Strong analytical and problem-solving skills, including defining measures, identifying efficiency ... portfolio operations and efficiency improvements. * Experience working with Product Controls ...
Strong analytical and problem-solving skills, including defining measures, identifying efficiency ... portfolio operations and efficiency improvements. * Experience working with Product Controls ...
Strong analytical and problem-solving skills, including defining measures, identifying efficiency ... portfolio operations and efficiency improvements. * Experience working with Product Controls ...
Strong analytical and problem-solving skills, including defining measures, identifying efficiency ... portfolio operations and efficiency improvements. * Experience working with Product Controls ...
Senior ETF Operations Analyst
Boston, MA · On-site
About the Role Portfolio Operations within the Global Operations Group has an open position for a Senior ETF Operations Analyst.The analyst will work closely with the Principal ETF Analyst to perform ...
Senior ETF Operations Analyst
Boston, MA · On-site
About the Role Portfolio Operations within the Global Operations Group has an open position for a Senior ETF Operations Analyst.The analyst will work closely with the Principal ETF Analyst to perform ...
Data Center Operations Analyst
$83K - $121K/yr
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 ...
Quick apply
Data Center Operations Analyst
$83K - $121K/yr
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 ...
Data Center Operations Analyst
$83K - $121K/yr
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 ...
Quick apply
Data Center Operations Analyst
$83K - $121K/yr
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 ...
Data Center Operations Analyst
$83K - $121K/yr
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 ...
Quick apply
Data Center Operations Analyst
$83K - $121K/yr
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 ...
Strong analytical and problem-solving skills, including defining measures, identifying efficiency ... portfolio operations and efficiency improvements. * Experience working with Product Controls ...
Strong analytical and problem-solving skills, including defining measures, identifying efficiency ... portfolio operations and efficiency improvements. * Experience working with Product Controls ...
Data Center Operations Analyst
$83K - $121K/yr
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 ...
Quick apply
Data Center Operations Analyst
$83K - $121K/yr
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 ...
Data Center Operations Analyst
$83K - $121K/yr
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 ...
Quick apply
Data Center Operations Analyst
$83K - $121K/yr
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 ...
Data Center Operations Analyst
Livingston, NJ · On-site
$83K - $121K/yr
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 ...
Data Center Operations Analyst
Livingston, NJ · On-site
$83K - $121K/yr
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 ...
Director of Portfolio & Operations Third Leaf Wines by European Cellars About Third Leaf Wines ... Experience with inventory planning, vintage transitions, pricing, margin analysis, supplier ...
Director of Portfolio & Operations Third Leaf Wines by European Cellars About Third Leaf Wines ... Experience with inventory planning, vintage transitions, pricing, margin analysis, supplier ...
Director of Portfolio & Operations Third Leaf Wines by European Cellars About Third Leaf Wines ... Experience with inventory planning, vintage transitions, pricing, margin analysis, supplier ...
Director of Portfolio & Operations Third Leaf Wines by European Cellars About Third Leaf Wines ... Experience with inventory planning, vintage transitions, pricing, margin analysis, supplier ...
Director of Portfolio & Operations Third Leaf Wines by European Cellars About Third Leaf Wines ... Experience with inventory planning, vintage transitions, pricing, margin analysis, supplier ...
Director of Portfolio & Operations Third Leaf Wines by European Cellars About Third Leaf Wines ... Experience with inventory planning, vintage transitions, pricing, margin analysis, supplier ...
The Energy Portfolio Operations (EPO) team manages Amazon's portfolio of energy contracts post ... analytical skill set, experience with business processes, and experience defining and reporting ...
The Energy Portfolio Operations (EPO) team manages Amazon's portfolio of energy contracts post ... analytical skill set, experience with business processes, and experience defining and reporting ...
Associate, Portfolio Operations, Primary Investments
Boston, MA · On-site
$80K - $90K/yr
Within our Primary Portfolio Operations team, the Portfolio Associate will support the Primary ... An analytical, organized, and creative problem-solver * A top performer who is hardworking with an ...
