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Flex Portfolio Controller Jobs (NOW HIRING)

AIG

Real Estate Global FP&A Lead

Parsippany, NJ

$149K - $186K/yr

Responsible for global FP&A of global lease and real estate portfolio * Manage 4 FP&A analysts who ... Partner with Real Estate controllership team to understand accounting implications of Real Estate ...

AIG

Real Estate Global FP&A Lead

Wilton, CT

$149K - $186K/yr

Responsible for global FP&A of global lease and real estate portfolio * Manage 4 FP&A analysts who ... Partner with Real Estate controllership team to understand accounting implications of Real Estate ...

Astera

Finance Lead (Contract to Hire)

Emeryville, CA · On-site

$200K - $275K/yr

... Controller's planned leave of absence and own Astera's finance function end-to-end during that ... Flex to "unknown unknowns" : Astera is a new kind of philanthropic organization that doesn't ...

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$55K

$119.5K

$175.5K

How much do flex portfolio controller jobs pay per year?

As of Jul 17, 2026, the average yearly pay for flex portfolio controller in the United States is $119,497.00, according to ZipRecruiter salary data. Most workers in this role earn between $97,000.00 and $138,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Flex Portfolio Controller, and why are they important?

To thrive as a Flex Portfolio Controller, you need strong financial analysis, portfolio management, and accounting skills, often backed by a degree in finance, accounting, or a related field. Familiarity with ERP systems, financial modeling software, and advanced Excel functions is typically required, and certifications like CPA or CFA can be advantageous. Attention to detail, excellent communication, and problem-solving abilities set standout professionals apart in this role. These competencies are crucial for ensuring accurate portfolio oversight, regulatory compliance, and effective decision-making in dynamic financial environments.

What does a Flex Portfolio Controller do?

A Flex Portfolio Controller is responsible for managing and overseeing the financial performance and reporting of a flexible portfolio of assets or investments. This role typically involves budgeting, forecasting, variance analysis, and ensuring compliance with financial regulations. The Flex Portfolio Controller collaborates with other departments to optimize portfolio performance and provides key insights for strategic decision-making. They play a crucial role in maintaining accurate financial records and identifying opportunities for cost savings and efficiency improvements.

What are some common challenges Flex Portfolio Controllers face when managing multiple client accounts, and how can they effectively address them?

Flex Portfolio Controllers often juggle several client portfolios simultaneously, which can present challenges like prioritizing tasks, meeting diverse client expectations, and staying updated on financial regulations. To overcome these obstacles, effective time management, strong communication skills, and leveraging portfolio management software are essential. Regularly collaborating with team members such as analysts and account managers also helps maintain accuracy and deliver timely reporting, ensuring high-quality client service.

What is the difference between Flex Portfolio Controller vs Flex Financial Analyst?

AspectFlex Portfolio ControllerFlex Financial Analyst
CredentialsTypically requires a CPA or CMA, accounting degreeOften requires a finance or accounting degree, CPA preferred
Work EnvironmentCorporate finance, accounting departments, often in large firmsFinancial planning, analysis teams, investment firms, or corporate finance
Employer & IndustryLarge corporations, manufacturing, or service industriesFinancial services, investment firms, corporate finance
Primary ResponsibilitiesManaging financial reporting, budgeting, internal controlsAnalyzing financial data, forecasting, supporting decision-making

The Flex Portfolio Controller primarily focuses on financial reporting, compliance, and internal controls within large organizations, requiring accounting credentials. In contrast, the Flex Financial Analyst concentrates on analyzing financial data and supporting strategic decisions. Both roles are vital in finance but serve different functions within the corporate structure.

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Flex Portfolio Controller jobs near you
Associate, Alternative Investments Data Strategy & Operations

Associate, Alternative Investments Data Strategy & Operations

JP Morgan Chase

Newark, DE • On-site

Full-time

Medical, Retirement

Posted 15 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 491 frontline employees who took The Breakroom Quiz

58th of 149 rated banks

Job description

Join us in an exciting opportunity to support and help shape the future of hedge fund of funds data operations as part of the Cross Alternatives Platform Operations group. 

As an Associate in the Cross Alternatives Platform Operations group, you will support and help shape the future of hedge fund of funds data operations.


The role is anchored in hedge fund of funds data operations and requires the ability to flex across operational execution, continuous improvement, and solution delivery based on business priorities. It is well-suited for someone who is eager to learn, open to coaching, and excited to grow into increased ownership across data operations, analytics, and automation over time - while bringing a strong operations foundation and a track record of strong performance.
 

Job Responsibilities:

  • Perform core hedge fund of funds data operations across the lifecycle, including onboarding support, ongoing maintenance/validation of critical investment and reference data, and timely issue resolution. 
  • Maintain key fund manager and portfolio/account data and support updates to investment guidelines and client portfolio mandates, following established procedures and protocols. 
  • Perform recurring pre-trade checks, data validations, and reconciliations, ensuring issues are documented, tracked, and driven to closure with partners (Ops/Tech/Stakeholders). 
  • Support ongoing accuracy of performance reference data 
  • Leverage technical and analytical skills (e.g., SQL, Python, Tableau; automation and AI-enabled approaches) to support the design, build, testing, and rollout of solutions that reduce friction and improve how work gets done.
  • Leverage intelligent automation and AI-enabled tools (e.g., workflow automation, exception triage, reconciliation accelerators) to help reduce manual effort, improve accuracy, and increase throughput-aligned to team standards, controls, and governance.

  • Flex across responsibilities as needed, balancing core operational work with project work based on evolving priorities.

  • Engage in ambiguous problem-solving, applying judgment, escalating appropriately, and driving follow-through as problems become defined.

    Required qualifications, capabilities, and skills

  • 3 Plus years of hands-on experience in investment operations, data operations, or an operationally adjacent function within the hedge fund or alternative investments industry.
  • Demonstrated track record of strong execution and performance in a current/prior role (e.g., reliability in day-to-day deliverables, ownership of issues through resolution, and a continuous improvement mindset).
  • Working understanding of end-to-end operational data flows that support the investment lifecycle, including how upstream data decisions impact downstream reporting, controls, and decision-making.
  • Execution-oriented problem solving experience, including triage, root cause analysis, developing practical solutions, and following through to implementation in real operating environments.
  • Experience working with intelligent automation tools and exposure to AI-enabled capabilities, with an understanding of controls, risks, and appropriate usage in an operational environment.
  • Proven ability to operate across multiple stakeholders and priorities, driving work forward in environments with shifting requirements, tight timelines, and competing demands.
  • Strong communicator with demonstrated experience engaging and working with a wide range of stakeholders to drive alignment and execution.
  • Demonstrated curiosity, growth mindset, and coachability-able to learn new tools, processes, and data concepts quickly and apply them in a controlled operating environment

Preferred qualifications, capabilities, and skills

  • Hands-on experience with data analytics, automation, or AI-enabled tools (SQL, Python, Tableau, Alteryx, or automation platforms).
  • Familiarity with data governance principles, including data quality, controls, lineage, and documentation.
  • Understanding of alternative investment products, structures and related operational data needs across the lifecycle
  • Exposure to process improvement, operational enablement, or transformation initiatives.
  • Ability to synthesize operational, technical, or data concepts into clear, well-structured written updates and presentations for varied stakeholders.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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