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Portfolio Operations Specialist Jobs (NOW HIRING)

Travel across assigned portfolio About the Role SPM, LLC is looking for an Operations Specialist to support consistency and performance across a portfolio of communities. This role is built for ...

New

ABOUT THE ROLE The Sr. Operations Specialist leads the performance, reliability, and operational ... Manage portfolio-level spare parts and inventory programs, including stocking strategies ...

... Portfolio Operations Manager oversees a portfolio of assigned distributed generation solar assets ... specialist teams * Advise clients on repair vs. replace and warranty pursuit decisions based on ...

Sr. Operations Specialist

Boise, ID · On-site

$80 - $110/hr

With our tremendous portfolio growth, we are increasing our headcount to meet the demands of the business. Are you ready to change the world with us? ABOUT THE ROLE The Sr. Operations Specialist ...

... Portfolio Operations Manager oversees a portfolio of assigned distributed generation solar assets ... specialist teams * Advise clients on repair vs. replace and warranty pursuit decisions based on ...

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 ...

With our tremendous portfolio growth, we are increasing our headcount to meet the demands of the business. Are you ready to change the world with us? ABOUT THE ROLE The Sr. Operations Specialist ...

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 ...

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 ...

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 ...

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 ...

Travel across assigned portfolio About the Role SPM, LLC is looking for an Operations Specialist to support consistency and performance across a portfolio of communities. This role is built for ...

New

Showing results 21-40

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 Sep 6, 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 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.

What are the key skills and qualifications needed to thrive as a portfolio operations specialist?

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 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 a Portfolio Operations Specialist a good entry-level job?

A Portfolio Operations Specialist role can be suitable for entry-level candidates with strong organizational and analytical skills, often requiring familiarity with portfolio management tools and basic financial knowledge. However, it may require some prior experience or internships in finance or operations, making it more accessible to those with relevant educational backgrounds or certifications. Overall, it can serve as a stepping stone into finance or asset management careers.
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:

Infographic showing various Portfolio Operations Specialist job openings in the United States as of August 2026, with employment types broken down into 67% Full Time, and 33% Contract. Highlights an 33% In-person, and 67% Remote job distribution, with an average salary of $68,426 per year, or $32.9 per hour.

Operations Specialist

Cushman & Wakefield

Bloomington, MN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 17 days ago


Key responsibilities

  • Support Property Managers and team members through operational leadership, process administration, and training.

  • Monitor and manage financial activities such as accounts receivable, invoice documentation, and license fee billing.

  • Identify, document, and resolve operational discrepancies, and implement process improvements to enhance controls and efficiency.


Cushman & Wakefield rating

7.4

Company rating: 7.4 out of 10

Based on 159 frontline employees who took The Breakroom Quiz

113th of 209 rated real estate companies


Job description

Job Title

Operations Specialist

Job Description Summary

The Operations Specialist plays a critical role in supporting the Property Management organization through operational leadership, process administration, business development support, and team engagement initiatives. This position serves as a central resource for Property Managers, Property Administrators, Directors, and Operational Leadership by ensuring portfolio-related processes are executed efficiently, system access and compliance requirements are managed, and key reporting is delivered accurately and on time.

Job Description

Position Summary

The Operations Specialist plays a critical role in supporting the Property Management organization through operational leadership, process administration, business development support, and team engagement initiatives. This position serves as a central resource for Property Managers, Property Administrators, Directors, and Operational Leadership by ensuring portfolio-related processes are executed efficiently, system access and compliance requirements are managed, and key reporting is delivered accurately and on time.

The Operations Specialist is responsible for driving consistency across the portfolio, supporting talent development, improving operational processes, coordinating client relationship initiatives, and maintaining the tools, systems, and resources necessary for successful property management operations.

Reporting Relationship

Reports to: Director, Operations (or designated Operations Leadership)

Key Responsibilities1. Team Support, Mentorship & Talent Development
  • Provide coaching, mentorship, and training support to Property Administrators.
  • Coordinate onboarding and structured training for new team members.
  • Support account transitions and turnover activities.
2. Financial Oversight & Portfolio Performance
  • Monitor corporate accounts receivable.
  • Coordinate corrective actions with internal and external stakeholders.
  • Support Property Managers by providing invoice documentation and backup materials.
  • Manage the corporate FedEx account, including reconciliation, allocation, and reimbursement tracking.
  • Assist in mitigating financial risk through proactive tracking and follow up.
3. Operational Controls & Process Improvement
  • Identify recurring billing, reporting, and system-related issues.
  • Document, track, and resolve operational discrepancies.
  • Process application access requests and terminations for platforms including MRI, Yardi, Nexus, ServiceEdge, and Predict AP.
  • Conduct quarterly Yardi user audits.
  • Manage annual Yardi and MRI license fee billing processes.
  • Recommend and implement process improvements to strengthen controls and efficiency.
4. Business Development & Client Relationship Support
  • Assist Directors in developing and executing Client Relationship Plans.
  • Coordinate client engagement activities and meetings.
  • Track client relationship initiatives and measure outcomes.
  • Manage and monitor client relations budgets.
  • Support proposal development through coordination of operational and property information.
  • Maintain current staff biographies, photographs, and marketing materials.
  • Provide portfolio analytics and comparable property data to support business development efforts.
6. Data Analytics & Cross-Selling Support
  • Create and manage OPEX comparative analyses for budget and actual performance reviews.
  • Track proposal activity, PMA workflows, and business development metrics.
  • Track cross-selling opportunities, pursuits, wins, and outcomes.
  • Prepare reports that support strategic portfolio decision-making.
  • Compile annual TI & BI spend of managed properties for PDS compilation of fees.
7. Portfolio Reporting & Leadership Support
  • Maintain portfolio summary and assignment reporting.
  • Maintain accurate staff biographies and organizational information.
  • Produce quarterly compliance scorecards and monthly property management reporting.
  • Support users with system navigation and documentation resources.
  • Coordinate ServiceEdge approvals and application access administration.
  • Maintain Yardi contact updates and related system records.
  • Manage property file structures and document management folders.
  • Create, move, and organize property records within shared drives.
  • Coordinate office mail distribution and department administrative support.
  • Procure office supplies and operational resources.
10. Team Engagement & Culture
  • Coordinate quarterly Property Management meetings and town halls.
  • Plan and execute team engagement events and activities.
  • Manage event logistics, scheduling, vendors, and communications.
  • Maintain employee anniversary and birthday recognition programs.
  • Support initiatives that promote collaboration, engagement, and organizational culture.
  • Promote team wins and engage with social media platforms
Required Qualifications
  • Bachelor's degree in Business Administration, Real Estate, Finance, or a related field preferred.
  • 3+ years of experience in property management, operations, business administration, or a related field.
  • Experience supporting multiple stakeholders in a fast-paced environment.
  • Strong financial, administrative, and organizational skills.
  • Proficiency with Microsoft Office Suite, particularly Excel.
  • Experience working with property management systems such as Yardi, MRI, Nexus, ServiceEdge, or similar applications preferred.
Core Competencies
  • Organizational Effectiveness
  • Financial Acumen
  • Process Improvement
  • Customer Service & Relationship Building
  • Project Coordination
  • Communication Skills
  • Problem Solving
  • Attention to Detail
  • Accountability
  • Collaboration & Teamwork
  • Time Management
  • Adaptability

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $ 72,250.00 - $85,000.00Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or emailAccommodations@cushwake.com. Please refer to the job title and job location when you contact us.

INCO: "Cushman & Wakefield"

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