Mid Level Portfolio Specialist Jobs

Mid level portfolio specialist jobs go to professionals ready to take full ownership of client portfolios, guide junior team members, and make allocation or strategy decisions with minimal oversight. Openings are spread across on-site, remote, and hybrid settings in Banking & Financial Services, Investment & Asset Management, and Fintech, with employers like Regions Bank, JPMorganChase, and Caxton Associates hiring at this level now.

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Overview

Open roles73
Top stateNew York
Top employerRegions Bank
Top cityNew York, NY
Work type70% On-site
Top industryBanking

Showing 5 of 73+ Mid Level Portfolio Specialist jobs

Portfolio Manager
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Added 3d ago
Portfolio Manager
GE Vernova
Texas
Project & Program Management
Customer Service & Support
Project Management
Program Management
$120k - $199k/yr
Remote (US)
Bachelor's
10,000+

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Vice President, Portfolio Management
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Added 3d ago
Vice President, Portfolio Management
KeyBank
Portland, Oregon
Finance
Accounting
Compliance & Legal
Investment Banking & Capital Markets
Audit
Tax
Compliance & Risk
$96k - $181k/yr
Hybrid
Bachelor's
10,000+

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Portfolio Manager- Asset Securitization
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Added 1w ago
Portfolio Manager- Asset Securitization
Fifth Third Bank
Charlotte, North Carolina
Business Analysis
Compliance & Risk
Human Resources
Bachelor's degree in finance
10,000+

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Key Private Bank Wealth Services - Portfolio Manager
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Added 1w ago
Key Private Bank Wealth Services - Portfolio Manager
KeyBank
Brooklyn, Ohio
Account Management
Customer Service
Customer Success
$63k - $96k/yr
Hybrid
10,000+

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Credit Products Commercial Portfolio Manager
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Added 1w ago
Credit Products Commercial Portfolio Manager
Regions Bank
Atlanta, Georgia
Partnerships & Business Development
Account Management
Finance
Accounting
Compliance & Legal
Tax
Compliance & Risk
$114k - $136k/yr
On-Site
Bachelor's

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Mid Level Portfolio Specialist Job Market

Who's Hiring

Regions Bank5 open roles
JPMorganChase5 open roles
Caxton Associates5 open roles

Top Industries Hiring

  • Banking & Financial Services27
  • Investment & Asset Management26
  • Fintech5
  • Technology & Software5
  • Consulting & Professional Services4

Mid Level Portfolio Specialist Jobs: Frequently Asked Questions

How do I get a mid level portfolio specialist job?

Position your experience around ownership and outcomes, not just task completion. Highlight portfolios you managed end to end, decisions you made independently, and measurable results like client retention or asset growth. Tailor your resume to show you can operate with limited oversight, and emphasize any cross-functional collaboration or client-facing work that signals readiness for broader responsibility.

Which companies hire mid level portfolio specialists?

Companies hiring mid level portfolio specialists right now include Regions Bank, JPMorganChase, and Caxton Associates, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from asset managers, wealth management firms, insurance companies, and financial services organizations that need professionals capable of handling complex client relationships and portfolio decisions independently.

Are there remote mid level portfolio specialist jobs?

Yes, though availability varies by employer and specialty. About 30% of mid level portfolio specialist openings are remote or hybrid as of November 2026, reflecting broader flexibility in financial services and investment management. Client-facing roles often require some in-person presence, while analytical or back-office portfolio functions tend to offer more remote options.

How do I move up to a mid level portfolio specialist role?

Moving into a mid level portfolio specialist role takes deliberate skill-building over your first few years. Focus on deepening your technical knowledge of asset classes, developing the ability to manage projects or client accounts with less supervision, and documenting measurable impact in your work. Earning a relevant credential like a CFA or CFP designation and taking on stretch assignments that demonstrate independent judgment will strengthen your candidacy.

Which industries hire the most mid level portfolio specialists?

Mid Level portfolio specialist roles concentrate in Banking & Financial Services, Investment & Asset Management, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they manage large pools of client assets, require ongoing portfolio oversight, and need professionals who can balance analytical rigor with client relationship management without constant senior supervision.