Associate, Portfolio Operations, Primary Investments
Boston, MA · On-site
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Senior Portfolio Operations Manager
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Senior Portfolio Operations Manager Grade $85,692 - $98,446 Metropolitan Development and Housing ... The position leverages advanced data analytics, intelligent technology platforms, and predictive ...
Senior Portfolio Operations Manager
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Senior Portfolio Operations Manager Grade $85,692 - $98,446 Metropolitan Development and Housing ... The position leverages advanced data analytics, intelligent technology platforms, and predictive ...
The Energy Portfolio Operations (EPO) team manages Amazon's portfolio of energy contracts post ... analytical skill set, experience with business processes, and experience defining and reporting ...
The Energy Portfolio Operations (EPO) team manages Amazon's portfolio of energy contracts post ... analytical skill set, experience with business processes, and experience defining and reporting ...
Associate, Portfolio Operations, Credit
Boston, MA · Hybrid
$80K - $110K/yr
Perform portfolio and strategy-level analyses to support management decisions, client requests, and ... Support central initiatives, ad-hoc projects, and operational improvements within the Credit team
Associate, Portfolio Operations, Credit
Boston, MA · Hybrid
$80K - $110K/yr
Perform portfolio and strategy-level analyses to support management decisions, client requests, and ... Support central initiatives, ad-hoc projects, and operational improvements within the Credit team
Associate, Portfolio Operations, Primary Investments
Boston, MA · Hybrid
$80K - $90K/yr
Within our Primary Portfolio Operations team, the Portfolio Associate will support the Primary ... An analytical, organized, and creative problem-solver * A top performer who is hardworking with an ...
Associate, Portfolio Operations, Primary Investments
Boston, MA · Hybrid
$80K - $90K/yr
Within our Primary Portfolio Operations team, the Portfolio Associate will support the Primary ... An analytical, organized, and creative problem-solver * A top performer who is hardworking with an ...
The Energy Portfolio Operations (EPO) team manages Amazon's portfolio of energy contracts post ... analytical skill set, experience with business processes, and experience defining and reporting ...
The Energy Portfolio Operations (EPO) team manages Amazon's portfolio of energy contracts post ... analytical skill set, experience with business processes, and experience defining and reporting ...
Portfolio Operations Analyst information
See salary details
$38K - $48K
1% of jobs
$48K - $58K
11% of jobs
$58K - $68K
5% of jobs
$74K is the 25th percentile. Wages below this are outliers.
$68K - $78K
14% of jobs
$78K - $88K
19% of jobs
The median wage is $88.3K / yr.
$88K - $98K
19% of jobs
$103.7K is the 75th percentile. Wages above this are outliers.
$98K - $108K
12% of jobs
$108K - $118K
8% of jobs
$118K - $128K
6% of jobs
$128K - $138K
4% of jobs
$138K - $148K
1% of jobs
$38K
$93.2K
$148K
How much do portfolio operations analyst jobs pay per year?
What is the difference between Portfolio Operations Analyst vs Investment Analyst?
| Aspect | Portfolio Operations Analyst | Investment Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; certifications like CFA are a plus | Bachelor's degree in finance, economics, or related; CFA often preferred |
| Work Environment | Financial firms, asset management companies, hedge funds | Investment firms, asset management, banks |
| Employer & Industry Usage | Focuses on portfolio management operations, trade processing, compliance | Focuses 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?
What are the key skills and qualifications needed to thrive as a Portfolio Operations Analyst, and why are they important?
What are Portfolio Operations Analysts?

Product Portfolio Operations Manager - Communications & Reporting
JP Morgan ChaseWilmington, DE • On-site
Full-time
Medical, Retirement
Posted 24 days ago
JPMorgan Chase & Co. rating
8.1
Based on 470 frontline employees who took The Breakroom Quiz
46th of 141 rated banks
Job description
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.
- 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.
- 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.
- 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
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About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US