Portfolio Coordinator Jobs
Portfolio Coordinator jobs are open across financial services, real estate, marketing agencies, and investment firms, from entry-level to senior coordinator roles, with specializations in investment portfolio tracking, creative project coordination, and client account management. See the openings below and apply to the ones that match your experience.
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Showing 5 of 9+ Portfolio Coordinator jobs
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It’s about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you’re supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it! Wells Fargo ranked in the top five on LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S.. Learn more about the career areas and business divisions at wellsfargojobs.com.
About this role:
Wells Fargo is seeking a Commercial Banking Portfolio Coordinator to support Lending Fulfillment Operations as part of Wholesale Operations.
Lending Fulfillment Operations focuses on loan closing and system of record input across the various products and lines of business.
In this role, you will:
- Ensure credit file documentation and system records are accurate, complete, and up to date
- Interact with Commercial Banking Portfolio Management partners to complete financial spreads in accordance with established policies and procedures
- Perform credit investigations to identify, assess, and communicate risks related to companies and industries
- Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues
- Respond to banker inquiries by researching and obtaining information from available sources as needed
- Review financial statements and analyze accounting information to support credit evaluations
Required Qualifications:
- 1+ year of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Accounting or finance experience
- Ability to read and interpret financial statements
- Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheets, Income Statements, and Tax Returns
- Excellent verbal, written, and interpersonal communication skills
- Strong analytical skills with high attention to detail and accuracy
- Intermediate Microsoft Office skills
- Experience with one or a combination of the following systems: Automated Financial Systems (AFS); FLO; Hogan; Imaging and Content Management Platform (ICMP); LoanIQ; nCino; Optimist; Store Vision Platform (SVP); Wholesale Banking Reporting System (WBRS)
Job Expectations:
- Ability to work additional hours as needed
- Relocation assistance is not available for this position
- This position is not eligible for Visa sponsorship
- Willingness to work on-site at stated location on the job opening
Location:
- 1525 W W T Harris Blvd, Charlotte, NC 28262-8522
Posting End Date:
- Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It’s about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you’re supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it! Wells Fargo ranked in the top five on LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S.. Learn more about the career areas and business divisions at wellsfargojobs.com.
About this role:
Wells Fargo is seeking a Commercial Banking Portfolio Coordinator to support Lending Fulfillment Operations as part of Wholesale Operations.
Lending Fulfillment Operations focuses on loan closing and system of record input across the various products and lines of business.
In this role, you will:
- Ensure credit file documentation and system records are accurate, complete, and up to date
- Interact with Commercial Banking Portfolio Management partners to complete financial spreads in accordance with established policies and procedures
- Perform credit investigations to identify, assess, and communicate risks related to companies and industries
- Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues
- Respond to banker inquiries by researching and obtaining information from available sources as needed
- Review financial statements and analyze accounting information to support credit evaluations
Required Qualifications:
- 1+ year of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Accounting or finance experience
- Ability to read and interpret financial statements
- Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheets, Income Statements, and Tax Returns
- Excellent verbal, written, and interpersonal communication skills
- Strong analytical skills with high attention to detail and accuracy
- Intermediate Microsoft Office skills
- Experience with one or a combination of the following systems: Automated Financial Systems (AFS); FLO; Hogan; Imaging and Content Management Platform (ICMP); LoanIQ; nCino; Optimist; Store Vision Platform (SVP); Wholesale Banking Reporting System (WBRS)
Job Expectations:
- Ability to work additional hours as needed
- Relocation assistance is not available for this position
- This position is not eligible for Visa sponsorship
- Willingness to work on-site at stated location on the job opening
Location:
- 1525 W W T Harris Blvd, Charlotte, NC 28262-8522
Posting End Date:
- Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.
Portfolio Coordinator Jobs by Experience Level
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Find Portfolio Coordinator JobsPortfolio Coordinator Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in portfolio coordinator jobs.
