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Portfolio Operations Jobs in Virginia (NOW HIRING)

D.A. Davidson

Portfolio Administrator/Trader

Richmond, VA · On-site

  • Medical

  • Dental

  • Vision

  • PTO

This individual works alongside other members of the Davidson Investment Advisors team, including Operations, Client Service, Business Development and Portfolio Management, in facilitating fixed ...

Associa

Portfolio Manager, HOA

Chantilly, VA · On-site

The Portfolio Manager ensures the community is well cared by partnering with stakeholders and managing the daily operations to include administrative, maintenance, capital projects, and budgets.

D.A. Davidson

Portfolio Administrator/Trader

Richmond, VA · On-site

  • Medical

  • Dental

  • Vision

  • PTO

This individual works alongside other members of the Davidson Investment Advisors team, including Operations, Client Service, Business Development and Portfolio Management, in facilitating fixed ...

Solvere Technical Group

Deputy Program Manager

Norfolk, VA · On-site

$100K/yr

... portfolio operations. • Monitor task order status, performance metrics, and risk indicators; escalate issues proactively and develop mitigation plans. • Coordinate task order activities across ...

Towne Bank

Commercial Portfolio Manager

Virginia Beach, VA · On-site

$85K - $110K/yr

Complete quarterly Problem Asset Reports for the loan officer's portfolio for review and approval ... Previous lending experience or experience in loan operations. * Knowledge of Bank policies and ...

Solvere Technical Group

Deputy Program Manager

Norfolk, VA · On-site

$116K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Serve as Acting Program Manager in the absence of the PM, maintaining continuity of portfolio operations. * Monitor task order status, performance metrics, and risk indicators; escalate issues ...

Solvere Technical Group LLC

Deputy Program Manager

Norfolk, VA · On-site

$116K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Serve as Acting Program Manager in the absence of the PM, maintaining continuity of portfolio operations. * Monitor task order status, performance metrics, and risk indicators; escalate issues ...

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All JobsPortfolio Operations JobsPortfolio Operations Jobs in Virginia

Portfolio Operations information

See Virginia salary details

$9

$23

$48

How much do portfolio operations jobs pay per hour?

As of Aug 15, 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 are the key skills and qualifications needed to thrive as a Portfolio Operations professional?

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 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.

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 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 August 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $49,808 per year, or $23.9 per hour.

Portfolio Administrator/Trader

D.A. Davidson

Richmond, VA • On-site

Full-time

Re-posted 26 days ago

D.A. Davidson rating

7.9

Company rating: 7.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary: 
This individual works alongside other members of the Davidson Investment Advisors team, including Operations, Client Service, Business Development and Portfolio Management, in facilitating fixed income and equity investment strategy trades and professionally managing client portfolios.

Qualifications/Requirements:
• Bachelor’s degree in finance, business or a related field
• 2+ years of experience in equity and/or fixed income trading within an RIA, broker-dealer, trust company, or other financial services firm
• Ability to work independently, think through complex problems, and provide thoughtful, solutions-oriented responses
• High proficiency in Microsoft Office is required; advanced Excel capabilities are preferred.  
• Self-starter with excellent organizational and communication skills, with the ability to multitask in a fast-paced environment effectively
• Detail-oriented with an ownership mentality towards the quality of your work 
• Collaborative mindset with a commitment to contributing to team success.

Duties: 
• Execute trades for fixed income and equity portfolios, including:
o Build orders for individual accounts and block trading
o Analyze current and prospective client portfolios to facilitate strategy implementation and tax loss harvesting
o Maintain and update portfolios and portfolio models within our portfolio accounting system; implement and manage client trading restrictions
o Facilitate communication of trade order allocation details between custodians and executing brokers; research/resolve discrepancies to ensure timely trade settlement
• Perform post-trade compliance checks to ensure accuracy of data and compliance with portfolio rules
• Drive initiatives to enhance efficiency and optimize workflows; proactively seek ways to improve the team’s processes
• Perform any other duties and special projects as necessary Adhere to all the firm’s Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors:
o Curiosity (avoid becoming defensive and remaining open to learning)
o Accountability (taking 100% responsibility (no more; no less) for results; no blaming)
o Candor (engaging in courageous truth-telling to increase power and speed in decisions)
o Awareness (tapping every emotional and intuitional resource for decisions)
o Passion (discovering and allowing people to do what they do best)
o Appreciation (expressing gratitude and fostering a culture of sincere cooperation)

What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:  
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution 
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.  
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
 
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
 
ACKNOWLEDGMENT
Please answer all questions carefully.  By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.

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