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Portfolio Operations Manager Jobs in Windermere, FL

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Portfolio Operations Manager information

See Windermere, FL salary details

$32.9K

$89.4K

$166.9K

How much do portfolio operations manager jobs pay per year?

As of Sep 5, 2026, the average yearly pay for portfolio operations manager in Windermere, FL is $89,403.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,300.00 and $115,700.00 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 are the most commonly searched types of Portfolio Operations jobs in Windermere, FL?

The most popular types of Portfolio Operations jobs in Windermere, FL are:

What job categories do people searching Portfolio Operations Manager jobs in Windermere, FL look for?

The top searched job categories for Portfolio Operations Manager jobs in Windermere, FL are:

What cities near Windermere, FL are hiring for Portfolio Operations Manager jobs?

Cities near Windermere, FL with the most Portfolio Operations Manager job openings:

Infographic showing various Portfolio Operations Manager job openings in Windermere, FL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $89,403 per year, or $43 per hour.

Transformation Portfolio Mgr

The Walt Disney Company

Lake Buena Vista, FL • On-site

Full-time

Medical, Life

Posted 6 days ago


Key responsibilities

  • Lead and manage a portfolio of large-scale transformation initiatives focused on contact center operations and customer experience.

  • Define opportunities, develop implementation plans, and establish success measures to support contact center transformation and operational improvements.

  • Collaborate with cross-functional teams and executive leaders to influence stakeholders, align goals, and drive adoption of new processes, tools, and ways of working.


Walt Disney Company rating

7.6

Company rating: 7.6 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

5th of 52 rated entertainment


Job description

Job Posting Title:

Transformation Portfolio Mgr

Req ID:

10158535

Job Description:

Job Description:

"We create happiness." That's our motto at Walt Disney Parks and Resorts, and it permeates everything we do. At Disney, you'll help encourage that magic by enabling our teams to push the limits and build the never-before-seen. Are you ready to join this team and make an impact?

As a Transformation Portfolio Manager, you will lead a portfolio of strategic, large-scale transformation initiatives focused on our contact center and its impact to the end-to-end customer experience for Guests and Cast. You will connect business strategy to practical, scalable solutions across people, processes, policies, and technology. In partnership with executive leaders and cross-functional teams, you will define opportunities, shape future-state capabilities, and translate insights into initiatives that strengthen service, enable Cast, and improve operational effectiveness.
You will manage multiple priorities by establishing clear roadmaps, implementation plans, milestones, success measures, and activation strategies. As an experienced professional with broad and deep expertise, you will advance complex work with minimal supervision, influence stakeholders toward shared goals, and foster collaboration across diverse teams. You will use performance trends, contact drivers, research, and industry-leading practices to identify opportunities, build organizational readiness, and support the adoption of new ways of working.

You will report to the Director, Business Transformation

This is a Full-Time role.

Key focus areas include:

Initiate and drive contact center transformation:

  • Progress and maintain large-scale initiatives with minimal supervision, with a focus on strategy, project and implementation planning, and execution support
  • Influence and align diverse stakeholders toward common transformation goals that improve Guest service, Cast enablement, and operational outcomes
  • Translate experience opportunities, contact drivers, and performance trends into data-driven initiatives in conjunction with cross-functional partners
  • Facilitate work sessions with agility to define current-state challenges, future-state capabilities, priorities, and activation plans

Advance operational expertise and a culture of continuous adaptation:

  • Actively research leading organizations, service models, and emerging capabilities relevant to WDW's unique contact center and Guest support environment
  • Lead with analytical thinking to drive priorities, decisions, and solutions that improve service effectiveness, scalability, and Cast experience
  • Champion change management frameworks to build organizational readiness, resilience, and adoption of new processes, tools, and ways of working

Build support and accelerate initiatives through storytelling:

  • Share data-driven storytelling by establishing and tracking key success measures and operational impacts for each initiative
  • Drive proactive collaboration with stakeholders to secure sponsorship, clarify decisions, remove barriers, and accelerate project advancement
  • Develop and communicate visually compelling presentations, executive updates, and recommendations that connect strategy, operations, technology, and Guest/Cast impact

Basic Qualifications

  • 5+ years of experience in business transformation, strategic planning, change management, program management, or a related discipline
  • Demonstrated experience managing or supporting a portfolio of complex, cross-functional initiatives with multiple stakeholders and competing priorities
  • Proven ability to translate business strategy into actionable roadmaps, priorities, milestones, and measurable outcomes
  • Experience developing and monitoring KPIs, program health metrics, risks, dependencies, and business outcomes
  • Demonstrated ability to gather and analyze complex information and provide clear, actionable insights and recommendations
  • Experience partnering with senior leaders and cross-functional stakeholders to influence decisions and drive alignment
  • Excellent written, verbal, presentation, facilitation, and executive communication skills
  • Demonstrated ability to manage ambiguity, navigate changing priorities, and operate effectively with optimism
  • Experience identifying risks, interdependencies, resource constraints, and opportunities for optimization
  • Demonstrated ability to influence without direct authority and build productive relationships across multiple functions and levels

Preferred Qualifications

  • Experience supporting enterprise-wide or technology-enabled transformation initiatives
  • Experience with change management methodologies and organizational readiness/adoption
  • Experience developing stakeholder engagement plans or adoption strategies that drive readiness and support sustained change
  • Experience with financial planning, business case development, investment prioritization, or benefits realization
  • Experience within a large, complex, global, or highly matrixed organization

Education

Bachelor's degree in business administration, Engineering, Strategy, Project Management, Finance, Organizational Development, or equivalent work experience

Additional Information:

Benefits and Perks: Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities and special extras that only Disney can provide. Learn more about our benefits and perks at https://jobs.disneycareers.com/benefits.

Disability accommodation for employment applications

The Walt Disney Company and its Affiliated Companies are Equal Employment Opportunity employers and welcome all job seekers including individuals with disabilities and veterans with disabilities. If you have a disability and believe you need a reasonable accommodation in order to search for a job opening or apply for a position, email Candidate.Accommodations@Disney.com with your request. This email address is not for general employment inquiries or correspondence. We will only respond to those requests that are related to the accessibility of the online application system due to a disability.

The Walt Disney Company is an equal opportunity employer. Applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Disney fosters a business culture where ideas and decisions from all people help us grow, innovate, create the best stories and be relevant in a rapidly changing world.

The hiring range for this position in Orlando, Florida, is $110,000.00 - $147,500.00 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range medical, financial, and/or other benefits, dependent on the level and position offered.

Job Posting Segment:

Park Ops

Job Posting Primary Business:

Experience Integration (WDW)

Primary Job Posting Category:

Supply Chain & Logistics - QA Methods

Employment Type:

Full time

Primary City, State, Region, Postal Code:

Lake Buena Vista, FL, USA

Alternate City, State, Region, Postal Code:

USA - FL - Drc Orlando - 7100 Municipal Dr

Date Posted:

2026-08-29

What Walt Disney Company employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Walt Disney

Sourced by ZipRecruiter

At Disney, we're storytellers. We make the impossible, possible. We do this through utilizing and developing cutting-edge technology and pushing the envelope to bring stories to life through our movies, products, interactive games, parks and resorts, and media networks. Now is your chance to join our talented team that delivers unparalleled creative content to audiences around the world. "We create happiness." That's our motto at Walt Disney Parks and Resorts. And it permeates everything we do. At Disney, you'll help inspire that magic by enabling our teams to push the limits of entertainment and create the never-before-seen!

Industry

Amusement, gambling, and recreation

Company size

10,000+ Employees

Headquarters location

Burbank, CA, US

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