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Portfolio Administrator Jobs (NOW HIRING)

Skillcloud HCM

Portfolio Administrator

Portland, ME · On-site

$60K - $70K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

HeadInvest Portfolio Administrator Portland, ME HeadInvest is seeking a Portfolio Administrator , to join their team in downtown Portland, Maine! This is a full-time, in-office position that plays an ...

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Skillcloud HCM

Portfolio Administrator

Portland, ME · On-site

$60K - $70K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

HeadInvest Portfolio Administrator Portland, ME HeadInvest is seeking a Portfolio Administrator , to join their team in downtown Portland, Maine! This is a full-time, in-office position that plays an ...

New

eTeam

CDO Portfolio Administrator

Chicago, IL · On-site

CDO Portfolio Administrator Location: Chicago, IL 60603 (Hybrid) Duration: 03 months contract with potential for extension Parking --There's no company parking, but there is public parking around the ...

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Golden 1

Portfolio Administrator

Sacramento, CA · On-site

$75K - $90K/yr

PORTFOLIO ADMINISTRATOR STATUS: EXEMPT REPORT TO: MANAGER - COMMERCIAL UNDERWRITING DEPARTMENT: BUSINESS SERVICES OPERATIONS JOB CODE: 11985 PAY RANGE: $75,000 - $90,000 LOCATION: REMOTE IN ...

Rose International

Portfolio Administrator

Chicago, IL · On-site

The CDO Portfolio Administrator is responsible for reconciling our cash projections and par holdings to the Trustee's and identifying, researching, and resolving any discrepancies on a daily basis.

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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 ...

Robert Half

Portfolio Administrator

Portland, ME · On-site

$65K - $75K/yr

We're partnering with a growing investment management firm in Portland, Maine that is looking to add an experienced Portfolio Administrator to its team. This is a full-time, in-office opportunity for ...

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Potomac Bank

Portfolio Administrator

Ashburn, VA · On-site

Portfolio Administrator The Portfolio Administrator is responsible for supporting a portfolio of business by soliciting and servicing prospective and current clients to produce and grow a variety of ...

Coldstream Capital Management

Portfolio Administrator

Bellevue, WA · On-site

$70K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Robert Half

Portfolio Administrator

Wantagh, NY · On-site

$70K - $80K/yr

We are looking for a detail-oriented Portfolio Administrator to support day-to-day accounting operations in Stony Brook, New York. This position focuses on maintaining accurate financial records ...

POTOMAC BANK INC

Portfolio Administrator

Ashburn, VA · On-site

SUMMARY The Portfolio Administrator is responsible for supporting a portfolio of business by soliciting and servicing prospective and current clients to produce and grow a variety of commercial ...

Coldstream Wealth Management

Portfolio Administrator

Bellevue, WA · On-site

$70K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

BC Forward

CDO Portfolio Administrator

Chicago, IL · On-site

$15 - $19/hr

CDO Portfolio Administrator Location: (City, State) Duration: Contract - 2 months Pay Range: $15/hr $19/hr (W2) Job ID: 408230 About BCforward BCforward is a leading global IT consulting and ...

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Portfolio Administrator information

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$18

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How much do portfolio administrator jobs pay per hour?

As of Aug 14, 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.

How much does a portfolio administrator make?

The average salary for a portfolio administrator is around $65,000 to $85,000 per year, depending on experience, certifications, and the size of the organization. In some cases, salaries can exceed $100,000 with advanced skills in financial analysis and portfolio management tools. Compensation may also include bonuses and benefits based on performance and location.

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 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.
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Portfolio Administrator jobs near you
Infographic showing various Portfolio Administrator job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 89% Full Time, 7% Part Time, and 3% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution, with an average salary of $56,709 per year, or $27.3 per hour.

Portfolio Administrator

Skillcloud HCM

Portland, ME • On-site

$60K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

New

Job description

HeadInvest 

Portfolio Administrator  

Portland, ME 

 

HeadInvest is seeking a Portfolio Administrator, to join their team in downtown Portland, Maine! This is a full-time, in-office position that plays an essential role in providing direct client services and works closely with portfolio managers and the client services team. The ideal candidate is a client-driven professional with industry experience that values a team approach and collaborative style and will ensure that HeadInvest' s clients receive prompt, courteous and professional service. 

Requirements of the Licensed Portfolio Administrator:

  • Bachelor's degree, or other formal education, or minimum of 10 years of experience in lieu, in a financial service-related field. 

  • A minimum of five years of proven successful client service experience in a financial service-related field. 

  • Working knowledge of MS Office suite products, Black Diamond, WealthBox, Adobe and other applicable software required.  Experience with Schwab or Fidelity software helpful. 

  • Self-directed/intrinsic motivation; ability to work well independently with minimal to moderate supervision. 

  • Demonstrated accuracy and strong attention to detail. 

Benefits of the Job:

  • Generous PTO 

  • Retirement plan with match 

  • Medical, Dental, Vision  

  • HSA 

  • Beautiful downtown Portland, ME location with paid garage parking 

  • Salary range $60,000 - $70,000 

Responsibilities of the Licensed Portfolio Administrator:

  • Partner with Portfolio/Relationship Managers to serve assigned clients and provide support to other HeadInvest clients as needed. 

  • Manage client account administration, including transfers, cash needs, gifting, tax documents, statements, and required distributions. 

  • Open and close client accounts by completing paperwork, gathering documentation, and coordinating with custodians. 

  • Collaborate with the Client Services Team to improve processes and ensure accurate client onboarding and account management. 

  • Support compliance activities as assigned. 

HeadInvest is a registered fiduciary investment advisory firm with more than 30 years of experience helping individuals, families, and institutions build, manage, and preserve their financial resources.  

Skillcloud HCM Solutions has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS PLEASE 

HeadInvest is an Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law. 


Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law. 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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