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Portfolio Operations Analyst Jobs (NOW HIRING)

Reporting initially to the Director of Portfolio Operations, this role will be responsible for analyzing key performance metrics across our operations on both a recurring and ad hoc basis while ...

Reporting initially to the Director of Portfolio Operations, this role will be responsible for analyzing key performance metrics across our operations on both a recurring and ad hoc basis while ...

Reporting initially to the Director of Portfolio Operations, this role will be responsible for analyzing key performance metrics across our operations on both a recurring and ad hoc basis while ...

Reporting initially to the Director of Portfolio Operations, this role will be responsible for analyzing key performance metrics across our operations on both a recurring and ad hoc basis while ...

Reporting initially to the Director of Portfolio Operations, this role will be responsible for analyzing key performance metrics across our operations on both a recurring and ad hoc basis while ...

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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 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:
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.
Product Portfolio Operations Manager - Communications & Reporting

Product Portfolio Operations Manager - Communications & Reporting

JP Morgan Chase

Wilmington, DE • On-site

Full-time

Medical, Retirement

Posted 24 days ago


JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 470 frontline employees who took The Breakroom Quiz

46th of 141 rated banks


Job description

Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across product lines. 
As a Product Portfolio Operations Manager in Consumer Bank Product Portfolio Operations, you will report to the Product Portfolio Operations Strategy & Communications pillar lead and run day-to-day execution of the Consumer Bank Product Portfolio Operations communications and reporting engine, with a focus on accuracy, consistency, timeliness, and decision readiness.
 

You will partner closely with Consumer Bank product teams and senior stakeholders to gather inputs, synthesize insights, and publish executive-ready narratives that make priorities, tradeoffs, milestones, dependencies, and blockers clear. You will also contribute to PPO-owned, AI-enabled improvements to reporting workflows, including maintaining the Product Portfolio Operations LLM (Large Language Model) knowledge base and building lightweight prototypes that reduce manual effort and improve first-pass quality. 
 

Job responsibilities
  • Run the recurring PPO communications and reporting cadence: manage intake, synthesis, drafting, review cycles, and publishing for required product reporting.
  • Translate portfolio inputs into decision-ready leadership narratives: clearly communicate progress, roadmaps, blockers, milestones, and dependencies tailored for PPO and PXT senior leaders.
  • Build and maintain standardized reporting frameworks that track PPO progress against CB OKRs, portfolio health metrics, and investment planning, driving consistent definitions and templates across teams.
  • Design and build AI-powered tools, workflows, and prototypes that solve real reporting and communications challenges: reducing cycle time, eliminating manual steps, and improving output quality.
  • Own operational delivery of the PPO LLM knowledge base: curate priority content, apply AI-first approaches to improve transparency, and increase drafting speed.
  • Identify manual pain points within PPO and PXT reporting workflows and deliver tangible improvements through automation, tooling, templates, or process redesign.
  • Run test-and-learns for new AI-enabled solutions, document outcomes, and make recommendations on what to scale.
  • Operate as the pillar's execution lead: manage timelines, stakeholder communications, and issue escalations to ensure consistent delivery across multiple audiences and forums.
  • Embed LRCC requirements into day-to-day reporting operations.
Required qualifications, capabilities, and skills
  • 5+ years of experience or equivalent expertise in program management or performance optimization
  • Proven ability to manage and implement operational effectiveness initiatives
  • Proven ability to operate within the product development life cycle and agile methodologies

  • Demonstrated ability to create executive-ready communications, presentations, and strategic documents, turning complex inputs into clear, concise narratives for senior audiences. 
  • Strong analytical and problem-solving skills, including defining measures, identifying efficiency opportunities, and translating data into insights. 
  • Advanced proficiency with AI tools and platforms relevant to the role's scope, including LLMs, applied operations, and reporting workflow improvements. 
  • Experience with data visualization tools and reporting platforms to create dashboards and metrics tracking. 
  • Proven ability to manage multiple priorities and deadlines in a highly matrixed environment with strong attention to detail. 
  • Strong stakeholder management skills, including influencing across functions and driving on-time inputs and alignment without direct authority.  
Preferred qualifications, capabilities, and skills
  • Experience in Consumer Banking and/or PXT organizations within JPMorganChase. 
  • Familiarity with Agile methodologies, product development lifecycles, Design Thinking frameworks, and investment planning processes. 
  • Demonstrated experience supporting AI governance and use case identification specific to product portfolio operations and efficiency improvements. 
  • Experience working with Product Controls frameworks and supporting adoption of new product governance mechanisms. 
  • Experience building databases, prototypes, or technology solutions that improve operational efficiency and adoption. 

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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