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Portfolio Operations Specialist Jobs (NOW HIRING)

Transportation One

Client Operations Specialist

Chicago, IL · On-site

$50K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Job purpose As a Client Operations Specialist, you will work as part of a Client Management team ... Grow and develop relationships with your portfolios' partners, shippers, and receivers * Manage and ...

Heven AeroTech

UAS Flight Operations Specialist

Winchester, VA · On-site

$50K - $59K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a key member of a small team, and to develop in-depth knowledge of Heven Aerotech's portfolio of UAS, the UAS Flight Operations Specialist will also be involved in the assembly of Air Vehicles ...

Heven AeroTech

UAS Flight Operations Specialist

Winchester, VA · On-site

$50K - $59K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a key member of a small team, and to develop in-depth knowledge of Heven Aerotech's portfolio of UAS, the UAS Flight Operations Specialist will also be involved in the assembly of Air Vehicles ...

Clearway Energy

Operations Specialist I

Scottsdale, AZ · On-site

$64K - $88K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... portfolio, including Wind, Solar, and Battery Storage. This position requires working 12.5-hour rotating shifts, including nights, weekends, and holidays, to ensure continuous operations and ...

Article Student Living

National Operations Specialist

Davis, CA · On-site

$65K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Article Student Living is looking for a National Operations Specialist (NOS) to join our team to provide on-site leadership and strategic direction across our portfolio of properties. The National ...

Cardinal Group Managment

Operations Specialist

Denver, CO · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

These assignments will vary by location, asset types, and teams across our nationwide portfolios. The Operations Specialist will effectively direct and coordinate the community's overall operational ...

The Springs Living

Operations Specialist

Beaverton, OR · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Operations Specialist must be adaptable, collaborative, and capable of stabilizing operations ... Support communities across the entire TSL portfolio Essential Functions * Provide operational ...

The Springs Living

Operations Specialist

Beaverton, OR · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Operations Specialist must be adaptable, collaborative, and capable of stabilizing operations ... Support communities across the entire TSL portfolio Essential Functions * Provide operational ...

Cardinal Group Companies

Operations Specialist

Denver, CO · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

These assignments will vary by location, asset types, and teams across our nationwide portfolios. The Operations Specialist will effectively direct and coordinate the community's overall operational ...

Clearway Energy

Operations Specialist I

Scottsdale, AZ · On-site

What The Role Is The Operations Specialist I will play a key role in assisting the Operations ... portfolio, including Wind, Solar, and Battery Storage. This position requires working 12.5-hour ...

Asset Living

Regional Operations Specialist

Des Moines, IA · On-site

$50K - $67K/yr

Asset Living's growing portfolio includes a multitude of properties across the country that span ... Operations Specialist The Operations Specialist will provide administrative support to senior-level ...

Asset Living

Regional Operations Specialist

Omaha, NE · On-site

$49K - $66K/yr

Asset Living's growing portfolio includes a multitude of properties across the country that span ... Operations Specialist The Operations Specialist will provide administrative support to senior-level ...

Asset Living

Regional Operations Specialist

Omaha, NE · On-site

$49K - $66K/yr

Asset Living's growing portfolio includes a multitude of properties across the country that span ... The Operations Specialist will perform tasks in various areas to include administrative support ...

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Portfolio Operations Specialist information

See salary details

$30.5K

$68.4K

$111K

How much do portfolio operations specialist jobs pay per year?

As of Aug 20, 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.
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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 August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $68,426 per year, or $32.9 per hour.

Client Operations Specialist

Transportation One

Chicago, IL • On-site

$50K - $60K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago

Job description

About us

Transportation One is a non-asset transportation brokerage offering full-service, multi-modal logistics solutions dedicated to meeting the demands of the transportation industry. We invest heavily in cutting-edge technology and experienced logistics professionals, allowing us to deliver superior service to all our clients. Put simply, when it comes to transportation, we’re the one you want.

Job purpose

As a Client Operations Specialist, you will work as part of a Client Management team with the sole focus of delivering an exceptional client experience to existing managed client accounts. You will be responsible for performing all day-to-day operational commitments as required. You will manage real-time issues, while multi-tasking and prioritizing supply chain issues to maintain high quality of service. As a Client Operations Specialist, you will be expected to be accurate, efficient and entrepreneurial by nature.

*This is not a remote position*

Duties and responsibilities

  • Complete all entry and scheduling of shipment orders
  • Make decisions regarding the best appointment times and schedule appointments accordingly
  • Grow and develop relationships with your portfolios’ partners, shippers, and receivers
  • Manage and update all shipments within your portfolio
  • Effectively communicate with customers to understand their supply chain needs
  • Maintain overall positive client experience
  • Foster close relationships with existing customers to provide superior customer service
  • Report and resolve any transit issues or problems to appropriate parties
  • Efficiently manage the flow of information across departments (Client Management amp; Procurement)

Qualifications

  • Clear and confident communication with the ability to interact with all departments
  • Minimum 1-year experience in customer facing role, preferably with transportation brokerage experience
  • Strong problem-solving skills
  • Self-motivated with a positive and ethical work attitude
  • Ability to work in a team environment, while also delivering independent results
  • Strong commitment to operational excellence and client satisfaction
  • Detail oriented and ability to multi-task
  • A combination of the above shall also be considered

Benefits

  • PTO (Paid Time off) + Company holidays
  • Medical, dental, and vision healthcare
  • Company paid short term disability, life, and AD amp;D insurance
  • Company paid maternity and paternity leave
  • 401k with company match
  • Company provided onsite gym membership

Working conditions

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