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Portfolio Operations Jobs (NOW HIRING)

Hp

Cybersecurity Portfolio & Operations Lead

Spring, TX · On-site

$130K - $205K/yr

Cybersecurity Portfolio & Operations Lead Description - Cybersecurity Portfolio & Operations Lead (AIEnabled) Role Purpose This role owns cybersecurity financial governance, vendor and contract ...

Hp

Cybersecurity Portfolio & Operations Lead

Austin, TX

$130K - $205K/yr

Cybersecurity Portfolio & Operations Lead Description - Cybersecurity Portfolio & Operations Lead (AIEnabled) Role Purpose This role owns cybersecurity financial governance, vendor and contract ...

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Portfolio Operations information

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$9

$24

$49

How much do portfolio operations jobs pay per hour?

As of Jul 5, 2026, the average hourly pay for portfolio operations in the United States is $24.15, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $27.64 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.
More about Portfolio Operations jobs
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Portfolio Operations jobs near you
Infographic showing various Portfolio Operations job openings in the United States as of June 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $50,239 per year, or $24.2 per hour.
Portfolio Operations Administrator

Portfolio Operations Administrator

Global Payments, Inc.

Alpharetta, GA • On-site

Full-time

Posted 11 days ago

Job description

Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow.
Summary of This Role
Executes technical implementations and data conversions of varying size and complexity with enterprise-wide PPM transformation tools. Develops technical specifications, implementation plans, data migration strategies, and integration solutions. Performs detailed analysis of requirements to configure and optimize Planview modules. Responsible for ensuring data integrity, managing issue resolution, and supporting post-implementation evaluation. Engages with internal technical teams and stakeholders to support successful solution delivery.
What Part Will You Play?
  • Leads the executing, controlling, and reporting of the most complex and unique conversion/integration implementation efforts within the specific goals of building and delivering a particular product(s)..

  • Configures Planview modules (e.g., portfolio, strategies) based on technical and business requirements.

  • Translates solution specifications into system configurations and process flows using Planview tools and APIs.

  • Performs data mapping, transformation, and validation for conversions involving multiple accounts and product lines.

  • Develops and maintains detailed technical documentation, including configuration logs, transformation logic, and implementation runbooks.

  • Utilizes Planview's integration framework to enable data exchange with external systems via file transfer, APIs, or middleware.

  • Tracks technical issues, resolutions, and metrics using Planview analytics and reporting features; supports proactive risk identification and mitigation.

  • Supports testing and validation efforts, including system, regression, and user acceptance testing, to ensure accurate Planview functionality post-deployment.

  • Adheres to defined change control processes for project assets such as requirements, configuration specs, and documentation.

  • Communicates system-level risks and dependencies to technical leads and stakeholders to support delivery milestones.

What Are We Looking For in This Role?
Minimum Qualifications
  • Bachelor's Degree in Computer Science, Information Technology, Business Systems, or related field

  • 5+ Years Relevant Experience in software implementation, system integration, or SaaS deployment

Preferred Qualifications
  • Hands-on experience implementing or configuring Planview or similar PPM platforms

  • Strong proficiency with SQL, MS Excel, and Planview analytics/reporting tools

  • Familiarity with resource management, capacity planning, and financial forecasting within a portfolio.

  • Understanding of agile, hybrid, and waterfall methodologies.

  • Experience with API integration and enterprise data migration

  • Familiarity with MS Project or other project tracking software

What Are Our Desired Skills and Capabilities?
  • Technical Skills - Strong understanding of SaaS architecture, data mapping, and system integration practices

  • Analytical Skills - Ability to interpret complex datasets and align them with application configurations

  • Problem Solving - Capable of diagnosing and resolving issues in multi-system environments

  • Documentation - Skilled in maintaining technical documentation and version control throughout implementation

Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact jobs@globalpayments.com.

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