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Portfolio Operations Manager Jobs in Dallas, TX (NOW HIRING)

Casillas LLC

Operations Manager

Fort Worth, TX · On-site

$70K/yr

Provide operational input into portfolio-wide reports for the Owner. Requirements: Qualifications Required: * 5+ years of multi-site operations management experience, ideally in contracted services ...

Construction Resources

Operations Manager

Dallas, TX

... with a portfolio that includes countertops, appliances, lighting, garage doors, fireplaces ... As we expand into the Dallas market, we are seeking a hands-on, results-driven Operations Manager ...

New

Allied Universal

Portfolio Manager

Richardson, TX

The Portfolio Manager will serve as an internal security operations expert focusing on the client relationship management across multiple states. The Portfolio Manager will work with the clients ...

Construction Resources

Operations Manager

Dallas, TX · On-site

... with a portfolio that includes countertops, appliances, lighting, garage doors, fireplaces ... As we expand into the Dallas market, we are seeking a hands-on, results-driven Operations Manager ...

New

Allied Universal

Portfolio Manager

Richardson, TX · On-site

The Portfolio Manager will serve as an internal security operations expert focusing on the client relationship management across multiple states. The Portfolio Manager will work with the clients ...

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Portfolio Operations Manager information

See Dallas, TX salary details

$36.6K

$99.4K

$185.4K

How much do portfolio operations manager jobs pay per year?

As of Aug 24, 2026, the average yearly pay for portfolio operations manager in Dallas, TX is $99,359.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,800.00 and $128,600.00 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 Dallas, TX?

The most popular types of Portfolio Operations jobs in Dallas, TX are:

What are popular job titles related to Portfolio Operations Manager jobs in Dallas, TX?

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

What job categories do people searching Portfolio Operations Manager jobs in Dallas, TX look for?

The top searched job categories for Portfolio Operations Manager jobs in Dallas, TX are:

What cities near Dallas, TX are hiring for Portfolio Operations Manager jobs?

Cities near Dallas, TX with the most Portfolio Operations Manager job openings:

Portfolio Operations Manager jobs near you
Infographic showing various Portfolio Operations Manager job openings in Dallas, TX as of August 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $99,359 per year, or $47.8 per hour.

Product Portfolio Operations Manager

JPMorgan Chase & Co.

Plano, TX • On-site

Full-time

Medical, Retirement

Posted 4 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 496 frontline employees who took The Breakroom Quiz

71st of 172 rated banks

Job description


Embrace the challenge of shifting priorities and capacity while helping a dynamic team deliver with strategic rigor and operational excellence across product lines. You'll create cross-product connectivity and a cohesive portfolio approach across IDP and Payments, leveraging AI to accelerate insights, planning, and decision-making.
As a Product Portfolio Operations Manager in the IP-DSS Payments & Data organization, you are a core member of the cross-product/services team responsible for establishing the operating structures, portfolio discipline, and connectivity mechanisms that improve coordination, sequencing, and execution across the product space.
Job Responsibilities
  • Drives a cohesive portfolio operating rhythm across IDP and Payments through integrated planning, reporting, and executive communications aligned to business objectives.
  • Implements cross-product connectivity mechanisms (cadences, artifacts, decision forums) that increase alignment, transparency, and decision velocity across stakeholders.
  • Orchestrates portfolio-level prioritization, sequencing, and trade-off discussions by translating strategy into actionable roadmaps, capacity plans, and dependency views.
  • Establishs governance-ready intake and tracking for controls, financials, resourcing, and capacity signals to support portfolio health and auditable execution.
  • Leverages AI-enabled tools and practices to accelerate analysis, synthesize inputs, identify risks/dependencies, and streamline recurring operational workflows.
  • Optimizes operational efficiency via maturity assessments, training, playbooks, and continuous improvement practices that scale across product teams.
  • Monitors portfolio KPIs and operational metrics (e.g., throughput, predictability, capacity utilization, dependency aging, decision cycle time) and surface insights to leaders.
  • Facilitates cross-functional risk and issue management, including proactive escalation paths, mitigation planning, and stakeholder alignment on actions and owners.
  • Standardizes portfolio reporting and storytelling across tools and teams to produce consistent, decision-quality updates for executives and governance forums.
  • Partners with Product, Technology, and Controls stakeholders to ensure portfolio practices support regulated, controls-heavy delivery expectations.
  • Enables change adoption by coaching teams through ambiguity, reinforcing operating discipline, and ensuring continuity during shifting priorities and capacity constraints.
Required Qualifications, Capabilities, and Skills
  • 5+ years of experience (or equivalent expertise) in program/portfolio operations, program management, or performance optimization in complex organizations.
  • Proven ability to design and implement operating models, portfolio cadences, and operational effectiveness initiatives across multiple products and teams.
  • Experience applying strong working knowledge of the product development lifecycle and agile methodologies; remain effective in ambiguity, change, and competing priorities.
  • Experience using AI-enabled approaches to improve planning, reporting, forecasting, and decision-making (e.g., synthesis, risk/dependency identification, workflow automation) with sound governance.
  • Experience building executive-ready narratives and communications that translate complex portfolio signals into clear options, decisions, and actions.
  • Experience delivering strong quantitative and analytical skills, including comfort defining and managing KPIs, operating metrics, and portfolio health indicators.
  • Demonstrated proficiency with portfolio/program tooling and documentation practices (e.g., Jira/Confluence and/or equivalent platforms) to enable repeatable reporting.
  • Experience operating with financial and capacity discipline, including basic portfolio financial tracking, resourcing views, and investment trade-off support.
  • Experience collaborating effectively across Product, Technology, Operations, and Controls partners, influencing outcomes through structured facilitation and stakeholder management.
  • Strong process orientation, attention to detail, and bias for action while maintaining high standards for operational quality and control readiness.
Preferred Qualifications, Capabilities, and Skills
  • Experience in Payments and/or Data Platforms, including work in regulated, controls-heavy environments.
  • Lean Portfolio Management and/or Agile-at-scale practices (capacity planning, dependency management, prioritization, trade-offs).
  • Portfolio analytics strength (advanced Excel plus BI tools such as Power BI/Tableau); SQL is a plus.
  • Tooling fluency across Jira/Confluence and/or ADO/ServiceNow/Clarity/Aha!/Smartsheet, including standardization of reporting.
  • Practical AI-enabled portfolio operations (automated reporting, risk/dependency insights, executive synthesis) with appropriate governance and controls.

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.

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