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Director Portfolio Operations Jobs in Washington

Dufry

Retail Portfolio Director

Bethesda, MD · On-site

$127K - $159K/yr

Coordinates securing stakeholder input from Category Management (and CM-Revenue), Operations ... portfolio strategy Reporting relationship: * Sr. Director, Portfolio Development Major ...

HMSHost

Retail Portfolio Director

Bethesda, MD · On-site

$90 - $130/hr

Coordinates securing stakeholder input from Category Management (and CM‑Revenue), Operations ... Reporting Relationship * Sr. Director, Portfolio Development Major Interdependencies * Departments:

Dufry

Retail Portfolio Director

Bethesda, MD

$127K - $159K/yr

Coordinates securing stakeholder input from Category Management (and CM-Revenue), Operations ... portfolio strategy Reporting relationship: * Sr. Director, Portfolio Development Major ...

ProShares

Analyst, Portfolio Management

Bethesda, MD · On-site

$80K - $100K/yr

... Director, Portfolio Management. Each step in the PM career track contains a similar series of tasks ... Security or derivative trading and operational experience preferred. Success at ProShares:

HMSHost

Retail Portfolio Director

Bethesda, MD · On-site

$127K - $159K/yr

Coordinates securing stakeholder input from Category Management (and CM-Revenue), Operations ... portfolio strategy Reporting relationship: * Sr. Director, Portfolio Development Major ...

ProShares

Analyst, Portfolio Management

Bethesda, MD · Hybrid

$80K - $100K/yr

... Director, Portfolio Management. Each step in the PM career track contains a similar series of tasks ... Security or derivative trading and operational experience preferred. Success at ProShares:

White and Case LLP

Portfolio Manager

Washington, DC

Serving as a trusted partner to Technology Directors, portfolio owners, business leaders, and peer Portfolio Managers, this role ensures that technology investments, programs, projects, operational ...

ford agency

Investment Operations Manager

Bethesda, MD

$150K - $170K/yr

Bachelor's degree required, advanced degree a plus * 4+ years experience working in investment management with direct exposure to Operations, Portfolio Operations, Technology, Project Management, and ...

Range

Senior Portfolio Implementation Analyst

Mclean, VA · On-site

... operations at an RIA or other asset manager * Member-facing experience with HNW and UHNW individuals * Experience with direct indexing, tax-loss harvesting, and tax-aware trading * Prior experience ...

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Director Portfolio Operations information

What are the key skills and qualifications needed to thrive as a director portfolio operations?

To thrive as a Director of Portfolio Operations, you need expertise in portfolio management, strategic planning, and financial analysis, often supported by an advanced degree in business or a related field. Familiarity with project management tools, financial modeling software, and enterprise resource planning (ERP) systems is typically required. Exceptional leadership, communication, and stakeholder management skills distinguish top performers in this role. These competencies ensure effective oversight of multiple projects, alignment with organizational goals, and maximized portfolio value.

How does a director portfolio operations typically collaborate with investment teams and portfolio company leadership?

A Director of Portfolio Operations serves as a crucial bridge between the investment teams and the leadership of portfolio companies. They work closely with investment professionals to identify operational improvement opportunities and then partner with portfolio company executives to implement strategic initiatives. This role often involves facilitating best practice sharing across the portfolio, aligning KPIs, and coordinating cross-functional projects. Effective communication and stakeholder management are key, as the Director must balance the priorities of both investors and company management to drive value creation.

What is the difference between Director Portfolio Operations vs Portfolio Manager?

AspectDirector Portfolio OperationsPortfolio Manager
CredentialsTypically requires a bachelor's degree, often an MBA, with extensive experience in operations or financeUsually holds a bachelor's degree, with certifications like CFA or CFP often preferred
Work EnvironmentOversees multiple portfolios, manages teams, and develops operational strategiesFocuses on managing specific investment portfolios, analyzing assets, and making investment decisions
Employer & Industry UsageCommon in financial services, asset management, and investment firmsWidely used in asset management, investment firms, and financial institutions

While both roles involve managing investment assets, the Director Portfolio Operations focuses on overseeing operational processes and team management across portfolios, whereas the Portfolio Manager concentrates on selecting and managing individual investments within a portfolio.

What is a director portfolio operations?

