Portfolio Operations Specialist, Asset Management
Social Capital Resources
A top-tier investment management firm in Charlotte, NC is looking for multiple Portfolio Administrators for permanent positions. Candidates need 1+ years of back and middle office experience in asset management, strong technical skills in investment systems, and familiarity with tools like Advent and Bloomberg. Responsibilities include managing month-end reporting, ensuring data integrity, onboarding new accounts, and addressing discrepancies. This role offers a chance to work within a dynamic team in finance. #J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Portfolio Operations Specialist, Asset Management in Charlotte, NC vacancy
- Company DescriptionProSidian is a Management and Operations Consulting Services Firm focusing on providing... ...are aligned at the intersections of assets, processes, policies and people... ...a valued asset in your professional portfolio and adds to your credentials. ProSidian...AssetFull timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
- ...this role:Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Investment Manager Relations (IMR) and Physical Securities Processing... ...and market connectivity, and safeguard client assets. Team members work closely with Client Solutions, Trade...AssetFull timeWork experience placementWork at officeShift work
$185.43k - $213.44k
...system.Job Description:At Regions, the Regions Business Capital Portfolio Manager manages portfolios and executes portfolio strategies.Primary... ..., Business, Finance or a related fieldNine (9) years of asset-based lending or related financial services industry experience...AssetFull timeWork at officeFlexible hours$64.8k - $97.2k
...consultancy solutions for natural and built assets. We are more than 34,000 people... ...is seeking an Industrial Hygiene Specialist to join our Sustainable Operations team in the Charlotte, NC office.... ..., hazardous building materials management, indoor air quality and mold...AssetFull timePart timeFor subcontractorWork at officeShift workNight shiftARCADIS
Charlotte, NC1 day ago$45.4k - $74.9k
...completing financial transactions, updating and managing important business information, and... ...status and payment questions Claim Operational Service and Partnerships Partners with claim... ...recognition. Our employees are valuable assets to their hometowns, volunteering for...AssetWork experience placementWork at officeLocal areaTravelers Canada
Charlotte, NC1 day ago- ...OPERATIONS SPECIALIST Do you have what it takes to lead in the heart of Naval combat? As an Operations Specialist, you will serve as a supervisor... ...surface, to outer space, you have a complete picture of all assets in the area. Day and night, your team tracks potential enemy...AssetFull timePart timeWorldwideOverseasNight shift
U.S. Navy
Charlotte, NC4 hours ago - ...motivated and execution-focused Senior Legal Operations Specialist - Legal Technology Transformation to... ..., strong technology acumen, project management capabilities, and a passion for... ...industrial, and process sectors with a broad portfolio of services, solutions, and products,...Temporary workWork at officeFlexible hours
- ...The Portfolio Strategist is an investment management role supporting Horizon's consulting clients. The primary responsibilities of this role include portfolio... ...to financial advisors with the goal of growing assets under management for the business. Provide allocation...AssetFlexible hours
EmergencyMD
Charlotte, NC2 days ago - ...Fargo is seeking a Lead Credit Portfolio Consultant to join the... ...and middle to more experienced managers to resolve credit and portfolio... ...:5+ years of experience with asset-based lending or floor plan lending... ..., Market, Financial Crimes, Operational, Regulatory Compliance),...AssetFull timeWork experience placement
- ...Plan is seeking a highly motivated Sales Operations Specialist to support and scale our growing... ...program execution across our services portfolio. The ideal candidate is a self-starter... ...the 1Plan services organization. * Manage relationships with buying groups, strategic...Full timeWork at office
$12 per hour
...Job Description The Portfolio Group, under the Workplace Experience Group umbrella,... ...Solutions. The Director of Portfolio Operations is responsible for providing the... ...accountable for the execution of our General Management program, with a focus on growth, cost,...Contract workAramark
Charlotte, NC4 days ago$140k - $155k
...business from the ground up. As a Client Portfolio Manager, you'll work directly with high-net-... ...management, private banking, or institutional asset managementExperience working directly... ...all voices while winning together. Operating with Excellence, in learning fast, continuously...AssetFull timeWork at officeFlexible hours- ...commitment to integrity, quality, and value.ProSidian is a management and operations consulting firm with a reputation for its strong national practice... ...and efficiency), and are aligned at the intersections of assets, processes, policies and people delivering value.Primary...AssetWork at office
- ...supply chain. And we create strategies and operating models that really work.You are:A Supply... ..., and suggest improvements.Supplier Management & Negotiation: Assist in supplier negotiations... ...broad range of services, solutions and assets across Strategy & Consulting, Technology...AssetFull timeWork experience placementLive inWork at officeLocal area
- Top-Tier Investment Management firm in Charlotte, NC is seeking multiple Portfolio Administrators for permanent positions! Responsibilities... ...days after month end. Manage operational aspects of new account... ...experience, preferably within Asset Management. Technical...AssetPermanent employmentWork experience placementWork at office
