Financial Operations Associate

Job Number: 32314

Salary: $75K – $100K DOE

Industry: Financial Services

• 2+ years of administrative or operations experience, ideally within financial services
• Advanced knowledge of Microsoft Excel
• Bachelor’s degree in Finance or Business preferred

Some people thrive in the middle of fast-moving environments where precision matters, details stack quickly, and reliability builds trust. This Financial Operations Associate role is built for that kind of person.

As a Financial Operations Associate, you’ll play a key role in supporting the day‑to‑day operations of a high-performing investment management firm. You’ll execute trades across multiple platforms, support account onboarding and maintenance activities, and serve as an operational partner to portfolio managers and internal stakeholders across the business.

This role also collaborates closely with teams supporting sales and distribution, risk, compliance, and broader firm operations, making strong communication skills and follow‑through especially important. You’ll help keep complex processes moving efficiently while ensuring a high level of accuracy and responsiveness throughout the client and operational experience.

Success here requires someone who is highly organized, proactive, and comfortable managing multiple priorities licants who enjoy problem‑solving, take ownership naturally, and bring a hands‑on, team‑oriented approach will thrive in this environment. There is also meaningful opportunity for growth here, including the chance to expand into a larger operations role over time as you build knowledge of the business and industry.

This position is fully on‑site in a beautiful downtown Portland office.

Medical, dental, and vision insurance; PTO; 401(k) plus match; professional development assistance; paid parking; and yearly bonuses.