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Portfolio Administrator Jobs (NOW HIRING)

Syntagma Group

Portfolio Administrator

Boston, MA · Hybrid

Portfolio Administrator (Entry-Level, Contract-to-Hire) Location: Boston, MA (Hybrid but mostly remote) Industry: Asset Management / Investment Management Employment Type: Contract-to-Hire Position ...

New

PNC Bank

Portfolio Administrator

Cleveland, OH

$52K - $87K/yr

As a Portfolio Administrator within PNC's Private Bank Connect organization, you will be based in Pittsburgh, PA, Cleveland, OH, or potentially other in office Private Bank hub locations. Portfolio ...

PNC Bank

Portfolio Administrator

Center, TX · On-site

$52K - $87K/yr

As a Portfolio Administrator within PNC's Private Bank Connect organization, you will be based in Pittsburgh, PA, Cleveland, OH, or potentially other in office Private Bank hub locations. Portfolio ...

PNC Bank

Portfolio Administrator

Ponca City, OK · On-site

$52K - $87K/yr

As a Portfolio Administrator within PNC's Private Bank Connect organization, you will be based in Pittsburgh, PA, Cleveland, OH, or potentially other in office Private Bank hub locations. Portfolio ...

PNC Bank

Portfolio Administrator

Ponca City, OK · On-site

$52K - $87K/yr

As a Portfolio Administrator within PNC's Private Bank Connect organization, you will be based in Cleveland, OH, Pittsburgh, PA, or potentially other in office Private Bank hub locations. Portfolio ...

PNC Bank

Portfolio Administrator

Pittsburgh, PA

$52K - $87K/yr

As a Portfolio Administrator within PNC's Private Bank Connect organization, you will be based in Cleveland, OH, Pittsburgh, PA, or potentially other in office Private Bank hub locations. Portfolio ...

PNC Bank

Portfolio Administrator

Pittsburgh, PA

$52K - $87K/yr

As a Portfolio Administrator within PNC's Private Bank Connect organization, you will be based in Pittsburgh, PA, Cleveland, OH, or potentially other in office Private Bank hub locations. Portfolio ...

PNC Bank

Portfolio Administrator

Center, TX

$52K - $87K/yr

As a Portfolio Administrator within PNC's Private Bank Connect organization, you will be based in Cleveland, OH, Pittsburgh, PA, or potentially other in office Private Bank hub locations. Portfolio ...

PNC Bank

Portfolio Administrator

Pittsburgh, PA · On-site

As a Portfolio Administrator within the PNC Private Bank organization, you will be based in Pittsburgh, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive ...

Apex Group Ltd

Portfolio Administrator

Bellville, TX · On-site

For our business, for clients, and for you Portfolio Administrator Cape Town, Belville Description Perform operations related to a unit trust fund Job specification The main responsibilities of the ...

Pancoast Staffing Services, Inc.

Be Seen First

Portfolio Administrator (Investment Services)

Aspinwall, PA · On-site

$100K - $115K/yr

Pittsburgh area investment services group is in need of a Portfolio Administrator. Duties to include: · Responding to and completing client service requests · Scheduling and preparing materials for ...

Fortis Bank

SBA Portfolio Administrator

Denver, CO · On-site

$95K - $115K/yr

Summary The SBA Portfolio Administrator is responsible for the ongoing servicing, monitoring, and risk management of SBA loan portfolios, primarily focused on SBA 7(a) loans. This position ensures ...

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Portfolio Administrator information

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$18

$27

$37

How much do portfolio administrator jobs pay per hour?

As of Jun 13, 2026, the average hourly pay for portfolio administrator in the United States is $27.26, according to ZipRecruiter salary data. Most workers in this role earn between $21.88 and $30.77 per hour, depending on experience, location, and employer.

What are Portfolio Administrators?

Portfolio Administrators are financial professionals responsible for managing the day-to-day operations of investment portfolios. Their duties often include trade settlement, performance reporting, cash management, and ensuring portfolios comply with regulatory requirements. They serve as a key point of contact between portfolio managers, clients, and custodians, providing accurate and timely reporting. Portfolio Administrators play a crucial role in ensuring the smooth functioning of investment management activities and maintaining the integrity of portfolio records.

How much does a portfolio administrator make?

The average salary for a portfolio administrator in the United States is approximately $60,000 to $80,000 per year, depending on experience, certifications, and the size of the organization. In larger financial firms or with specialized skills, salaries can exceed $90,000 annually.

What is the difference between Portfolio Administrator vs Investment Analyst?

AspectPortfolio AdministratorInvestment Analyst
Primary RoleManages client portfolios, handles administrative tasks, and ensures complianceAnalyzes investment opportunities, conducts research, and provides investment recommendations
Required CredentialsTypically requires a finance or related degree; certifications like CFA Level I may be preferredRequires a finance or economics degree; CFA Level I or similar certifications are common
Work EnvironmentFinancial firms, asset management companies, banksInvestment firms, asset management companies, financial advisory firms

While both roles operate within the finance industry and may require similar credentials, the Portfolio Administrator focuses on managing and administering client portfolios, whereas the Investment Analyst conducts research and analysis to inform investment decisions.

