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Portfolio Operations Specialist Jobs

Associate Director, Portfolio Operations: Remote
By Darwin Homes At , Austin, 78702
Supporting the management of an assigned institutional client relationship
Such other responsibilities as may be assigned by company leadership
Supporting & supervising personnel assigned to your client portfolio or “POD”
Leading & managing these personnel as needed
Covering for the Portfolio Director on your account in his or her absence
Leveraging Darwin resources, to include the POD team, to drive performance and deliver exceptional results for your client
Principal Portfolio Operations Jobs
By T-Mobile At Reston, VA, United States
Maintains strong customer-focused relationships with TFB leadership, Product & Technology, Finance and Enterprise Portfolio Management and Delivery teams.
7-10 years Experience managing multiple cross-functional projects with many stakeholders and varying levels of management. (Required)
Technical Project Management Experience managing portfolios, analyzing performance, and delivering against financial and resource constraints in a matrixed environment. (Required)
Cross Functional Relationships Experience managing multiple cross-functional projects with many stakeholders and varying levels of management. (Required)
Owns end-to-end product portfolio management and value proposition.
Project Management Professional (PMP) (Preferred)
Specialist, Portfolio Jobs
By Resurgent Capital Services At Greenville, SC, United States
Associate’s degree and/or industry experience in related field preferred
2-3 years of related experience required, preferably as an Operations Specialist and/or experience working for law firm.
Must have strong communication skills; strong analytical skills; multi-tasking skills and strong organizational skills.
Supplemental benefits including (but not limited to): parental leave, infertility & adoption assistance, mental health support, free physical therapy resources, etc.
Excellent work ethic and exceptional attention to detail.
Must be able to work under pressure.
Mortgage Portfolio Operations Associate
By Averity At Dallas-Fort Worth Metroplex, United States
What Skills Do You Need?
• You must have experience working with mortgage portfolio data (securitized or securitized).
• $125,000 - $175,000 Total Compensation
• Full Medical, Dental and Vision
• Very comfortable working with larger data sets (it would be great if you know SQL).
• Desire to work in a fast-paced environment with lots of career advancement opportunities.
Portfolio Operations Analyst Jobs
By Los Angeles Capital Management LLC At Los Angeles Metropolitan Area, United States
An understanding or desire of finance and/or asset management
Respond to on-going data and reporting requests from senior management
Daily reconciliation, security settlement and securities processing that requires acute attention to detail and excellent verbal and written communication skills
Keep manager and team leads updated on progress of work and communicate issues/delays timely to avoid missed deadlines
A Bachelor’s degree in finance, business administration, or related field
A minimum of 2 years of professional work experience
Portfolio Implementation Specialist Jobs
By Virtus Investment Partners, Inc. At , Chicago, Il
(education, experience, certifications, licenses & skills required)
Excellent communication (verbal and written), time management, organizational, and interpersonal skills.
(List in order of importance; include any supervisory or management responsibilities)
Performs other duties as required by MD of Investment Administration & Operations and/or other senior management.
BA/BS degree and 3-5 years of experience in an investment or financial industry, or an equivalent combination of education and experience.
Advanced excel skills required; must be intellectually curious and technically savvy with SQL and/or basic programming language experience preferred.
Portfolio Operations Manager Jobs
By ProducePay At Los Angeles, CA, United States
Experience working in Finance operations, portfolio operations/management.
Experience working with portfolio management software systems and databases.
Interpret data, analyze results using statistical techniques, and create financial statements for Produce Pay clients, investor-facing reports, and management-facing reports.
Lead a team of analysts in the management of the product portfolio and support of different departments in its sustained growth.
Generate daily, weekly, and monthly reports using proprietary data from the Produce Pay platform to support internal management and accounting needs,
Advanced skills in Excel (including macros, etc).
Portfolio Trading Specialist Jobs
By JFS Wealth Advisors At , , Pa

Provide operational support to the trading team, as well as to the Investment Committee and Director of Investment Management. The primary responsibility of the position is assisting in the ...

