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Senior Portfolio Administrator Jobs (NOW HIRING)

SBA Portfolio Administrator

Denver, CO ยท On-site

$95K - $115K/yr

Summary The SBA Portfolio Administrator is responsible for the ongoing servicing, monitoring, and ... The role works closely with borrowers, credit administration, underwriting, and senior management ...

SBA Portfolio Administrator

Midvale, UT ยท On-site

$95K - $115K/yr

Summary The SBA Portfolio Administrator is responsible for the ongoing servicing, monitoring, and ... The role works closely with borrowers, credit administration, underwriting, and senior management ...

SBA Portfolio Administrator

Denver, CO ยท On-site

$95K - $115K/yr

Summary The SBA Portfolio Administrator is responsible for the ongoing servicing, monitoring, and ... The role works closely with borrowers, credit administration, underwriting, and senior management ...

SBA Portfolio Administrator

Midvale, UT ยท On-site

$95K - $115K/yr

Summary The SBA Portfolio Administrator is responsible for the ongoing servicing, monitoring, and ... The role works closely with borrowers, credit administration, underwriting, and senior management ...

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Senior Portfolio Administrator information

See salary details

$32K

$82.3K

$147.5K

How much do senior portfolio administrator jobs pay per year?

As of Jul 27, 2026, the average yearly pay for senior portfolio administrator in the United States is $82,265.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,000.00 and $89,500.00 per year, depending on experience, location, and employer.

What does a Senior Portfolio Administrator do?

A Senior Portfolio Administrator is responsible for overseeing and managing the administrative aspects of investment portfolios, ensuring accuracy in transactions, compliance with regulations, and timely reporting. They handle account reconciliations, process trades, monitor cash flows, and serve as a liaison between portfolio managers, clients, and custodians. This role often involves supervising junior staff, implementing process improvements, and ensuring that all portfolio activities run smoothly and efficiently.

How does a Senior Portfolio Administrator typically collaborate with portfolio managers and analysts?

A Senior Portfolio Administrator plays a crucial role in supporting portfolio managers and analysts by handling daily operational tasks such as trade settlements, reconciliations, and performance reporting. They act as a bridge between the investment team and back-office functions, ensuring data accuracy and timely communication of any discrepancies or issues. Effective collaboration often involves participating in regular meetings, providing updates on account statuses, and promptly addressing inquiries from both internal teams and external custodians. This collaboration helps streamline workflows and allows investment professionals to focus on strategic decision-making.

What is the difference between Senior Portfolio Administrator vs Portfolio Analyst?

AspectSenior Portfolio AdministratorPortfolio Analyst
Required CredentialsBachelor's degree, certifications like CFA or CFP often preferredBachelor's degree, CFA or related certifications advantageous
Work EnvironmentFinancial firms, asset management companies, investment firmsFinancial institutions, investment firms, asset management teams
Employer & Industry UsageUsed in asset management, wealth management, and investment firmsCommon in investment analysis, portfolio management, and financial advisory

The Senior Portfolio Administrator primarily manages administrative tasks related to investment portfolios, ensuring compliance and accurate record-keeping. In contrast, a Portfolio Analyst focuses on analyzing investment data, assessing performance, and providing insights for decision-making. While both roles require financial knowledge and certifications like CFA, the Administrator handles operational duties, whereas the Analyst emphasizes analysis and strategy.

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

To thrive as a Senior Portfolio Administrator, you need strong analytical skills, attention to detail, and a solid background in finance, often supported by a bachelor's degree in finance or related field. Familiarity with portfolio management systems such as Advent or Bloomberg, and certifications like CFA or CIPM, are often expected. Effective communication, organization, and problem-solving abilities distinguish top performers in this role. These skills are crucial for ensuring accurate portfolio management, regulatory compliance, and efficient client service in a dynamic financial environment.
More about Senior Portfolio Administrator jobs
What cities are hiring for Senior Portfolio Administrator jobs? Cities with the most Senior Portfolio Administrator job openings:
What states have the most Senior Portfolio Administrator jobs? States with the most job openings for Senior Portfolio Administrator jobs include:
What job categories do people searching Senior Portfolio Administrator jobs look for? The top searched job categories for Senior Portfolio Administrator jobs are:
Infographic showing various Senior Portfolio Administrator job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 82% In-person, and 18% Remote job distribution, with an average salary of $82,265 per year, or $39.6 per hour.

