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Portfolio Operations Manager Jobs in Appleton, WI

Regal Rexnord

Senior Manager, Operations

Oshkosh, WI · On-site

... Manager, Operations provides unified oversight and strategic direction for two manufacturing ... A portfolio of highly engineered power transmission components and subsystems efficiently transmits ...

New

Mativ

Operations Supervisor

Neenah, WI · On-site

Supervisory experience and a proven track history of successful project management implementation ... Our broad portfolio of technologies combines polymers, fibers, and resins to optimize the ...

Mativ Holdings, Inc.

Operations Supervisor

Neenah, WI · On-site

Supervisory experience and a proven track history of successful project management implementation ... Our broad portfolio of technologies combines polymers, fibers, and resins to optimize the ...

Land O'Lakes

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 ...

World Acceptance Corporation

Branch Manager

Appleton, WI · On-site

$39K - $50K/yr

Experience managing delinquency, collections, or portfolio performance * Experience managing branch, store, or business operations * Experience leading and developing employees * Proven ability to ...

World Acceptance Corporation

Branch Manager

Appleton, WI · On-site

$39K - $50K/yr

Experience managing delinquency, collections, or portfolio performance * Experience managingbranch,store, or business operations * Experience leading and developing employees * Proven ability to ...

Oshkosh Corporation

Mgr - Program Management

Oshkosh, WI · Hybrid

$103K - $177K/yr

JOB SUMMARY The Manager of Program Management oversees a team of project managers and is responsible for the successful execution of a portfolio of projects across engineering, operations ...

Oshkosh Corporation

Mgr - Program Management

Oshkosh, WI · On-site

$103K - $177K/yr

JOB SUMMARY The Manager of Program Management oversees a team of project managers and is responsible for the successful execution of a portfolio of projects across engineering, operations ...

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All JobsPortfolio Operations JobsPortfolio Operations Manager JobsPortfolio Operations Manager Jobs in Appleton, WI

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 28, 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 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 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:

What cities near Appleton, WI are hiring for Portfolio Operations Manager jobs?

Cities near Appleton, WI with the most Portfolio Operations Manager job openings:

Portfolio Operations Manager jobs near you

Senior Manager, Operations

Regal Rexnord

Oshkosh, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New

Regal Rexnord rating

8.1

Company rating: 8.1 out of 10

Based on 83 frontline employees who took The Breakroom Quiz

154th of 495 rated machine equipment manufacturers

Job description

Work Model: This is a fully onsite role, with work performed at your designated Regal Rexnord office.

____________________

The Senior Manager, Operations provides unified oversight and strategic direction for two manufacturing facilities within Regal Rexnord'sAutomation Solutionsbusiness. This role strengthens coordination across sites, drives standardization of operational excellence practices, and accelerates footprint optimization efforts to ensure the facilitiesoperateas a cohesive,highperformingnetwork.

The leader will partner closely with ProductionManagers, Supply Chain, Engineering, Quality, andPMteams to harmonize processes, elevate performance, and support the business unit's growth and efficiencyobjectives. This role is critical to enabling the Automation Solutionsbusinesstodeliver onRegal Rexnord's broader strategy of product excellence, operational excellence, and commercial excellence.

Specific Responsibilities Include:

  • CrossSiteOperational Leadership - Provide unified leadership across two manufacturing facilities, ensuring consistent execution of safety, quality, delivery, and costobjectives.

  • BestPracticeDeployment - Identify, standardize, and implement operational best practices across both sites, including lean systems, maintenance strategies, and performance management routines.

  • Footprint Optimization - Lead evaluations of capacity, capability, and cost structures; support decisions on where and how work should be performed tooptimizethe manufacturing footprint.

  • Operational Governance - Establish unified KPIs, reporting cadences, andreviewmechanisms to ensure transparency and alignment across facilities.

  • Continuous Improvement Leadership - Champion lean transformation and structured CI programs that improve OEE, reduce waste, and strengthen process capability.

  • Talent & Leadership Development - Mentorplant leadershipteams;build a strong pipeline of operational talent across both sites.

  • Change Management - Leadcrosssitechange initiatives with clarity, communication, and stakeholder alignment.

  • Customer & Commercial Support - Ensure operational readiness for product launches, customer commitments, and strategic growth initiatives.

  • Risk, EHS & Compliance Oversight - Maintain consistent adherence to EHS, regulatory, and internal compliance standards across both facilities.

MinimumRequirement:

  • Bachelor's degree in Engineering, Operations, Supply Chain, or related field; MBA preferred.

  • 10+ years of manufacturing leadership experience, includingmultisiteor matrixed responsibility.

  • Demonstrated successimplementing lean, TPM, standard work, and continuous improvement systems.

  • Strong analytical capability to evaluate capacity, cost structures, and footprint scenarios.

  • Proven ability to lead through influence across diverse teams and locations.

  • Excellent communication, facilitation, andchangeleadershipskills.

Benefits
  • Medical, Dental, Vision and Prescription Drug Coverage
  • Spending accounts (HSA, Health Care FSA and Dependent Care FSA)
  • Paid Time Off and Holidays
  • 401k Retirement Plan with Matching Employer Contributions
  • Life and Accidental Death & Dismemberment (AD&D) Insurance
  • Paid Leaves
  • Tuition Assistance

About Regal Rexnord

Regal Rexnord is a publicly held global industrial manufacturer with 30,000 associates around the world who help create a better tomorrow by providing sustainable solutions that power, transmit and control motion. The Company's electric motors and air moving subsystems provide the power to create motion. A portfolio of highly engineered power transmission components and subsystems efficiently transmits motion to power industrial applications. The Company's automation offering, comprised of controls, actuators, drives, and precision motors, controls motion in applications ranging from factory automation to precision control in surgical tools.


The Company's end markets benefit from meaningful secular demand tailwinds, and include factory automation, food & beverage, aerospace, medical, data center, warehouse, alternative energy, residential and commercial buildings, general industrial, construction, metals and mining, and agriculture.


Regal Rexnord is comprised of three operating segments: Industrial Powertrain Solutions, Power Efficiency Solutions, and Automation & Motion Control. Regal Rexnord has offices and manufacturing, sales and service facilities worldwide. For more information, including a copy of our Sustainability Report, visit RegalRexnord.com.


Equal Employment Opportunity Statement

Regal Rexnord is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex/gender, sexual orientation, gender identity, pregnancy, age, ancestry, national origin, genetic information, marital status, citizenship status (unless required by the applicable law or government contract), disability or protected veteran status or any other status or characteristic protected by law. Regal Rexnord is committed to a diverse and inclusive workforce. We are committed to building a team that represents diverse and inclusive backgrounds, perspectives, and skills. If you'd like to view a copy of the company's affirmative action plan for protected veterans/individuals with disabilities or policy statement, please email Recruiting@RegalRexnord.com.If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail Recruiting@RegalRexnord.com.


Equal Employment Opportunity Posters
Notification to Agencies: Please note that Regal Rexnord Corporation and its affiliates and subsidiaries ("Regal Rexnord") do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement or similar contract and approval from HR to submit resumes for a specific requisition, Regal Rexnord will not consider or approve payment to any third-parties for hires made.

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