Portfolio Operations Manager Jobs
Portfolio Operations Manager jobs are open across asset management, private equity, venture capital, and financial services, from analyst-adjacent coordinator roles to senior and director levels, with specializations in fund administration, portfolio analytics, and investment reporting. See the openings below and apply to the ones that match your experience.
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Job Summary
As a Treasury Operations Manager at Vesto, you will oversee corporate treasury operations, cash management, financial reporting, and banking workflows. You will coordinate banking relationships, monitor cash positions across multiple accounts and entities, improve payment processes, and support financial planning. Your role will help businesses gain better visibility into their finances, streamline treasury operations, and make informed financial decisions.
Duties
- Operations Management: Oversee daily operational activities, monitor workflows, resolve operational issues, and coordinate maintenance and service requests to ensure efficient operations.
- Contract & Relationship Management: Coordinate agreements, vendor relationships, service contracts, and communication with clients and business partners.
- Budget & Financial Administration: Assist with budget monitoring, expense tracking, financial records, reporting, and general administrative processes.
- Client & Stakeholder Support: Maintain professional relationships with clients and stakeholders, respond to inquiries, and resolve service-related concerns through effective communication.
- Team Coordination & Compliance: Coordinate team responsibilities, improve operational procedures, maintain accurate records, and support compliance with relevant company policies and regulatory requirements.
Skills
- Experience: 3+ years of experience in property management, real estate operations, or property administration.
- Technical Skills: Proficiency in Microsoft Office and familiarity with property management systems such as Yardi or AppFolio.
- Operational Knowledge: Understanding of leasing, maintenance coordination, vendor management, and budget monitoring.
- Communication Skills: Strong organizational, problem-solving, customer service, and interpersonal skills.
- Management Skills: Ability to coordinate daily operations, manage workflows, and maintain accurate records.
- Preferred Qualifications: Knowledge of Fair Housing regulations and landlord-tenant laws. Experience with Section 8 or LIHTC programs is a plus.
Pay: $125,000.00 - $145,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Work Location: Remote
Portfolio Operations Manager Jobs by Experience Level
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Find JobsPortfolio Operations Manager Job Market
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Fintech
- Banking & Financial Services
- Retail
- Technology & Software
What Employers Look For
The qualifications that appear most often in portfolio operations manager jobs.
- Bachelor's degree in finance, accounting, economics, or a related quantitative field
- Experience with portfolio management systems such as Bloomberg AIM, SimCorp, or Advent
- Proficiency in fund accounting, NAV calculation, and investment reconciliation processes
- Strong working knowledge of Excel, including pivot tables, VLOOKUP, and financial modeling
- Familiarity with regulatory reporting requirements and compliance frameworks in asset management
- CFA, CAIA, or CPA certification preferred for senior and director-level positions
Tips for Your Portfolio Operations Manager Job Search
Tailor your resume to fund structures
Portfolio operations managers work across different fund types, so your resume should name the structures you've supported, whether closed-end, open-end, or hybrid. Hiring managers screen for this before anything else.
Highlight your data reconciliation experience
Firms prioritize candidates who can describe specific reconciliation workflows they've owned, not just tools they've used. Call out the asset classes, counterparties, and frequency of your reconciliation cycles directly on your resume.
Apply early to roles that fit
Migrate Mate lists portfolio operations manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by operational complexity
Job descriptions that mention multi-asset, multi-jurisdiction, or multi-currency operations signal higher-scope roles. Filter your search for those terms to avoid applying to positions that won't stretch your experience the way you want.
Prepare a case study for your panel interview
Portfolio operations interviews frequently include a scenario round where you're asked to diagnose a NAV discrepancy or a reporting breakdown. Walk in with a real example from your background you can structure as a problem, action, outcome narrative.
Negotiate scope before you negotiate compensation
In portfolio operations, the number of funds, strategies, or systems you oversee directly affects your workload and your career trajectory. Clarify the operational scope in your final-round conversation before discussing offer terms.
Portfolio Operations Manager Jobs: Frequently Asked Questions
Which companies are hiring the most portfolio operations managers?
The most active employers for portfolio operations managers right now are JPMorganChase, Aramark, and Amazon, and the most openings are in California, Texas, and New York, based on current listings on Migrate Mate as of November 2026. Demand is concentrated at asset managers, private equity firms, and investment banks with large fund administration teams.
How many portfolio operations manager jobs are remote?
About 45% of portfolio operations manager openings are fully remote or hybrid as of November 2026, with remote availability higher in reporting, analytics, and investor relations support roles than in fund accounting or compliance-heavy positions that require on-site system access and team coordination.
How do you become a portfolio operations manager?
Start with a finance or accounting degree and gain foundational experience in fund accounting, trade settlement, or investment operations at an asset manager, custodian bank, or fund administrator. Build proficiency in portfolio management systems and reporting tools, then move into an operations analyst or associate role. Take on cross-functional projects that expose you to compliance, technology, and investor reporting, which are the areas that define the portfolio operations manager function.
How do you get hired as a portfolio operations manager with little experience?
Target fund administrator or custodian bank roles in trade operations, reconciliation, or client reporting, which are the most common entry points into portfolio operations. Demonstrate fluency in Excel and familiarity with at least one portfolio management system, even if through coursework or a certification program. Candidates who can describe a specific operational problem they solved, however small the scale, stand out against applicants with similar years of experience.
What does the portfolio operations manager interview process look like?
Most firms run a phone screen focused on your operational background, followed by a hiring manager interview that goes deeper on fund structures, systems, and your approach to reconciliation or reporting issues. Final rounds typically include a panel with colleagues from finance, technology, and compliance, and often a scenario exercise where you walk through how you'd handle a NAV discrepancy or a regulatory reporting deadline under time pressure.
Where can I find and apply to portfolio operations manager jobs?
You can find and apply to portfolio operations manager jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your fund experience and seniority level, then apply directly to each listing that fits your background.
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