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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.
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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- Data Integrity and Investment Operations

Portfolio Administrator- Data Integrity and Investment Operations

ARQ Wealth Advisors, LLC

Scottsdale, AZ • Hybrid

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 29 days ago

Job description

ARQ Wealth Advisors is a fast-growing, boutique, independent wealth management firm based in Scottsdale, Arizona, overseeing ~$1.2B in client assets. We provide comprehensive investment management and financial planning with a focus on delivering a high-quality client experience.
The Portfolio Administrator Role
We are seeking an experienced, detail-oriented Portfolio Administrator to join our investment operations team. This role sits at the intersection of data integrity, reporting, and trading support, ensuring that all client and advisor data is accurate, consistent, and reliable.
This is not a basic ops role. We are looking for someone who understands how portfolio data flows through systems, where it breaks, and how to proactively fix issues before they become client-facing. At ARQ, you’ll have the opportunity to build your career at a firm that values your growth, both professionally and financially. 
Responsibilities:
Account Administration
  • Set up and maintain client accounts across custodial platforms
Data Integrity & Reconciliation
  • Audit and maintain portfolio data across systems (Tamarac, CRM, custodians)
  • Identify and resolve discrepancies (pricing, transactions, cash, performance)
  • Build proactive checks and reporting controls
Security Setup & Classification
  • Maintain security master data (asset class, sector, benchmarks)
  • Ensure consistency across reporting, trading, and performance
  • Partner with investment team on proper classification
Trading & Cash Support
  • Support traders with cash raises, flows, and rebalancing
  • Reconcile trades and monitor cash/settlement activity
Performance & Reporting
  • Audit performance and investigate outliers
  • Ensure accurate client reporting (including proper TWR vs IRR usage), including the creation of all client reports on a quarterly basis
  • Maintain clean, presentation-ready outputs
Systems & Process Improvement
  • Improve workflows across Tamarac, CRM, and custodians
  • Build scalable processes to reduce errors and manual work
  • Serve as a resource for data-related issues across the firm

Position Requirements:
Experience:
  • 3–7+ years in investment operations or portfolio administration
  • Strong understanding of portfolio accounting, performance, and data flows
Systems Expertise (Preferred):
  • Envestnet/Tamarac experience (or other data management and reporting systems)
  • PortfolioCenter experience
  • Familiarity with Schwab, Fidelity, and CRM systems

Skills:
  • Strong Excel and data analysis skills
  • High attention to detail; strong problem-solving mindset
  • Ability to build repeatable processes

Professional Attributes:
We are looking for a self-starter with an ownership mentality; your role is to take responsibility for data quality across the firm. You will need to be a highly collaborative person; we are a highly engaged team of 18 professionals, and your daily responsibilities will include interacting with leadership, advisors, traders, client services, and operations. You should be a clear communicator; explaining issues and resolutions succinctly is a big piece of the work you will do.
Education / Credentials (Preferred):
  • Bachelor’s degree in Computer Science, Finance or related field
  • Professional certifications or interest in pursuing designations is a plus
Compensation & Benefits:
  • Competitive salary based on experience
  • 401(k) with match + profit sharing
  • Health, dental, life, and disability insurance
  • PTO and occasional WFH flexibility