- ...and Multi‑Family Property Management. We’re a family‑owned... ...Opportunity The Customer Operations Coordinator is the... ...functions as a mid‑level specialist who personally owns a portfolio of accounts across multiple... ...including property managers, asset managers, and...AssetContract workWork at officeRemote work
$113.1k - $208.3k
...business landscape. The Deployment & Operations Leader is a common, LSHC Center-embedded... ...operating cadence, integrated portfolio management, and repeatable activation playbooks.... ...enablement (modular content, account-tailored assets, new enablement experiences) to expand...AssetVisa sponsorship$96k - $181k
...Square, Cleveland OhioJob SummaryThe Senior Vice President, Portfolio Management is an individual contributor responsible for performing financial... ...-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within...AssetFull timeWork experience placementBank staffWork at officeImmediate startFlexible hoursNight shift3 days per week- Company DescriptionProSidian is a Management and Operations Consulting Services Firm focusing on providing... ...are aligned at the intersections of assets, processes, policies and people... ...a valued asset in your professional portfolio and adds to your credentials based on...AssetContract workFor contractorsWork at officeFlexible hours
$85k - $110k
...something great. Come make your mark. AI OPERATIONS ASSOCIATE The AI Operations Associate... ...rigor as internally built workflows: managing vendor SLAs, update cycles, and incident... ...incident patterns, adoption signals for portfolio-level visibility * Act as product...Full timeWork at officeLocal areaRemote work2 days per week- Company DescriptionProSidian is a Management and Operations Consulting Services Firm focusing on providing... ...are aligned at the intersections of assets, processes, policies and people... ...a valued asset in your professional portfolio and adds to your credentials based on...AssetHourly payContract workFor contractorsWork experience placementFlexible hours
- ...SUMMARY/OBJECTIVES The Commercial Portfolio Manager II supports the commercial loan and deposit... ...meets the needs of the client and the operating objectives of the Bank Assures that... ...from a recognized school of banking is an asset or equivalent experience Experience...AssetLocal area
SouthState Bank, N.A.
Charlotte, NC2 days ago - ...Commercial Portfolio Manager II The SouthState story is one of steady growth, deep community... ...meets the needs of the client and the operating objectives of the Bank Assures that... ...from a recognized school of banking is an asset or equivalent experience Experience:...AssetLocal area
South State
Charlotte, NC4 days ago $110k - $130k
...Description:The Job/What You’ll Do:The Manager, Trade Operations is responsible for timely and accurate... ...$160B+ wealth platform delivering asset management excellence. This role is accountable... ...knowledge of trading workflows, portfolio rebalancing, and operational risk and...AssetFull timeWork at officeFlexible hours- ...Portfolio Management Analyst Palmetto is a leading clean tech company on a mission to accelerate... ..., scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we... ...of experience in structured finance, asset management, portfolio reporting, or a...AssetLocal areaShift work
Palmetto
Charlotte, NC1 day ago - ...Fargo is seeking an Institutional Investment Operations Associate within the Security Product... ...wellsfargojobs.com.In this role, you will:Manage the accurate and timely setup,... ...global product reference data across multiple asset classes, including fixed income, equities...AssetFull timeWork experience placementWork at officeShift work
- ...is an independent investment management firm that provides customized... ...investment research and active portfolio management with exceptional... ...firm's portfolio construction, asset allocation, and risk... ...Systems Integration and Fund Operations to ensure data quality and support...AssetTemporary workWork at officeWorldwideFlexible hours
GEMÜ
Charlotte, NC5 days ago $17.5 - $18 per hour
...charged to room. Assist management in training, evaluating, counseling... ...; protect company assets. Welcome and acknowledge all... ...joining Courtyard, you join a portfolio of brands with Marriott International... ...Rooms & Guest Services Operations Locations 6023 Park South...AssetHourly payWork experience placementFlexible hoursShift workWeekend workMarriott International Inc
Charlotte, NC3 days ago- ...Operations Manager – GGP Location: Carolina Place – 11025 Carolina Place Parkway Business Headquartered in Chicago, IL, GGP is a leading retail real estate company with a portfolio of 110 high-performing retail assets, encompassing over 103 million square feet of space...AssetFor contractorsWork at officeLocal areaAfternoon shift
GGP
Pineville, NC2 days ago $99k - $232k
...Specialty/Competency: Operations Industry/Sector: Health Services Time Type: Full time Travel... ...Clinical Operations Consultant, Manager, you will engage with clients in the health... ...customer information, handling proprietary assets, or collaborating closely with team members...AssetFull timeH1bPwC
Charlotte, NC4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Operations Specialist, Asset Management. Be the first to apply!
Related searches
- operations management specialist Charlotte, NC
- payment operations associate Charlotte, NC
- people & operations coordinator Charlotte, NC
- flight operations specialist Charlotte, NC
- operations coordinator Charlotte, NC
- people operations specialist Charlotte, NC
- operations associate Charlotte, NC
- systems operations specialist Charlotte, NC
- it operations coordinator Charlotte, NC
- office operations specialist Charlotte, NC