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Portfolio Operations Analyst Jobs (NOW HIRING)

Red Tail Acquisitions

Operations Analyst

Irvine, CA · On-site

$72.50K - $78K/yr

Operations Analyst Company: Red Tail Acquisitions Location: Irvine, CA (onsite) Full Time / ... Reduce administrative burden across the portfolio Leadership Insight and Interpretation * Define ...

New

Initio Capital

Capital Operations Analyst

New York, NY · Remote

$50 - $200/hr

Capital Operations Analysts do not wait months for placement--once verified, they can immediately ... Finance professionals with 3-5 years of experience in transaction execution support, portfolio ...

Red Tail Acquisitions

Operations Analyst

Irvine, CA · On-site

The Operations Analyst role is designed to support the Hospitality, Residential, Marketing, and ... Build > Test > Train > Refine • Reduce administrative burden across the portfolio • Define the ...

New

Initio Capital

Portfolio & Deal Analyst

New York, NY · Remote

$50 - $200/hr

Former investment banking, private equity, portfolio operations, or senior consulting professionals with 5+ years of transaction and portfolio experience Lead Portfolio & Deal Analyst * Rating Score ...

Darwin Homes, Inc.

Operations Analyst

$95K - $110K/yr

Portfolio Reporting * Build and maintain recurring reports across key operational and financial metrics * Support portfolio-level and market-level views for internal stakeholders Ad-Hoc Analysis ...

Addepar

Portfolio Data Operations Analyst

New York, NY

$86K - $134K/yr

The Role We are currently seeking a Portfolio Data Operations Analyst to join our Portfolio Data Operations team! Part of the broader Addepar Engineering organization, the Portfolio Data Operations ...

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$38K

$93.2K

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How much do portfolio operations analyst jobs pay per year?

As of May 31, 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 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 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.

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.

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 May 2026, with employment types broken down into 2% Internship, 83% Full Time, 7% Part Time, 5% Temporary, and 3% Contract. Highlights an 81% Physical, 10% Hybrid, and 9% Remote job distribution, with an average salary of $93,235 per year, or $44.8 per hour.
Operations Analyst

Operations Analyst

Red Tail Acquisitions

Irvine, CA • On-site

$72.50K - $78K/yr

Full-time

Medical, Life, PTO

Posted 2 days ago

Job description

Job Title: Operations Analyst

Company: Red Tail Acquisitions

Location: Irvine, CA (onsite)

Full Time / Part Time: Full Time

Reports to: Senior Vice President of Operations


Benefits:

We offer a competitive compensation package based on experience and qualifications, along with fully company-paid employee health insurance, vacation and sick leave, paid holidays, and life insurance for full-time employees! Every employee gets access to exclusive discounts just for being part of the team!


Role Summary

The Operations Analyst serves as a centralized analytical and process optimization resource supporting the Hospitality, Residential, Marketing, and People Operations teams, with approximately 75% of focus dedicated to the Hospitality portfolio. This role exists to make our operating divisions operable at scale by identifying operational improvement opportunities, making data-backed recommendations, and helping automate workflows across the organization.

This is a highly cross-functional, high-impact role designed for someone who thrives at the intersection of data, operations, systems, and strategy. The Operations Analyst will partner closely with senior leadership and functional teams to create performance visibility, improve operational effectiveness, and enable scalable growth.

Job Description

  • Create trusted, repeatable operational reporting for operations leadership
  • Redesign reporting and forecasting workflows to eliminate manual work
  • Interpret performance data and prepare leaders with insights
  • Define metric standards and reporting expectations across Hospitality and Corporate Support departments
  • Partner with the Data Analyst to ensure system outputs match operational needs
  • Support the “Clarity at Every Level” operating model

Key Responsibilities

Hospitality Operational Intelligence (~75%)

  • Own design and delivery of weekly and monthly reporting packages
  • Prepare performance insights for VPs and GMs ahead of reviews
  • Partner with Operations, Revenue, Marketing, and Finance to track performance drivers (KPIs)
  • Support budgeting, forecasting, reforecasting, and capital analysis efforts

Workflow and Reporting Design

  • Redesign how reports, forecasts, and scorecards are created and used
  • Eliminate manual data aggregation from leadership work
  • Create repeatable processes aligned to: Build > Test > Train > Refine
  • Reduce administrative burden across the portfolio

Leadership Insight and Interpretation

  • Define the data points and where source of truth lives
  • Support financial and performance review readiness
  • Translate reports into actionable recommendations
  • Improve consistency and transparency of reviews

Systems-to-Operations Bridge

  • Define reporting requirements for the Data Analyst
  • Document metric definitions and report usage
  • Ensure system outputs are usable and intuitive for operators
  • Partner with Systems, IT, and Business Solutions on workflow automation

Cross-Functional Support

  • Marketing performance and ROI reporting outputs
  • People Operations workforce and labor modeling outputs
  • Residential portfolio reporting support as needed

Qualifications

  • Bachelor’s degree in Business, Finance, Analytics, Operations, or related field
  • 1 - 3+ years in operations analytics, financial analysis, or business intelligence
  • Advanced Excel / reporting tool expertise
  • Experience supporting multi-site or operationally complex organizations
  • Strong ability to interpret data and create usable tools for leaders
  • Experience improving workflows and reducing manual work
  • Excellent communication and partnership skills
  • Must reside within 15 miles of the Irvine office location

Preferred Qualifications

  • Hospitality, real estate, or multi-unit operations experience
  • Exposure to Power BI / Tableau (as a user, not a developer)
  • Experience working with PMS, accounting, HR, and marketing systems
  • Process improvement or Lean mindset


Red Tail Acquisitions is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

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