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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 Sep 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 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.

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Infographic showing various Portfolio Operations Analyst job openings in the United States as of September 2026, with employment types broken down into 83% Full Time, and 17% Contract. Highlights an 83% In-person, and 17% Remote job distribution, with an average salary of $93,235 per year, or $44.8 per hour.

Portfolio Operations Manager

Fort Washington, PA • On-site, Remote

Ballard Spahr LLP
Law Firms • 1 - 5K employees

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.


Job description

Department: Firm Administration

About Us:

Ballard Spahr is a nationally recognized law firm with more than 750 lawyers across 19 offices in the United States. A career at Ballard Spahr means joining a team of talented mentors, colleagues, and friends, supported by strong leadership that actively encourages professional growth.  

Ballard Spahr is looking for a Portfolio Operations Manager responsible for day-to-day operation and governance of the enterprise portfolio. This individual will exercise discretion, build relationships, and develop plans while leading diverse project teams to achieve successful delivery. The selected individual will work closely with EPMO leadership, Project Management teams, business leaders, and cross-functional stakeholders, the Portfolio Operations Manager coordinates portfolio intake and prioritization, facilitates portfolio governance and review activities, and provides leadership with timely visibility into portfolio performance, priorities, risks, dependencies, and capacity  This position is remote, and consideration will be given to those near the Philadelphia office or surrounding areas, with the expectation to work in the office as needed.

Why Join Us?

  • Innovative Work Environment: Become part of a forward-thinking firm that enjoys substantial support and visibility from the firm’s executive leadership.

  • Professional Development: Take advantage of continuous learning opportunities and avenues for career growth.

  • Inclusion: Join a Business Resource Group and share cultural, experiential, or job-related interests, experiences, and/or backgrounds.

  • Impactful Contributions: Play a pivotal role in developing industry-leading solutions that make a significant difference in legal practice and client service.

Your Role:

  • Manage the day-to-day operations of the enterprise portfolio.

  • Coordinate project intake, activation, prioritization, and portfolio workflows.

  • Plan and facilitate portfolio review and governance meetings.

  • Define and monitor portfolio KPIs, metrics, milestones, deadlines, and reporting requirements.

  • Develop and maintain portfolio dashboards, reports, and other materials that provide actionable insights to leadership and stakeholders.

  • Monitor portfolio performance, risks, issues, dependencies, and capacity, escalating matters as appropriate.

  • Drive stakeholder communications and ensure projects meet established readiness requirements prior to activation.

  • Maintain accurate and reliable portfolio data across portfolio management tools and repositories.

  • Partner with the EPMO leadership to support effective portfolio planning, prioritization, and execution.

  • Continuously improve portfolio governance, processes, tools, reporting, and operating practices.

  • Identify opportunities to improve portfolio transparency, efficiency, consistency, and decision-making.

  • Support project and portfolio initiatives through business analysis activities, including process documentation, workflow mapping, requirements gathering, stakeholder facilitation, and identification of process improvement opportunities.

  • Provide project management support for strategic projects and other initiatives as needed, in partnership with the Project Management team.

What We’re Looking For:

  • Growth Mindset: Self-motivated with a passion for growth and willing to stay updated with emerging technologies and industry trends, particularly in project management and generative.

  • Communication: Strong verbal and written communication skills.  The ability to listen, understand information and ideas presented, while using analytical skills to interpret the issue at hand and develop applicable or appropriate recommendations and solutions.

  • Detail-Oriented: Keen attention to detail with the ability to manage multiple priorities and deadlines independently.

  • Leadership: Ability to lead, drive, and support projects for successful business outcomes.

Required Experience:

A bachelor’s degree in Business Administration, Management, Project Management, Information Systems, or a related field. 5+ years of experience working at a law firm with experience in portfolio management, PMO operations, project management, business operations or a related function. Knowledge of business analysis and project management best principles, tool and methodologies; including Waterfall and Agile. Strong analytical and problem solving skills with the ability to interpret portfolio data. Experience facilitating stakeholder discussions, documenting business processes, developing process flows and supporting project planning and status reporting. Strong negotiation, conflict resolution and stakeholder management skills. Excellent organization skills and attention to detail with the ability to manage multiple priorities and deadlines. Proficiency with Microsoft Office, particularly in Excel and PowerPoint with experience working with project, portfolio or workflow management tools. Ability to work independently, sound judgement, identify issue and escalate matter appropriately. 

The salary range for this position is from $120,000 – $150,000, which reflects the Firm’s good faith and reasonable estimate of possible compensation at the time of posting. Actual pay will depend on several factors such as the candidate’s experience, qualifications, and location.

Ballard Spahr offers an excellent benefits package. A summary of available benefits can be found here in the Careers section of the firm’s website.

Ready to Grow with Us?

If you are ready to play a vital role in the Firm’s success, we encourage you to apply and be a part of our commitment to excellence.

At Ballard Spahr, we believe that our skills, perspectives, and backgrounds drive innovation and excellence, while our unique culture fosters collaboration and success. Our culture of thriving together forms the cornerstone of how we deliver exceptional service and position our firm for a strong future. We welcome and encourage applicants from all backgrounds to apply.

Ballard Spahr is an equal opportunity employer. We offer equal consideration to all qualified applicants, regardless of race, ethnicity, religion, age, national origin, handicap or disability, citizenship, sex, pregnancy, childbirth or related medical condition, sexual orientation, gender identity and expression, transgender status, sex stereotyping, genetic information, ancestry, veteran status or any other category protected by applicable law.

The firm is not accepting resumes from search firms for this position.