1

Portfolio Operations Manager Jobs (NOW HIRING)

In your role as an Apprentice in Portfolio Operations team, you will be responsible for supporting ... Good time management skills. * Strong communication skills. * Ability to work independently and in ...

Portfolio manager/operations Duration- 6 + -Month Contract Location: Malvern, PA - hybrid(3 DAY ONSITE) Portfolio Management Office (PMO) / Program Manager Opportunity - Role Overview The hiring ...

New

Contribute to process improvements, workflow management, and data organization across the portfolio ... operations Qualifications * Bachelor's degree in Political Science, History, Economics, Law ...

Founded out of Y Combinator in 2016, Legalist manages over $1.7 billion for endowments, foundations, and family offices. Portfolio Operations Specialist We are seeking a Portfolio Operations ...

next page

Showing results 1-20

Portfolio Operations Manager information

See salary details

$37K

$100.5K

$187.5K

How much do portfolio operations manager jobs pay per year?

As of Jun 27, 2026, the average yearly pay for portfolio operations manager in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 per year, depending on experience, location, and employer.

How much is an operations manager paid?

The average salary for a Portfolio Operations Manager typically ranges from $70,000 to $130,000 annually, depending on experience, location, and the size of the organization. Compensation may also include bonuses and benefits, especially in finance or investment firms where portfolio management is common.

What does a portfolio operations manager do?

A portfolio operations manager oversees the daily activities and performance of investment portfolios, ensuring efficient management and execution of strategies. They coordinate between investment teams, monitor portfolio metrics, and optimize operations using tools like portfolio management software, often requiring strong analytical and organizational skills.

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.

How much do portfolio managers get paid?

Portfolio managers typically earn a median annual salary ranging from $80,000 to over $150,000, depending on experience, location, and the size of the firm. Compensation often includes bonuses and performance incentives, especially in investment firms or hedge funds. Senior or specialized portfolio managers can earn significantly higher total compensation.

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 you need a CFA to be a portfolio manager?

A Portfolio Operations Manager typically does not need a CFA designation, but many portfolio managers in investment firms pursue the CFA credential to demonstrate expertise in investment analysis and portfolio management. While not mandatory, holding a CFA can enhance credibility and career advancement in the field.

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 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.
More about Portfolio Operations Manager jobs
What cities are hiring for Portfolio Operations Manager jobs? Cities with the most Portfolio Operations Manager job openings:
What are the most commonly searched types of Portfolio Operations jobs? The most popular types of Portfolio Operations jobs are:
What states have the most Portfolio Operations Manager jobs? States with the most job openings for Portfolio Operations Manager jobs include:
Infographic showing various Portfolio Operations Manager job openings in the United States as of June 2026, with employment types broken down into 52% Full Time, 41% Part Time, and 7% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.
Product Portfolio Operations Manager - Communications & Reporting

Product Portfolio Operations Manager - Communications & Reporting

JPMorgan Chase & Co

Wilmington, DE • On-site

Full-time

Medical, Retirement

Posted 27 days ago


JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 470 frontline employees who took The Breakroom Quiz

46th of 142 rated banks


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 Bank Product Portfolio Operations, you will report to the Product Portfolio Operations Strategy & Communications pillar lead and run day-to-day execution of the Consumer Bank Product Portfolio Operations communications and reporting engine, with a focus on accuracy, consistency, timeliness, and decision readiness.
 

You will partner closely with Consumer Bank product teams and senior stakeholders to gather inputs, synthesize insights, and publish executive-ready narratives that make priorities, tradeoffs, milestones, dependencies, and blockers clear. You will also contribute to PPO-owned, AI-enabled improvements to reporting workflows, including maintaining the Product Portfolio Operations LLM (Large Language Model) knowledge base and building lightweight prototypes that reduce manual effort and improve first-pass quality. 
 

Job responsibilities
  • Run the recurring PPO communications and reporting cadence: manage intake, synthesis, drafting, review cycles, and publishing for required product reporting.
  • Translate portfolio inputs into decision-ready leadership narratives: clearly communicate progress, roadmaps, blockers, milestones, and dependencies tailored for PPO and PXT senior leaders.
  • Build and maintain standardized reporting frameworks that track PPO progress against CB OKRs, portfolio health metrics, and investment planning, driving consistent definitions and templates across teams.
  • Design and build AI-powered tools, workflows, and prototypes that solve real reporting and communications challenges: reducing cycle time, eliminating manual steps, and improving output quality.
  • Own operational delivery of the PPO LLM knowledge base: curate priority content, apply AI-first approaches to improve transparency, and increase drafting speed.
  • Identify manual pain points within PPO and PXT reporting workflows and deliver tangible improvements through automation, tooling, templates, or process redesign.
  • Run test-and-learns for new AI-enabled solutions, document outcomes, and make recommendations on what to scale.
  • Operate as the pillar's execution lead: manage timelines, stakeholder communications, and issue escalations to ensure consistent delivery across multiple audiences and forums.
  • Embed LRCC requirements into day-to-day reporting operations.
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 create executive-ready communications, presentations, and strategic documents, turning complex inputs into clear, concise narratives for senior audiences. 
  • Strong analytical and problem-solving skills, including defining measures, identifying efficiency opportunities, and translating data into insights. 
  • Advanced proficiency with AI tools and platforms relevant to the role's scope, including LLMs, applied operations, and reporting workflow improvements. 
  • Experience with data visualization tools and reporting platforms to create dashboards and metrics tracking. 
  • Proven ability to manage multiple priorities and deadlines in a highly matrixed environment with strong attention to detail. 
  • Strong stakeholder management skills, including influencing across functions and driving on-time inputs and alignment without direct authority.  
Preferred qualifications, capabilities, and skills
  • Experience in Consumer Banking and/or PXT organizations within JPMorganChase. 
  • Familiarity with Agile methodologies, product development lifecycles, Design Thinking frameworks, and investment planning processes. 
  • Demonstrated experience supporting AI governance and use case identification specific to product portfolio operations and efficiency improvements. 
  • Experience working with Product Controls frameworks and supporting adoption of new product governance mechanisms. 
  • Experience building databases, prototypes, or technology solutions that improve operational efficiency and adoption. 

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

What JPMorgan Chase & Co. employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom