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Portfolio Operations Analyst Jobs (NOW HIRING)

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

Legalist

OR · On-site

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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Portfolio Operations Analyst information

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$38K

$93.2K

$148K

How much do portfolio operations analyst jobs pay per year?

As of Jun 23, 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 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.

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 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 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.
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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 June 2026, with employment types broken down into 67% Full Time, and 33% Contract. Highlights an 100% In-person job distribution, with an average salary of $93,235 per year, or $44.8 per hour.
Portfolio Operations Analyst

Portfolio Operations Analyst

Nautilus Solar Energy

Chicago, IL • Remote

$80K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 10 days ago

Job description

Nautilus Solar Energy’s Portfolio Operations Analyst will be responsible for supporting the management and operations of Nautilus’ generating portfolio. Using web-based monitoring tools, the Portfolio Operations Analyst will ensure Nautilus’ solar sites are performing optimally. This position reports to a Senior Portfolio Operations Manager.

Responsibilities:

  • Daily monitoring of Nautilus’ solar power plant performance.
  • Manage and document plant alerts and cases for follow up.
  • Organize and process O&M expenses through Netsuite.
  • Schedule and manage deliverables of preventative maintenance inspections.
  • Work closely with Nautilus’ Portfolio Operations Managers and O&M partners to continuously improve plant performance.
  • Support completion of compliance reports for management and financing partners.
  • Assist in new plant onboarding including document management, data entry and validation.
  • Support Special projects as needed.
  • Support RFP processes and analysis for 3rd party Operations and Maintenance (O&M) partnerships.
  • Support the development of tools, procedures, and business relationships to help decrease Nautilus maintenance costs over time.
  • Support compliance with applicable warranties.

Requirements

  • 2-year degree required, technical degree highly preferred
  • 1 year minimum of relevant solar management experience preferred.
  • Strong Excel, analytical, organizational, and problem-solving skills
  • Excellent written and verbal communication skills
  • Work hours 8am – 4pm EST and periodic on-call weekends for site monitoring
  • Ability to work effectively remotely with different levels and functions of the organization as well as with external parties such as banks, lawyers, customers and contractors
  • Ability to work independently in a team-oriented and fast-paced entrepreneurial environment
  • Ability to undertake complex tasks
  • Project oriented with a goal to complete assignments on time
  • Strong interpersonal, communication, and organizational skills
  • Unrestricted authorization to work in the U.S.

Benefits

Competitive Salary $80,000-$85,000

  • Annual Performance Bonus
  • Benefits (Health, Vision, Dental, Basic Life Insurance, Short-Term Disability, and Long-Term Disability) are 100% covered by Nautilus
  • 401(k) offered with employer match