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Portfolio Operations Manager Jobs in Ohio (NOW HIRING)

Stratos Wealth Partners

Operations Manager

Columbus, OH · On-site

$75K - $85K/yr

We are seeking an Operations/Practice Manager with 5-7 years of progressive experience in the ... Proficiency in office software (Microsoft Office Suite, CRM systems, Portfolio Management software ...

Chick-fil-A Crocker Park

Operations Manager

Avon, OH

$25/hr

Operations Manager Description More than just a job; an opportunity. Chick-fil-A Crocker Park hires ... portfolio that goes beyond just serving guests and great food. Personal growth and career ...

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Portfolio Operations Manager information

See Ohio salary details

$35.2K

$95.5K

$178.3K

How much do portfolio operations manager jobs pay per year?

As of Sep 6, 2026, the average yearly pay for portfolio operations manager in Ohio is $95,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,300.00 and $123,600.00 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.

What are the most commonly searched types of Portfolio Operations jobs in Ohio?

The most popular types of Portfolio Operations jobs in Ohio are:

What are popular job titles related to Portfolio Operations Manager jobs in Ohio?

For Portfolio Operations Manager jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Portfolio Operations Manager jobs in Ohio look for?

The top searched job categories for Portfolio Operations Manager jobs in Ohio are:

What cities in Ohio are hiring for Portfolio Operations Manager jobs?

Cities in Ohio with the most Portfolio Operations Manager job openings:

Portfolio Operations Manager jobs near you
Infographic showing various Portfolio Operations Manager job openings in Ohio as of August 2026, with employment types broken down into 81% Full Time, 15% Part Time, and 4% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Product Portfolio Operations Manager

JPMorgan Chase & Co

Columbus, OH • On-site

Full-time

Medical, Retirement

Posted 11 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

78th of 175 rated banks

Job description

Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across product lines.

As a Product Portfolio Operations Manager in Operations Cross Product Strategy (OCPS), you are a foundational member of a team responsible for implementing connectivity strategies across the product space, while being directly responsible for creating structures that enhance coordination in our product line. You will drive targeted initiatives to optimize business processes and enable scalable, sustainable change. You will be responsible for identifying opportunities in an assigned area and partnering with business leaders and other cross-functional partners as needed, such as risk and controls, to deliver measurable improvements, accelerate adoption of AI-enabled solutions, and foster a culture of innovation and accountability.
 
Consumer & Community Banking (CCB) Operations Product organization provides critical cross line of business support across JPMC and serves as one of the largest product portfolios in CCB, delivering value to millions of customers and over 30,000 employees. As a product team member, your problem-solving skills will place you on the cutting edge of defining the vision, creating the strategy, and building the roadmap to solutions that impact millions. Along the way, you'll develop a deep, end-to-end understanding of the business and find an inclusive culture that welcomes diverse ideas and supports your individual growth and career mobility. 
 
Job responsibilities
  • Works across products to help ensure delivery against business objectives while coordinating reporting and communications plans for portfolio management operations and change initiatives
  • Identify, design, and implement process improvements that minimize manual work, eliminate unnecessary tasks, and consolidate activities to reduce handoffs, expedite timelines, and improve the client and employee experience.
  • Influence and implement policy and procedure changes to streamline operations, enhance quality, and optimize risk management.
  • Partner with cross-functional teams to ensure readiness, manage dependencies, and deliver benefits realization for process improvement initiatives.
  • Communicate complex challenges and solutions clearly to diverse audiences, tailoring messaging for senior management, stakeholders, and project teams and foster a culture of innovation, continuous improvement, and accountability-encouraging creative problem-solving and the adoption of new technologies.
  • Manage multiple priorities in a highly complex environment, applying structured problem-solving and process improvement techniques.
  • Foster an inclusive culture that supports individual growth and career mobility.
Required qualifications, capabilities, and skills
  • 5+ years of experience or equivalent expertise in program management or performance optimization
  • Demonstrated ability to lead cross-functional teams through influence and drive adoption at scale.
  • Expertise in transformation delivery: integrated planning, dependency management, stakeholder readiness, and benefits realization tracking.
  • Strong leadership and team management skills, including leading cross-functional teams.
  • Excellent verbal and written communication skills for effective stakeholder engagement.
  • Ability to lead within a highly complex environment and adapt to change.
  • Proven track record of managing multiple priorities simultaneously.
Preferred qualifications, capabilities, and skills
  • Background in Consumer Banking, Business Banking, and Credit Cards
  • Experience with portfolio-level tracking and process improvement initiatives
  • Familiarity with large-scale product portfolios and operational optimization
  • Experience in change management and process improvement methodologies (e.g., Lean, Six Sigma, Kaizen)
  • Experience in fostering innovation and continuous improvement within product teams
  • Experience supporting more than one CCB Operations Function/Line of Business

Visa sponsorship is not available for this position
Work Schedule: Full-time in office, on a 40-hour per week schedule in listed location only. 

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

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

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