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$9

$23

$48

How much do portfolio operations jobs pay per hour?

As of Jul 4, 2026, the average hourly pay for portfolio operations in Virginia is $23.95, according to ZipRecruiter salary data. Most workers in this role earn between $15.24 and $27.40 per hour, depending on experience, location, and employer.

What is a portfolio management job?

A portfolio management job involves overseeing a collection of investments or projects to meet specific financial or strategic goals. Professionals in this role analyze market trends, allocate resources, and make decisions to optimize the performance of the portfolio, often using tools like financial models and requiring relevant certifications such as the CFA. The role typically requires strong analytical skills, decision-making ability, and knowledge of investment strategies or project management principles.

What jobs make $1,000,000 a year?

In portfolio operations, high-level roles such as senior portfolio managers, private equity partners, and hedge fund managers can earn $1,000,000 or more annually through base salary, bonuses, and profit sharing. These positions typically require extensive experience, advanced financial skills, and often involve managing large assets or investments in competitive environments.

What are the key skills and qualifications needed to thrive as a Portfolio Operations professional, and why are they important?

To thrive in Portfolio Operations, you need strong analytical skills, attention to detail, and a solid understanding of investment principles, often supported by a degree in finance or related fields. Familiarity with portfolio management systems, data analytics tools, and industry-standard software like Bloomberg or Excel is typically required. Excellent organizational abilities, effective communication, and problem-solving skills help you coordinate processes and collaborate across teams. These competencies are crucial for ensuring accurate portfolio management, regulatory compliance, and effective decision-making in investment operations.

How does a Portfolio Operations professional typically collaborate with investment and finance teams to optimize portfolio performance?

Portfolio Operations professionals play a key role in bridging investment decisions and operational execution. They work closely with investment teams to ensure trade settlements, valuations, and cash flows are accurately and efficiently processed, while also partnering with finance teams on performance reporting and compliance. Regular communication with these teams helps identify operational improvements and quickly resolve discrepancies, ensuring smooth portfolio management. This collaborative environment not only optimizes performance but also provides valuable insights into both investment strategy and operational best practices.

How to get into PE ops?

To enter private equity operations, candidates typically need experience in investment banking, management consulting, or corporate finance, along with strong analytical, financial modeling, and project management skills. Gaining relevant certifications like CFA or CPA can be beneficial, and understanding portfolio company operations is important. Networking within the industry and demonstrating operational improvement experience can also improve chances of entry.

What is the difference between Portfolio Operations vs Investment Analyst?

AspectPortfolio OperationsInvestment Analyst
Primary FocusManaging and optimizing investment portfolios, operational processes, and client accountsResearching, analyzing, and recommending investment opportunities
Required SkillsOperational management, client service, compliance, portfolio monitoringFinancial analysis, valuation, market research
Work EnvironmentFinancial firms, asset management companies, hedge fundsInvestment banks, asset management firms, research institutions
CertificationsCFAs, CFPs, or similar certifications often preferredCFAs, CFA Level I/II/III, or similar credentials

While both roles operate within the investment industry, Portfolio Operations focuses on managing and streamlining investment portfolios and client accounts, ensuring operational efficiency. Investment Analysts primarily conduct research and analysis to inform investment decisions. Understanding these differences helps professionals choose the right career path or job focus within the finance sector.

What are portfolio Operations?

Portfolio operations involve managing and optimizing a collection of investments or assets within a portfolio to achieve specific financial goals. This role includes tasks such as monitoring performance, implementing strategic adjustments, and coordinating with investment teams, often requiring skills in data analysis and financial tools. Effective portfolio operations ensure efficient asset allocation and risk management across the portfolio.
What are the most commonly searched types of Portfolio Operations jobs in Virginia? The most popular types of Portfolio Operations jobs in Virginia are:
What are popular job titles related to Portfolio Operations jobs in Virginia? For Portfolio Operations jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Portfolio Operations jobs in Virginia look for? The top searched job categories for Portfolio Operations jobs in Virginia are:
Portfolio Operations jobs near you
Infographic showing various Portfolio Operations job openings in Virginia as of June 2026, with employment types broken down into 86% Full Time, 9% Part Time, and 5% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $49,808 per year, or $23.9 per hour.
Operations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA))

Operations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA))

Atlantic Union Bank

Mclean, VA • On-site

$72K - $120K/yr

Full-time

Posted 13 days ago

Atlantic Union Bank rating

7.2

Company rating: 7.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

100th of 144 rated banks

Job description

The Operations Associate/Trader will play a central role in the firm's day-to-day trading, portfolio operations, and technology workflows. This individual will serve as the primary equity trader and work closely with the Senior Fixed Income Manager on multi-asset execution. The role also partners with the Director of Operations & Technology on systems management, audits, process improvement, and firmwide operational initiatives.
Position Accountabilities
Trading & Portfolio Operations
  • Serve as the primary equity trader for the firm, executing trades accurately and efficiently across client accounts.
  • Coordinate with the Senior Fixed Income Manager on fixed income execution, allocations, and trade workflows.
  • Monitor trade settlements, corporate actions, and reconciliation issues.
  • Support portfolio rebalancing, cash management, and model maintenance.
  • Ensure all trading activity adheres to firm policies, client guidelines, and regulatory requirements.

Technology & Systems
  • Utilize Envestnet Tamarac (or similar portfolio management/trading systems) for trading, reporting, and workflow management.
  • Maintain and enhance CRM processes within Salesforce.
  • Assist with system integrations, data hygiene, and technology optimization across the firm.
  • Collaborate with the Director of Operations & Technology on system upgrades, vendor relationships, and process automation.

Process Improvement & Firmwide Support
  • Participate in ongoing operational projects to improve efficiency, accuracy, and scalability.
  • Assist with internal controls, workflow documentation, and operational risk management.
  • Support periodic audits, compliance reviews, and documentation requests.
  • Provide general support to the operations, portfolio management and client service teams as needed.

Organizational Relationship
This position reports to: The Director of Operations and Technology
Position Qualifications
Education & Experience
  • Bachelor's degree in finance, economics, business, or a related field.
  • 2+ years of experience in the RIA, wealth management, or asset management industry.
  • Hands-on experience with Envestnet Tamarac, Tamarac Trading, or a comparable portfolio management/trading platform.
  • Familiarity with Salesforce CRM
  • Experience working with Schwab and Fidelity custodial platforms.
  • Experience with process automation or operational technology improvements.

Knowledge & Skills
  • Understanding of trading workflows, settlements, and portfolio operations.
  • Advanced proficiency with Microsoft Office Suite, with a strong emphasis on Excel (complex formulas, pivot tables, data manipulation, and workflow optimization).
  • Series 65 license highly desired. A CFP®, CFA®, CPA or similar designation is strongly preferred, or working toward one.
  • Experience with process automation or operational technology improvements.
  • High attention to detail, strong organizational skills, and the ability to manage multiple priorities.
  • Excellent communication skills and a collaborative mindset.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. The salary range for this role is $72,052--$120,179 This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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