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Portfolio Finance Jobs (NOW HIRING)

The Global Treasury Team is looking to expand the Portfolio Finance function. In this role, you will play a leading part in managing the daily financing of the firm and help drive the next iteration ...

Portfolio Finance Analyst

New York, NY ยท On-site

$150K - $180K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Portfolio Finance Analyst Location NY New York United States Business Investment Management Function Strategy and Operations Experience Level Experienced Share this job Position Summary Two Sigma is ...

This position reports to the Director, Portfolio Finance Management and is responsible for managing and tracking all commercial aspects of a portfolio of BESS projects. This includes driving ...

This position reports to the Director, Portfolio Finance Management and is responsible for managing and tracking all commercial aspects of a portfolio of BESS projects. This includes driving ...

Portfolio Finance Trader

New York, NY ยท On-site

$200K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Global Treasury Team is looking to expand the Portfolio Finance function. In this role, you will play a leading part in managing the daily financing of the firm and help drive the next iteration ...

This position reports to the Director, Portfolio Finance Management and is responsible for managing and tracking all commercial aspects of a portfolio of BESS projects. This includes driving ...

This position reports to the Director, Portfolio Finance Management and is responsible for managing and tracking all commercial aspects of a portfolio of BESS projects. This includes driving ...

Treasury & Portfolio Finance Analyst (LH BPO)

New York, NY ยท Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Manager, Portfolio Finance Locations: Palm Beach Gardens, FL | New York, NY | London, UK | Hybrid SS&C, through our partnership with Lighthouse Investment Partners, LLC, is seeking a highly motivated ...

Portfolio Finance Lead

Gloucester, MA ยท On-site +1

$92K - $126K/yr

... portfolio * Finance Lead Product Line SR/QRAM Process (Business Plan) * Ensure complete product roadmap investment is identified and clearly communicated at all business reviews so informed decisions ...

Portfolio Finance Lead

Gloucester, MA ยท On-site

$92K - $126K/yr

... portfolio * Finance Lead Product Line SR/QRAM Process (Business Plan) * Ensure complete product roadmap investment is identified and clearly communicated at all business reviews so informed decisions ...

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Portfolio Finance information

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$43.5K

$87.7K

$119.5K

How much do portfolio finance jobs pay per year?

As of Aug 18, 2026, the average yearly pay for portfolio finance in the United States is $87,666.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,000.00 and $100,500.00 per year, depending on experience, location, and employer.

What is a portfolio finance?

A Portfolio Finance job involves managing the financial performance, budgeting, and reporting of a portfolio of investments, projects, or business units. Professionals in this role analyze financial data, track key metrics, and provide insights to support decision-making. They work closely with investment teams, CFOs, and other stakeholders to optimize returns and mitigate risks. This role requires strong financial modeling, forecasting, and strategic planning skills.

What are the key skills and qualifications needed to thrive in the portfolio finance position?

To thrive in Portfolio Finance, you need strong analytical abilities, financial modeling skills, and a background in finance, economics, or a related field. Familiarity with portfolio management software, advanced Excel functions, and certifications such as CFA or CPA are often required. Excellent communication, teamwork, and problem-solving abilities are highly valued. These competencies ensure that you can effectively evaluate investment opportunities, manage risk, and work collaboratively to support organizational financial goals.

What are the typical career advancement opportunities for someone in a portfolio finance role?

Professionals in Portfolio Finance often have clear pathways for career growth, such as moving into senior analyst, portfolio manager, or finance director positions as they gain experience. Advancement typically depends on demonstrated success in managing portfolios, delivering analytical insights, and contributing to investment strategy. Many organizations also provide support for obtaining advanced certifications or furthering education, which can accelerate promotion prospects. Strong performance and leadership skills can open doors to more strategic or client-facing roles within financial services firms.

Do portfolio finance analysts make good money?

Portfolio finance analysts typically earn competitive salaries that vary based on experience, location, and the size of the firm. They often receive bonuses and benefits, with entry-level positions starting around industry-standard wages and experienced analysts earning higher compensation. Skills in financial modeling and analysis tools like Excel or specialized software can influence earning potential.

Does portfolio finance management pay well?

Portfolio finance management roles typically offer competitive salaries that vary based on experience, location, and the size of the firm. Professionals in this field often earn bonuses and incentives, especially when managing large or successful portfolios, making it a financially rewarding career for skilled individuals with strong analytical and financial skills.

What does portfolio finance do?

Portfolio finance involves managing and analyzing investment portfolios to optimize returns and manage risk. Professionals in this field assess financial data, develop strategies, and use tools like financial modeling and software to support investment decisions within organizations or for clients.
More about Portfolio Finance jobs

What states have the most Portfolio Finance jobs?

States with the most job openings for Portfolio Finance jobs include:

Infographic showing various Portfolio Finance 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 $87,666 per year, or $42.1 per hour.

Portfolio Finance Manager

NorthPoint Search Group

Alpharetta, GA โ€ข On-site

Full-time

Re-posted 21 hours ago


Job description

Who: A renewable energy infrastructure company is seeking a Portfolio Finance Manager to oversee commercial and financial performance of energy storage projects.
What: Manage project accounting compliance, contract administration, forecasting, internal controls, and financial performance across a portfolio of construction projects.
When: This is a full-time position with immediate start availability.
Where: Based in Houston, Texas, primarily onsite with collaboration across the Americas region.
Why: To ensure financial transparency, contract compliance, and operational excellence across large-scale infrastructure projects.
Office Environment: Professional, cross-functional environment partnering with project managers, customers, suppliers, and corporate finance teams.
Salary: Commensurate with experience.
Job Description:
The Portfolio Finance Manager reports to the Director of Portfolio Finance and is responsible for managing the financial and commercial performance of a portfolio of energy infrastructure projects, ensuring accounting compliance, contract adherence, risk management, and strong operational controls throughout the project lifecycle.
Key Responsibilities:
  • Maintain full financial responsibility for a portfolio of projects across the Americas region.
  • Partner with project managers to track budget performance and maintain monthly Estimates at Completion for revenue, cost, and margin.
  • Ensure compliance with accounting standards and commercial contract terms.
  • Prepare accurate forecasts incorporating risks and opportunities.
  • Execute Order-to-Cash internal controls and process project-related transactions.
  • Drive project performance improvements through change orders and supplier claims.
  • Monitor contract penalties, guarantees, and liquidated damages exposure.
  • Organize lifecycle project reviews and report non-conformance costs.
  • Manage subcontractors and suppliers to support delivery timelines and quality standards.
  • Oversee tax considerations including sales, property, and personal tax requirements.
  • Improve project onboarding and execution processes.

Qualifications:
  • Bachelor's degree in Accounting or Finance.
  • 5+ years of experience managing large infrastructure or energy projects.
  • Strong knowledge of project accounting methods including POC revenue recognition.
  • Advanced understanding of commercial contracts, risk management, and project lifecycle.
  • Experience negotiating with customers and suppliers.
  • Proficiency in systems such as NetSuite, SAP, Primavera, or similar platforms.
  • Advanced Excel skills; strong MS Office proficiency.
  • MBA or CPA preferred.
  • Spanish language proficiency a plus.

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About NorthPoint Search Group

Sourced by ZipRecruiter

NorthPoint Search Group is a full-service recruiting firm specializing in the placement of Top Tier professionals on a temporary, temp-to-hire and a direct-hire basis. We use a consultative approach to provide our clients with customized staffing solutions.

Industry

Recruiting and staffing services

Company size

1 - 10 Employees

Headquarters location

Atlanta, GA, US

Year founded

2003