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Portfolio Operations Specialist Jobs (NOW HIRING)

Legalist

OR · On-site

Portfolio Operations Specialist We are seeking a Portfolio Operations Specialist to support our Litigation Finance Portfolio Monitoring team through legal research, case analysis, and portfolio ...

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

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

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 ...

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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 26, 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

Legalist

OR • On-site

Other

Posted 28 days ago

Job description

Portfolio Operations Specialist

We are seeking a Portfolio Operations Specialist to support our Litigation Finance Portfolio Monitoring team through legal research, case analysis, and portfolio monitoring. This role sits at the intersection of law and investing, combining paralegal expertise with analytical rigor to evaluate and track investments in litigation.

You will work closely with attorneys, investment professionals, and cross-functional teams to assess opportunities, monitor active matters, and produce clear, actionable insights. This is an opportunity to contribute to a fast-paced, technology-driven investment platform operating at the forefront of legal finance.

Key Responsibilities

  • Review and analyze legal documents, case filings, and supporting materials to inform underwriting and portfolio monitoring
  • Conduct legal, factual, and background research, including identifying analogous cases and relevant developments
  • Support due diligence efforts by evaluating counterparties, legal claims, and associated risks
  • Organize, index, and maintain case files, investment documentation, and internal records
  • Track key case developments, deadlines, and portfolio performance across active matters
  • Draft clear and concise summaries, memoranda, and internal reports on legal and investment findings
  • Collaborate cross-functionally with legal, underwriting, operations, and technology teams
  • Contribute to process improvements, workflow management, and data organization across the portfolio
  • Provide general support on special projects related to legal analysis, compliance, and investment operations

Qualifications

  • Bachelor's degree in Political Science, History, Economics, Law, Business, or a related field (or equivalent experience)
  • 3-5+ years of relevant experience, such as: Paralegal experience at an AmLaw 200 or comparable firmLegal research, compliance, investigations, or litigation support roles
  • Proficiency with legal research tools such as LexisNexis and Westlaw
  • Strong analytical, research, and writing skills with the ability to synthesize complex legal and financial information
  • Experience reviewing legal documents and managing case-related workflows
  • High attention to detail with strong organizational and document management skills
  • Ability to communicate complex concepts clearly, both written and verbally
  • Comfortable working in a fast-paced, evolving environment with shifting priorities
  • Ability to collaborate effectively across multidisciplinary teams

Preferred Qualifications

  • Exposure to financial analysis, underwriting, or investment-related work
  • Familiarity with litigation finance, credit investing, or legal risk assessment
  • Experience drafting memoranda or case summaries for decision-making purposes

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