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Portfolio Operations Manager Jobs in Rochester, NY

Manning & Napier

Portfolio Strategist

Fairport, NY · On-site

$115/hr

... operational, and competitive aspects. The Portfolio Strategist will collaborate with portfolio ... in portfolio management discussions with investment teams, with a goal of conveying this ...

Manning & Napier

Portfolio Strategist

Fairport, NY · On-site

$115/hr

... operational, and competitive aspects. The Portfolio Strategist will collaborate with portfolio ... in portfolio management discussions with investment teams, with a goal of conveying this ...

Insomnia Cookies

Assistant Store Manager

Rochester, NY · On-site

$18 - $20/hr

The Assistant Bakery Operations Manager (ABOM) is a leadership pipeline role designed to develop ... portfolio... Insomnia Cookies is revolutionizing the cookie game by truly " Imagining What ...

Insomnia Cookies

Assistant Store Manager

Rochester, NY · On-site

$18 - $20/hr

The Assistant Bakery Operations Manager (ABOM) is a leadership pipeline role designed to develop ... portfolio... Insomnia Cookies is revolutionizing the cookie game by truly " Imagining What ...

CooperCompanies

DevOps Engineer

Victor, NY · On-site

$50.50 - $69.25/hr

Through our diverse lens portfolio, we tackle the toughest vision challenges - including ... This role focuses on CI/CD automation, deployment pipelines, environment management, and production ...

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All JobsPortfolio Operations JobsPortfolio Operations Manager JobsPortfolio Operations Manager Jobs in Rochester, NY

Portfolio Operations Manager information

See Rochester, NY salary details

$36.5K

$99.1K

$185K

How much do portfolio operations manager jobs pay per year?

As of Aug 21, 2026, the average yearly pay for portfolio operations manager in Rochester, NY is $99,119.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,600.00 and $128,300.00 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 Rochester, NY?

The most popular types of Portfolio Operations jobs in Rochester, NY are:

What are popular job titles related to Portfolio Operations Manager jobs in Rochester, NY?

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

What job categories do people searching Portfolio Operations Manager jobs in Rochester, NY look for?

The top searched job categories for Portfolio Operations Manager jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Portfolio Operations Manager jobs?

Cities near Rochester, NY with the most Portfolio Operations Manager job openings:

Portfolio Operations Manager jobs near you
Infographic showing various Portfolio Operations Manager job openings in Rochester, NY as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $99,119 per year, or $47.7 per hour.

Store Operations Manager (GM)

Insomnia Cookies

Rochester, NY

$60K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 23 days ago

Insomnia Cookies rating

4.9

Company rating: 4.9 out of 10

Based on 68 frontline employees who took The Breakroom Quiz

30th of 48 rated bakeries

Job description

Insomnia Cookies is expanding and looking for strong management to lead the team at the brand new opening Rochester, NY location. We are seeking a hospitality focused individuals looking to join a fun, entrepreneurial and rapidly growing company, in a role that offers great training & mentorship, professional growth/quick advancement opportunities and achievable sales success!
 
Comp & Sweet Position Perks:
       Competitive base salary + quarterly bonus compensation package.
       $50.00 per month cellphone data plan stipend.
       Excellent comprehensive benefits coverage that includes medical, dental, vision & pet insurance plans.
       401K with contribution match.
       2 weeks paid vacation, 2 Insomnia Personal Days of Wellness paid, paid sick leave.
       Enrollment in our Cookie College learning/training platform.
       FREE cookies, awesome swag and so much more!
 
Job Duties & Position Focus:
       Hire, coach and develop a diverse part-time hourly staff that includes Shift Leaders, Cookie Crew and Delivery Drivers.
       Lead service components including stellar food quality, engaging customer service, employee friendliness, and store cleanliness, through the team.
       Establish a strong culture of excellence that prioritizes cookie quality, customer service, and sales performance, while also supporting personal growth and opportunity for all team members.
       Manage and audit inventory to maintain proper controls.
       Create and execute fun, local marketing drops.
       Create and drive in-store recognition programs/contests.
 
What we seek:
       3+ years of management/leadership experience in a restaurant or retail establishment
       Availability to work 2-3 mid-to-late shifts throughout the latter part of the week (Thurs- Sun)  
       Benevolent leadership style with a player-coach mentality when it comes to day-to-day management of the business
       An innate sense of true hospitality and ability to deliver exceptional customer service to all of our guests
       A solid technical acumen regarding restaurant/retail business software, proficiency with MS Outlook, Excel, MS Teams and prior experience hiring employees using an Applicant Tracking System
       Familiarity with using commercial convection ovens - a plus
$60,000 - $65,000 a year
About us:
Insomnia Cookies was founded in a college dorm room by then-student, Seth Berkowitz. Fast forward 20 years and so... many....cookies... later, our innovative bakery + delivery concept has become a cult brand known for its rabid following of cookie lovers who crave Insomnia's warm, delicious delivery all day and late into the night. With an expanding footprint of over 300 stores globally, an experiential, "sweet-easy" concept as the brand's flagship in Philadelphia, Pa. (where Insomnia Cookies is headquartered), and a rapidly-growing nationwide shipping and gifting portfolio... Insomnia Cookies is revolutionizing the cookie game by truly "Imagining What's Possible"!
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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What Insomnia Cookies employees say

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About Insomnia Cookies

Sourced by ZipRecruiter

Insomnia Cookies was founded in a college dorm room by then-student, Seth Berkowitz. Fast forward 19 years and so. many. cookies. later, our innovative bakery + delivery concept has become a cult brand known for its rabid following of cookie lovers who crave Insomnia's warm, delicious delivery all day and late into the night. With an expanding footprint of over 235 stores nationally, an experiential, "sweet-easy" concept as the brand's flagship in Philadelphia, Pa., and a rapidly-growing nationwide shipping and gifting portfolio, Insomnia Cookies is revolutionizing the cookie game by truly "Imagining What's Possible"!

Industry

Food services and drinking places

Company size

1,001 - 5,000 Employees

Headquarters location

Newtown Square, PA, US

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