Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Portfolio Operations Specialist in Charlotte, NC vacancy
  •  ...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... 
    Suggested
    Permanent employment

    Social Capital Resources

    Charlotte, NC
    2 days ago
  •  ...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... 
    Suggested
    Temporary work
    Work at office
    Flexible hours

    Honeywell

    Charlotte, NC
    3 days ago
  •  ...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... 
    Suggested
    Temporary work
    Work at office
    Flexible hours

    Honeywell INC.

    Charlotte, NC
    3 days ago
  • 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... 
    Suggested
    Work at office

    Snap One

    Charlotte, NC
    3 days ago
  •  ...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... 
    Suggested
    Full time

    RXO

    Charlotte, NC
    17 hours ago
  • 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 time
    Work at office

    QC Capital

    Charlotte, NC
    1 day ago
  •  ...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 work
    Local area
    Remote work
    Visa sponsorship

    Siemens Energy

    Charlotte, NC
    4 days ago
  •  ...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 time
    Contract work
    Monday to Friday

    TalentBridge

    Charlotte, NC
    10 hours ago
  •  ...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 time
    Shift work

    Clear Blue Insurance Group

    Charlotte, NC
    2 days ago
  •  ...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 job
    Work from home

    Veterans Sourcing Group LLC

    Charlotte, NC
    1 day ago
  • $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 in
    Remote work
    Work from home

    Atlas Residential

    Charlotte, NC
    3 days ago
  •  ...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 office
    Local area
    Remote work
    2 days per week

    Accordion USA

    Charlotte, NC
    2 days ago
  • $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 pay
    Full time
    Temporary work
    Shift work

    Wurth Wood Group

    Charlotte, NC
    21 hours ago
  • $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 pay
    Local area
    Weekend work
    Afternoon shift

    Flexcar

    Charlotte, NC
    3 days ago
  • $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 time
    Work at office
    Remote work

    Make-A-Wish® Central and Western North Carolina

    Charlotte, NC
    2 days ago
  • $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 work
    Worldwide

    Dexian

    Charlotte, NC
    1 day ago
  •  ...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

    Spectrum Reach

    Charlotte, NC
    21 hours ago
  • $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 time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Charlotte, NC
    4 days ago
  • $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 time
    Work at office
    Flexible hours
    Day shift

    Bank of America

    Charlotte, NC
    1 day ago
  • 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 time
    Contract work
    Temporary work
    For contractors
    Work at office
    Remote work
    Flexible hours

    Prosidian Consultng

    Charlotte, NC
    1 day ago
  • 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 work
    Temporary work
    Work at office
    Flexible hours

    Honeywell

    Charlotte, NC
    4 days ago
  •  ...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 time
    Temporary work
    Casual work
    Work at office
    Local area
    Relocation
    Monday to Friday
    Shift work
    Night shift
    Afternoon shift

    Hedrick Gardner Kincheloe & Garofalo LLP

    Charlotte, NC
    5 days ago
  • 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... 

    Lincoln Property Company through LinkedIn

    Charlotte, NC
    4 days ago
  • $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 in
    Remote work
    Work from home

    Atlas Residential- Charlotte NC

    Charlotte, NC
    1 day ago
  • 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,... 

    Electrolux Home Products, Inc.

    Charlotte, NC
    4 days ago
  • $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 pay
    Temporary work
    Work at office
    Remote work
    Monday to Friday
    Shift work

    Retirement Clearinghouse, LLC.

    Charlotte, NC
    2 days ago
  • 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

    Retirement Clearinghouse, LLC.

    Charlotte, NC
    1 day ago
  • 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... 

    Hearst Magazines

    Charlotte, NC
    11 hours ago
  •  ...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 office
    Flexible hours

    Electrolux Group

    Charlotte, NC
    3 days ago
  • 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 time
    Work experience placement
    Work at office

    Wells Fargo

    Charlotte, NC
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Operations Specialist. Be the first to apply!