assistswithcoordinationanddeploymentoflargefieldprojects(includes,butisnotlimitedto:changeorders,material management/material orders, andmanpowerscheduling).Identifiesand coordinates in areas of riskmanagement.
  • Assists Workforce Manager, GroupLeader, and Project Managers with the oversight of FieldPersonneland Subcontractors.
  • Assistsgroup with overall resource planning and scheduling over multiple projects. This includesidentifyingwhen specific crews and individuals to be ready to move fromone site to the next.
  • MeetswithProjectManagersonascheduledweeklybasistoreviewjobtrackingandresponsibilities(hours,materials,manpower,etc.).
  • Coordinates with Project Coordinator and Workforce Manager on their dailymanpowerneeds.
  • Assistsite specific leadership with issue resolution as needed.
  • Monitor productivity and implement solutions to improve productivity in areasidentified.
  • Attends meetingsas needed to provide feedback and updates with project management, customers, and other stakeholders.
  • Effectivelydelegatestofieldleadershipwithpropercontrolsystemsinplacetoensureaccountabilityandtopreventdecision makingbottlenecks.
  • Manages the boundaries that separate units which report directly and with other parts of the business. Monitors the flow of workbetweenhis/herunitandothersintheorganization;askingquestions,andrecommendingimprovements.Understands and conveys functional strategies, business strategies, and corporatemission. Fosters effective cross-functional collaborations to accelerate workprocesses.
  • Review of daily superintendent andforemenreports for quality information, scheduled progress, and completeness.
  • Performs other related duties as required and assigned.

The job description and responsibilities described are intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

How Does FTI Give YOU the Chance to Thrive?

If you're energized by new challenges, FTI provides you with many opportunities. Joining FTI opens doors to redefine what's possible for your future.

Once you're a team member, you're supported and provided with the knowledge and resources to achieve your career goals with FTI. You're officially in the driver's seat of your career, and FTI's career development and continued education programs give you opportunities to position yourself for success.

FTI is a "merit to the core" organization. We recognize and reward top performers, offering competitive, merit-based compensation, career path development and a flexible and robust benefits package.

Benefits are the Game-Changer

We provide industry-leading benefits as an investment in the lives of team members and their families.You're invited to review the full list of FTI benefits available to regular/full-time team members. Start here. Grow here. Succeed here. If you're ready to learn more about your career with FTI, apply today!

Faith Technologies, Inc. is an Equal Opportunity Employer - veterans/disabled.


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