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Portfolio Operations Specialist Jobs (NOW HIRING)

Nexamp

Portfolio Operations Specialist

Boston, MA · On-site

Nexamp is looking to hire a Portfolio Operations Specialist. In this role, you will own the real estate and field execution spine of Nexamp's distributed generation portfolio from late-stage ...

Nexamp

Portfolio Operations Specialist

Boston, MA

Nexamp is looking to hire a Portfolio Operations Specialist. In this role, you will own the real estate and field execution spine of Nexamp's distributed generation portfolio from late-stage ...

Nexamp

Finance Operations Specialist

Boston, MA · On-site

Nexamp is seeking a Financing Operations Specialist to play a key role in supporting timely ... Working within the Finance Operations team in Nexamp's Portfolio Operations organization, this role ...

Nexamp

Finance Operations Specialist

Boston, MA

Nexamp is seeking a Financing Operations Specialist to play a key role in supporting timely ... Working within the Finance Operations team in Nexamp's Portfolio Operations organization, this role ...

Cherokee Federal

Operations Specialist

Washington, DC · On-site

Operations Specialist This position requires an active Secret clearance to be considered. The ... Manages real property and asset data, including inventory, documentation, and portfolio information ...

Nexamp

Real Estate & Title Operations Specialist

Boston, MA · On-site

$21 - $25.50/hr

Nexamp is seeking a Real Estate & Title Operations Specialist to provide specialized support for ... You will work across Legal, Portfolio Operations, Finance, Capital Markets, and external partners ...

Nexamp

Real Estate & Title Operations Specialist

Boston, MA

$21 - $25.50/hr

Nexamp is seeking a Real Estate & Title Operations Specialist to provide specialized support for ... You will work across Legal, Portfolio Operations, Finance, Capital Markets, and external partners ...

Allegis Group

Operations Specialist

Hanover, MD · On-site

$56K - $85K/yr

The Real Estate Operations Specialist owns the operational performance of Allegis Group's real estate portfolio - 418 offices and over one million square feet. The Specialist is accountable for ...

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Portfolio Operations Specialist information

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$30.5K

$68.4K

$111K

How much do portfolio operations specialist jobs pay per year?

As of Jul 29, 2026, the average yearly pay for portfolio operations specialist in the United States is $68,426.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $81,500.00 per year, depending on experience, location, and employer.

What is a portfolio operations specialist?

A portfolio operations specialist manages and optimizes investment portfolios by analyzing performance, implementing operational processes, and supporting portfolio strategies. They often work with financial data, use tools like Excel or portfolio management software, and ensure efficient handling of assets and transactions.

What does a portfolio specialist do?

A portfolio operations specialist manages and optimizes investment portfolios by analyzing performance, coordinating asset allocation, and ensuring compliance with investment strategies. They often use financial tools and data analysis skills to support decision-making and improve portfolio outcomes.

What are the typical day-to-day responsibilities of a Portfolio Operations Specialist?

A Portfolio Operations Specialist typically manages investment transaction processing, maintains and reconciles portfolio records, and ensures operational compliance with regulatory standards. They liaise frequently with portfolio managers, custodians, and other internal teams to resolve discrepancies and facilitate smooth portfolio workflows. Daily tasks often include data entry, performance reporting, and updating portfolio management systems. This role is pivotal in ensuring the accuracy and integrity of investment-related operations, making it ideal for detail-oriented professionals who thrive in dynamic financial environments.

Is operations a high paying job?

The salary for a Portfolio Operations Specialist varies based on experience, location, and company size, but it generally offers competitive compensation within the finance and investment sectors. Entry-level roles may have moderate pay, while experienced specialists with certifications like CFA can earn higher salaries. Overall, operations roles can be financially rewarding, especially with specialized skills and industry knowledge.

How much do PE ops pay?

Private Equity (PE) operations professionals typically earn between $70,000 and $150,000 annually, depending on experience, location, and firm size. Senior roles or those with specialized skills may earn higher compensation, often including bonuses and profit-sharing components.

