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Portfolio Operations Analyst Jobs (NOW HIRING)

Initio Capital

Portfolio Operations Manager

New York, NY · Remote

$145K - $185K/yr

Job Summary Portfolio Operations Manager Initio Capital Full-time, Part-time, Contract, Temporary ... Analytical mindset , capable of using data to track performance and identify opportunities for ...

Legalist

OR

Portfolio Operations Specialist We are seeking a Portfolio Operations Specialist to support our ... Review and analyze legal documents, case filings, and supporting materials to inform underwriting ...

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$93.2K

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How much do portfolio operations analyst jobs pay per year?

As of May 30, 2026, the average yearly pay for portfolio operations analyst in the United States is $93,235.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $108,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Portfolio Operations Analyst, and why are they important?

To thrive as a Portfolio Operations Analyst, you need strong analytical skills, attention to detail, and a background in finance or accounting, often supported by a bachelor’s degree in a related field. Familiarity with portfolio management systems (like Bloomberg or Advent), Excel, and sometimes CFA or similar certifications is commonly required. Excellent problem-solving, communication, and organizational skills help analysts collaborate effectively and manage complex workflows. These skills are essential to ensure accurate portfolio administration, regulatory compliance, and timely reporting in fast-paced investment environments.

What are some common challenges faced by Portfolio Operations Analysts, and how can they be addressed?

Portfolio Operations Analysts often encounter challenges such as managing large volumes of data, ensuring accurate trade settlements, and adapting to rapidly changing regulatory requirements. To address these, strong attention to detail and proficiency with portfolio management systems are essential. Collaboration with portfolio managers, traders, and compliance teams helps ensure smooth workflows and error resolution. Staying up to date with industry best practices and participating in ongoing training can further enhance accuracy and efficiency in daily operations.

What are Portfolio Operations Analysts?

Portfolio Operations Analysts are finance professionals who support the day-to-day management and administration of investment portfolios. They ensure the accuracy of transactions, monitor portfolio performance, reconcile data, and help implement investment strategies. These analysts work closely with portfolio managers, traders, and back-office teams to maintain operational efficiency and compliance. Their role is crucial in ensuring portfolios run smoothly and clients' assets are accurately tracked and reported.

What is the difference between Portfolio Operations Analyst vs Investment Analyst?

AspectPortfolio Operations AnalystInvestment Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA are a plusBachelor's degree in finance, economics, or related; CFA often preferred
Work EnvironmentFinancial firms, asset management companies, hedge fundsInvestment firms, asset management, banks
Employer & Industry UsageFocuses on portfolio management operations, trade processing, complianceFocuses on analyzing securities, market research, investment recommendations

The main difference is that Portfolio Operations Analysts handle the operational side of managing investment portfolios, ensuring trades are processed correctly and compliance is maintained. Investment Analysts focus on researching and analyzing securities to make investment decisions. Both roles require finance knowledge and often overlap in financial firms, but they serve different functions within the investment process.

More about Portfolio Operations Analyst jobs
What cities are hiring for Portfolio Operations Analyst jobs? Cities with the most Portfolio Operations Analyst job openings:
What states have the most Portfolio Operations Analyst jobs? States with the most job openings for Portfolio Operations Analyst jobs include:
What job categories do people searching Portfolio Operations Analyst jobs look for? The top searched job categories for Portfolio Operations Analyst jobs are:
Portfolio Operations Analyst jobs near you
Infographic showing various Portfolio Operations Analyst job openings in the United States as of May 2026, with employment types broken down into 2% Internship, 83% Full Time, 7% Part Time, 5% Temporary, and 3% Contract. Highlights an 81% Physical, 10% Hybrid, and 9% Remote job distribution, with an average salary of $93,235 per year, or $44.8 per hour.
Portfolio Operations Analyst

Portfolio Operations Analyst

Longfellow Investment Management Co

Boston, MA • On-site

$65K - $85K/yr

Full-time

Posted 29 days ago

Job description

LIM Portfolio Operations Analyst
Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned investment firm managing over $23 billion in fixed income, equity, and alternative investment strategies. We manage separate accounts for our nationally based, institutional clients. LIM is a certified Women's Business Enterprise and an Equal Opportunity Employer/Veterans/Disabled. LIM provides a small firm environment with comprehensive investment industry exposure. In addition to the salary, we offer an attractive benefits package.
Job Description
LIM is looking for an experienced Operations Professional to deliver exceptional back-office support for our fixed income and equity portfolios. The ideal candidate will have a proven track record of enhancing relationships with custodians, counterparties, and service providers; effectively managing and resolving escalated issues; and sharing expertise across teams. A good understanding of complex fixed income instruments and securities markets is essential for this role.
Primary Responsibilities:
  • Support the Portfolio Operations team in the timely and accurate execution of daily, monthly, and ad-hoc tasks, including:
    • Reconciling cash and positions with custodians and prime brokers; investigating discrepancies.
    • Maintaining accurate accounting records (security setups, payments, factor updates, SPOs, corporate actions, and cashflows).
    • Processing and monitoring trade activity, confirmations, and settlements; coordinating with custodians and brokers.
    • Ensuring accurate pricing and performance data for timely investment reporting.
  • Own and resolve operational issues, escalating appropriately with awareness of internal and external impacts.
  • Provide expertise on complex accounting matters (e.g., corporate actions, reorgs, offshore withholding, performance), coordinating with service providers and internal teams.
  • Maintain data integrity across systems; understand data flows and troubleshoot issues.
  • Identify and implement process improvements to streamline operations, boost efficiency, and support automation.

Required Skills & Experience:
  • Bachelor's in accounting, finance, or business.
  • Experience in portfolio operations with strong knowledge of fixed income, equities, FX, and global markets.
  • Skilled in Excel; familiar with Bloomberg, DTCC, and tools like VBA, SQL, Python, Power BI (a plus).
  • Strong analytical, communication, and problem-solving abilities.
  • Proven team contributor and cross-trainer; works well with IT and external partners.
  • Self-motivated, detail-oriented, organized, and able to manage multiple tasks and projects.

Qualified applicants should apply on our website:

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