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Portfolio Operations Manager Jobs in Appleton, WI

... management, operations, and channel partners to achieve strategic goals. How you will Make an ... Partner with Product Management and Marketing to support portfolio development pipeline, marketing ...

Director, Global Real Estate

Appleton, WI · On-site

$184K - $276K/yr

... management of the global lease portfolio. The Director sets portfolio direction, occupancy strategy, and workplace design standards, and partners closely with Workplace Operations on place-based ...

New

... portfolio of customers and manufacturing capabilities. This role that blends strategic account ... Partner with operations, supply chain, technical, and customer service teams to ensure on-time, on ...

Showing results 41-60

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:

Government Contract Accounting Manager

The Boldt Group

Appleton, WI

$107K - $146K/yr

Full-time

Re-posted 14 days ago


Job description

Job Title: Government Contract Accounting Manager
Location: Appleton, WI
Company: The Boldt Group
Anticipated Salary Range: $107,000 - $146,000

At Boldt, we build more than complex projects, and we build strong relationships, great teams, and lasting impact.

We are seeking a Government Contract Accounting Manager to help build and lead Boldt’s capabilities in federal contracting. This is a unique opportunity to step into a high-impact role where you’ll establish the foundation for government accounting, compliance, and reporting across a growing portfolio of projects. Ideal for a self-starter who thrives in a fast-evolving environment, this role partners across finance, operations, and leadership to support contract execution and ensure compliance. If you’re an expert in FAR, CAS, and government cost accounting and are energized by building something from the ground up this role offers the autonomy, influence, and visibility to make a lasting impact while helping expand Boldt’s presence in a stable, growth-oriented market.

The anticipated salary range for this position is $107,000 - $146,000 (negotiable) annually. This information reflects the anticipated base salary for this position based on current market data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual’s skills, experiences, education, and other job-related factors permitted by law.

We Are Boldt

  • Our People: We create opportunities for growth, fulfillment, and reaching full potential.
  • Our Customers: We exceed expectations through advocacy, problem-solving, and collaboration.
  • Our Partners: We collaborate with trust and respect to drive innovation and shared success.
  • Our Communities: We give back with our time, talents, and resources, elevating dignity and doing good

Why You’ll Love Working at Boldt

  • Employee Owned: Your work fuels our success and your future
  • PurposeDriven: ESG‑focused work aligned with strong values
  • Better Together: Teamwork, trust, and shared accountability
  • Safety First: Everyone home safe every day
  • Career Growth: Real development through mentorship and hands‑on learning
  • HighImpact Projects: Complex industrial work that matters
  • Lead & Mentor: Learn today, lead tomorrow
  • Rich Culture: What started as a carpentry shop has grown into a multi‑million‑dollar company built on relationships and craftsmanship
  • High Performance: By people, strengthened through AI and technology that enhance collaboration, transparency, and results.

____________________________________________________________________________________

At Boldt, high performance starts with strong relationships. We believe the best projects are delivered by teams that trust each other, communicate openly, and take ownership from the field to the office. Our culture blends accountability with support; where learning, mentorship, and collaboration, power results. You won’t just contribute to projects that matter; you’ll grow alongside people who are investing in your success.

____________________________________________________________________________________

What You Bring

  • A bachelor’s degree is required, preferably in business administration, accounting, finance, or operations management.
  • Minimum of seven years of experience in government contracting, including pre-award and post-award contract management.
  • Certified Federal Contracts Manager (CFCM) or Certified Professional Contracts Manager (CPCM) designation preferred.
  • Working knowledge of FAR and CAS which includes experience with Incurred Cost Proposals/Submissions (ICP/ICS), Forward Pricing Rate Agreements (FPRA), and certified cost or pricing data requirements, in general.
  • Experience interfacing with the Defense Contract Audit Agency (DCAA) preferred.
  • A valid driver’s license may be required. Individuals in this role may be subject to an annual Motor Vehicle Records check. The outcome of any MVR checks conducted may negatively impact the persons’ ability to participate in any vehicle program provided by the company, including but not limited to the ability to drive a personal vehicle on behalf of The Boldt Company or rent a vehicle through for business travel purposes.

Nice to Have

  • Demonstrated experience in identifying and improving systems and procedures.
  • Exceptional communication skills, and ability to quickly build trust and develop positive relationships with co-workers, government officials, vendors, and customers.
  • Strong organizational skills.
  • Ability to independently develop and execute plans with a high level of detail, precision, and follow-through.

Unsolicited Correspondence

The Boldt Group and its subsidiaries engage recruiting agencies exclusively through our Enterprise Support Talent Acquisition team and only when a valid, Boldt approved agreement is in place. Boldt does not accept unsolicited resumes or candidate submissions at any time, including agencies with an active agreement unless the submission is expressly requested by the Enterprise Support Talent Acquisition team. Any unsolicited submissions will be deemed the property of The Boldt Group, and no placement fees will be paid. All agency inquiries must be directed to the Enterprise Support Talent Acquisition team. At this time, we are not entertaining any new agency submissions or outreach.

EEOC

The Boldt Company is an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive environment for all employees.