What are the key skills and qualifications needed to thrive in the Portfolio Operations Specialist position, and why are they important?

To excel as a Portfolio Operations Specialist, you need a background in finance or business, strong analytical abilities, and attention to detail, often with a bachelor's degree in a related field. Familiarity with portfolio management software, data analysis tools like Excel, and knowledge of investment compliance platforms or operational risk systems is commonly required. Strong organizational skills, problem-solving abilities, and clear communication make candidates stand out in supporting cross-functional financial teams. These skills ensure accurate portfolio administration, effective process improvements, and compliance with industry regulations, all of which are vital to smooth investment operations.

What does a Portfolio Operations Specialist do?

A Portfolio Operations Specialist manages and optimizes investment portfolios by overseeing daily operations, trade execution, performance reporting, and compliance. They work closely with portfolio managers, analysts, and other stakeholders to ensure accurate data management and efficient processes. Their responsibilities often include reconciling transactions, monitoring cash flows, and implementing operational improvements. This role requires strong analytical skills, attention to detail, and knowledge of financial markets and investment strategies.

More about Portfolio Operations Specialist jobs
What are the most commonly searched types of Portfolio Operations Specialist jobs? The most popular types of Portfolio Operations Specialist jobs are:
What job categories do people searching Portfolio Operations Specialist jobs look for? The top searched job categories for Portfolio Operations Specialist jobs are:
Portfolio Operations Specialist jobs near you
Infographic showing various Portfolio Operations Specialist job openings in the United States as of July 2026, with employment types broken down into 88% Full Time, 10% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $68,426 per year, or $32.9 per hour.
Portfolio Operations Specialist

Portfolio Operations Specialist

Nexamp

Boston, MA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 23 days ago

Job description

Do you want to be a part of the clean energy movement? Are you passionate about improving our environment for this generation and those to follow? Are you ready to take on new challenges and collaborate with a future-focused team leading the way into new markets? Join Nexamp!
This is where you can learn from industry leaders and become one yourself. It's fast-paced, mission-based work that challenges the status quo. Be on the team that's changing the world.
What we're looking for:
Nexamp is looking to hire a Portfolio Operations Specialist. In this role, you will own the real estate and field execution spine of Nexamp's distributed generation portfolio from late-stage development through construction and into operations.
This role is directly responsible for landowner communications, rent payment/tracking, creating purchase orders, lease amendment and easement execution, field coordination, tax filing administration, and Phase I ESA workflows, ensuring that every project has clean, financeable land rights and supporting documentation. By closing gaps on the ground and in the record, the Portfolio Operations Specialist protects project value, reduces closing and construction risk, and keeps projects within portfolios finance ready.
This role will be hybrid based out of our Boston office.
What you'll do:
  • Serve as the primary day-to-day contact for landowners across assigned projects after transition to Nexamp Portfolio Operations, coordinating notices, consents, waivers, renewals, access requests, construction timing questions, and site-related issues; independently resolving routine matters; escalating material risks to the POM or Director; and maintaining accurate records in the designated system of record.
  • Coordinate lease notices, memorandums, easements, and related real estate instruments required for permitting, financing, and construction, partnering with POM, Legal, outside real estate counsel, and CED to confirm templates, legal descriptions, exhibits, execution status, and recording requirements while interpreting lease and site-control requirements to identify documentation gaps, required actions, and appropriate escalation.
  • Track site control, easement status, landowner communications, and project checklist items across assigned projects, proactively identifying documentation gaps, access issues, and risks that could impact financing or construction milestones, and recommending actions to maintain project readiness.
  • Track site control, easement status, landowner communications, and project checklist items across assigned projects, proactively identifying documentation gaps, access issues, and risks that could impact financing or construction milestones, and recommending actions to maintain project readiness.
  • Support real estate and jurisdictional tax filing administration by gathering and submitting required documentation, tracking deadlines and filing status, maintaining audit-ready records for tax, lender, and compliance reviews, and identifying filing or documentation issues requiring follow-up.
  • Manage Phase I ESA workflows across assigned projects, including consultant requests, site access, supporting documentation, status tracking, purchase order creation, final report storage, and reliance letter availability for financing and diligence stakeholders, while identifying issues that may affect project readiness and recommending appropriate next steps.
  • Maintain accurate real estate, easement, landowner, and Phase I ESA trackers, and partner with Portfolio Operations leadership, Transformation, and Data/Systems teams to strengthen data standards, improve workflow tracking, document repeatable processes, maintain organized project records, and recommend process improvements that reduce execution risk and improve portfolio readiness.

