Portfolio Operations Specialist
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. Ideal candidates should have over 1 year of financial work experience, technical knowledge of investment markets, and familiarity with portfolio accounting systems like Advent. This position offers a chance to work at a prestigious firm in a dynamic environment. #J-18808-Ljbffr 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...SuggestedPermanent employment
- ...seeking a highly motivated and execution-focused Senior Legal Operations Specialist - Legal Technology Transformation to help drive the... ...the building, industrial, and process sectors with a broad portfolio of services, solutions, and products, underpinned by our Honeywell...SuggestedTemporary workWork at officeFlexible hours
- ...seeking a highly motivated and execution-focused Senior Legal Operations Specialist - Legal Technology Transformation to help drive the... ...the building, industrial, and process sectors with a broad portfolio of services, solutions, and products, underpinned by our Honeywell...SuggestedTemporary workWork at officeFlexible hours
- 1Plan is seeking a highly motivated Sales Operations Specialist to support and scale our growing services business. This is a hands-on, "Swiss... ...engagement, and program execution across our services portfolio.The ideal candidate is a self-starter who thrives in a fast...SuggestedWork at office
- ...for every challenge. We create more efficient ways for shippers and carriers to transport goods across North America.As an Operations Specialist, you will support key customer accounts within RXO’s 4PL Warehouse organization. This role is highly customer-facing and plays...SuggestedFull time
- Job Title: Director of Accounting, Portfolio Operations Company: QC Capital Reports To: Chief Executive Officer (CEO) Work Arrangement: Part-Time | In-Office Position Overview QC Capital is seeking a Director of Accounting, Portfolio Operations to lead financial oversight...Part timeWork at office
- ...compliance with applicable customs regulations and internal requirements in an optimal and efficient manner. The SE U.S. Customs Operations Specialist will facilitate transactional support for U.S. imports and exports. This role reports to Head of Customs Operations and...Temporary workLocal areaRemote workVisa sponsorship
- ...Trade Services Operations SpecialistA leading financial services organization is seeking an experienced Trade Services Operations Specialist to join its Charlotte operations team. This is an excellent opportunity for someone with a banking or financial operations background...Full timeContract workMonday to Friday
- ...Program Operations Specialist Full Time Professional NC - CHARLOTTE 10 days ago Requisition ID: 1102 Position Summary The Insurance Operations Specialist supports the operational oversight and governance of delegated underwriting programs written on carrier paper. Reporting...Full timeShift work
- ...Operations SpecialistLocation: Charlotte, NC - hybridTarget Start Date: ASAPUntil End Date: 12/11/26Schedule: onsite 5 days/week for training then switch to hybrid schedule (3 days onsite, 2 WFH)Job DescriptionProvide documentation and analytical support within global...Second jobWork from home
$31k - $37k
...Operations Specialist Location: Charlotte, NC (Remote, but must live in the greater Charlotte area) Atlas Residential is a boutique investment firm focused on acquiring exclusive off‑market opportunities. Over the past few years, we've developed unique marketing strategies...Live inRemote workWork from home- ...AI Operations AssociateAtlanta; Boston; Charlotte; Chicago; Dallas; Los Angeles; New York; San FranciscoThis position is not eligible... ...performance metrics, incident patterns, adoption signals for portfolio-level visibilityAct as product owner for AI usage and adoption...Work at officeLocal areaRemote work2 days per week
$19 - $20 per hour
...Pay: $19.00 to $20.00 per Hour Annual Bonus Opportunity: up to $3,600.00 Position Summary We are seeking an eager-to-learn Operations Specialist for our Charlotte, NC location. This is a manual labor position within our warehouse. As there is growth potential in this position...Hourly payFull timeTemporary workShift work$22.5 per hour
...Job Title: Operations Specialist Location: Onsite, Charlotte, NC Compensation: $22.50/hr + Full Benefit Package The Operations Specialist is a key employee at Flexcar that will work closely with teams from each frontline department to ensure the best products and experiences...Weekly payLocal areaWeekend workAfternoon shift$50.3k
...is fueled by the generosity of donors, volunteers, and supporters who believe in the power of a wish. Responsibilities The Operations Specialist will be an important member of the Make-A-Wish Foundation of Central and Western NC Finance and Operations Team. The Operations...Full timeWork at officeRemote work$30 - $33.83 per hour
