73 portfolio operations analyst jobs at 61 companies in United States
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Portfolio Operations Analyst
Milwaukee or Minneapolis
$70k-$85k/yr HybridFull Time
2+ YOE2+ years investment/portfolio operations experience, attention to detail, Excel and APX/Bloomberg familiarity, strong communication, risk mitigation, and ability to lead projects; U.S. work authorization required.
Advent Portfolio Exchange (APX), Bloomberg, CRD, Wall Street Office (WSO), SS&C Recon, Microsoft Excel, Microsoft Access, Power BI
2mo
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Junior Portfolio Operations Analyst
Tampa, Florida, United States
OnsiteFull Time
Perform portfolio books and records, daily and monthly reconciliations, research discrepancies, use portfolio systems and Bloomberg, and communicate with internal and external parties.
Bloomberg, Microsoft Excel
1mo
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Portfolio Operations Analyst
Bethesda, Maryland, United States
$60k-$70k/yr HybridFull Time
2+ YOEUndergraduate degree preferred,2+ years related experience preferred,attention to detail,strong quantitative skills,derivatives familiarity,Excel and industry system proficiency.
Microsoft Excel, Bloomberg, Barra, Colline, Geneva, Markit, OMS, IBOR
3w
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Senior Portfolio Operations Analyst
Alpharetta, Georgia, United States
RemoteFull Time
5+ YOE5+ years investment management operations experience, Bachelor in finance or related, proficiency with Excel, Bloomberg AIM or similar, knowledge of derivatives, Python/SQL experience, strong communication and analytical skills.
Microsoft Excel, Bloomberg AIM, SimCorp, Geneva, Advent, SS&C, Python, SQL
2mo
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Junior Portfolio Operations Analyst
Tampa, Florida, United States
OnsiteFull Time
0+ YOEBachelor's degree required; recent graduate (2025-2026). Strong Excel and data analysis skills, familiarity with financial markets and asset classes, exposure to financial systems, and internship experience preferred.
Bloomberg, Microsoft Excel
2mo
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Portfolio Analyst
Lake Oswego, Oregon, United States
OnsiteFull Time
3+ YOEBachelor’s in Finance/Accounting/Economics; 3+ years in credit/operational risk in financial portfolios; strong financial analysis; Excel/modeling; synthesize data; communicate risk; familiarity with risk rating methodologies.
Excel, Financial modeling
3w
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Portfolio Analyst
Atlanta, Georgia, United States
OnsiteFull Time
0+ YOESupport portfolio execution through data maintenance, inventory and supply tracking, scheduling inputs, monitoring operational indicators, and escalating exceptions; bachelor’s degree preferred; 0–2 years supply chain or analytics experience preferred.
Microsoft Excel
1w
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Portfolio Management Analyst
El Segundo, California, United States
$68k-$87k/yr OnsiteFull Time
2+ YOEBachelor’s degree in business, supply chain, analytics, finance, operations, or related field; 2–3 years’ relevant experience; advanced Excel and PowerPoint; BI tools; strong analytical and communication skills.
Microsoft Excel, Microsoft PowerPoint, Power Query, Tableau, Power BI, SQL, Python, Alteryx
2mo
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Quantitative Portfolio Implementation Analyst
Boston, Massachusetts, United States
$85k-$100k/yr OnsiteFull Time
Implement and operate systematic investment portfolios; strong analytical judgement; proficiency with Python, SQL, and Pandas; experience with portfolio/trading systems, project coordination, and stakeholder management.
Python, SQL, Pandas
2w
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Portfolio Analyst & Integration Specialist
Bethesda, Maryland, United States
OnsiteFull Time
8+ YOERequires a BS with 8–12 years of relevant experience or a master's with 6–10 years; active Poly clearance, portfolio and program management knowledge, strong analysis, writing, communication, and organizational skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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Senior Portfolio Implementation Analyst
McLean or New York City
OnsiteFull Time
5+ YOEResponsible for executing daily trading, managing rebalancing and tax-aware trades, monitoring accounts, and building scalable trading infrastructure; 5+ years trading or portfolio operations experience preferred.
1w
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Portfolio Analyst (Data) - Commercial Operations (BHM)
Birmingham, Alabama, United States
HybridFull Time
Degree in an analytical field required; proficiency in analytics, visualization, programming, data platforms, governance, semantic modeling, and translating complex data into business insights.
Microsoft Power BI, PI Vision, Azure Databricks, Python, R, SQL, DAX, SQL Server, Visual Studio Code, GitHub, Databricks, Microsoft Power Automate
5d
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Analyst, Portfolio Administration
Los Angeles, California, United States
$95k-$105k/yr OnsiteFull Time
Bachelor’s degree preferred; analytical problem-solving skills and Microsoft 365 proficiency required. Investment operations, global custody, fund accounting, or middle-office familiarity is helpful.
Microsoft 365, Microsoft Excel, Power BI, Python, SQL
2w
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Analyst, Portfolio Reporting
St. Louis, Missouri, United States
$60k-$90k/yr OnsiteFull Time
1+ YOEBachelor’s degree or equivalent experience, 1+ year in reporting, operations, data, or technology support, structured data and reporting tools experience, attention to detail, and independent work ability.
Orion, Addepar
4d
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Sr. Operations Analyst
Cleveland, Ohio, United States
$70k-$95k/yr OnsiteFull Time
3+ YOEBachelor’s degree or equivalent experience and 3–5 years in financial services or wealth management operations. Requires reconciliation, portfolio accounting, problem-solving, communication, and organizational skills.
Orion Advisor Technology
2w
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Service Catalog / Portfolio Analyst
Washington, District of Columbia, United States
OnsiteFull Time
5+ YOERequires 5+ years of experience, a bachelor's degree in IT or a related field, ITIL 4 Foundation certification, and Secret security clearance.
ServiceNow, ITSM, VPC
3w
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Sr. Analyst, LNG Portfolio Optimization
Houston, Texas, United States
OnsiteFull Time
5+ YOE5+ years LNG portfolio optimization or related experience; degree in operations research/applied mathematics/economics; proficiency in Python and optimization solvers; strong communication and valuation/scenario analysis skills.
Python
3mo
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Portfolio Analyst
Dallas, Texas, United States
OnsiteFull Time
5+ YOEBachelor’s degree; 5 years in AAR repair billing, railcar maintenance, fleet maintenance, lease repair accounting, railroad operations, or billing disputes; strong written communication, analytical and organizational skills; experience with AAR rules and cross-functional collaboration.
ERP systems, billing systems, case tracking, workflow tools
4d
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Portfolio Analyst & Data Administrator Manager
Findlay, Ohio, United States
OnsiteFull Time
7+ YOEBachelor's degree in a related field and seven years of relevant portfolio reporting, data administration, dashboard development, coordination, data quality, analytics, finance, or operations experience.
1mo
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Munitions Acquisition Portfolio Analyst, Senior
Arlington, Virginia, United States
$87k-$198k/yr OnsiteFull Time
5+ YOE5+ years DoD acquisition experience, 3+ years supporting major capability acquisition programs, bachelor’s degree, Top Secret clearance, experience with acquisition strategies, reporting, and advising senior leadership.
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