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Portfolio Operations Manager Jobs (NOW HIRING)

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 ...

New

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 ...

New

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 ...

New

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Portfolio Operations Manager information

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$37K

$100.5K

$187.5K

How much do portfolio operations manager jobs pay per year?

As of Aug 28, 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 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 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 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.

Do portfolio operations managers get paid well?

Portfolio operations managers typically earn competitive salaries that vary based on industry, experience, and location. They often receive additional compensation such as bonuses and benefits, reflecting the importance of operational efficiency in investment or asset management firms.
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:

Infographic showing various Portfolio Operations Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.

Portfolio Operations Manager

Spring House, PA โ€ข On-site, Remote

Ballard Spahr LLP
Law Firmsย โ€ขย 1 - 5K employees

Full-time

Posted 2 days ago

New


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 firmโ€™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 Weโ€™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 bachelorโ€™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 โ€“ $150,000, which reflects the Firmโ€™s good faith and reasonable estimate of possible compensation at the time of posting. Actual pay will depend on several factors such as the candidateโ€™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 firmโ€™s website.

Ready to Grow with Us?

If you are ready to play a vital role in the Firmโ€™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.