1

Portfolio Finance Jobs (NOW HIRING)

Senior Portfolio Finance Manager

Houston, TX ยท On-site

$104K - $141K/yr

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

Junior Portfolio Finance Trader

Manhattan, NY ยท On-site

$175K - $200K/yr

The Global Treasury Team is looking to expand the Portfolio Finance function. In this role, you will play an important part in managing the daily financing of the firm and assist in helping develop ...

Senior Portfolio Finance Manager

Alpharetta, GA ยท On-site

$106K - $145K/yr

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

Junior Portfolio Finance Trader

Manhattan, NY ยท On-site

$175K - $200K/yr

The Global Treasury Team is looking to expand the Portfolio Finance function. In this role, you will play an important part in managing the daily financing of the firm and assist in helping develop ...

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 ...

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 +1

$92K - $126K/yr

... product 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 ...

$150K/yr

AlpInvest Partners Overview The Associate will join the Secondaries & Portfolio Finance Investments team within AlpInvest Partners, a leading private equity investor wholly owned by The Carlyle Group.

Your Role As a Portfolio Finance Intern, you'll work on projects that directly support the firm's financing, clearing, and cash management activities across global markets. Financing Specialists are ...

Your Role As a Portfolio Finance Intern, you'll work on projects that directly support the firm's financing, clearing, and cash management activities across global markets. Financing Specialists are ...

... traditional portfolio management since 1998. At AQR, our employees share a common spirit of ... We're determined to know what makes financial markets tick - and we'll ask every question and ...

Showing results 21-40

Portfolio Finance information

See salary details

$43.5K

$87.7K

$119.5K

How much do portfolio finance jobs pay per year?

As of Sep 13, 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 September 2026, with employment types broken down into 1% Internship, 91% Full Time, 6% Part Time, and 2% Contract. Highlights an 82% Physical, 4% Hybrid, and 14% Remote job distribution, with an average salary of $87,666 per year, or $42.1 per hour.

Senior Portfolio Finance Manager

Houston, TX โ€ข On-site

Fluence
11 - 50 employees

$104K - $141K/yr

Full-time

Posted 11 days ago


Job description

Fluence (Nasdaq: FLNC)is a global market leader delivering intelligent energy storage and optimization software for renewables and storage. Our solutions and operational services are helping to create a more resilient grid and unlock the full potential of renewable portfolios. With gigawatts of successful implementations across nearly 50 markets, we are transforming the way we power our world for a more sustainable future. For more information, please visitfluenceenergy.com.

Job Description:

This position reports to the Director, Portfolio Finance Management and is responsible for managing and tracking all commercial aspects of a portfolio of large projects. This includes driving accounting compliance, ensuring adherence to commercial contract terms, executing financial and operational internal controls, driving and managing customer contract changes and supplier claims and maintaining operational excellence. The position requires interfacing with many internal stakeholders as well as with customers, suppliers, and outside contractors. This role requires a background in accounting & finance, including contract administration, and working with infrastructure and construction projects.

Key Responsibilities

  • Be financially responsible for a portfolio of the largest and most complex projects within the Americas region

  • Work closely with project managers to provide timely transparency around project performance against budget and maintain monthly Estimates at Completion for Revenue, Cost, and Margin.

  • Ensure adherence to applicable accounting guidelines

  • Ensure adherence to commercial terms and conditions and highlight associated risks

  • Ensure accurate project forecasts, incorporating known risks and opportunities

  • Execute internal controls related to Order-to-Cash and act as a peer reviewer to ensure control compliance

  • Drive to improve project performance through change orders and supplier claims

  • Review, verify and process project related transactions (purchase requisitions, invoices, etc.)

  • Track, evaluate and work to mitigate contract penalties such as performance guarantees and liquidated damages for delays

  • Organize project reviews throughout the life of each contract

  • Report Non-conformance costs and help to identify Solution Groups

  • Manage construction subcontractors and other suppliers to maintain project delivery timeline and quality

  • Understand and manage sales, property, and personal tax requirements

  • Act as a mentor to new or junior level Portfolio Finance Managers

  • Work to continuously improve project onboarding and execution processes

Key Qualifications and Experience

  • 8-10 years of financially managing large projects, preferably in the energy sector, including scopes of engineering, procurement and construction and equipment supply and services agreements

  • Advanced understanding of project accounting methods, including POC revenue recognition

  • Advanced knowledge of project related activities and the project lifecycle

  • Advanced understanding of commercial contract terms and conditions

  • Advanced understanding of project risk management requirements in the areas of insurance, securities, guarantees, liquidated damages, etc.

  • Experienced in negotiating directly with customers and suppliers

  • Experienced in the use of SAP, Unifier Primavera or similar systems

  • Strong background in using MS Office software: Excel, Word, and PowerPoint

  • Bachelor's degree with a major in accounting or finance

  • MBA or CPA a plus

Our Culture

At Fluence, our culture is the foundation that drives our ambitious growth strategy and fuels our mission to transform the future of energy. Our core cultural pillars empower us to innovate, collaborate, and lead with purpose, ensuring we continue to deliver unparalleled value to our customers and the world.

Unleash Voices

We believe every voice matters. We encourage openness, active listening, and decisive action to create a culture where everyone has the opportunity to contribute to our success. We foster an environment where diverse perspectives are heard and valued, driving innovation and progress.

Customer Fluent

Our customers are at the heart of everything we do. We're committed to delivering exceptional value that exceeds expectations by understanding our customers' needs and adapting swiftly to meet them. Our deep focus on customer satisfaction drives us to continuously improve and innovate.

Infinite Impact

We are committed to creating the impossible. We push boundaries to deliver sustainable, game-changing solutions that shape a brighter, more energy-efficient future for all. Our team is passionate about making a lasting impact that will resonate for generations to come.

All In

We are all in for growth. Our teams are relentlessly focused on identifying and seizing opportunities that propel us forward. We embrace an ownership mindset, pushing ourselves and each other to accelerate progress and create lasting success.

Equal Opportunity Employer
At Fluence, we believe great teams are built on a collaborative and connected culture. We're proud to be an Equal Opportunity Employer and welcome qualified applicants of all backgrounds. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, veteran status, gender identity or expression, genetic information, or any other status protected by law.

Work Authorization
To join our team, you'll need to be legally authorized to work in the United States at the time of application and throughout your employment, without the need for employer sponsorship. Please note that Fluence does not sponsor work visas for this position.