ZipRecruiter

Log In

1

Portfolio Operations Analyst Jobs in Massachusetts

Morgan Stanley

Operations Analyst - Parametric

Boston, MA · Hybrid

$28.85/hr

Operations Analyst - Parametric Parametric is hiring Operations Analysts across multiple Operations ... We partner with advisors, institutions, and consultants to build portfolios focused on what is ...

Analysis Group, Inc.

AI Operations Analyst

Boston, MA · On-site

Analysis Group is one of the largest international economics consulting firms, with more than 1,500 ... Support the Senior Manager, AI Operations in coordinating the AI Operations portfolio, including ...

Analysis Group, Inc.

AI Operations Analyst

Boston, MA · On-site

Overview Analysis Group is one of the largest international economics consulting firms, with more ... Support the Senior Manager, AI Operations in coordinating the AI Operations portfolio, including ...

Analysis Group, Inc.

AI Operations Analyst

Boston, MA · On-site

Overview Analysis Group is one of the largest international economics consulting firms, with more ... Support the Senior Manager, AI Operations in coordinating the AI Operations portfolio, including ...

Adecco

Sales Operations Analyst

Waltham, MA

$33/hr

Bachelor's degree in science or business; advanced degree preferred. * 5+ years of experience in sales analytics/operations, commercial business/portfolio management, or a related field. This role is ...

Kelly Services

Sales Operations Analyst

Waltham, MA · Remote

$43/hr

Bachelor's degree in science or business; advanced degree preferred. * 5+ years of experience in sales analytics/operations, commercial business/portfolio management, or a related field. Knowledge ...

next page

Showing results 1-20

All JobsPortfolio Operations Analyst JobsPortfolio Operations Analyst Jobs in Massachusetts

Portfolio Operations Analyst information

See Massachusetts salary details

$41.5K

$101.8K

$161.6K

How much do portfolio operations analyst jobs pay per year?

As of Aug 21, 2026, the average yearly pay for portfolio operations analyst in Massachusetts is $101,824.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,400.00 and $117,900.00 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.

What are popular job titles related to Portfolio Operations Analyst jobs in Massachusetts?

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

What job categories do people searching Portfolio Operations Analyst jobs in Massachusetts look for?

The top searched job categories for Portfolio Operations Analyst jobs in Massachusetts are:

Portfolio Operations Analyst jobs near you
Infographic showing various Portfolio Operations Analyst job openings in Massachusetts as of August 2026, with employment types broken down into 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $101,824 per year, or $49 per hour.

Portfolio Operations Analyst

Daley And Associates, LLC

Braintree, MA • On-site

$28 - $35/hr

Other

Posted yesterday

New

Job description

Portfolio Operations Analyst
We are currently seeking candidates for a Portfolio Operations Analyst to join a leading financial services organization in Braintree, MA. This Portfolio Operations Analyst will support institutional investment operations with a focus on trade processing, client inquiries, fund pricing, and resolving transaction-related issues. This is a strong opportunity for an early-career candidate looking to build hands-on experience within investment operations, with potential for long-term conversion.
This is a 6+ month contract paying $28–$35/hour, depending on experience, with potential for extension or conversion to permanent employment.
The Portfolio Operations Analyst will work primarily from 11:00 AM–7:30 PM and follow a hybrid schedule requiring 4 days onsite per week. Candidates must be located in the Greater Boston area and willing to work four days per week onsite in Braintree, MA.
Responsibilities:
  • Process, review, and confirm investment trades while ensuring transactions are completed accurately and on schedule.
  • Support end-of-day fund pricing and help ensure pricing information is released within required deadlines.
  • Research trade discrepancies, processing errors, and operational exceptions through resolution.
  • Respond to a high volume of client and internal inquiries through Outlook and other communication channels.
  • Assist with NAV, settlement, market value, and other day-to-day fund and investment operations activities.
  • Maintain accurate transaction information across Salesforce and proprietary investment systems.
  • Follow established trade guidelines, controls, and compliance procedures when processing activity.
  • The Investment Operations Analyst will coordinate with internal teams supporting trade processing, client servicing, compliance, and implementation.
Qualifications:
  • 1–3 years of investment operations, financial services, fund operations, or related experience preferred; strong recent graduates with relevant internship experience will also be considered.
  • Basic understanding of trade processing and investment concepts such as NAV, settlement dates, market value, fund pricing, or transfer services.
  • Strong critical-thinking skills with the ability to identify discrepancies and work through operational issues.
  • Exceptional attention to detail and organization, particularly when handling financial transactions.
  • Strong written and verbal communication skills.
  • Proficiency with Microsoft Excel and Outlook; experience with Salesforce or similar systems is a plus.
  • Comfortable learning proprietary technology and using modern tools, including AI-based productivity tools.
  • The ideal Portfolio Operations Analyst will be dependable, organized, and comfortable working in a deadline-driven investment environment.
Candidates interested in this Portfolio Operations Analyst opportunity should be comfortable supporting later-day pricing and trade activity while working closely with a collaborative investment operations team.
For immediate consideration, interested and qualified candidates should send their resume to Jackson at jnichols@daleyaa.com
 

Apply