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 Social Capital Resources
- A top-tier investment management firm in Charlotte, NC, is seeking multiple Portfolio Administrators for permanent positions. The role involves managing reconciliation discrepancies, preparing month-end accounting statements, and overseeing account onboarding processes....SuggestedPermanent employmentWork experience placement
- Trellis Financial is hiring Operations Specialists, New Business - the... ...across the Trellis annuity portfolio (qualified and non-qualified... ...our people are our greatest asset and that operational excellence... ...away in partnership with your manager. Company‑observed holidays...AssetContract workPart timeInternshipWork at officeMonday to Friday
- ...Real Estate Operations Support The Real Estate Operations team support commercial real estate investment activities across the... ...operations. Key Responsibilities: Support property and asset management operations among all sectors within Client's Real Estate Americas...Asset
$71.96k - $128.5k
...Senior Operations Specialist (Water) At HDR, our employee-owners are fully engaged in creating a... ...Group, you'll help shape how communities manage water for generations to come. From... ...design. Perform condition assessment and asset management tasks on water and...AssetFull timeTemporary workPart timeFor contractorsFor subcontractorWork at officeLocal areaImmediate startWorldwide- ...POSITION SUMMARY The Senior Operations Associate is a highly experienced operator on... ...individual contributor role (not a people manager), but it carries real leadership: you will... ...we believe our people are our greatest asset and that operational excellence starts...AssetPart timeMonday to FridayFlexible hours
- ...Marketing Operations Specialist Role Overview The Marketing Operations Specialist owns the systems... ...Marketing Operations Specialist builds and manages our HubSpot workflows, webinar funnels... ...logistics. Coordinate promotional assets with the team to ensure timely...AssetFor contractorsWork at officeLocal areaRemote workRelocationMonday to FridayShift work
$17.05 - $21.32 per hour
...Merchandise Operations Associate Salary Range $17.05 - $21.32* WHO... ...selling. It is part of Saks Global's portfolio of world-class luxury retailers and real estate assets. YOU WILL BE: As a... ...experience. You report to the RPSO Manager and work in a Neiman Marcus store...AssetFull timeSeasonal workRemote workFlexible hoursAfternoon shift$22.8 - $27.3 per hour
A leading operations management firm is seeking an IS Operations Specialist in Charlotte, NC, to manage invoice processing, vendor relations, and budget tracking. The ideal candidate will have over 2 years of experience in operations, strong skills in Microsoft Excel, Teams...AssetHourly payContract work- ...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
- Trimont Real Estate Advisors LLC. is seeking an Associate Director for Credit Portfolio Management in Charlotte, NC. The role involves overseeing the asset management of commercial real estate loans and investments, ensuring compliance, and mentoring associates. The ideal...AssetFull time
- CHARLOTTE MECKLENBURG THE HOUSING PARTNERSHIP seeks a Facilities Project Manager to oversee the organization’s real estate portfolio, focusing on asset planning and capital improvements. Responsibilities include leading construction projects, collaborating with various...Asset
- ...Global Private Finance team in Charlotte. This role focuses on portfolio management and involves tracking investment performance, cash... ...reporting. Ideal candidates will have 2-4 years of experience in asset management or similar fields, with strong analytical and communication...Asset
$129k - $160k
...Client Portfolio Manager, Content The Client Portfolio Manager, Content collaborates with CPM teammates to write, review, and edit a range... ...edit, and review content such as weekly economic, market, and asset‑class pieces, monthly performance commentaries for Nuveen equity...AssetWork experience placement$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 work- ...Portfolio Manager The Power & Utilities Division at U.S. Bank is seeking a Portfolio Manager... ...generation, energy storage, and transmission assets. The Portfolio Manager partners with... ...-backed development platforms, and operating project portfolios - Strong...AssetContract workTemporary work
