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Portfolio Administrator Jobs (NOW HIRING)

Skillcloud HCM

Portfolio Administrator

Portland, ME · On-site

$60 - $70/hr

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 ...

RenaissanceRe

Portfolio Administrator

New York, NY · On-site

The Portfolio Administrator - Investment Operations is based in the New York office, reporting into the Senior Portfolio Administrator. They will collaborate with colleagues across Bermuda, New York ...

Skillcloud HCM

Portfolio Administrator

Portland, ME · On-site

$60K - $70K/yr

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 ...

Skillcloud HCM

Portfolio Administrator

Portland, ME · On-site

$60K - $70K/yr

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 ...

Vhr_atlantahousing

Portfolio Administrator

Portfolio Administrator Reports To: Manager, Inspections Services (Landlord Services) Salary Grade: M Salary Range: $51,000-$63,800 Department: Housing Choice Voucher Program Position Summary: The ...

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 ...

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 ...

WINEBOW, Inc.

Portfolio Administrator

Glen Allen, VA · Hybrid

$26.45 - $31.25/hr

The Portfolio Administrator supports the portfolio team in all marketing and administration. This position must be commutable to either of our office locations in: Pine Brook, NJ, New York, NY, or ...

First International Bank & Trust

$55 - $85/hr

As an extension of the lender, the Portfolio Administrator helps address customer needs, maintain financial information, and monitor portfolio activity. This is a strong fit for someone who enjoys ...

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Portfolio Administrator information

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How much do portfolio administrator jobs pay per hour?

As of Sep 4, 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 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 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 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 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.

How much do portfolio administrators make?

In general, portfolio administrators in major markets earn an average salary ranging from $60,000 to $85,000 annually, depending on experience, certifications, and the size of the organization. Salaries can be higher with specialized skills in financial software and investment management. Compensation may also include bonuses and benefits based on performance and company policies.

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 and investment teams, often using financial software. Strong organizational skills and knowledge of financial markets are essential for this role.
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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 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% 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

$60 - $70/hr

Other

Medical, Dental, Vision

Posted 22 days ago

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 candidateis aclient-drivenprofessional with industry experience thatvalues a team approach and collaborative style and will ensure thatHeadInvest’ s clients receive prompt,courteousand professional service.

Requirements of the Licensed Portfolio Administrator:
  • Bachelor’s degree, or other formal education, or minimum of10years 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:
  • GenerousPTO
  • Retirementplan 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 otherHeadInvestclients 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 ensureaccurateclient 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.

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.

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