Portfolio Specialist Jobs
By Nutanix At Durham, NC, United States
Strong communication, time management, problem solving, project management, and interpersonal skills.
Technical breadth - Enterprise-scale experience with cloud and hybrid infrastructures, architecture designs, migrations, and technology management are preferred.
8+ years of relevant experience in enterprise pre/post-sales engineering.
Experience supporting enterprise Data Center products with practical understanding of Private/Public/Hybrid Cloud architectures.
Experience with cloud governance, VDI, software-defined virtual desktops, IoT applications and infrastructure and disaster recovery.
Excellent Communicator - Strong negotiation, organizational, presentation, product demo, writing, and verbal communication skills is required.
Portfolio Specialist Jobs
By Nutanix At Washington, DC, United States
Strong communication, time management, problem solving, project management, and interpersonal skills.
Technical breadth - Enterprise-scale experience with cloud and hybrid infrastructures, architecture designs, migrations, and technology management are preferred.
8+ years of relevant experience in enterprise pre/post-sales engineering.
Experience supporting enterprise Data Center products with practical understanding of Private/Public/Hybrid Cloud architectures.
Experience with cloud governance, VDI, software-defined virtual desktops, IoT applications and infrastructure and disaster recovery.
Excellent Communicator - Strong negotiation, organizational, presentation, product demo, writing, and verbal communication skills is required.
Portfolio Specialist Jobs
By Nutanix At New York, NY, United States
Strong communication, time management, problem solving, project management, and interpersonal skills.
Technical breadth - Enterprise-scale experience with cloud and hybrid infrastructures, architecture designs, migrations, and technology management are preferred.
8+ years of relevant experience in enterprise pre/post-sales engineering.
Experience supporting enterprise Data Center products with practical understanding of Private/Public/Hybrid Cloud architectures.
Experience with cloud governance, VDI, software-defined virtual desktops, IoT applications and infrastructure and disaster recovery.
Excellent Communicator - Strong negotiation, organizational, presentation, product demo, writing, and verbal communication skills is required.
Portfolio Specialist Jobs
By Nutanix At Raleigh, NC, United States
Strong communication, time management, problem solving, project management, and interpersonal skills.
Technical breadth - Enterprise-scale experience with cloud and hybrid infrastructures, architecture designs, migrations, and technology management are preferred.
8+ years of relevant experience in enterprise pre/post-sales engineering.
Experience supporting enterprise Data Center products with practical understanding of Private/Public/Hybrid Cloud architectures.
Experience with cloud governance, VDI, software-defined virtual desktops, IoT applications and infrastructure and disaster recovery.
Excellent Communicator - Strong negotiation, organizational, presentation, product demo, writing, and verbal communication skills is required.
Portfolio Specialist Jobs
By Nutanix At Boston, MA, United States
Strong communication, time management, problem solving, project management, and interpersonal skills.
Technical breadth - Enterprise-scale experience with cloud and hybrid infrastructures, architecture designs, migrations, and technology management are preferred.
8+ years of relevant experience in enterprise pre/post-sales engineering.
Experience supporting enterprise Data Center products with practical understanding of Private/Public/Hybrid Cloud architectures.
Experience with cloud governance, VDI, software-defined virtual desktops, IoT applications and infrastructure and disaster recovery.
Excellent Communicator - Strong negotiation, organizational, presentation, product demo, writing, and verbal communication skills is required.
Portfolio Specialist Jobs
By Nutanix At Princeton, NJ, United States
Strong communication, time management, problem solving, project management, and interpersonal skills.
Technical breadth - Enterprise-scale experience with cloud and hybrid infrastructures, architecture designs, migrations, and technology management are preferred.
8+ years of relevant experience in enterprise pre/post-sales engineering.
Experience supporting enterprise Data Center products with practical understanding of Private/Public/Hybrid Cloud architectures.
Experience with cloud governance, VDI, software-defined virtual desktops, IoT applications and infrastructure and disaster recovery.
Excellent Communicator - Strong negotiation, organizational, presentation, product demo, writing, and verbal communication skills is required.
Manager, Portfolio Operations Jobs
By Omnidian At United States
3+ years of experience with commercial solar asset management and/or operations & maintenance
Strong experience with Microsoft Office (Excel, Word, Power Point)Proficient with G Suite (Gmail, Calendar, Drive, Sheets)Working knowledge of CRM applications
Track, manage, and influence operational cost structure to ensure contracts deliver expected financial performance
Curious, with a passion for learning new skills and concepts
Strong interpersonal, communication, and organizational skills
Excellent written and verbal communication skills
Senior Associate, Portfolio Operations
By Boston Common Asset Management At Boston, MA, United States
Compensation will depend on experience and qualifications. BCAM offers a comprehensive benefits package including:
Experience working with various client types, from high net worth to institutional.
Knowledge of fixed income, domestic, and international equities.
Experience with Advent systems is required, including APX, REX, and MOXY.
Detail-oriented with excellent organizational, multi-tasking, and prioritization skills.
Outstanding interpersonal skills and communication skills with an upbeat, patient personality.
Director, Portfolio Operations Jobs
By McGraw Hill LLC. At , Chicago, 60610, Il $100,000 - $130,000 a year
Five or more years of experience in higher education portfolio, sales, or marketing
to learn more about our benefit offerings.
You will establish and administer content governance guidelines and specifications to promote a consistent and positive user experience across the portfolio.
Creative thinking, thoughtful communication, and strong problem solving skills
You will ensure optimal usage of scalable tools and processes to maximize ROI and ensure a successful go-to-market for these resources.
You will promote efficiency in the portfolio org by leading the small titles group and product coordinator team.

