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
- 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
$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- ...About the Role The seasonal Operations Technical Specialist supports the operational readiness of... ...incidents and resolutions within the case management system Deliver supplies and... ...Exposure to inventory tracking or asset management Familiarity with virtual...AssetPart timeWork experience placementSeasonal workWork at officeRelocationFlexible 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 shift$81k - $90k
...hiring a fully remote Fraud Operations Specialist to be responsible for daily... ...Fraud. ~ Ability to manage competing priorities and adapt... ...Multiple automated investing portfolios designed to unlock tax... ...Corporation oversees Total Client Assets and Trusted Clients through...AssetCurrently hiringRemote work- Portfolio Strategy_Multi-AssetPortfolio Strategy provides support and coverage of the multi-asset market for the client and organization. Working under moderate supervision, this... ...day-to-day processes within the portfolio management department. This job also develops...AssetFull timeWork at office
- ...U.S. Bank Portfolio ManagerThe Power & Utilities Division at U.S. Bank is seeking a Portfolio Manager to lead credit oversight and portfolio management... ...storage, and transmission assets.The Portfolio Manager... ...platforms, and operating project portfolios- Strong...AssetContract work
- ...Portfolio Strategist The Portfolio Strategist is an investment management role supporting Horizon's consulting clients. The primary responsibilities of this role include... ...financial advisors with the goal of growing assets under management for the business. # Provide...AssetFlexible hours
- ...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
$25k
...and prestige of those brands. Quint has a portfolio of 15+ official property partnerships... ...building. Attention to detail and ability to manage time effectively. Flexibility in a... ...teams for credentialing, signage, and other assets. Manage vendor selection, negotiation,...AssetFull timeWeekend work- About this role:Wells Fargo is seeking a Securities Operations Specialist as part of the Investment Manager Relations (IMR) within Brokerage and Trust Trade... ...account and market connectivity, and safeguard client assets. Team members work closely with Client Solutions,...AssetFull timeWork experience placementWork at office
$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- ...Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible... ..., client engagement, and operational excellence.In this role,... ...trust officers, and other specialists to deliver holistic wealth... ...of portfolio construction, asset allocation, investment...AssetFull timeWork experience placementWork at office
- 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
$150k - $170k
...Cepheid, one of Danaher’s 15+ operating companies, our work saves... ...everything possible.The Senior IT Portfolio & Governance Lead supports... ...improvement of IT portfolio management and governance processes across... ...tools, templates, and knowledge assets, including governance...AssetFull timeWork at officeImmediate startRemote workWork from homeFlexible hours$181.73k - $213.8k
...One.Job DescriptionCorporate Banking Portfolio Management Team Lead (PMTL) provides leadership and... ...Managers and a Credit Analyst for the Asset Based Finance (ABF) team. This leader... ...Managers, Underwriting, Risk Management, Operations, Legal, Compliance, and senior...AssetFull timeLocal area3 days per week- ...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
- ...here! SUMMARY/OBJECTIVES The Commercial Portfolio Manager II supports the commercial loan and... ...meets the needs of the client and the operating objectives of the Bank Assures that large... ...from a recognized school of banking is an asset or equivalent experience Experience :...AssetLocal area
- ...sponsors, institutional investors and asset managers, regional developers, and public and private... ..., Lead Commercial Real Estate Portfolio Manager - Tax Credit to manage a portfolio... ...(Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes...AssetFull timeWork experience placementWork at office
- ...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
- ...Portfolio Management AnalystPalmetto 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
$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- ...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... ...initiatives for the 1Plan services organization.Manage relationships with buying groups,...Work at office
- 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
- 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
$17.5 - $18 per hour
...Category Rooms & Guest Services Operations Location 6023 Park South... ...? N Position Type Non-Management Pay Range: $17.50-$18.00... ...; protect company assets. Welcome and acknowledge all... ...joining Courtyard, you join a portfolio of brands with Marriott International...AssetHourly payFull timeWork experience placementRemote workFlexible hoursShift workWeekend work$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- ...part of something special. The Director of Operations is a key leadership position responsible... ...success of multi-million-dollar communities and assets within a defined portfolio/region while providing strategic leadership, management oversight and accountability for several...AssetWork at officeLocal area
- ...Affordable Experience Preferred LSA Management Charlotte, North Carolina,... ...region, ensuring they operate efficiently and meet company... ...enhance resident satisfaction and asset value. Strong financial... ...property needs Travel throughout portfolio required License/Certification...AssetLocal areaFlexible hours
- ...Fargo.The Structured Lending Operations team is a global operations group... ...across a diverse set of asset-based lending products. Supporting... ..., funding, collateral management, and ongoing servicing—ensuring... ...throughout the deal lifecycle.Manage portfolio operations, including...AssetFull timeWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Operations Specialist, Asset Management. Be the first to apply!
- flight operations specialist Charlotte, NC
- it operations coordinator Charlotte, NC
- aviation operations specialist Charlotte, NC
- bank operations specialist Charlotte, NC
- people & operations coordinator Charlotte, NC
- provider operations coordinator Charlotte, NC
- trust operations specialist Charlotte, NC
- office operations specialist Charlotte, NC
- systems operations specialist Charlotte, NC
- trading operations specialist Charlotte, NC


