Associate, Portfolio Operations Job at Charles Aris Executive Search (Burlingame)

Associate, Portfolio Operations

Our client, a private equity firm investing in technology and tech-enabled servi...

Location

United States , Miami

Salary:

Not provided

Charles Aris Executive Search

Expiration Date

Until further notice

Requirements

Two or more years of experience at a top-tier management consulting firm with a strong track record

Job Responsibility

Accelerate value creation by working closely with management teams and the internal operations group to execute key strategic and operational initiatives
Support and lead value creation efforts across multiple growth-stage portfolio companies

Operations Associate

About the Company: Our client is a multi-billion dollar global alternative inves...

Location

United States , New York

Salary:

100000.00 - 140000.00 USD / Year

Arrow Search Partners

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
3-5 years of operations experience
Experience within banking a plus
Experience with ClearPar and Loan Settlement Process
Experience with Sentry, Wall Street Office, or other loan processing systems
Experience with cash and position reconciliation
Knowledge of CLO indenture compliance and reporting

Job Responsibility

Reconcile open trades and monitor the trade settlement process for loans, bonds, and equity
Perform daily portfolio reviews and reconciliations
Reconcile monthly CLO reporting and quarterly distributions
Monitor deal and warehouse cash balances and perform calculations for warehouse fundings and prepare drawdown requests
Assist with CLO transactions including new issue, resets, and refinancing’s
Assist fund accountants and administrators to resolve any bank loan related inquiries or discrepancies
Ensure compliance with CLO indentures for the investment team

Investment Management Operations Associate

As an Operations Associate, you will support day-to-day investment operational a...

Location

United Kingdom , London

Salary:

Not provided

Orbis Consultants

Expiration Date

Until further notice

Requirements

3+ years of wealth operations experience
Strong understanding of a broad range of financial instruments
Knowledge of financial markets, investment strategies, and operational processes
Excellent analytical capabilities with strong problem-solving skills
Clear and confident communication, both written and verbal

Job Responsibility

Manage daily dealing activity, order execution, trade settlements, and reconciliation
Oversee cash management, corporate actions, and risk-related controls
Support fund reporting and communication with Authorised Corporate Directors (ACDs)
Ensure client portfolios remain aligned to agreed model strategies, maintaining appropriate tolerances across multiple platforms
Uphold regulatory standards, internal controls, and operational best practices
Ensure all trading and operational processes meet industry and governance requirements

Fulltime

Portfolio Community Association Manager

The Licensed Community Association Manager (LCAM) is responsible for providing t...

Location

United States , Jacksonville

Salary:

Not provided

Associa

Expiration Date

Until further notice

Requirements

Valid Florida Community Association Manager (LCAM) License
Minimum 1-3 years of experience managing HOA's/Condos
Professional customer service skills
Exceptional communication skills both written and verbal with polished, professional and friendly demeanor
Self-starter
Thrives in a fast paced environment
Time management and time critical prioritization skills
On call for emergencies (including evening and weekends)

Job Responsibility

Supervise the operation and administration of the Association in accordance with management agreement, Florida Statutes and the Association's policies and procedures
Primary liaison with the Association Board of Directors and homeowners
Attend evening Board meetings and community events
Ensure Board of Directors are aware of legal actions involving the Association
Monitor client delinquency and collections process
Maintain unit and contract files relating to the operations of the Association
Prepare Board packages according to established time frames
Oversee Covenant Enforcement process
Regular site inspections
Obtain vendor proposals

What we offer

medical, dental, and vision insurance
401k
disability insurance
support with wellness and development initiatives

Fulltime

Senior Associate, Financial Operations & Analysis

Our Financial Operations & Analysis department is looking to hire a Senior Assoc...

Location

United States , Chicago

Salary:

80000.00 - 95000.00 USD / Year

Heitman

Expiration Date

Until further notice

Requirements

Degree in Accounting, Finance, or Real Estate
2 to 4 years of experience
Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
Strong project and time management skills
Ability to work in a fast-paced environment
Commitment and willingness to manage competing (sometimes tight) deadlines
Strong team player and collaboration skills to support working together across multiple functional departments
Motivated by independent and team-oriented successes
Strong problem solver with the ability to leverage your analytical and critical thinking skills in school and/or in the work environment
Strong verbal and written communication skills

Job Responsibility

Applying your knowledge of accounting principles and financial analysis in day-to-day responsibilities
Learning how to calculate property and debt valuations as well as investment performance metrics
Reviewing and approving accounting transactions such as acquisitions, dispositions, and waterfall calculations
Reviewing financial statements, supporting schedules, and related footnotes
Analyze and forecast IRR’s and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management

What we offer

bonus eligible
participate in a generous annual bonus plan
competitive compensation
leading-edge, human-centric benefits package

Fulltime

Digital Operations Product Specialist

Airbus Aerosystems Kinston is looking for a Digital Operations Product Specialis...

