Portfolio Operations Associate

Compensation: $85,000 – $110,000 Base Salary + Annual Bonus + Comprehensive Benefits

An established investment organization is seeking an Investment Operations Associate to join its investment support team. The organization oversees diversified investment portfolios for a broad range of clients and is recognized for its disciplined investment approach, strong operational infrastructure, and client‑focused culture. This position works closely with professionals across investments, operations, and client support functions. The individual in this role will help facilitate the accurate implementation of portfolio activity while supporting operational processes and maintaining adherence to account requirements.

This opportunity is well‑suited for an investment operations professional who enjoys working in a collaborative environment, contributing to process enhancements, and gaining exposure to multiple areas of an investment organization.

The Investment Operations Associate will partner with colleagues across investment, operational, and client‑facing teams to support trading activity, portfolio maintenance, account onboarding, compliance‑related processes, and reporting responsibilities. This role will contribute to day‑to‑day portfolio administration while helping ensure efficient and accurate operational execution. The ideal candidate is organized, detail‑focused, adaptable, and capable of managing multiple responsibilities in a dynamic environment.

• Support the implementation of investment decisions across client portfolios, ensuring timely and accurate execution.
• Assist with portfolio rebalancing activities, including cash management, drift monitoring, and portfolio maintenance.
• Apply account‑specific investment guidelines, restrictions, and portfolio parameters across client accounts.
• Perform pre‑ and post‑activity monitoring to support compliance with investment policies and account requirements.
• Maintain portfolio and account information within internal systems and third‑party investment platforms.
• Research and resolve account, cash, position, and reconciliation discrepancies in a timely manner.
• Assist with new account onboarding, account setup, and portfolio implementation activities.
• Prepare recurring and ad hoc operational, portfolio, and management reports.
• Coordinate with investment, operations, compliance, and client support teams on account activity and strategic initiatives.
• Support workflow enhancements, process improvement efforts, automation projects, and operational documentation.
• Assist with performance, transaction, and portfolio‑related reporting as needed.
• Contribute to maintaining high standards of operational accuracy, efficiency, and client service.

• Bachelor's degree in Finance, Economics, Business, Accounting, or a related field.
• 2+ years of experience in investment operations, portfolio administration, trading support, financial services operations, or a related area.
• General understanding of investment products, portfolio management concepts, and investment operations workflows.
• Experience supporting investment‑related operational processes and account administration activities.
• Strong analytical, organizational, and problem‑solving capabilities.
• Effective written and verbal communication skills.
• High level of accuracy and attention to detail.
• Ability to manage multiple priorities and deadlines in a fast‑paced environment.
• Proficiency with Microsoft Excel and other Microsoft Office applications.

• Experience supporting institutional, family office, wealth management, or investment management portfolios.
• Familiarity with portfolio accounting, investment management, trading, or financial reporting systems.
• Exposure to multi‑asset, global, or multi‑currency investment environments.
• Knowledge of sustainable, responsible, or ESG‑related investment approaches.
• Experience with reporting platforms, databases, CRM systems, or portfolio management software.
• Familiarity with data analysis tools such as SQL, Python, or similar technologies.

• Reliable, self‑motivated, and accountable
• Collaborative…