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Portfolio Administrator Jobs (NOW HIRING)

Robert Half

Portfolio Administrator

Fort Worth, TX · On-site

$70K - $90K/yr

We are looking for a Portfolio Administrator to support portfolio operations, client servicing, and reporting activities for a financial services team in Austin, Texas. This position plays a key role ...

PNC Bank

Portfolio Administrator

Pittsburgh, PA · 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

Ponca City, OK

$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

Center, TX · 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

Cleveland, OH · Hybrid

$52K - $87K/yr

As a Portfolio Administrator within PNC's Private Bank organization, you will be based in Cleveland, OH. Responsibilities require time in the office though some responsibilities may be performed ...

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 ...

Fortis Bank

SBA Portfolio Administrator

Midvale, UT · 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 ...

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 ...

Fortis Bank

SBA Portfolio Administrator

Midvale, UT · 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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All JobsPortfolio Administrator Jobs

Portfolio Administrator information

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$18

$27

$37

How much do portfolio administrator jobs pay per hour?

As of Jul 25, 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 $65,000 to $85,000 per year, depending on experience, certifications, and the size of the organization. In larger financial firms or with specialized skills, salaries can exceed $100,000. Compensation often includes benefits such as bonuses and professional development opportunities.

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 compliance with policies and objectives. They handle tasks such as monitoring asset performance, preparing reports, and coordinating with clients or investment teams, often using financial 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 investment tools can earn higher compensation, often exceeding $100,000 per year.

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 reaching six figures. These positions typically require extensive experience, strong organizational skills, and proficiency with management tools and software.
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Portfolio Administrator jobs near you
Infographic showing various Portfolio Administrator job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 86% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $56,709 per year, or $27.3 per hour.
Portfolio Administrator

Portfolio Administrator

Coldstream Wealth Management

Bellevue, WA

Full-time

Posted yesterday

Job description

Are you looking for an opportunity to advance your career in wealth management and increase your investment knowledge? Coldstream Wealth Management is looking for a Portfolio Administrator to support two of our wealth management teams in Bellevue and Kirkland.

In this position, you'll have the opportunity to work directly with the team's Portfolio Manager and Associate Portfolio Manager daily and participate in our firm-wide Investment Strategy Group (ISG), which makes investment decisions for Coldstream as a whole. The team has a hybrid environment with members working in office Tuesday through Thursday and allowing work from home Monday and Friday.

Responsibilities will include:

  • Generating and executing daily trade orders and model-based portfolio rebalancing
  • Providing research and analysis to support the portfolio management team in their investment-related decisions
  • Facilitating new client setup in (Tamarac)
  • Supporting Wealth Managers and the portfolio management team on ad hoc projects
  • Participating in ongoing monitoring and reporting regarding private investments
  • Assisting in ongoing due diligence for public markets managers
  • Create and maintain documentation regarding wealth manager investment practices
  • Answering team members' questions related to the rebalancer (Tamarac) and funds' custodian-specific attributes (minimums, fees, restrictions, etc.)
  • Monitoring cash and yield alternatives and communicating best thinking to team
  • Executing model portfolio audits and projects
  • Utilizing Salesforce CRM to communicate and execute requests

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