- ...recognize that our employees are our greatest asset. We hire and train each individual,... ...opportunity. Job Summary The Operations Coordinator is responsible for supporting... ...coordination of equipment procurement, vendor management, and onsite execution in partnership...AssetWork at officeWorldwideFlexible hours3 days per week
- Summary Of Responsibilities The centralized operations specialist is responsible for completing property operations functions across a portfolio of up to ten properties. This position... ..., timeliness, and regulatory compliance Manage accounts payable by coding invoices...Work at officeLocal areaRemote workWeekend work
- ...Capital (NNC) is a land-based investment manager with $14 billion of assets under management. Managing a suite... ...across diverse geographies and operating strategies, we provide investors... ...expertise. The Sr. Associate, Farmland Portfolio Management sits within Nuveen...AssetWork experience placementWork at office
- Job Category : Credit & Asset Management Requisition Number : ASSOC002377 Apply now Posted : May 6, 2026 Full-Time Hybrid Locations Showing... ...—protecting cash flows, mitigating risk, and ensuring portfolio performance. We do this with a team of 1100+ extraordinary...AssetFull timeWork experience placement
- ...Support the day‑to‑day lifecycle of CLO transactions, including asset reconciliations, reporting tasks, and cash flow updates.... ...directed. Work with trustees, custodians, rating agencies, and portfolio managers to resolve basic transaction questions . Maintain...AssetPermanent employmentFull timeWork at officeImmediate startFlexible hours3 days per week
$120k - $196k
...seeking a Lead Institutional Investment Operations Specialist within our Tax Operations team as a... ...with excellent client service and risk management Stewardship of internal and external touchpoints... ...of exceptions Understanding of asset servicing events including across...AssetFull timeWork experience placement- ...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
- ...Management Consultant With over 35 years of cross-industry management consulting experience... ...waste in time and resources to provide operational and performance improvement... ...At DB&A, our people are our greatest asset which is why we believe strongly in the...AssetDaily paidTemporary workWorldwideWeekend work
- Pacific Asset Management, LLC in Charlotte, NC is looking for a Senior Investment Operations Analyst to support post-execution processes for their fixed income portfolio. The role includes managing trade lifecycle activities, confirming trades, and ensuring timely settlements...Asset
- ...Staff Water Operations Specialist Date: May 16, 2026 Location: Cary, NC, US Atlanta, GA, US... ...operations. Travel up to 75%. Management Responsibilities Preferred Qualifications... ...healthy. Our comprehensive benefits portfolio is a key component of this commitment...Full timePart timeWork experience placementWork at officeRemote workWorldwideRelocationVisa sponsorshipFlexible hours
- ...Operations Associate Guitar Center embodies the world of creativity and music by encouraging... ...utilize time, energy, and resources to manage priorities, stay on track, and achieve... ...in a timely manner. Able to protect assets and people by learning and implementing...AssetWork at officeLocal areaWeekend workAfternoon shift
- ...Management And Operations Senior Consultant ProSidian Consulting is looking for "Great People Who Lead" at all levels in the organization. Are... ...and efficiency), and are aligned at the intersections of assets, processes, policies and people delivering value. Primary...AssetWork at office
- ...professionals for this role. Serves as a technical authority and manages complex fraud analytics, and risk mitigation across the... ...and communicates statistics related to daily fraud mitigation operations to stakeholders. 3. Analyzes and supports the delivery of products...Work experience placementVisa sponsorship
- ...enterprise execution of centrally managed advisory and overlay... ...workstreams across the Overlay Portfolio Management Group through standardization... ...advisor disruption and operational risk. Establish KPI reporting... ...in brokerage and advisory assets on behalf of approximately 8...AssetFull timeWork from home
- Partner with Trading and Middle Operations teams to coordinate complex and varied tasks Oversee... ...actions workflow across multiple asset classes Support Investor Coverage and Marketing... ...Teams Accountable for independently managing projects from beginning to end #J-18808...Asset
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