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Portfolio Operations Analyst Jobs (NOW HIRING)

ProShares

Portfolio Operations Analyst

Bethesda, MD · On-site

The Operations Analysts play an integral role in the four essential job functions within the Portfolio Operations Department. * Derivative Operations- Derivatives play an important role in the ...

ProShares

Portfolio Operations Analyst

Bethesda, MD · On-site

The Operations Analysts play an integral role in the four essential job functions within the Portfolio Operations Department. * Derivative Operations- Derivatives play an important role in the ...

VanEck

Junior Portfolio Operations Analyst

Tampa, FL · On-site

Utilize portfolio systems (accounting, performance and other databases) to reconcile portfolios; access Bloomberg, custodian websites to analyze data Supervisory Responsibilities None Qualifications

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 ...

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Portfolio Operations Analyst information

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$38K

$93.2K

$148K

How much do portfolio operations analyst jobs pay per year?

As of Sep 15, 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 is a portfolio operations analyst?

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 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 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.

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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 are popular job titles related to Portfolio Operations Analyst jobs?

For Portfolio Operations Analyst jobs, the most frequently searched job titles are:

Infographic showing various Portfolio Operations Analyst job openings in the United States as of September 2026, with employment types broken down into 83% Full Time, and 17% Contract. Highlights an 83% In-person, and 17% Remote job distribution, with an average salary of $93,235 per year, or $44.8 per hour.

Portfolio Operations Analyst

Manhattan, NY

Career Launch AI
See more jobs at Career Launch AIexternal

$140K - $185K/yr

Other

Posted 8 days ago

Job description

Portfolio Operations Analyst

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation:
$140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Portfolio Operations Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in portfolio operations, investment monitoring, and fund reporting.

Actual openings may vary based on employer type (e.g., asset managers, private equity firms, venture capital funds) and investment focus.

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/

Position Overview

Portfolio Operations Analysts support investment teams by managing the operational, reporting, and analytical processes for portfolio investments. The role blends portfolio monitoring, data analysis, and reporting to ensure accurate tracking of positions, performance, and risk metrics.

These roles often involve close collaboration with portfolio managers, fund accountants, operations teams, and investor relations professionals.

Key Responsibilities

  • Monitor portfolio holdings, valuations, and performance metrics

  • Assist with portfolio operations including trade settlement, reconciliations, and cash management

  • Prepare and maintain reporting for internal teams and investors, including performance reports and risk analytics

  • Support the onboarding and monitoring of new investments and portfolio companies

  • Collaborate with fund accounting, investor relations, and compliance teams to ensure accurate data flow

  • Identify discrepancies, anomalies, or operational inefficiencies and recommend solutions

  • Support internal and external audits as needed

  • Maintain accurate records of portfolio activity and transactions

Preferred Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field

  • Understanding of investment operations, portfolio management, and reporting processes

  • Familiarity with portfolio management and fund administration systems (e.g., Investran, eFront, or Geneva) is a plus

  • Strong analytical skills with high attention to detail

  • Proficiency in Excel; experience with SQL, VBA, or other reporting tools is advantageous

  • Ability to work effectively in fast-paced, deadline-driven environments

  • Clear written and verbal communication skills

  • Interest in investment operations, portfolio monitoring, and reporting

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

  • Skills-based role matching

  • Resume and profile optimization

  • Guidance on outreach to investment operations and portfolio teams

  • Interview preparation for portfolio operations, fund reporting, and investment analytics roles

To learn more or express interest in portfolio operations roles, visit:
https://www.careerlaunch.ai/