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Portfolio Administration Jobs in Colorado (NOW HIRING)

Portfolio Manager

Broomfield, CO · Hybrid

$95K - $119K/yr

Summary/Objective The Commercial Lending Portfolio Manager is responsible for working with multiple ... Bachelor's degree in Finance, Economics, Business Administration, or at least five years ...

Portfolio Manager

Broomfield, CO · On-site

$95K - $119K/yr

Summary/Objective The Commercial Lending Portfolio Manager is responsible for working with multiple ... Bachelor's degree in Finance, Economics, Business Administration, or at least five years ...

As a Portfolio Manager, you will be a trusted advisor for our business customers, working closely ... Support credit administration team with reports, audits and exams. Other Responsibilities: * Ensure ...

The position combines fund administration, portfolio accounting, investment operations, financial analysis, and process improvement, requiring both strong technical accounting expertise and a deep ...

The day-to-day Portfolio & Transaction Management (Core Focus) * Own the performance and ... Partner with internal lease administration teams and external providers to monitor lease events ...

Client Portfolio Manager

Denver, CO · On-site

$150K - $250K/yr

Client Portfolio Manager Introduction The Client Portfolio Manager sits on Meketa Capital's Client ... CFA, CAIA, and/or MBA designation preferred. About Meketa Investment Group Meketa Investment Group ...

Client Portfolio Manager

Denver, CO · On-site

$150K - $250K/yr

Client Portfolio Manager Introduction The Client Portfolio Manager sits on Meketa Capital's Client ... CFA, CAIA, and/or MBA designation preferred. About Meketa Investment Group Meketa Investment Group ...

Position Qualifications * 1-3 years of experience in trading, investment operations, portfolio administration, or wealth management. * Must be securities registered (i.e. 7 & 66 or 6 & 63). * Must be ...

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Portfolio Administration information

What is the difference between Portfolio Administration vs Investment Analyst?

AspectPortfolio AdministrationInvestment Analyst
Primary RoleManaging administrative tasks related to investment portfolios, client reporting, and complianceAnalyzing investment opportunities, market research, and financial modeling
Required CredentialsTypically a bachelor's degree in finance, economics, or related field; certifications like CFA Level I or II are commonUsually a bachelor's or master's in finance, economics, or related; CFA Level I or II often preferred
Work EnvironmentFinancial firms, asset management companies, banksInvestment firms, asset management companies, financial advisory firms

While both roles operate within the finance industry, Portfolio Administration focuses on managing the operational and compliance aspects of investment portfolios, whereas Investment Analysts concentrate on evaluating investments and market analysis. Understanding these differences helps in choosing the right career path or job search focus.

Does portfolio administration pay well?

Portfolio administration roles typically offer competitive salaries that vary based on experience, location, and industry. Professionals with strong organizational skills and knowledge of financial tools like Excel or portfolio management software tend to earn higher wages. Overall, it is considered a stable career with potential for salary growth as expertise increases.

How much do portfolio administrators make?

Portfolio administrators in NYC typically earn between $60,000 and $85,000 annually, depending on experience, certifications, and the size of the firm. Entry-level roles may start around $50,000, while experienced professionals with advanced skills can earn over $90,000. Compensation often includes benefits such as health insurance and retirement plans.

What does a portfolio administrator do?

A portfolio administrator manages and oversees investment portfolios or project collections, ensuring accurate record-keeping, compliance, and reporting. They often use financial or project management software and coordinate with clients or team members to maintain portfolio performance and organization.

What are the most commonly searched types of Portfolio Administration jobs in Colorado?

The most popular types of Portfolio Administration jobs in Colorado are:

Infographic showing various Portfolio Administration job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution.

$95K - $119K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 11 days ago


Job description

If you join our team, here are some of the perks you can expect:

  • A competitive total rewards package with 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays
  • Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
  • Up to a 4% match on 401(k) contributions
  • Up to twelve weeks of fully paid parental leave
  • An extensive Employee Assistance Program that provides personalized care options for your whole household
  • Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year
Location
  • Hybrid: Employees who are able to perform the essential functions of their jobs away from an Elevations location may do so with the expectation that they are onsite at least fifty percent of the time over a two-week pay period.
Summary/Objective

The Commercial Lending Portfolio Manager is responsible for working with multiple lenders to manage the business and commercial loan portfolio to ensure optimal performance, risk management, and alignment with strategic financial goals. This role plays a critical part in managing asset allocation, assisting with production efforts, and supporting stakeholders within the commercial lending team.

Essential Functions
  • Coordinate collection of required documents from borrowers and actively manage communication between business clients and commercial loan officers.
  • Monitor maturing loans, communicate requirements to borrowers, compile financial packets, and coordinate renewing loan structures with credit analysts.
  • Conduct site visits and prepare asset quality reviews, as needed.
  • Prepare renewals, document exceptions, and covenant ticklers.
  • Manage timely resolution of member financial reporting, and outstanding ticklers.
  • Present findings and recommendations to the respective commercial lender.
  • Coordinate with credit, legal, and loan operations on closings and documentation.
Reports To

VP Commercial Lending

Manages:

This role does not have supervisory responsibility

Required Skills, Education and Experience
  • Ability to clearly communicate requirements with borrowers, loan administration staff, financial analysts, and commercial loan officers.
  • Bachelor's degree in Finance, Economics, Business Administration, or at least five years' experience in a commercial production or commercial specialist role in a financial institution.    
  • Strong understanding of loan documents, business entity structure, loan underwriting, and asset/liability management.
  • Proficiency in financial modeling, risk analysis, and portfolio management software.
  • Excellent communication and presentation skills.
Preferred Skills, Education and Experience
  • Working knowledge of state and federal guidelines impacting business and commercial lending.
  • Familiarity with accounting principals impacting asset and liability management, interest accrual, and troubled assets.
  • Experience managing borrowing bases, monitoring equipment and machinery, and accounts receivables lending.
Work Environment

Elevations uses multi-factor authentication to keep our data safe. As such, a personal smartphone is a requirement for employment with us. This job operates in an office setting and routinely uses standard office equipment.

Physical Requirements

Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs of force occasionally to lift, carry, push, pull, or move objects

Position Type/Expected Hours of Work

Full time/40 hours

Compensation Information

The person hired into this position will likely earn between $95,796.75and $119,745.94, plus annual bonus.

Actual compensation earned may vary from the posted hiring range based on factors such as relevant experience, time in role, performance and production. 

Anticipated Application Window:

This role is anticipated to close within 25 days from the date of posting. However, if the position has not been filled, Elevations may keep the application period open longer.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.