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 4 days ago
Similar jobs that could be interesting for youBased on the Portfolio Operations Specialist in Charlotte, NC vacancy
  •  ...Description Job Description Trellis Financial is hiring Operations Specialists, Policyholder Services - the human voice of Trellis for...  ...Maintain current product knowledge across the Trellis annuity portfolio Proactively raise process gaps, complaint trends, and... 
    Suggested
    Contract work
    Part time
    Internship
    Work at office
    Monday to Friday

    Trellis Insurance Solutions LLC

    Charlotte, NC
    29 days ago
  •  ...Operations Specialist Atlanta, GA; Charlotte, NC; Jacksonville, FL Asset Living is a third-party management firm and a proven partner...  ...most trusted allies in real estate. Asset Living's growing portfolio includes a multitude of properties across the country that... 
    Suggested
    Permanent employment
    Work at office

    Asset Living

    Charlotte, NC
    5 days ago
  • Director of Portfolio & Operations Third Leaf Wines by European Cellars About Third Leaf Wines Third Leaf Wines by European Cellars is a U.S.-based wine importer and three-tier sales and marketing agency representing wines from France, Spain, South Africa, Argentina... 
    Suggested
    Remote work

    Third Leaf Wines

    Charlotte, NC
    17 days ago
  •  ...Senior Securities Operations Specialist Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Wealth Client Performance...  ...for ensuring the accuracy and integrity of client portfolio and performance data across Wealth and Investment Management... 
    Suggested
    Work experience placement
    Work at office

    Wells Fargo

    Charlotte, NC
    4 days ago
  •  ...Job Title: Supplier Enablement & Ariba Operations Specialist - 225306-1 Location: The primary location will be West Des Moines, IA, and a secondary location is Charlotte, NC. Duration: 6 months with potential to extend Interview: 30 min teams call... 
    Suggested

    Strategic Staffing Solutions

    Charlotte, NC
    3 days ago
  •  ...supporting multiple ministry platforms as they proclaim the Gospel of Jesus Christ...Always Good News. Job Summary - The Mail Operations Specialist position performs a variety of operational, maintenance, training, and related mailing responsibilities in high-volume,... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Billy Graham Evangelistic Association Career Site

    Charlotte, NC
    2 days ago
  •  ...bond and bank loan trades , and assist with cash investments as directed. Work with trustees, custodians, rating agencies, and portfolio managers to resolve basic transaction questions . Maintain accurate records of asset‑level activity, collateral performance,... 
    Full time
    Work at office
    Immediate start
    Flexible hours
    3 days per week

    Delta Capita

    Charlotte, NC
    5 days ago
  •  ...Duke Energy Corporation in Charlotte, NC is hiring a Grid Tech responsible for overseeing the operations of regulated Distributed Energy Resources (DER). Candidates will maintain daily operational logs, monitor the performance of assets, and ensure safety compliance in... 

    Duke Energy

    Charlotte, NC
    23 hours ago
  • $31k - $37k

     ...Join to apply for the Operations Specialist role at Atlas Residential - Charlotte NC 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... 
    Live in
    Remote work
    Work from home

    Atlas Residential- Charlotte NC

    Charlotte, NC
    5 days ago
  • Anywhere Real Estate is looking for a Wire Desk Associate in Charlotte, North Carolina. The role involves managing time-sensitive wire transfer requests with a focus on accuracy and compliance. You will handle inquiries and coordinate with banks to resolve issues. The...

    Anywhere Real Estate

    Charlotte, NC
    23 hours ago
  •  ...Operations Specialist Charlotte, NC - Hybrid Target Start Date: ASAP Until End Date: 12/11/26 Schedule: onsite 5 days/week for training then switch to hybrid schedule (3 days onsite, 2 WFH) Job Description Provide documentation and analytical support within global... 
    Immediate start
    Work from home

    Veterans Sourcing Group LLC

    Charlotte, NC
    17 days ago
  • $20.16 - $28.16 per hour

     ...Supplier Enablement & Ariba Operations Specialist Genesis10 is currently seeking a Supplier Enablement & Ariba Operations Specialist for a contract position with a Global Financial Institution located in West Des Moines, IA and Charlotte, NC. This is a 6+ month contract... 
    Hourly pay
    Contract work

    Genesis10

    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
    3 days ago
  • $47.26 - $60.43 per hour

     ...Responsibilities: · Performs expert level break-fix & preventative maintenance. This includes but is not limited to: observing devises in operation to location root cause of problem; dismantling devices to gain access to and remove defective parts; examining parts to detect... 
    Full time
    For contractors
    Local area

    Advanced Technology Services

    Charlotte, NC
    5 days ago
  • The Regional Operations Specialist is responsible for overseeing day-to-day operational execution across assigned sites, ensuring efficient scheduling, staffing, administrative workflows, and customer coordination. This role partners closely with the Regional Leadership... 
    Interim role
    Work at office

