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Portfolio Administration Coordinator Jobs (NOW HIRING)

East West Bank

Portfolio Manager

Las Vegas, NV · On-site

$100K/yr

Ensure the portfolio administration and risk management of each client relationship is in ... coordinating the resources of the bank to bring effective full service solutions to the company.

Robert Half

Lease Admin Supervisor

Indianapolis, IN · On-site

... lease administration activities for a growing real estate portfolio. This role leads a team responsible for maintaining accurate lease records, coordinating financial obligations, and supporting ...

Fairwinds

AVP - Commercial Portfolio Officer

Orlando, FL · On-site

$90 - $130/hr

... partner coordination, and ongoing portfolio monitoring. * Analyze the financial condition ... What Makes You a Great Fit Bachelor's degree in Finance, Accounting, Business Administration, or a ...

Fairwinds

$90 - $130/hr

... partner coordination, and ongoing portfolio monitoring. * Analyze the financial condition ... What Makes You a Great Fit Bachelor's degree in Finance, Accounting, Business Administration, or a ...

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Portfolio Administration Coordinator information

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How much do portfolio administration coordinator jobs pay per hour?

As of Sep 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 is a portfolio administration coordinator?

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?

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 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.

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.

How much does a portfolio administration coordinator make?

The average salary for a portfolio administration coordinator typically ranges from $50,000 to $75,000 per year, depending on experience, location, and industry. Professionals in this role often require strong organizational skills and familiarity with portfolio management tools.
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Portfolio Administration Coordinator jobs near you
Infographic showing various Portfolio Administration Coordinator job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $48,388 per year, or $23.3 per hour.

Portfolio Manager

East West Bank

Las Vegas, NV • On-site

$100K/yr

Full-time

Re-posted 19 days ago

East West Bank rating

7.2

Company rating: 7.2 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

118th of 174 rated banks

Job description

Introduction
Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.
Overview
We are currently seeking a Portfolio Manager. The Portfolio Manager will be responsible for underwriting, credit monitoring and portfolio management. Primary performance responsibilities include analyzing financial data to determine the merits of loan requests, recommending structure.
Responsibilities
  • Manages and oversees loan/deposit portfolio for relationship manager/team.
  • Cross-sell deposit, trade, treasury management, foreign exchange, private banking, asset management, and other services to our existing client base as well as prospects
  • Work with team in reviewing existing credits
  • Perform other administrative duties required for the maintenance of a portfolio of clients
  • Ensure the portfolio administration and risk management of each client relationship is in compliance with established EWB credit policy, procedure and business strategy as well as commercial and regulatory guidelines
  • As appropriate to experience, co-manage commercial relationships by analyzing financial data to determine the merits of specific loan requests, and recommend structure as well as manage the client relationship
  • Responsible for credit risk and quality of the portfolio
  • Assist with due diligence/analysis on new client relationships and opportunity memos as appropriate
  • Partner with the Relationship Manager as the point of a contact for the client; acting as a liaison to the Credit Department, the Commercial support staff and other internal business partners
  • May provide advice and counsel to clients regarding trends and conditions of the business environment, capital markets and general banking trends
  • Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts. May assume overall responsibility for the credit quality of the loan portfolio
  • May make presentations on specific loans and participate in the bank's Loan Approval Process, recommending approval and appropriate structure of credits
  • Manage the renewal process by working with the Relationship Manager, the client, and Credit Department
  • May act as a contact manager for non-borrowing accounts and loan clients for matters relating to other banking services
  • Participates in community and business functions/groups to ensure a positive image for the bank within the region's marketplace
  • May perform other duties as assigned

Qualifications
  • Bachelor's degree or combination of education and directly related experience
  • Ideally has 5-7 years of banking experience with a minimum of 3-4 years of direct portfolio management experience
  • Demonstrates strong underwriting and projection skills
  • Has strong understanding of credit policy and procedures and is able to accurately risk-rate loans/credits, evaluates both cash-flow and collateral-based loans/credits
  • Develop problem loan credit solutions.
  • Has strong knowledge base in Treasury, FX and Derivative products and have demonstrated abilities in coordinating the resources of the bank to bring effective full service solutions to the company.

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation
The base pay range for this position is USD $100,000.00/Yr. - USD $150,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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