What you'll bring:
  • 2+ years of relevant experience
  • Bachelor's degree in Business, Real Estate, Environmental Science, Planning, Engineering, or a related field; or equivalent practical experience in real estate, development, or operations roles.
  • Demonstrated experience coordinating multi-stakeholder workflows (internal teams, landowners, consultants, and counsel).
  • Experience renewable energy development, construction support, real estate or land development, or environmental and permitting coordination is a plus.
  • Experience supporting easements, lease notices, or recording processes for infrastructure or renewable projects is a plus.
  • Exposure to Phase I ESA work, environmental due diligence, or permitting processes is a plus.
  • Experience with tax filing administration related to property, PILOTs, or jurisdictional site filings is a plus.
  • Familiarity with Salesforce, SharePoint, and project tracking tools is a plus.
  • Commitment to Nexamp's mission and have a passion for solving tomorrow's climate crisis today.
  • Demonstrated experience in effectively communicating information, ideas, and perspectives with people inside and beyond your organization.
  • Experience in showcasing initiative to make improvements to current work, processes, products, and services across the organization. We value accountability and an ownership mentality.
  • Ability to ask appropriate questions, analyze data, identify the root causes of problems, and present creative solutions.
  • Expertise in building strong internal and external relationships with customers and stakeholders, instilling trust and loyalty across the industry.
  • Eagerness to develop a fundamental understanding of how Nexamp operates and then apply that knowledge effectively to inform business decisions.

If you don't meet 100% of the above qualifications, but see yourself contributing, please apply.
At Nexamp, our mission is to build the future of energy so it is clean, simple, and accessible for all. We are committed to providing a work environment free from discrimination. We are proud to be an equal opportunity employer. We do not discriminate against applicants on the basis of race, ethnicity, religion, sex, gender, sexual orientation, gender identity, disability status, veteran status, or any other basis protected by law. By encouraging a culture where ideas and decisions come from all people, we believe it will help us grow, innovate, and be a part of environmental and social change.
You'll love working here because:
Not only will you get to take part in meaningful work and have the chance to change the world alongside innovative, dedicated, and motivated peers, but you will also have access to all the benefits that Nexamp offers! This includes our competitive compensation package; a 401(k) employer-match; health, dental, and vision insurance starting day one; flexible paid time off and holiday PTO; commuter benefits, and cell phone reimbursement. We have headquarters in Boston, MA and Chicago, IL, in addition to growing offices nationwide. We provide healthy snacks, coffee, service days and other volunteer opportunities, company outings, and more!
Compensation
The reasonably estimated salary for this role at Nexamp ranges from $81,000 - $90,000. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual bonus programs based on individual and company performance, non-annual sales incentive plans, or other non-annual incentive plans). Additionally, you may be eligible to participate in the Company's stock option plan. Actual base salary may vary based upon, but is not limited to, skills and qualifications, internal equity, performance, and geographic location.
Nexamp's People team manages all aspects of recruitment and hiring within our organization. We want to inform third-party recruiters, staffing firms, and related agencies that Nexamp does not accept unsolicited resumes. Resumes will only be considered from these entities if a signed agreement is in place and the People team explicitly authorizes external recruiting assistance for a specific position. Any unsolicited resumes received will be deemed the property of Nexamp. We want to emphasize that Nexamp is not liable for any fees associated with unsolicited resumes.

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