Portfolio Administrator - Analytical Specialist (Private Credit)

CIBC US

Chicago, IL โ€ข On-site, Remote

$120K - $160K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago


Job description

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

JOB PURPOSE

The primary purpose of the Sr. Portfolio Administrator is to ensure objectives related to internal portfolio management are met, in addition to supporting the workflow of the Commercial Team of GPMs, PMs, RMs and commercial lending associates. This position will provide approval within established guidelines for daily credit/portfolio administrative activity.

What you'll be doing

As a Senior Portfolio Administrator within CIBC's Commercial Banking team, you'll play a pivotal role in supporting portfolio management and risk oversight activities. You'll work closely with internal partners and stakeholders to maintain accurate client portfolio data, assist with financial reporting and covenant record keeping, and prepare insightful trend reports that inform business decisions. Your expertise in risk management will be instrumental in producing portfolio analyses, supporting credit reviews and regulatory exams, and contributing to market update reports. Leveraging your advanced analytical skills, you'll help drive improvements in reporting efficiency and ensure the accuracy and integrity of portfolio data. Additionally, you'll mentor team members and foster a culture of compliance and accountability aligned with CIBC's risk culture and values.

Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you'll succeed

Portfolio Management & Client Data Maintenance - Collaborate with Relationship Support to update and correct client data, maintain records of financial reporting and covenants, and assist in preparing quarterly reviews and CAMP reports.
Risk Management & Portfolio Monitoring - Produce monthly and quarterly borrower trend cards and portfolio trend reports, supply data and analysis for credit reviews and regulatory exams and contribute to market and portfolio update reports.
Financial Analysis & Modeling - Prepare collateral value adjustment analyses, leverage advanced Microsoft Excel and financial modeling skills to support analytical tasks, and develop recommendations for review by senior management.
Cross-Functional Collaboration - Maintain strong partnerships with Credit Risk Management, Enterprise Risk Management, Loan Services, Client Specialists, and Compliance to ensure seamless portfolio administration.
Team Training & Mentorship - Mentor and provide situational training support to Associates, Senior Associates, and Portfolio Managers, fostering continuous learning and development.
Risk & Compliance - Uphold CIBC's risk culture by following all relevant policies, frameworks, and guidelines, completing mandatory training, and proactively escalating concerns through appropriate channels.


Who you are

You have relevant experience. You bring extensive experience in portfolio administration, risk management, or commercial banking, ideally within a financial institution.


You're analytical and detail-oriented. You excel at analyzing complex data sets, synthesizing information into actionable insights, and ensuring accuracy in all deliverables.


You're skilled in financial modeling. You have advanced proficiency in Microsoft Excel and financial modeling techniques, supporting efficient reporting and analysis.


You're a collaborator. You build strong relationships across business functions and work effectively with cross-functional teams to achieve common goals.


You're a mentor. You enjoy sharing your knowledge and supporting the growth and development of team members.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

California residents - your privacy rights regarding your actual or prospective employment

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of$120,000.00- $160,000.00for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible toparticipatein the relevant business unit's incentive compensation plan, which may also include a discretionary bonuscomponent. CIBC offers a full range ofbenefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidaysand 401(k), in addition to other specialperksreserved for our team members.

#LI-TA

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

  • We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

IL-Chicago, 120 S LaSalle St Fl 6

Employment Type

Regular

Weekly Hours

40

Skills

Analytical Thinking, Business, Business Functions, Business Risks, Enterprise Risk Management (ERM), Financial Analysis, Management Support, Portfolio Management, Risk Culture, Risk Management