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Client Portfolio Manager Jobs in Washington (NOW HIRING)

World Bank

Portfolio Officer

Washington, DC · On-site

MIGA Portfolio Management The PM team is seeking two Portfolio Officers who each combine strong execution capability with analytical rigor and client relationship skills. Each Portfolio Officer will ...

PNC Bank

Portfolio Manager III

Washington, DC

$112K - $249K/yr

As a Portfolio Manager III within PNC's Retail Lending organization, you will be based in ... Preferred Skills Accountability, Client Counseling, Decision Making, Results-Oriented, Strategic ...

ADP, Inc.

VP / Loan Portfolio Manager

Manassas, VA · On-site

$110 - $150/hr

The Portfolio Manager shall perform detailed analysis of the creditworthiness of new loan ... Support loan officers with client credit request modification and annual renewal process and ...

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All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in Washington

Client Portfolio Manager information

See Washington salary details

$41.3K

$113.9K

$218.6K

How much do client portfolio manager jobs pay per year?

As of Sep 2, 2026, the average yearly pay for client portfolio manager in Washington is $113,851.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,900.00 and $137,600.00 per year, depending on experience, location, and employer.

What is a client portfolio manager?

A Client Portfolio Manager is a financial professional responsible for managing investment portfolios on behalf of clients, which can include individuals, institutions, or organizations. Their main role is to understand clients’ financial goals, develop investment strategies, and make decisions aimed at maximizing returns while managing risk. They often interact directly with clients to explain performance, recommend adjustments, and ensure that portfolios remain aligned with clients' objectives and market changes. In addition to investment management, they may also collaborate with analysts, traders, and other portfolio managers within their firm. Effective communication and strong analytical skills are essential in this role.

What does a client portfolio manager do?

A client portfolio manager oversees investment portfolios for individual or institutional clients. Their primary duties are to consult with customers about what types of investments they are interested in and present them with potential opportunities. A client portfolio manager may also oversee junior portfolio managers. Career qualifications include a bachelor’s in finance or economics, experience in the financial industry, and communication skills. People in this position often find employment at investment firms.

What are the key skills and qualifications needed to thrive as a client portfolio manager, and why are they important?

To thrive as a Client Portfolio Manager, you need strong analytical abilities, in-depth knowledge of financial markets, and a relevant degree such as finance, economics, or business. Familiarity with portfolio management software, financial modeling tools, and certifications like CFA are commonly required. Excellent client communication, relationship-building, and problem-solving skills help you deliver tailored investment strategies and build trust. These competencies are crucial for effectively managing client assets, achieving investment objectives, and fostering long-term client satisfaction.

How does a client portfolio manager typically collaborate with other departments to deliver optimal results for clients?

Client Portfolio Managers work closely with teams across investment research, sales, compliance, and client services to ensure client portfolios are aligned with both market conditions and client objectives. They regularly communicate with analysts to stay informed about market trends, coordinate with compliance to adhere to regulations, and partner with client service teams to address client inquiries and provide updates. This collaborative approach helps them deliver tailored investment strategies and maintain strong client relationships, making teamwork a core aspect of the role.

Are client portfolio managers paid well?

Client portfolio managers typically earn competitive salaries that vary based on experience, location, and the size of the firm. They often receive bonuses and incentives tied to portfolio performance, making compensation potentially high for those with strong skills and a proven track record.

How much do client portfolio managers get paid?

Client portfolio managers typically earn a median annual salary ranging from $70,000 to $130,000, depending on experience, location, and the size of the firm. Senior managers or those with specialized skills and certifications can earn higher compensation, often including bonuses and profit-sharing. Salaries may also vary based on the complexity of client portfolios and the industry sector.
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Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Washington as of August 2026, with employment types broken down into 100% Full Time. Highlights an 48% In-person, and 52% Remote job distribution, with an average salary of $113,851 per year, or $54.7 per hour.

Portfolio Officer

World Bank

Washington, DC • On-site

Full-time

Posted 6 days ago

Job description

Build a career with impact. Working at the World Bank Group (WBG) provides a unique opportunity to help countries solve their greatest development challenges. As one of the largest sources of funding and knowledge for developing countries, the WBG is a unique partnership of five global institutions dedicated to ending poverty, increasing shared prosperity, and promoting sustainable development. With 189 member countries and more than 120 offices worldwide, the WBG works with public and private sector partners, investing in groundbreaking projects and using data, research, and technology to develop solutions to the most urgent global challenges.

