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Portfolio Administration Coordinator Jobs (NOW HIRING)

Robert Half

Portfolio Administrator

Fort Worth, TX · On-site

$70K - $90K/yr

This position plays a key role in maintaining accurate account records, coordinating with ... Experience in portfolio administration, investment operations, compliance support, or a related ...

Oregon Pacific Bank

Trust Portfolio Manager

Medford, OR · On-site

$64K - $93K/yr

Experience: Experience in trust administration, wealth management operations, portfolio ... Play a key role in coordinating portfolio activity, cash and liquidity planning, and trading ...

Oregon Pacific Bank

Trust Portfolio Manager

Eugene, OR · On-site

$64K - $93K/yr

Experience: Experience in trust administration, wealth management operations, portfolio ... Play a key role in coordinating portfolio activity, cash and liquidity planning, and trading ...

alter Domus

ND · Hybrid

$60K - $65K/yr

Work with the Portfolio Administration team to gain loan-product and functional knowledge of the ... Responsible for daily cash and par coordination with client and trustee * Review and distribute ...

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How much do portfolio administration coordinator jobs pay per hour?

As of Aug 2, 2026, the average hourly pay for portfolio administration coordinator in the United States is $23.26, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $26.44 per hour, depending on experience, location, and employer.

What are Portfolio Administration Coordinators?

Portfolio Administration Coordinators are professionals who support the management of investment portfolios by handling administrative tasks such as processing transactions, maintaining records, preparing reports, and ensuring compliance with relevant regulations. They work closely with portfolio managers, analysts, and clients to facilitate smooth portfolio operations. Their role is crucial in ensuring the accuracy and efficiency of portfolio management processes, as well as effective communication between all stakeholders involved.

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

To thrive as a Portfolio Administration Coordinator, you need strong organizational abilities, attention to detail, and a background in finance or business administration, often supported by a relevant degree or experience. Familiarity with portfolio management software, databases, and proficiency in Microsoft Excel are typically required, with additional value in certifications like CFA or related financial credentials. Excellent communication, problem-solving skills, and the ability to multitask are important soft skills for managing client expectations and supporting investment teams. These competencies ensure precise portfolio tracking, regulatory compliance, and effective coordination, which are critical for successful investment management.

What is the difference between Portfolio Administration Coordinator vs Investment Analyst?

AspectPortfolio Administration CoordinatorInvestment Analyst
Required CredentialsTypically a bachelor's degree in finance, economics, or related field; certifications like CFA Level I are commonUsually a bachelor's degree in finance, economics, or related; CFA Level I or similar certifications are often preferred
Work EnvironmentSupports portfolio management teams, handles administrative tasks, and ensures compliance within financial firmsAnalyzes market data, evaluates investment opportunities, and provides recommendations to portfolio managers
Employer & Industry UsageUsed in asset management firms, banks, and financial services companiesCommon in investment firms, asset managers, and financial advisory companies

The Portfolio Administration Coordinator primarily handles administrative and compliance tasks supporting portfolio management, while the Investment Analyst focuses on analyzing investments and market data to inform decision-making. Both roles require finance-related education and certifications, but their core responsibilities differ significantly.

What are the main challenges a Portfolio Administration Coordinator faces when managing multiple client accounts simultaneously?

A key challenge for a Portfolio Administration Coordinator is efficiently balancing the needs of multiple clients while ensuring data accuracy and compliance with financial regulations. This requires strong organizational skills, attention to detail, and the ability to prioritize tasks such as processing account transactions, maintaining records, and preparing performance reports. Effective communication with portfolio managers, compliance teams, and clients is essential to resolve issues promptly and maintain strong client relationships. Staying updated with regulatory changes and internal processes also helps minimize errors and streamline workflow.
More about Portfolio Administration Coordinator jobs
What cities are hiring for Portfolio Administration Coordinator jobs? Cities with the most Portfolio Administration Coordinator job openings:
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What job categories do people searching Portfolio Administration Coordinator jobs look for? The top searched job categories for Portfolio Administration Coordinator jobs are:
Portfolio Administration Coordinator jobs near you
Infographic showing various Portfolio Administration Coordinator job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $48,388 per year, or $23.3 per hour.

Portfolio Administration Coordinator

Cushman & Wakefield

Maryland Heights, MO • On-site

Full-time

Re-posted 14 days ago

Cushman & Wakefield rating

7.4

Company rating: 7.4 out of 10

Based on 158 frontline employees who took The Breakroom Quiz

109th of 200 rated real estate companies

Job description

Job Title

Portfolio Administration Coordinator

Job Description Summary

Responsible for reviewing leased and owned property documents, as well as compiling and maintaining critical location data, including financial and contractual obligations, as part of the lease administration process. The Specialist provides guidance and training to newly hired Portfolio Administration Coordinators and Sr. Portfolio Administration Coordinators. This position may be assigned to one or more accounts/clients.

Job Description

  • Review, abstract and/or perform quality control data audits of documents including updating and maintaining all lease information and data in our technology information systems, as required
  • Ensure proper document management measures are followed for all leased, owned and other associated documents. Maintain file retrieval/storage, scan documents, and open/distribute mail
  • Review client invoices in conjunction with lease requirements and collect proper supporting back-up documentation from landlords/billing authorities and confirm all calculations are correct
  • Conduct desktop audits of Year-End Common Area Maintenance (CAM), Insurance, and Real Estate Tax reconciliations, interpret, and analyze all charges for accuracy, in accordance with lease documents. Directly responsible for dispute resolution with landlord for any identified discrepancies
  • Responsible for ensuring the financial obligations of our Clients is accurate and that monthly rents are processed in a timely manner
  • Oversee and manage the subtenant process including the recording and collection of monthly rent and the pass-through of invoices and year-end reconciliations
  • Communicate frequently with internal and external partners. Notify client of critical dates, real estate policies and procedures, and assist with general inquiries
  • Request and process certificates of insurance as required by the lease document
  • Review Estoppels and Subordination Non-Disturbance Agreements (SNDA’s) against the lease terms
  • Regularly exercises good judgment and logic in responding to leased and owned property inquiries from the client and/or landlords
  • Ensure that productive landlord and subtenant relationships are maintained in accordance with the lease and sublease agreements
  • Establish task priorities and create schedules for portfolio objectives.
  • Able to manage multiple projects/priorities in a fast-paced environment
  • Stay up to date on the latest industry standards and trends
EDUCATION
  • Bachelor’s Degree preferred in any field; business, finance/real estate, accounting ideal
ADDITIONAL ELIGIBILITY QUALIFICATIONS
  • Ability to understand, interpret, and abstract complex real estate lease terminology
  • Working knowledge of financial terms
  • Strong proficiency with MS Office Suite (MS Word, Excel and PowerPoint)

Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative​ Action employer. All qualified applicants will receive consideration for employment without  regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us.

INCO: “Cushman & Wakefield”

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