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Portfolio Operations Analyst Jobs (NOW HIRING)

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 ...

Legalist

Portfolio Operations Specialist

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 ...

AEG

Manager, Strategy & Portfolio Operations

Boston, MA · On-site

$95K - $120K/yr

The Strategy & Portfolio Operations team operates across all business units, with a particular ... Support day-to-day project work: build analyses, maintain project plans, and coordinate ...

NYULMC

Director - Portfolio Operations

New York, NY · On-site

Reporting to the Senior Director, Real Estate Operations, the Director-Portfolio Operations will ... Coordinate the collection, analysis, and reporting by the facility management team of statistical ...

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$93.2K

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How much do portfolio operations analyst jobs pay per year?

As of May 31, 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.
Senior Analyst, Portfolio Operations

Senior Analyst, Portfolio Operations

ICONIQ

San Francisco, CA

$110K - $120K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 22 days ago

Job description

ICONIQ Venture & Growth is seeking a Senior Analyst to join its Portfolio Operations team, a highly strategic function focused on driving commercial and strategic value across our portfolio and broader ecosystem. This role partners closely with founders, executives, and enterprise leaders to unlock growth opportunities, generate actionable insights, and strengthen our network advantage.

This role sits within ICONIQ Venture & Growth which partners with founders defining the future of their industries to transform the world.

What You'll Do:

  • Expand and map ICONIQ's network of senior enterprise leaders to drive long-term ecosystem strength
  • Build relationships with enterprise leaders through events, strategic discussions, and ongoing market engagement
  • Support go-to-market efforts for portfolio companies by identifying target customers and facilitating strategic introductions
  • Partner with founders and executives to refine customer profiles, target sectors, and growth priorities
  • Develop market insights by analyzing enterprise buying trends and emerging technology adoption
  • Design and execute curated executive engagements including roundtables, briefings, and industry events
  • Maintain accurate data and reporting to track ecosystem growth and portfolio impact
  • Collaborate cross-functionally to deliver high-quality outcomes and strengthen internal knowledge sharing

Ideal Candidate Background:

  • 2+ years of experience in consulting, venture capital, technology, or a related field
  • Strong academic track record and analytical capabilities
  • Experience managing multiple projects in a fast-paced environment
  • Excellent communication skills with the ability to engage senior stakeholders
  • Proficiency with tools such as Excel, PowerPoint, Google Workspace, or Salesforce
  • Familiarity with market research platforms and emerging technologies
  • Interest in technology and its impact across industries
  • Familiarity with AI tools and technologies is a plus; we value curiosity around using AI to enhance productivity and innovation

What We Offer:

  • Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment.
  • Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
  • A matching 401(k) program.
  • Commuter Benefits program.
  • Stipends to support wellness and hybrid working arrangements.
  • We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
  • Smart-casual dress code.

Location: Applicants are expected to work onsite in our San Francisco office in accordance with our hybrid working policy.

 

Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $110,000-$120,000 together with the benefits listed above.

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About ICONIQ

Sourced by ZipRecruiter

Industry

Software development

Company size

11 - 50 Employees

Headquarters location

San Francisco, CA, US

Year founded

2020

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