Are you looking for an exciting opportunity to join a dynamic team and help drive success? We are seeking an experienced Portfolio Operations Specialist to join our team and help us achieve our goals. You will be responsible for managing the day-to-day operations of our portfolio, including monitoring performance, analyzing data, and providing strategic guidance. If you have a passion for finance and a strong understanding of the markets, this could be the perfect job for you!

Overview:

Portfolio Operations Specialists are responsible for managing and overseeing the operations of a portfolio of investments. They are responsible for ensuring that the portfolio is performing optimally and meeting the goals of the investors. They also provide guidance and advice to the investors on how to best manage their investments.

How To Become an Portfolio Operations Specialist:

To become a Portfolio Operations Specialist, you will need to have a bachelor’s degree in finance, economics, accounting, or a related field. You will also need to have experience in the financial services industry, such as working as an investment analyst or portfolio manager. Additionally, you should have strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.

Portfolio Operations Specialist Skills:

• Financial analysis
• Investment management
• Risk management
• Portfolio optimization
• Regulatory compliance
• Data analysis
• Project management
• Strategic planning
• Negotiation
• Communication
• Interpersonal skills

What is Portfolio Operations Specialist Knowledge?

• Knowledge of financial markets and instruments
• Knowledge of investment strategies and portfolio management
• Knowledge of financial regulations and compliance
• Knowledge of risk management principles
• Knowledge of financial analysis techniques
• Knowledge of project management principles
• Knowledge of data analysis techniques
• Knowledge of strategic planning principles

What is Portfolio Operations Specialist Responsibilities?

• Monitor and analyze the performance of the portfolio
• Develop and implement investment strategies
• Manage risk and ensure compliance with regulations
• Optimize the portfolio for maximum returns
• Monitor and analyze market trends
• Develop and maintain relationships with clients
• Prepare reports and presentations
• Provide advice and guidance to clients
• Negotiate with financial institutions

What is Portfolio Operations Specialist Experience?

• Experience in the financial services industry
• Experience in portfolio management
• Experience in financial analysis
• Experience in risk management
• Experience in project management
• Experience in data analysis
• Experience in strategic planning
• Experience in negotiation

What is Portfolio Operations Specialist Qualifications?

• Bachelor’s degree in finance, economics, accounting, or a related field
• Professional certification in portfolio management or financial analysis
• Knowledge of financial markets and instruments
• Knowledge of investment strategies and portfolio management
• Knowledge of financial regulations and compliance
• Knowledge of risk management principles
• Knowledge of financial analysis techniques
• Knowledge of project management principles
• Knowledge of data analysis techniques
• Knowledge of strategic planning principles

Portfolio Operations Specialist Education:

• Bachelor’s degree in finance, economics, accounting, or a related field
• Professional certification in portfolio management or financial analysis
• Courses in financial markets and instruments
• Courses in investment strategies and portfolio management
• Courses in financial regulations and compliance
• Courses in risk management principles
• Courses in financial analysis techniques
• Courses in project management principles
• Courses in data analysis techniques
• Courses in strategic planning principles
What tools help Portfolio Operations Specialist work better?
• Financial analysis software
• Portfolio management software
• Risk management software
• Data analysis software
• Project management software
• Strategic planning software
• Investment tracking software
• Financial modeling software
• Spreadsheet software
Good tips to help Portfolio Operations Specialist do more effectively?
• Stay up to date with the latest financial news and market trends.
• Develop relationships with clients and financial institutions.
• Utilize financial analysis software to analyze data and make informed decisions.
• Monitor the performance of the portfolio and make adjustments as needed.
• Develop and implement investment strategies that are in line with the goals of the investors.
• Ensure compliance with all applicable regulations and laws.
• Utilize project management software to manage projects and ensure deadlines are met.
• Utilize data analysis software to analyze data and identify trends.

Common Portfolio Operations Specialist Interview Questions:

• What experience do you have in portfolio management?
• How do you stay up to date with the latest financial news and market trends?
• What strategies do you use to optimize the performance of a portfolio?
• How do you ensure compliance with all applicable regulations and laws?
• What experience do you have in financial analysis?
• How do you develop and maintain relationships with clients?
• What strategies do you use to manage risk?
• What experience do you have in project management?
• What strategies do you use to analyze data and identify trends?