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Portfolio Operations Manager Jobs in Philadelphia, PA

Eastern LLC

Field Operations Manager

Fort Washington, PA · On-site

$55K - $70K/yr

... portfolio of commercial properties. As a Field Operations Manager, you will play a critical ... leadership role, overseeing field operations during winter weather events and ensuring that all ...

Eastern LLC

Field Operations Manager

Fort Washington, PA · On-site

$55K - $70K/yr

... portfolio of commercial properties. As a Field Operations Manager, you will play a critical ... leadership role, overseeing field operations during winter weather events and ensuring that all ...

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All JobsPortfolio Operations JobsPortfolio Operations Manager JobsPortfolio Operations Manager Jobs in Philadelphia, PA

Portfolio Operations Manager information

See Philadelphia, PA salary details

$37.3K

$101.4K

$189.2K

How much do portfolio operations manager jobs pay per year?

As of Aug 26, 2026, the average yearly pay for portfolio operations manager in Philadelphia, PA is $101,371.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,100.00 and $131,200.00 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 Philadelphia, PA?

The most popular types of Portfolio Operations jobs in Philadelphia, PA are:

What are popular job titles related to Portfolio Operations Manager jobs in Philadelphia, PA?

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

What job categories do people searching Portfolio Operations Manager jobs in Philadelphia, PA look for?

The top searched job categories for Portfolio Operations Manager jobs in Philadelphia, PA are:

What cities near Philadelphia, PA are hiring for Portfolio Operations Manager jobs?

Cities near Philadelphia, PA with the most Portfolio Operations Manager job openings:

Portfolio Operations Manager jobs near you
Infographic showing various Portfolio Operations Manager job openings in Philadelphia, PA as of August 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $101,371 per year, or $48.7 per hour.

Consumer Bank- Product Portfolio Operations, Product Transformation Team

Wilmington, DE • On-site

JPMorgan Chase & Co.
Finance and Insurance • 10K+ employees

8.0

Company rating: 8.0 out of 10

Based on 497 frontline employees who took The Breakroom Quiz

71st of 172 rated banks

People enjoy working here

Good employer

Recommended by students

Learn more about JPMorgan Chase & Co.external

$90 - $120/hr

Other

Re-posted 13 days ago

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 Consumer Banking, you will lead end-to-end improvement programs for Consumer Bank Product Portfolio Operations, driving governance, integrated planning, stakeholder alignment, and change enablement to deliver measurable productivity and process outcomes.

This role partners closely with senior leaders to manage priorities, dependencies, risks, and success metrics, while maintaining clear executive-ready communications and a “single source of truth” through strong documentation practices. Bring your experience in program/project delivery, process improvement, agile and/or change enablement, and influencing without authority.

Job responsibilities
  • Lead end-to-end improvement initiatives for Consumer Bank Product Portfolio Operations, managing scope, plans, execution, and stakeholder alignment.
  • Run program governance and delivery management, including cadences, status reporting, milestone tracking, decision/risk logs, and escalations to ensure follow-through.
  • Manage readiness and change adoption by coordinating impacted teams, communicating key dates, and delivering change enablement (comms plans, training support, adoption tactics).
  • Partner with senior leaders to manage priorities, dependencies, risks, sequencing, resourcing, and success metrics as needs shift.
  • Own and continuously improve documentation and delivery assets, maintaining Confluence/SharePoint repositories (FAQs, timelines, comms, training) plus standardized structures, workflows, trackers, templates, and playbooks.
  • Build insight and automation solutions (e.g., Alteryx, Monday.com) and run feedback measurement (e.g., SurveyMonkey) to assess readiness/adoption and turn insights into actions.
  • Works across products to help ensure delivery against business objectives while coordinating reporting and communications plans for portfolio management operations and change initiatives.
  • Enables operational efficiency by supporting training, maturation, needs assessments, and continuous improvement practices.
  • Drives adaptation and modification of our product-line framework to ensure cross-product priorities, sequencing, and trade-offs are realized.
  • Implements a product-level collection strategy consisting of controls, financials, and resourcing needs.
Required qualifications, capabilities, and skills
  • 5+ years of experience or equivalent expertise in program management or performance optimization.
  • Proven ability to manage and implement operational effectiveness initiatives.
  • Proven ability to operate within the product development life cycle and agile methodologies.
  • Demonstrated ability to lead end-to-end programs/projects: scoping, planning, integrated schedules, dependencies, risks/issues, governance, delivery, and closure.
  • Strong stakeholder management and influence skills; able to drive outcomes without direct authority.
  • Proven executive-ready communications skills (clear status, risks/asks/decisions, presentations, and written updates).
  • Experience building and running program governance (cadences, action tracking, escalation paths, decision management).
  • Practical experience with change enablement (communications planning, readiness, training/support, feedback loops).
  • Process improvement capability (workflow redesign, standardization, playbooks/templates, continuous improvement mindset).
  • Strong documentation and knowledge management skills (maintaining a “single source of truth,” writing FAQs/runbooks).
  • Strong organization, attention to detail, and independence; able to manage multiple workstreams and shifting priorities.
Preferred qualifications, capabilities, and skills
  • Experience in consumer banking and/or Product Portfolio Operations (or similar product operations/portfolio management environments).
  • Hands‑on experience with Atlassian tools (e.g., Confluence; Jira experience a plus).
  • Experience with workflow/application tools (e.g., Monday.com) to support intake, tracking, operational workflows, plans, and reporting.
  • Alteryx experience (report development and repeatable analytics).
  • Experience administering and analyzing surveys (e.g., SurveyMonkey) to support readiness/adoption measurement.
  • Familiarity with Lean concepts (waste elimination / Muda) and/or formal process mapping methods.
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