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Portfolio Operations Analyst Jobs (NOW HIRING)

Steampunk

Portfolio Business Operations Analyst

Mclean, VA · On-site +1

$50K - $60K/yr

Overview Steampunk is seeking a Portfolio Business Operations Analyst who is excited with delivering solutions and outcomes. The ideal future Punk will thrive working with all levels of a company ...

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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 Jul 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 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 July 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 86% Full Time, 6% Part Time, 1% Temporary, and 5% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $93,235 per year, or $44.8 per hour.
Portfolio Analyst - Lean Portfolio & Enablement

Portfolio Analyst - Lean Portfolio & Enablement

The Hartford Financial Services Group, Inc.

Hartford, CT • On-site

$79K - $118K/yr

Full-time

Posted 16 days ago

The Hartford rating

8.8

Company rating: 8.8 out of 10

Based on 111 frontline employees who took The Breakroom Quiz

54th of 281 rated insurance

Job description

Portfolio Analyst - BA08CE
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
The Portfolio Analyst serves as a data and financial manager within the IT Claims & Operations organization. The role is responsible for supporting Lean Portfolio Management (LPM) practices while also engineering the future of how IT portfolio, operations, financial accountability, and executive insights are delivered. This position focuses on the emerging intersection of portfolio analytics and engineering enablement, partnering with technical teams to develop scalable processes and automated usage patterns.
This role will have a Hybrid work schedule, with the expectation of working in an office (Columbus, OH, Hartford, CT or Charlotte, NC) 3 days a week (Tuesday through Thursday).
Essential Accountabilities:
1. Agile Financial Strategy & Value Stream Operations
  • Maintain the interface between Agile delivery metrics and traditional corporate financial requirements (monthly, quarterly, and forecasting).
  • Support Sr. portfolio analysis and financial hygiene across value streams and Agile Release Trains (ARTs).
  • Collaborate with Finance and Executive Leadership on strategic budget planning, project tracking, AI enablement, and financial variance reporting.
  • Innovate new reporting presentations utilizing automated and AI-enhanced interactive dashboards that provide IT leadership with high-fidelity visibility into portfolio health, strategic investment alignment, and realized business outcomes.
  • Develop and implement innovative ideas leverage next-generation AI tools with portfolio financials and IT development analytics. This includes aligning agile delivery data metrics (such as cycle time and feature throughput) with traditional financial requirements, including invest and run, variance analysis, and multi-year forecasting.
2. Portfolio Analytical Engineering
  • Design and deploy new tools and processes that automate financial reporting and integrate portfolio data that results in operational efficiency.
  • Serve as an innovator and developer for portfolio tooling, building prototypes that accelerate insight delivery and reduce manual intervention.
  • Translate technical and AI concepts into portfolio-relevant insights, enabling leadership to track the adoption and impact of AI-enabled initiatives.
  • Help develop new IT management patterns that will emerge from new AI development models (Agents, Orchestration, Automation)
  • Identify and implement opportunities to modernize the management and consumption of portfolio data.
3. Leadership & Delivery Strategic Alignment
  • Actively engage with delivery teams to assist with portfolio management, IT contracts, resources, allocations, and directly support business and leadership to align strategy themes.
  • Partner with architecture, engineering, and development teams to ensure the portfolio actively supports IT delivery goals in the new AI driven development.
Sustain a CIO-level portfolio view, preparing & automating materials for portfolio health.
Requirements
  • 1-3 years of IT portfolio management experience
  • Familiarity with software development processes, including iterative and incremental methodologies.
  • Proven experience managing financials and understanding IT financial management practices.
  • Solid understanding of Agile and Scaled Agile frameworks
  • Intermediate to advanced experience with MS Excel.
  • Strong ability to influence and build effective partnerships across teams.
  • Excellent communication skills-written, verbal, and presentation.
  • Hands-on experience with Agile methodologies such as Scrum and Kanban.
  • 1 year of industry experience preferred.

Candidate must be authorized to work in the US without company sponsorship. The company will not support the STEM OPT I-983 Training Plan endorsement for this position.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$79,200 - $118,800
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits

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About Hartford

Sourced by ZipRecruiter

Hartford Financial Services Group, widely recognized as The Hartford, is a renowned company based in Hartford, CT, US. Established in 1810, it has evolved into an industry leader in the insurance and financial services sector, proudly serving more than one million businesses in the US. The Hartford is committed to offering a gamut of insurance products that include homeowners, automobile, and business insurance as well as employee benefits and mutual funds. The company’s core values revolve around customer-focused innovations, diversity and inclusion, and ethical dealings that have earned them a customer-centric reputation. This shapes their mission which revolves around aiding their clients to overcome unforeseen obstacles and enhancing their wealth over time. Among the company's noted accomplishments is being consistently listed among the World's Most Ethical Companies, a testament to their unwavering commitment towards responsible business practices.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Hartford, CT, US

Year founded

1810

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