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Portfolio Operations Manager Jobs in Alabama (NOW HIRING)

Pharmavite

Senior Manager, Operations

Opelika, AL · On-site

Consumer-driven innovation, high quality products and a promising portfolio, all driven by a team ... The Senior Manager, Plant Operations is a critical leadership role for our manufacturing site ...

Pharmavite

Senior Manager, Operations

Opelika, AL

Consumer-driven innovation, high quality products and a promising portfolio, all driven by a team ... The Senior Manager, Plant Operations is a critical leadership role for our manufacturing site ...

Pharmavite

Senior Manager, Operations

Opelika, AL

Consumer-driven innovation, high quality products and a promising portfolio, all driven by a team ... The Senior Manager, Plant Operations is a critical leadership role for our manufacturing site ...

Harris

STC Health, a division of Harris; is seeking a Senior Manager, Operations who will lead our DevOps, ... Operations portfolio. * Work with Security to ensure all environments are within policies and ...

Harris

STC Health, a division of Harris; is seeking a Senior Manager, Operations who will lead our DevOps, ... Operations portfolio. * Work with Security to ensure all environments are within policies and ...

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All JobsPortfolio Operations JobsPortfolio Operations Manager JobsPortfolio Operations Manager Jobs in Alabama

Portfolio Operations Manager information

See Alabama salary details

$33.5K

$91.1K

$169.9K

How much do portfolio operations manager jobs pay per year?

As of Jul 26, 2026, the average yearly pay for portfolio operations manager in Alabama is $91,054.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,400.00 and $117,800.00 per year, depending on experience, location, and employer.

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.

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 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 most commonly searched types of Portfolio Operations jobs in Alabama? The most popular types of Portfolio Operations jobs in Alabama are:
What are popular job titles related to Portfolio Operations Manager jobs in Alabama? For Portfolio Operations Manager jobs in Alabama, the most frequently searched job titles are:
What job categories do people searching Portfolio Operations Manager jobs in Alabama look for? The top searched job categories for Portfolio Operations Manager jobs in Alabama are:
What cities in Alabama are hiring for Portfolio Operations Manager jobs? Cities in Alabama with the most Portfolio Operations Manager job openings:
Portfolio Operations Manager jobs near you
Infographic showing various Portfolio Operations Manager job openings in Alabama as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $91,054 per year, or $43.8 per hour.
Portfolio Manager - StoneX Wealth Management

Portfolio Manager - StoneX Wealth Management

Stonex Group, Inc.

Birmingham, AL • On-site

Full-time

Posted 18 days ago

Job description

Overview
Connecting clients to markets - and talent to opportunity.
With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.
Responsibilities
The Portfolio Manager serves as a key member of the Wealth Solutions Team, responsible for portfolio construction, investment research, manager due diligence, alternative investment analysis, and advisor support. The role partners with financial advisors to deliver investment solutions, evaluate client portfolios, support prospect opportunities, and contribute to the development and oversight of Wealth Solutions investment offerings.
Responsibilities
Portfolio Management
  • Assist in the design, construction, implementation, management, and monitoring of internally managed multi-asset, equity, and fixed-income portfolios
  • Conduct portfolio analytics, performance attribution, risk analysis, rebalancing reviews, and investment implementation activities
  • Research securities, funds, ETFs, and other investment vehicles for inclusion in Wealth Solutions portfolios
  • Monitor portfolio holdings, market developments, and investment exposures to ensure alignment with portfolio objectives

Investment Due Diligence
  • Conduct research and due diligence on third-party managers and investment strategies across traditional asset classes
  • Evaluate managers based on investment philosophy, process, personnel, performance, risk management, and operational characteristics
  • Assist in the evaluation, selection, and monitoring of alternative investment opportunities, including private equity, private credit, real assets, hedge funds, and structured solutions
  • Maintain manager research files, due diligence reports, and ongoing monitoring materials

High Net Worth Consulting
  • Partner with advisors serving high-net-worth clients and institutions by developing customized portfolio solutions tailored to client objectives, liquidity needs, tax considerations, risk tolerance, and existing asset holdings
  • Analyze and recommend tax-aware investment strategies, including asset location, gain management, and concentrated position solutions
  • Assist advisors with complex investment situations, including concentrated stock positions, legacy holdings, low-cost-basis assets, liquidity events, and other specialized portfolio challenges
  • Provide enhanced portfolio oversight through ongoing monitoring, asset allocation guidance, manager selection, investment due diligence, and risk management support for larger and more sophisticated client relationships

Additional Responsibilities
  • Support advisor education and communication efforts
  • Partner with advisors to evaluate existing and prospective client portfolios and identify opportunities to improve portfolio construction, diversification, risk management, and investment outcomes. Prepare supporting materials as requested
  • Respond to advisor requests and participate in advisor and manager meetings as requested
  • Prepare reports, analyses, and meeting materials for internal and external stakeholders
  • Maintain prompt and regular attendance
  • Perform additional duties and special projects as assigned

Qualifications
  • Bachelor's degree in Finance, Economics, Accounting, or a related field preferred
  • Commitment to ongoing professional development and continuing education
  • CFA Charterholder preferred; candidates with significant investment management experience and a Series 65 license will also be considered
  • Three to five (or more) years of experience in portfolio management, investment research, due diligence, wealth management, or a related investment role preferred
  • Demonstrated knowledge of portfolio construction, asset allocation, manager due diligence, and investment markets
  • Strong analytical, quantitative, and problem-solving skills with exceptional attention to detail
  • Ability to communicate complex investment concepts effectively to advisors, clients, and internal stakeholders
  • Strong organizational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment
  • Proven ability to work collaboratively within a team-oriented environment and contribute to investment decision-making processes
  • Proficiency with Microsoft Excel, Bloomberg, and investment analytics tools; experience with portfolio management, research, and reporting systems preferred
  • Professional demeanor, positive attitude, and a commitment to delivering a high level of service to advisors and clients
  • Must be authorized to work in the United States for any employer

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