...Banking, and Investment Banking Referrals increase your chances of interviewing at Dexian by 2x Sign in to set job alerts for “Operational Specialist” roles. Customer Service Manager, Airport Customer Operations Operations Coordinator- Atrium Health- FT Days Charlotte, NC...Contract workWorldwide- ...Spectrum Reach in Charlotte, NC, seeks an Advertising Operations Specialist to support nationwide ad order entry, ensuring accuracy and timely delivery. You will collaborate with Account Executives, Sales and technical staff to optimize schedules and drive revenue recovery...Work at office
$112k - $249.6k
...opportunity to contribute to the company’s success. As a Portfolio Analytics and Strategy Specialist Senior within PNC's Enterprise Risk Management... ...Responsible for running complex business performance, risk and operational analytics. May include the development of analytical...Full timeTemporary workPart timeWork experience placementWork at office$125k - $182.5k
...Join us!Job Description:This job is responsible for working with Portfolio Manager(s) to establish and execute a risk based coverage plan... ..., external auditors and regulatory agencies.The Portfolio Specialist works together with the Credit Review Portfolio Manager(s) to...Full timeWork at officeFlexible hoursDay shift- Company DescriptionProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored... .... A Security Clearance is a valued asset in your professional portfolio and adds to your credentials. ProSidian Employee & Contractor...Full timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
- As Senior Legal Operations Specialist, Compliance Programs & Controls, you will help design, operate, and improve compliance processes, controls, and technology-enabled workflows across Honeywell’s Corporate Legal function. This role will focus on trade diversion risk mitigation...Contract workTemporary workWork at officeFlexible hours
- ...court practices, enabling us to craft defense strategies grounded in real-world environments. Job Description An Operations Specialist is responsible for assisting attorneys, managers and staff and ensuring that all administrative and facility needs are met,...Full timeTemporary workCasual workWork at officeLocal areaRelocationMonday to FridayShift workNight shiftAfternoon shift
- The Learning Operations Specialist is responsible for the day-to-day administration, configuration, and optimization of the company’s Learning Management System (LMS) and its integrated third‑party content libraries. This individual plays a pivotal role in enhancing the...
$31k - $37k
Operations Specialist - Atlas Residential - Charlotte, NC (Remote, must live in greater Charlotte area) Atlas Residential is a boutique investment firm focused on acquiring exclusive off‑market opportunities. We are rapidly expanding a young team that values training,...Live inRemote workWork from home- Electrolux Home Products, Inc. in Charlotte, NC is seeking a Third-Party (3P) Operations Specialist to scale and optimize processes that support our expanding 3P selling network. You will ensure accurate order management and collaborate with Sales, IT, Customer Service,...
$43k - $53k
IRA Operations Specialist Retirement Clearinghouse was voted one of the top places to work by Charlotte Magazine in 2024 and 2025! When you join the team, you'll make a real difference and can learn, grow and make a positive impact every day. At Retirement Clearinghouse...Hourly payTemporary workWork at officeRemote workMonday to FridayShift work- Retirement Clearinghouse, LLC in Charlotte, NC is seeking an IRA Operations Specialist to handle daily lockbox exception processing, review participant paperwork, and assist with funding-matching tasks in IRASmart. The role reports to IRA Operations leadership and requires...Work at office
- Hearst Television in Charlotte is hiring a Traffic Specialist for Ad Operations. The role supports 33 stations nationwide by processing orders, preparing daily logs, and handling general ad operations tasks for sales teams and management. You will back up other specialists...
- ...All About the Role: The Direct-to-Consumer (D2C) team is experiencing rapid growth, and we are looking for a Third-Party (3P) Operations Specialist to help scale and optimize operational processes that support our expanding network of 3P selling partners. This role...Work at officeFlexible hours
- About this role:Wells Fargo is seeking a Securities Operations Specialist as part of the Trust and Brokerage Settlements team. This team is responsible for ensuring the timely and accurate settlement of trading activity. The team also supports system testing, process improvements...Full timeWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Operations Specialist. Be the first to apply!
- senior operations coordinator Charlotte, NC
- flight operations specialist Charlotte, NC
- deal operation specialist Charlotte, NC
- it operations coordinator Charlotte, NC
- financial operations specialist Charlotte, NC
- aviation operations specialist Charlotte, NC
- customer operations specialist Charlotte, NC
- bank operations specialist Charlotte, NC
- people & operations coordinator Charlotte, NC
- provider operations coordinator Charlotte, NC


