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Portfolio Operations Analyst Jobs (NOW HIRING)

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 ...

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 ...

World Bank

Operations Analyst

Washington, DC

In AFW, the World Bank is a leading partner, with a growing portfolio of more than 400 projects in ... AFW Transport Unit (IAWT3) The Operations Analyst will be based in Washington and will join the ...

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Portfolio Operations Analyst information

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$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.
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 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 Specialist

Portfolio Operations Specialist

Legalist

New York, NY

Full-time

Posted 25 days ago

Job description

Intro description:

Legalist is a tech-enabled alternative asset manager that uses proprietary data-driven origination to invest in uncorrelated legal and government-payment assets. Founded out of Y Combinator in 2016, Legalist manages over $1.7 billion for endowments, foundations, and family offices.

Portfolio Operations Specialist

We are seeking a Portfolio Operations Specialist to support our Litigation Finance Portfolio Monitoring team through legal research, case analysis, and portfolio monitoring. This role sits at the intersection of law and investing, combining paralegal expertise with analytical rigor to evaluate and track investments in litigation.

You will work closely with attorneys, investment professionals, and cross-functional teams to assess opportunities, monitor active matters, and produce clear, actionable insights. This is an opportunity to contribute to a fast-paced, technology-driven investment platform operating at the forefront of legal finance.

Key Responsibilities

  • Review and analyze legal documents, case filings, and supporting materials to inform underwriting and portfolio monitoring
  • Conduct legal, factual, and background research, including identifying analogous cases and relevant developments
  • Support due diligence efforts by evaluating counterparties, legal claims, and associated risks
  • Organize, index, and maintain case files, investment documentation, and internal records
  • Track key case developments, deadlines, and portfolio performance across active matters
  • Draft clear and concise summaries, memoranda, and internal reports on legal and investment findings
  • Collaborate cross-functionally with legal, underwriting, operations, and technology teams
  • Contribute to process improvements, workflow management, and data organization across the portfolio
  • Provide general support on special projects related to legal analysis, compliance, and investment operations

Qualifications

  • Bachelor's degree in Political Science, History, Economics, Law, Business, or a related field (or equivalent experience)
  • 3–5+ years of relevant experience, such as: Paralegal experience at an AmLaw 200 or comparable firmLegal research, compliance, investigations, or litigation support roles
  • Proficiency with legal research tools such as LexisNexis and Westlaw
  • Strong analytical, research, and writing skills with the ability to synthesize complex legal and financial information
  • Experience reviewing legal documents and managing case-related workflows
  • High attention to detail with strong organizational and document management skills
  • Ability to communicate complex concepts clearly, both written and verbally
  • Comfortable working in a fast-paced, evolving environment with shifting priorities
  • Ability to collaborate effectively across multidisciplinary teams

Preferred Qualifications

  • Exposure to financial analysis, underwriting, or investment-related work
  • Familiarity with litigation finance, credit investing, or legal risk assessment
  • Experience drafting memoranda or case summaries for decision-making purposes