Portfolio Manager
Jobtailor
Responsibilities Support portfolio data quality activities through validation, reconciliation, QA reviews, and data audits Assist in executing established data governance standards and controls Identify data discrepancies and escalate findings to portfolio managers and system owners Support root-cause analysis efforts and implementation of corrective actions Help maintain data models, system configurations, and business processes supporting portfolio planning and reporting Assist with execution of the Data Governance & Quality Program Serve as the primary point of contact for portfolio tooling support requests across the DET organization Assist users with troubleshooting and aid in resolving issues across portfolio tooling stack including Airtable, Linear, Tableau integrations, Slack integrations, and related portfolio management systems Monitor system performance, integrations, and workflows to ensure data moves accurately and efficiently across connected systems Support the development and maintenance of user documentation, training materials, process guides, and enablement resources that drive adoption and operational consistency Identify opportunities to streamline processes, improve user experience, and increase the effectiveness of portfolio management tools Support the development and maintenance of portfolio dashboards and reporting solutions Assist with gathering reporting requirements from business stakeholders Validate and reconcile data used in dashboards and reporting outputs Support enhancements to DET and Executive Dashboards Generate recurring reports and ad hoc analyses for portfolio stakeholders Help ensure reporting aligns with established governance standards and business requirements Support quarterly and annual portfolio planning, intake, prioritization, and governance activities Maintain portfolio data used for planning, reporting, and operational reviews Assist with time-tracking compliance activities and data quality reviews Support headcount, allocation, and resource planning data administration Help document and maintain portfolio operating procedures and governance processes Provide operational reporting and analytical support to portfolio managers Assist with collection, validation, and reconciliation of portfolio financial data Support budget tracking, forecasting, accrual management, and reporting activities Maintain financial reports and dashboards used by portfolio stakeholders Provide analytical support for scenario planning and investment reviews Assist Finance and portfolio managers in identifying reporting discrepancies and budget variances Requirements Bachelor's degree in Business Administration, Information Systems, Computer Science, Data Analytics, or a related field 3–5 years of experience in portfolio management, program management, business operations, systems administration, business analytics, or related disciplines Hands‑on experience with portfolio or work management platforms such as Airtable, Linear, Jira, or similar tools Strong data management and quality assurance experience, including validation, reconciliation, auditing, and maintenance of complex datasets Demonstrated attention to detail and commitment to delivering accurate, high-quality work Strong systems‑thinking capabilities with the ability to understand dependencies and relationships across tools, processes, and data ecosystems Experience gathering business requirements and translating them into reporting solutions, dashboards, and actionable visualizations Experience working with relational datasets and integrating information from multiple systems to support analysis and decision‑making Strong analytical, problem‑solving, and critical‑thinking skills Excellent written and verbal communication skills with the ability to translate technical concepts into business‑friendly language Strong organizational skills and the ability to manage multiple priorities in a fast‑paced environment #J-18808-Ljbffr
$74.62k - $127.92k
...Associated Bank conducts a thorough background check on all new hires. Join Associated Bank's Power & Utilities team and help manage a specialized portfolio of power project finance and utility client relationships. In this role, you’ll analyze credit opportunities, support...SuggestedWork at office- Focus Search LLC is recruiting for a Senior Fund Accountant role with a rapidly growing national Fund Administration firm, with offices in Boston. This role will provide administrative support for various Alternative Investment (Private Equity/Real Estate/Venture Capital...Suggested
- ...Abilities: Ability to remain calm and collected in stressful situations, utilizing rational thinking and decision-making. Skill in managing and prioritizing multiple incidents/tasks simultaneously. Strong verbal and written communication skills for effectively...SuggestedFull timeImmediate startWeekend work
- ...Focus Search LLC is recruiting for a Fund Accounting Manager with a growing Fund Administration firm with offices in Chicago. This role will provide administrative support for various Private Equity funds while working closely with team members across the organization....Suggested
- ...approach and a focus on value creation, we work alongside exceptional management teams to foster growth and drive long-term success. Our goal is to deliver outstanding results for both our investors and portfolio companies. Responsibilities Lead and manage 1-2 direct reports,...SuggestedFull timeWork experience placementWork at officeWork from home
- ...About Patria Patria (NASDAQ: PAX) is a global alternative asset manager with 38 years of private markets history and approximately $62 billion in assets under management, operating from 14 offices across four continents. The firm is an industry leader in Latin America...