Do you want to build a career that is truly worthwhile? The Multilateral Investment Guarantee Agency (MIGA) is a member of the World Bank Group with a mission to promote foreign direct investment into developing countries to help end extreme poverty and boost shared prosperity on a livable planet. MIGA houses the World Bank Group (WBG) guarantee platform which brings together products and experts from the World Bank, International Finance Corporation (IFC), and MIGA for simplicity, efficiency, and speed. MIGA serves as a one-stop shop for all WBG guarantee business, providing the best guarantee solutions for clients to meet project needs and development priorities. The platform provides three types of coverages: credit guarantees for loans to the public or private sector; trade finance guarantees for trade finance projects involving public entities; and political risk insurance against non-commercial risks for private sector projects or public-private partnerships. For more information, visit www.miga.org.

MIGA Portfolio Management
The PM team is seeking two Portfolio Officers who each combine strong execution capability with analytical rigor and client relationship skills. Each Portfolio Officer will own day-to-day management of an assigned portfolio segment, serving as the primary point of accountability for portfolio execution, compliance, and client delivery.

DUTIES AND RESPONSIBILITIES
 
Portfolio Management and Compliance
  Manage the full post-signature lifecycle of an assigned portfolio segment, ensuring compliance with all contractual obligations, MIGA policies, and institutional standards.
  Own portfolio execution for assigned projects: contract administration, amendments, waivers, consents, assignments, elections of coverage, and cancellations.
  Implement portfolio management plans and strategies across assigned projects, translating portfolio-level decisions from the Portfolio Manager into project-level actions.
  Coordinate across departments (Legal, Finance, E&S, Reinsurance, underwriting) on contract matters, ensuring timely feedback and follow-up.
  Ensure compliance with portfolio obligations including monitoring of regular reporting requirements (AMRs, financial statements, DEIs), premium payments, and coverage elections.

Risk Management and Early Warning
  Conduct due diligence and risk assessment for contract modifications, restructurings, and amendments, ensuring alignment with MIGA policies.
  Provide early warning signals for projects at risk: monitor covenant compliance, financial performance, political risk developments, and E&S triggers.
  Develop and maintain project-level risk assessments and contribute to portfolio-level risk reporting.
  Recommend and implement risk mitigation actions, including restructuring proposals, enhanced monitoring, or escalation to the Portfolio Manager and Senior Portfolio Officers.
  Support pre-claims monitoring and contribute to operational readiness for potential claims events in coordination with Legal (MIGLC).

Client Relationship Management
  Manage client relationships and ensure a high level of client satisfaction; negotiate changes in the contracts of guarantee with investors to ensure contracts are developed and documented in accordance with MIGA's policies and procedures while also satisfying the needs of clients.
  Connect with MIGA clients (in coordination with the Portfolio Manager, Senior Portfolio Officers, and Client Service Leaders) to maintain optimal MIGA coverage for existing projects.
  Proactively identify new business opportunities, upsell potential, and cross-selling opportunities with existing portfolio clients, feeding insights into the origination teams.
  Participate in selection of new business transactions with existing clients in MIGA portfolio. Provide formal portfolio-based input into pipeline selection and structuring decisions, drawing on portfolio experience and risk patterns.
  Maintain close contact with private sector investors, lenders and other institutions working on the development and implementation of MIGA projects in developing countries.

Pre-Claims and Evaluation Support
  Coordinate with MIGLC to represent MIGOP with respect to any pre-claims or claims issues; support MIGLC engagements on pre-claims from an operations perspective. Lead portfolio-side operational readiness for pre-claims scenarios, including distressed project playbooks.
  Identify and document evaluation findings and rate the guarantee projects on overall development outcomes, MIGA's effectiveness and the project's contribution to MIGA's financial results as part of the project evaluation report (PER) team.
  Collaborate with PER team colleagues to research, analyze and prepare evaluation reports.

Portfolio Analytics and Reporting
  Participate in strengthening MIGA's operational risk management and internal control processes, especially in areas related to underwriting and portfolio management.
  Assist the Portfolio Manager in various analytical reports and papers for MIGA's Management and the Board of Directors, including project modification papers to the Board of Directors for its concurrence, PRC/FAC memos; and provide input to quarterly EVP reports and annual Guarantee Portfolio paper.
  Analyze operational business results and portfolio trends, developmental impact, reasons for contract cancellation and lessons learned, and make subsequent recommendations to ensure a more balanced portfolio. Deliver decision-oriented analysis with clear actions, trade-offs, and recommended interventions.
  Direct and quality-assure analytical outputs from Portfolio Analysts, ensuring data accuracy and strategic relevance.

Knowledge Management and Team Leadership
  Build capacity and mentor Portfolio Analysts to improve their knowledge and skills for efficient work delivery. Provide structured guidance, assign analytical tasks, and conduct quality reviews of Analyst outputs.
  Contribute to knowledge management through relevant lessons learned from the portfolio and maintain feedback loops from portfolio to new business. Systematically document risk patterns, structuring issues, and client insights to strengthen institutional knowledge.
  Support onboarding and induction of new team members, including training on PM processes, systems, and portfolio tools.
  Champion use of digital tools, PM portal, and workflow automation to drive efficiency and reduce manual processing.

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