A Director of Portfolio Operations is a senior executive responsible for overseeing the operational performance and value creation initiatives across a portfolio of companies, often within a private equity or investment firm. They work closely with portfolio company leaders to implement best practices, drive operational improvements, and ensure alignment with the firm’s strategic goals. Their role typically involves analyzing operational metrics, identifying growth opportunities, and supporting management teams to enhance efficiency and profitability. Directors of Portfolio Operations are vital in maximizing returns on investments by ensuring each portfolio company operates at its highest potential.

What are the most commonly searched types of Portfolio Operations jobs in Washington?

The most popular types of Portfolio Operations jobs in Washington are:

What are popular job titles related to Director Portfolio Operations jobs in Washington?

For Director Portfolio Operations jobs in Washington, the most frequently searched job titles are:

What job categories do people searching Director Portfolio Operations jobs in Washington look for?

The top searched job categories for Director Portfolio Operations jobs in Washington are:

What cities in Washington are hiring for Director Portfolio Operations jobs?

Cities in Washington with the most Director Portfolio Operations job openings:

Director Portfolio Operations jobs near you
Infographic showing various Director Portfolio Operations job openings in Washington as of August 2026, with employment types broken down into 100% Full Time. Highlights an 83% In-person, and 17% Hybrid job distribution.

Director, Portfolio Management, Real Estate Finance

Forbright Bank

Chevy Chase, MD • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 23 days ago

Job description

COMPANY DESCRIPTION:  Forbright is a nationwide full-service bank and commercial lender focused on helping to build a brighter future for our clients and the communities we serve. Forbright is committed to exceptional client service by providing seamless, innovative personal banking services to depositors and creative financing solutions to visionary middle market businesses and investors in healthcare, technology, financial services, real estate, and other industries. 
 
COMPANY CULTURE:  We are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory, meaningful mission, and embedded responsible practices into our daily interactions. We offer our team members a culture of collaboration, inclusion, flexibility, recognition, and giving back. We look to hire individuals that are passionate about our mission, and who are motivated, customer and results-oriented, innovative, adaptable, and thoughtful.
 
COMPANY MISSION:  We are a mission-driven institution. We operate a sound dynamic institution that is well capitalized, liquid, profitable and uses best practices to manage risk and assure compliance with laws and regulations. We use Forbright's capital, capabilities, innovation, and expertise to help our clients succeed and contribute broadly to building a brighter future. 

JOB SUMMARY: The Director, Portfolio Management, Real Estate Finance, is responsible for managing the Real Estate Finance portfolio at Forbright Bank. The Director works with the portfolio management team to ensure the portfolio of loans and investments are being closely monitored and all portfolio management actions are being undertaken as required. This portfolio management team will monitor loan performance, identify potential issues, and minimize the risk of loss for the Bank. The Director also contributes to portfolio reporting requirements to ensure accurate and timely portfolio reports are prepared. This role is also responsible for the Real Estate Finance operations to ensure that all operational aspects have an owner who is engaged and effective in their role. 
DUTIES AND RESPONSIBILITIES:

Portfolio Management: 

  • Manage the Portfolio Management team as the individual portfolio manager performs the following functions: 

    • Monitor operating performance, financial condition, and credit risk for assigned loans 

    • Proactively identifies issues and recommends or resolves issues in a timely and effective manner 

    • Act as a primary daily point of contact with assigned borrowers to establish a working relationship, understand the performance of the underlying property, ensure compliance with loan agreements and be engaged with the Borrower in anticipating future issues and needs 

    • Oversee borrower funding requests are fulfilled. For construction projects, work with the Construction monitoring group to approve draws 

    • Ensure loan documentation and credit files for assigned loans are updated and maintained in a timely fashion in the Bank's internal document retention system, in compliance with internal procedures and banking guidelines 

    • Manage the workouts of subperforming or nonperforming loans; In certain circumstances, MD will take lead at this point in the life of the loan 

    • Prosecute parrallel path executions aggressively to reach a consensual resolution or foreclosure of the collateral 

    • Manage the activity of the REO asset and engage to liquidate the asset in a timely manner 

  • Own the following processes and procedures: 

    • Loan Modifications and Approvals 

    • Loan Closings 

    • Construction Monitoring and Draws 

    • Loan Maturities 

    • Past Dues 

    • Criticized Loans 

    • Quarterly & Ad Hoc Risk Ratings 

    • Impairment Analysis 

    • Foreclosue & REO (including SPE formation and resolutions) 

    • Transparent Reporting for the working team (Portfolio Mgmt, Originators, & President) 