- Proficiency in Excel or Google Sheets for portfolio tracking and reporting
- Experience with project management software such as Asana, Jira, or similar platforms
- Strong written and verbal communication skills for stakeholder updates
- Bachelor's degree in business, finance, communications, or a related field
- Ability to manage multiple active projects or accounts simultaneously
- Familiarity with CRM systems or investment management platforms
Tips for Your Portfolio Coordinator Job Search
Tailor your resume to portfolio types
Portfolio coordinators work across investment, creative, and project contexts, and recruiters scan for the specific type fast. Lead with the portfolio domain you know best, whether that's AUM tracking, creative asset management, or capital project oversight, and name it plainly in your summary.
Show your reporting and tracking tools
Hiring managers for this role care less about generic organizational skills and more about the specific tools you used to track portfolio status, deadlines, and deliverables. Name them in a dedicated skills section: spreadsheet platforms, project management software, or CRM systems you used daily.
Apply early to roles that fit
Migrate Mate lists portfolio coordinator openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Read job titles as signals, not definitions
Portfolio coordinator roles often appear under titles like project coordinator, investment operations associate, or creative operations coordinator. Search for these variants alongside the core title so you're not missing openings that match your background but use different wording.
Prepare a portfolio update scenario for interviews
Interviewers frequently ask you to walk through how you've kept a portfolio current under a tight deadline or shifting priorities. Prepare one concrete example that covers what changed, how you tracked it, who you communicated with, and what the outcome was.
Ask about cross-functional handoffs in your interviews
Portfolio coordinator roles often sit at the intersection of finance, design, or operations teams, and unclear handoffs are a common friction point. Asking how the team handles cross-departmental updates signals that you understand the coordination challenges the role actually involves.
Portfolio Coordinator Jobs: Frequently Asked Questions
Which companies are hiring the most portfolio coordinators?
The most active employers for portfolio coordinators right now are FirstEnergy, Wells Fargo, and Schochet, and the most openings are in Massachusetts, Ohio, and Arizona, based on current listings on Migrate Mate as of November 2026. Demand tends to concentrate in financial services, real estate, and marketing agencies, though openings appear across a wide range of industries.
How many portfolio coordinator jobs are remote?
About 33% of portfolio coordinator openings are fully remote or hybrid as of November 2026, with the highest remote share found in creative operations and marketing portfolio roles. Investment and real estate portfolio coordination positions are more likely to require on-site or hybrid presence due to in-person stakeholder meetings and document handling requirements.
How do you become a portfolio coordinator?
Start by earning a bachelor's degree in business, finance, communications, or a related field, then build experience with project tracking and reporting through internships or entry-level administrative roles. Get comfortable with spreadsheet tools and at least one project management platform. From there, target coordinator-level openings in an industry where you have domain knowledge, since finance portfolio work and creative portfolio work require different backgrounds.
Can you get a portfolio coordinator job with little experience?
Yes, entry-level portfolio coordinator roles exist and often prioritize organizational skills, attention to detail, and tool proficiency over years of experience. Build your case by highlighting any project tracking, scheduling, or reporting you've done, even in unrelated roles or academic settings. Internships at investment firms, agencies, or project-heavy organizations are particularly effective stepping stones into the role.
What does the portfolio coordinator interview process look like?
Most portfolio coordinator interviews include an initial screening call focused on your organizational methods and tool experience, followed by one or two rounds with the hiring manager or team. Expect scenario-based questions about how you handle competing deadlines, stakeholder updates, and data accuracy. Some employers add a practical exercise, such as building a tracking template or walking through a sample project status report, before extending an offer.
Where can I find and apply to portfolio coordinator jobs?
You can find and apply to portfolio coordinator jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your background, whether that's investment operations, creative project coordination, or account management, and apply directly to each listing that fits your experience and location preferences.
See All 9 Portfolio Coordinator Jobs
Find roles that match your experience and apply in just a few clicks.
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