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Portfolio Operations Manager Jobs (NOW HIRING)

Initio Capital

Portfolio Operations Manager

New York, NY · Remote

$145K - $185K/yr

Job Summary Portfolio Operations Manager Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Remote | New York, NY, United States Portfolio Operations Manager - Initio ...

AEG

Manager, Strategy & Portfolio Operations

Boston, MA · On-site

$95K - $120K/yr

The Strategy & Portfolio Operations team is hiring a Manager, Strategy & Portfolio Operations to join a lean team that supports strategic and operational priorities across Fenway Sports Group (FSG ...

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$187.5K

How much do portfolio operations manager jobs pay per year?

As of Jun 1, 2026, the average yearly pay for portfolio operations manager in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Portfolio Operations Manager, and why are they important?

To thrive as a Portfolio Operations Manager, you need strong analytical skills, experience in investment operations, and a relevant degree such as finance or business. Familiarity with portfolio management systems, trade settlement platforms, and industry regulations, as well as certifications like CFA or CAIA, are commonly required. Excellent organizational skills, attention to detail, and effective communication help you manage complex processes and collaborate across teams. These skills ensure accurate portfolio administration, regulatory compliance, and smooth operational workflows within investment management firms.

What are some typical challenges faced by a Portfolio Operations Manager, and how can they be addressed?

Portfolio Operations Managers often encounter challenges such as aligning processes across multiple portfolio companies, ensuring timely and accurate reporting, and managing cross-functional communication. To address these, it's essential to establish clear operating procedures, leverage standardized reporting tools, and maintain regular check-ins with key stakeholders. Building strong relationships with both internal teams and portfolio company leaders helps facilitate smoother operations and quick resolution of issues.

What is a Portfolio Operations Manager?

A Portfolio Operations Manager is responsible for overseeing and optimizing the day-to-day operations of investment portfolios within an organization, such as a private equity firm or asset management company. Their duties include monitoring portfolio performance, coordinating with investment teams, improving processes, and ensuring compliance with regulatory standards. They often act as a bridge between investment professionals and operational teams, helping to implement best practices and drive operational efficiency. This role requires strong analytical skills, attention to detail, and the ability to manage multiple projects simultaneously.

What is the difference between Portfolio Operations Manager vs Investment Analyst?

AspectPortfolio Operations ManagerInvestment Analyst
Primary FocusOversees portfolio performance, operational efficiency, and process improvementsAnalyzes investment opportunities, market trends, and financial data
Required SkillsProject management, operational expertise, financial analysisFinancial modeling, research, data analysis
Work EnvironmentPortfolio management teams, operations departmentsResearch teams, investment firms, financial institutions
CertificationsCFP, CFA, or similar financial certifications often preferredCFA, CPA, or related certifications common

The main difference is that a Portfolio Operations Manager focuses on managing and optimizing the operational aspects of investment portfolios, ensuring efficiency and compliance. In contrast, an Investment Analyst primarily conducts research and analysis to support investment decisions. Both roles require financial expertise and certifications like CFA, but their day-to-day responsibilities and focus areas differ significantly.

More about Portfolio Operations Manager jobs
What cities are hiring for Portfolio Operations Manager jobs? Cities with the most Portfolio Operations Manager job openings:
What are the most commonly searched types of Portfolio Operations jobs? The most popular types of Portfolio Operations jobs are:
What states have the most Portfolio Operations Manager jobs? States with the most job openings for Portfolio Operations Manager jobs include:
What job categories do people searching Portfolio Operations Manager jobs look for? The top searched job categories for Portfolio Operations Manager jobs are:
Portfolio Operations Manager jobs near you
Infographic showing various Portfolio Operations Manager job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 2% Hybrid, and 1% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.

Portfolio Operations Manager

Initio Capital

New York, NY • Remote

$145K - $185K/yr

Full-time

Posted 9 days ago

Job description

Job Summary

Portfolio Operations Manager

Initio Capital

Full-time, Part-time, Contract, Temporary, Internship, Casual

Remote | New York, NY, United States


Portfolio Operations Manager – Initio Capital

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Portfolio Operations Manager position, typically found through the Career Launch AI Talent Network. It provides a clear picture of the key responsibilities and qualifications associated with senior operational roles within portfolio management. Actual openings may vary depending on employer needs. For more information on the Career Launch AI Talent Network, visit: https://initiocapital.com/assessment

Position Overview

The Portfolio Operations Manager is a key leadership role at Initio Capital, responsible for driving operational excellence across our portfolio of companies. This role focuses on optimizing operational processes, aligning company objectives with operational capabilities, and ensuring the efficient scaling of portfolio companies. The individual will work closely with portfolio managers, executive leadership, and operational teams to enhance performance and value creation.

Key Responsibilities

  • Operational Leadership: Oversee the day-to-day operations of portfolio companies, implementing process improvements, efficiency optimizations, and ensuring alignment with strategic goals.

  • Performance Monitoring & Reporting: Track and report on operational performance across the portfolio, providing actionable insights to improve productivity and profitability.

  • Cross-Functional Collaboration: Partner with portfolio management, finance, and product teams to ensure seamless operations and execution of business strategies.

  • Strategic Execution: Lead and implement key operational projects that drive value creation, growth, and scalability for portfolio companies.

  • Best Practice Implementation: Develop and share operational best practices across portfolio companies, ensuring consistency and continuous improvement.

  • Resource Optimization: Collaborate with portfolio leaders to allocate resources effectively, ensuring that the right talent and tools are in place to drive company growth.

  • KPI Monitoring: Establish and monitor key operational metrics for portfolio companies, driving data-informed decision-making.

  • Talent Development: Work with portfolio companies to identify and address operational talent gaps, driving hiring, training, and team development efforts.

  • Operational Reporting: Prepare regular reports on operational performance, challenges, and opportunities for senior leadership and investors.

Preferred Qualifications

  • Bachelor’s degree in Business Administration, Operations Management, Finance, or a related field.

  • 5+ years of experience in operations management, portfolio operations, or similar roles within private equity, venture capital, or fast-growing companies.

  • Proven ability to optimize operations and drive efficiencies across multiple organizations or business units.

  • Strong project management skills, with the ability to oversee complex initiatives and meet deadlines.

  • Analytical mindset, capable of using data to track performance and identify opportunities for operational improvement.

  • Excellent communication skills, able to convey complex operational insights to both internal and external stakeholders.

  • Experience with scaling operations for high-growth companies, particularly in portfolio management or investment-backed settings.

  • Familiarity with project management tools and data analysis platforms (e.g., Tableau, Power BI, Excel, etc.).

  • Strong leadership capabilities with a focus on collaboration and team development.

About the Career Launch AI Talent Network

The Career Launch AI Talent Network offers tools and resources for job seekers pursuing Portfolio Operations Manager roles, including:

  • Skills-based role matching

  • Assistance with resume customization

  • General guidance on outreach to hiring teams

  • Interview preparation for operations management and portfolio leadership assessments

To learn more or express interest in portfolio operations roles, visit: https://initiocapital.com/assessment