What Is a Portfolio Administrator?

A portfolio administrator is a financial analyst, usually for a bank, insurance company, or securities firm. Job duties include planning and overseeing how a client’s investments are organized into a financial portfolio. Career qualifications typically include a bachelor’s or master’s degree in accounting, finance, or a related field as well as professional licensure. A portfolio administrator needs the skills to keep up with the financial market as well as to analyze current events that may affect company investments.

What does a portfolio administrator do?

A portfolio administrator manages and oversees investment portfolios, ensuring that assets are aligned with clients' goals and risk tolerance. They handle tasks such as monitoring performance, maintaining records, preparing reports, and coordinating with financial advisors, often using specialized software. Strong organizational skills and knowledge of financial markets are essential for this role.

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

Portfolio Administrators often juggle numerous client accounts, which requires strong organizational skills and attention to detail. One key challenge is ensuring that all transactions, reporting, and compliance activities are accurately completed within tight deadlines. Additionally, Portfolio Administrators must stay up-to-date with changing regulations and coordinate effectively with portfolio managers, accountants, and clients to resolve discrepancies or answer queries quickly. Efficient time management and clear communication are essential to thrive in this dynamic environment.

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

To thrive as a Portfolio Administrator, you need strong analytical abilities, attention to detail, and a background in finance or investment management—often supported by a relevant degree. Familiarity with portfolio management software, Excel, and financial reporting systems is typically required, and certifications like CFA or IMC can be advantageous. Excellent organizational, communication, and problem-solving skills help you manage multiple accounts and coordinate with clients and internal teams. These skills are crucial to ensure accurate portfolio administration, regulatory compliance, and effective client service in a dynamic financial environment.

What is the salary of portfolio management?

The salary of a Portfolio Administrator typically ranges from $50,000 to $80,000 annually, depending on experience, location, and the size of the organization. Senior roles or those with specialized skills in financial analysis and software tools may earn higher compensation. Entry-level positions generally start at the lower end of this range.

What is the highest paying administrative job?

The highest paying administrative jobs are often executive-level roles such as Chief Administrative Officer or Executive Assistant to top executives, with salaries exceeding six figures. Specialized skills, extensive experience, and certifications can contribute to higher compensation in these positions.
More about Portfolio Administrator jobs
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Portfolio Administrator jobs near you
Infographic showing various Portfolio Administrator job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, 2% Contract, and 1% Nights. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $56,709 per year, or $27.3 per hour.

Portfolio Administrator

Syntagma Group

Boston, MA • Hybrid

Other

Posted 2 days ago

Job description

Job Title: Portfolio Administrator (Entry-Level, Contract-to-Hire)

Location: Boston, MA (Hybrid but mostly remote)

Industry: Asset Management / Investment Management

Employment Type: Contract-to-Hire

Position Overview

A leading asset management firm in Boston is seeking a detail-oriented and motivated Portfolio Administrator to join their operations team on a contract-to-hire basis. This is an excellent opportunity for an entry-level finance professional to gain hands-on experience supporting portfolio management and investment operations within a highly respected firm.

The Portfolio Administrator will play a key role in supporting daily portfolio activities, ensuring accuracy of investment data, and assisting with trade and cash management processes. This role offers strong exposure to the investment lifecycle and a clear path to long-term career growth within asset management.

Key Responsibilities

Portfolio & Investment Support

  • Assist with daily portfolio administration activities, including monitoring holdings, cash balances, and transactions
  • Support portfolio managers and analysts with reporting and data requests
  • Maintain accurate portfolio records across internal systems

Trade & Operations Support

  • Assist with trade processing, settlement tracking, and reconciliation of trades
  • Monitor cash activity and ensure proper allocation of funds
  • Investigate and resolve discrepancies related to trades or portfolio balances

Reconciliation & Reporting

  • Perform daily, weekly, and monthly account and portfolio reconciliations
  • Support preparation of internal and client-facing reports
  • Ensure data integrity across portfolio accounting systems

Data Management & Controls

  • Maintain and update investment data, including pricing, securities, and reference data
  • Assist in identifying process improvements to enhance efficiency and accuracy
  • Adhere to internal controls and operational procedures

Team Collaboration

  • Work cross-functionally with portfolio management, trading, compliance, and operations teams
  • Provide support on ad hoc projects and process improvement initiatives

Qualifications

Education

  • Bachelor’s degree in Finance, Accounting, Economics, or related field required

Experience

  • Internship or 0–2 years of experience in finance, accounting, or investment operations
  • Exposure to asset management, banking, or financial services is a plus

Skills

  • Strong attention to detail and organizational skills
  • Analytical mindset with problem-solving abilities
  • Proficiency in Excel and Microsoft Office
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced, deadline-driven environment

Preferred Qualifications

  • Internship experience with an asset manager, hedge fund, or financial institution
  • Familiarity with portfolio accounting systems or financial data tools (e.g., Bloomberg, FactSet)
  • Progress toward CFA designation is a plus

Why This Opportunity

  • Entry point into a top-tier asset management firm
  • Strong exposure to portfolio management and investment operations
  • Opportunity to convert to a full-time role with career growth
  • Collaborative, high-performance environment in Boston

Apply