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Portfolio Operations Manager Jobs in Round Lake, IL

Perform complex financial, operational, and portfolio analyses to support business planning, risk management, investment decision-making, and executive reporting. * Lead special projects and ...

Perform complex financial, operational, and portfolio analyses to support business planning, risk management, investment decision-making, and executive reporting. * Lead special projects and ...

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Portfolio Operations Manager information

See Round Lake, IL salary details

$35.5K

$96.3K

$179.8K

How much do portfolio operations manager jobs pay per year?

As of Aug 23, 2026, the average yearly pay for portfolio operations manager in Round Lake, IL is $96,348.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,800.00 and $124,700.00 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 job categories do people searching Portfolio Operations Manager jobs in Round Lake, IL look for?

The top searched job categories for Portfolio Operations Manager jobs in Round Lake, IL are:

What cities near Round Lake, IL are hiring for Portfolio Operations Manager jobs?

Cities near Round Lake, IL with the most Portfolio Operations Manager job openings:

Real Estate Operations Manager

Heritage-Crystal Clean, Inc.

Hoffman Estates, IL โ€ข On-site

$102K - $130K/yr

Full-time

Medical, Dental, Vision, Life

Posted 22 days ago


Job description

The Manager, Real Estate Operations manages real estate and facility/site improvement projects across departments, including lease administration, transaction support, and strategic portfolio planning. This role reports to and supports Company legal leadership.
Essential Functions
  • Prepare and review real estate documents, including LOIs, leases, amendments, estoppels, and other transactional documents.
  • Manage and track lease expirations, coordinating with executive leadership to evaluate renewal, relocation, expansion, consolidation, and disposition opportunities.
  • Utilize CoStar Real Estate Manager software to streamline operations, create reports, track lease data, manage critical dates and property information, and maintain legal files for all real estate transactions.
  • Assist management with the creation of short-term and long-term strategic planning for the entire real estate portfolio.
  • Assist in the creation and execution of standard operating procedures (SOPs) for real estate and facilities projects, such as new facility requests, move management, relocations, and overall transactions.
  • Create vendor requests in the accounts payable portal for new landlords or real estate vendors and process special check requests.
  • Work with local jurisdictions to obtain Certificates of Occupancy for new locations.
  • Develop a deep understanding of the Company's business and the needs of its operating locations, including branches, hubs, depots, treatment and recycling facilities, and railroad sites.
  • Develop slides and presentations for approval of real estate transactions and assist with crafting negotiation strategies to close transactions with optimal terms for the Company.
  • Work with Company departments and managers to develop standards, objectives, and characteristics for each property type to ensure each property meets or exceeds business goals.
  • Develop strong relationships with vendors, including landlords, real estate brokerage resources, and permitting consultants, to support real estate goals.
  • Monitor and ensure full compliance for property-related activities, including leases, zoning, certificates of occupancy, environmental regulations, and other requirements.
  • Partner with the lease accounting and finance teams to review annual budgets and monthly or quarterly reports; approve invoices, CAM reconciliations, and property taxes; and oversee database management and the third-party lease administration vendor.
  • Work with the EHS team to address facility hazards and potential environmental risks associated with leased and owned properties.
  • Own, track, and manage CARs and MOCs for all real estate projects.
  • Perform additional duties as directed.

Education & Essential Qualifications
  • Bachelor's degree and at least 8 years of experience in commercial real estate transactions, lease administration, property acquisitions, or corporate real estate operations OR a high school diploma/GED and at least 10 years of the same experience.
  • Experience in project management involving real estate transactions, facility projects, or capital improvement and fit-out projects
  • Experience establishing and implementing a robust process for KPI reporting
  • Experience supporting permitting, certificates of occupancy, and zoning reviews
  • Knowledge of real estate
  • Strong written and verbal communication skills
  • Strong negotiation and networking skills
  • Ability to adhere to established schedules and deadlines
  • Ability to maintain confidential information

Preferred Qualifications
  • Experience with real estate management platforms
  • PMP Certification

Work Environment: Primarily indoor office environment; noise level is generally quiet. May require sitting for long periods. Regularly requires talking, hearing, seeing, and often reaching with hands. Regularly requires standing and walking. Regularly requires use of a computer keyboard, mouse, telephone, and other office equipment.
Crystal Clean LLC is an Equal Opportunity Employer. Crystal Clean expressly values diversity, equity, and inclusion, and encourages the applications of individuals from diverse backgrounds, so that Crystal Clean reflects the communities and customers that we serve.
The anticipated salary range for this position is $102,000.00 - $130,000.00, and includes benefits such as the following:
  • Health, Dental and Vision insurance
  • Wellness Program
  • Flexible Spending Accounts
  • Life Insurance
  • Long-Term Disability
  • Employee Assistance Program
  • Tuition Reimbursement

  • Experience with real estate management platforms
  • PMP Certification