- ...private equity firm seeks a Mid-Senior level professional to oversee financial operations and reporting. Key responsibilities include managing a team, ensuring accurate financial transactions, and liaising with auditors. Candidates must have an undergraduate degree in...Full timeWork from home
- ...Equity/Options Traders to execute strategies using firm capital and performance-based compensation. Traders will analyze market trends, manage risk, and utilize proprietary tools for consistent profitability. Ideal candidates possess expertise in options strategies and...Full timePart timeRemote work
- ...with advisors and clients to drive growth Collaborate closely with other PNC leaders on shared priorities Ensure adherence to risk management practices Requirements 8+ years of industry experience University / college degree Higher level education such as a Masters...Work at office
$140k - $160k
...traditional investment opportunities for high-net-worth clients. Coverage includes hedge funds, private equity funds, real estate funds, managed futures, and other alternative investment vehicles. The Director is expected to lead onsite diligence meetings and regularly...Full timeShift work$60k - $70k
...Title: Institutional Giving Manager Reports To: VP of Development Classification: Full-Time (Exempt) Salary Range: $60,000 - $70,000... ...Norte’s institutional fundraising efforts by managing a diverse portfolio of foundation and corporate grants and supporting the development...Full timeContract workPart timeWork at officeMonday to FridayFlexible hoursAfternoon shift$50 - $60 per hour
A leading AI training company is looking for a Valuation Analyst to join their remote team. The role involves reviewing AI Assistant outputs on finance topics, providing feedback, and ensuring accuracy based on your expertise. Ideal candidates have a Master's or PhD and...Hourly payRemote work- A technology company specializing in AI is looking for an Investment Operations Analyst to evaluate AI models and help train them on financial principles. This remote position offers flexible scheduling and the opportunity to work either part-time or full-time. Candidates...Hourly payFull timePart timeRemote workFlexible hours
- ...and be accountable for project delivery and support. Monitor budget, expenses and scope and facilitate project delivery and support. Manage, coach, and mentor senior team members. Provide specific, timely and constructive performance feedback. Define department/corporate...
$90k - $110k
...transaction‑related documentation and marketing materials, including confidential information memoranda, pitch books, teasers, and management presentations. Prepare and manage virtual data rooms and coordinate client and third‑party due diligence. Perform in‑depth...Full timeWork experience placement- ...Huntington's Corporate Banking team is seeking an entry-level analyst to support client coverage activities, develop relationship-management skills, and contribute to deal assessments. You'll conduct industry research, assist underwriting with deal approvals, and...
- ...independent business owner Requirements Ideal Candidates Active Mortgage Loan Officers Self-sourced producers Branch Managers and Team Leads LOs seeking higher compensation and more flexibility Professionals looking to scale beyond a local market...Local areaRemote workFlexible hours
- ...We provide leads. Access to our 90+ lenders (wholesale and direct lender channels). In-house DIRECT Hard Money Fund that we manage. BE A DIRECT HARD MONEY LENDER!!! Team of professional in-house processors—they will help you structure deals; loan officer assistant...Work at officeRemote work
- Aspect is seeking a Cybersecurity & SecOps Analyst to own day-to-day security operations and SaaS posture management. Backed by a 24/7 MDR partner, you will be the internal security champion—managing external vendor relationships, handling escalations, and securing cloud...
$124.2k - $186.2k
...endpoints, cloud, and SaaS environments. Rapidly detect and accurately identify signs of intrusions and other malicious activity. Manage the end-to-end incident response lifecycle, encompassing triage, deep-dive investigations, and remediation to ensure accurate...Local areaRemote work$100k
Job Description Job Description Sales Training Program – Reverse Mortgage Loan Officer Launch your career in the reverse mortgage industry with the backing of one of America's most trusted financial brands — Mutual of Omaha, a Fortune 300 organization with over...$40 per hour
A cybersecurity-focused firm is seeking experienced professionals to train AI models by evaluating security content and solving technical issues. The role emphasizes collaboration with AI to enhance its reliability. Ideal candidates will have 2+ years in cybersecurity, ...Remote jobHourly payFull timePart timeFlexible hours- ...A family-owned real estate firm in Illinois is seeking an Assistant Property Manager to manage daily operations and ensure compliance with company policies. Candidates should have two years of experience in property management or customer service, strong communication...Work at office
$185.76k - $334.32k
...Who We Are At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every... ...Consult Partner to drive meaningful growth within an existing portfolio of insurance accounts. These accounts have foundational...Minimum wageFull timePart timeLocal areaImmediate startRemote work$16 - $18 per hour
...collections, application follow-up, tax services, and new business generation; thrive in a high-volume, phone-intensive environment * Manage delinquent accounts by securing payments and setting payment arrangements * Contact approved, pending, and former borrowers to...Hourly payFull timeWork at officeLocal area$50k - $65k
...seeking a Risk & Compliance Analyst to safeguard organizational assets and ensure regulatory compliance. Responsibilities include managing risk assessments, overseeing vendor compliance, and delivering security training. Candidates should hold a Bachelor's degree in a...$40 per hour
A leading AI cybersecurity firm is seeking experienced cybersecurity professionals for a remote position. In this role, you will evaluate AI-generated security content and solve technical cybersecurity problems. Ideal candidates will have over 2 years of experience in cybersecurity...Remote jobHourly payFlexible hours$20 - $24 per hour
...identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not...Hourly payWork experience placementWork at officeLocal area$91.4k - $187k
...Job Description Role Overview As an Asset Manager supporting Data Center Facilities, you will be responsible for driving the governance, accuracy, and lifecycle management of data center infrastructure assets across the facility environment. This role ensures assets...Temporary workFlexible hours$105.1k - $192.6k
...your career wherever you want it to go. Join EY and help to build a better working world. Tax - Indirect Tax - Property Tax - Manager Will you shape the future or will the future shape you? The opportunity Our tax function is constantly evolving, and it...Summer holidayLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!