  • Prepare executive reports and presentations 

  • Lead the asset management of the Legacy CPACE Assessments and Legacy Consumer Real Estate loan portfolio 

Operations Management: 

  • Collateral Document Handling 

  • Property Taxes and Insurance 

  • Audit and Compliance coordination on behalf of Real Estate Finance group 

  • Servicing Laison 

  • Invoice/Payables approvals including: 

    • Legal not charged to a deal 

    • Consultants 

    • REO expenses 

  • Team Member Engagement 

SUPERVISORY RESPONSIBILITIES:

  • Supervise assigned employees by organizing and monitoring work progress 

  • Maintain staff by recruiting, selecting, orienting, and training employees 

  • Manage performance of employees through development, coaching, and counseling 

  • Balance workload to ensure projects and initiatives are completed in a timely manner 

  • Provide sufficient resources and infrastructure to the team, ensure the team has the appropriate system of internal control, and ensure accountability for operating within established policies and guidelines and in accordance with applicable laws, regulations, and guidance 

  • Demonstrate effective management skills by adopting and fostering an inclusive positive team culture of trust, collaboration, resiliency, and innovation where employees thrive and the organization achieves desired results 

QUALIFICATIONS:

  • Bachelor's Degree required; Master's Degree preferred  

  • Minimum of 10 years of lending, credit risk management or portfolio management experience with a commercial finance company or bank required 

  • Comfortable with quickly raising potential, material issues and negative trend to the Specialty Lending management team as soon as identified 

  • Willingness to learn how to read and interpret loan and legal documentation 

  • Exceptional attitude and commitment to teamwork 

  • Strong quantitative analytical skills, with a willingness to learn analysis techniques and methods 

  • Understanding of accounting and finance matters with a willingness to learn additional topics relevant to Specialty Finance 

  • Travel: 20% Travel to clients and internal portfolio meetings required as needed (1-2 multi-day trip a month) 

  • Proficiency with Microsoft Office tools (Outlook, Word, PowerPoint, Excel)   

  • Excellent verbal, written, and interpersonal communication skills 

  • Strong organizational skills and attention to detail    

  • Outstanding problem-solving and time management skills   

  • Self-motivated, self-directed, and results-oriented  

  • Adaptable and able to multitask in a fast-paced environment   

  • Can work independently and within a team; solution-oriented with a collaborative approach 

$150,000 - $175,000 a year
The pay range for this position is above. The specific rate will depend on the successful candidate's qualifications and prior experience $150,000 (entry level qualifications) to $175,000 (highly experienced).
POSITION REQUIREMENTS: We are committed to creating an inclusive workplace where all employees are capable of performing their job position. Work is primarily conducted in an office setting while certain positions may allow for remote work through the use of technology at management discretion. The functions described below are representative of those to successfully perform duties of this job. Reasonable accommodations may be made to enable employees to perform the essential functions. While performing duties of this job, the employee may be regularly required for extended periods of time to:
Remain in a stationary position
Use hands and fingers 
Utilize a computer monitor with visual acuity
Operate technology or other office machinery such as printers, scanners, etc.
Communicate clearly verbally and/or in writing with others
 
ADDITIONAL DUTIES: For Forbright Bank to remain efficient and nimble as a growing organization, team members are expected to exhibit a high level of flexibility regarding any duties that may be situationally assigned outside of this job description. 
 
PERKS/BENEFITS:
Comprehensive health, dental, and vision plans
4 weeks PTO
401k + company match
Metro SmartTrip benefits ($50/mo)
Remote or hybrid (4 days per week in-office) work schedules for most positions
Incentives for purchasing solar panels, electric vehicles, biking to work, etc.
Paid subscriptions to Veterans Compost, Capital Bikeshare, Imperfect Foods reimbursement, and more!
The Washington Post Top Workplaces winner for four consecutive years (2023-2026)
 
CORE PRINCIPLES:
Excellence: Excellence is not a goal, but a standard, reflected in the precision of our work and the quality of our decisions. Excellence is a discipline that compounds over time and creates lasting value; it must be measured and managed. 
People: Our people are our greatest strength. We foster a culture of respect, inclusion, and ambition - where everyone matters. We celebrate collaboration and teamwork and prize loyalty - to one another, the company, our mission, and values.   
Innovation: We invest boldly in technology, harnessing innovation not for its own sake but to make banking and lending better, faster, and smarter for our clients, more effic...

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