    Akumin

    Charlotte, NC
    4 days ago
  • Description Mail Operations Specialist performs operational, maintenance, training, and related mailing responsibilities in a high‑volume, diverse product mailing environment. The role requires maintaining focus and flexibility in a fast‑paced, rapidly changing work environment... 
    Temporary work
    Work at office
    Flexible hours

    Billy Graham Evangelistic Association Career Site

    Charlotte, NC
    4 days ago
  • $65k - $75k

    Our SelectLeaders client is looking for a National Operations Specialist (NOS) to join our team to provide on-site leadership and strategic direction across our portfolio of properties. The National Operations Specialist will be on-site at our properties in the event of... 
    Interim role
    Local area
    Remote work
    Flexible hours

    Bisnow

    Charlotte, NC
    4 days ago
  • $30 - $32 per hour

     ...Supplier Enablement Operations Specialist Location: West Des Moines, IA; Charlotte, NC (Onsite) Employment Type: Contract Duration: 6 months Role Overview In this contingent resource assignment, you will participate in low to moderately complex initiatives... 
    Hourly pay
    Contract work

    Apex Systems

    Charlotte, NC
    1 day ago
  • $30 - $32 per hour

     ...Operational Accountant 2 / Supplier Enablement & Ariba Operations Specialist Location: West Des Moines, IA (Jordan Creek Campus primary) / Charlotte, NC (CIC secondary) Hybrid Contract Length: 6 months (potential extension) Pay Rate: $30 - $32 (OT40) Top Requirements... 
    Contract work

    Apex Systems

    Charlotte, NC
    1 day ago
  • $34.62 per hour

     ...GTM Operations Specialist At NAVEX, we're transforming the worldmaking it safer, more ethical, and ensuring every voice is heard. That's real impact. Our high-performance culture is driven by our values. We move with speed, passion, and purposeas one team. We are... 
    Hourly pay

    Navex Global, Inc.

    Charlotte, NC
    3 days ago
  •  ...Client Servicing Analyst We are seeking a detail-oriented CashProFX Client Servicing Analyst to take ownership of end-to-end FX operational processes. In this role, you will act as a key partner for our clientshandling onboarding, platform demonstrations, training,... 

    Randstad

    Charlotte, NC
    3 days ago
  •  ...Life Operations Reporting Specialist Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we... 

    Pacific Life

    Charlotte, NC
    1 day ago
  •  ...Job Description Job Description The Mission: Advocations is seeking an Operations Specialist to serve as the organizational backbone of our office. You will ensure our internal "engine" runs smoothly by managing the critical details of billing, tech, and process... 
    Work at office

    Advocations

    Charlotte, NC
    12 days ago
  •  ...Job Description Job Description Description: The Bus Operations Instructional Specialist delivers hands-on and classroom-based training for bus operators and other assigned operations employees in support of safe, reliable, and customer-focused bus service. Reporting... 
    Traineeship
    Shift work
    Afternoon shift

    TRANSIT MANAGEMENT OF CHARLOTTE INC

    Charlotte, NC
    9 days ago
  •  ...Job Description Job Description POSITION SUMMARY The Senior Operations Associate is a highly experienced operator on our growing in-house operations team and a key force-multiplier for how we serve policyholders and producers. This is a senior individual contributor... 
    Part time
    Monday to Friday
    Flexible hours

    Trellis Insurance Solutions LLC

    Charlotte, NC
    29 days ago
  •  ...Real Estate Operations Specialist Duration: 12 Months (Hybrid) About the Role: The Real Estate Operations team support commercial real estate investment activities across the platform. The preferred candidate will have knowledge of commercial real estate process... 

    US Tech Solutions

    Charlotte, NC
    4 days ago
  •  ...Kimco Realty Corporation is seeking a Property Coordinator to assist the Property Manager with managing a portfolio of properties in Charlotte, North Carolina. The role focuses on administrative functions and tenant/vendor relations including vendor bids, invoice processing... 
    Work at office

    Kimco Realty

    Charlotte, NC
    21 hours ago
  •  ...renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software,...  ...Manager, Revenue Operations. Summary of Role The Revenue Operations Specialist, Comfort owns the "first production" phase for our commercial... 
    Local area
    Immediate start

    Palmetto Clean Technology

    Charlotte, NC
    5 days ago
  •  ...OPERATIONS SPECIALIST Do you have what it takes to lead in the heart of Naval combat? As an Operations Specialist, you will serve as a supervisor and leader in the top−secret Combat Information Center. From the ocean surface, to outer space, you have a complete picture... 
    Full time
    Part time
    Worldwide
    Overseas
    Night shift

    U.S. Navy

    Charlotte, NC
    3 days ago
  • $90k - $110k

     ...Annuity Operations Specialist (Charlotte, NC (Hybrid) or Remote) Where you'll work: Our flexible, hybrid work model offers the option to work remotely or in the office. How you'll contribute: As an Annuity Operations Specialist, you'll be responsible for supporting... 
    Temporary work
    Work at office
    Remote work
    Flexible hours

    Brighthouse Financial

    Charlotte, NC
    3 days ago

Do you want to receive more vacancies?

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