Location

United States , Kinston

Salary:

Not provided

Airbus

Expiration Date

Until further notice

Requirements

Degree in Information Technology or an equivalent combination of education and experience
Minimum 3 years of operational support experience in an IM (Information Management) support environment required or equivalent Digital Project experience (Design / Deployment of Digital Solutions)
Technical certification in one of the following: A+, Security+, Network+, Microsoft Certified Solutions Associate, Cisco Certified Network Associate
Knowledge in the areas of ITSM, ITAM, ITIL, and KPI reporting
Ability to plan, prioritise, organise, schedule, and execute assignments
Analytical skills, with strong-problem solving capability
Excellent interpersonal, presentation, and communication skills
Minimum 5 years experience working with and supporting Service Now and Integrated Tools
Proficiency in written and spoken English
Domestic and International travels ad-hoc

Job Responsibility

Operate (get knowledge of Digital Solutions in use and their associated RUN performance) the current Operations Solutions Portfolio (limited to Operations functions)
Prepare (get knowledge on business process and AIRBUS/Kinston Affiliate digital solutions) Digital for Operations solutions readiness
Manage the Digital Operations Integration activities
Ensure the Digital run activities are operated with the expected performance for the Operations Business functions
Digital Integration (40%): follow the Digital Strategy defined by the Digital PMI (Post Merger Integration) Programme
gather, challenge and validate the local business requirements for Operations and drive the Business process impact analysis
Maintain, challenge and update the local Digital portfolio & Digital integrated roadmap for Operations
Being responsible for Operations business continuity, including managing adherence to agreements from the service provider
Run activities (40%): being responsible for the Digital Operations service performance of the local site
Supply Chain: drive the suppliers activities related to Digital Operations solutions and services, track the suppliers performance

What we offer

Financial Rewards: Competitive pay, incentive compensation which may include profit sharing schemes, retirement savings plan and the ability to participate in an Employee Stock Ownership Plan ("ESOP")
Work/Life Balance: Paid time off including personal time, holidays and a paid parental leave program
Health & Welfare: Comprehensive insurance coverage including medical, prescription, dental, vision, life, disability, Employee Assistance Plan ("EAP") and other supplemental benefit coverages
Individual Development: Upskilling and development opportunities through our global Leadership University, including unlimited access to 10,000+ e-learning courses focusing on ways to develop your employability, certifications, career path
the opportunity to participate in accelerated development programmes
both national and international mobility
relocation assistance for qualified positions

Fulltime

Investment Operations and Trading Associate

As an Investment Operations & Trading Associate, you will play a critical role i...

Location

United States , NYC

Salary:

Not provided

Savvy Wealth

Expiration Date

Until further notice

Requirements

2+ years of relevant experience in wealth management, trading, or investment operations
2+ years of experience trading client portfolios using portfolio management and trading software
Strong understanding of the wealth management industry and experience collaborating with advisors
Proven ability to take ownership of tasks and execute with efficiency and accuracy
Working knowledge of Orion Eclipse (or similar portfolio management system), Schwab, and Fidelity
Current Series 65 license or willingness to obtain within 2 months

Job Responsibility

Conduct daily portfolio management activities, including cash reviews, drift analysis, and tax-loss harvesting
Execute cash raises, rebalances, and one-off trades in Eclipse and at custodians
Process advisor-submitted investment tasks via the internal dashboard and complete same-day executions (per SLA)
Leverage trading software (Orion Eclipse) to support daily operations and manage client portfolios at scale
Implement new accounts into SWIM and execute rebalances for advisors
Support bulk implementations to accelerate advisor adoption of SWIM
Assist with firm-wide model updates and rebalancing of SWIM and Custom Advisor Models
Identify and implement improvements to trading, portfolio management, and investment operations procedures to enhance scalability and efficiency
Apply knowledge of investment strategies and portfolio construction to support advisor requests and execution

What we offer

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Fulltime

Digital Operations Product Specialist

Airbus Aerosystems Kinston is looking for a Digital Operations Product Specialis...

Location

United States , Kinston

Salary:

Not provided

Airbus

Expiration Date

Until further notice

Requirements

Degree in Information Technology or an equivalent combination of education and experience
Minimum 3 years of operational support experience in an IM (Information Management) support environment required or equivalent Digital Project experience (Design / Deployment of Digital Solutions)
Technical certification in one of the following: A+, Security+, Network+, Microsoft Certified Solutions Associate, Cisco Certified Network Associate
Knowledge in the areas of ITSM, ITAM, ITIL, and KPI reporting
Ability to plan, prioritise, organise, schedule, and execute assignments
Analytical skills, with strong-problem solving capability
Excellent interpersonal, presentation, and communication skills
Minimum 5 years experience working with and supporting Service Now and Integrated Tools
Proficiency in written and spoken English
Domestic and International travels ad-hoc

Job Responsibility

Operate (get knowledge of Digital Solutions in use and their associated RUN performance) the current Operations Solutions Portfolio (limited to Operations functions)
Prepare (get knowledge on business process and AIRBUS/Kinston Affiliate digital solutions) Digital for Operations solutions readiness
Manage the Digital Operations Integration activities
Ensure the Digital run activities are operated with the expected performance for the Operations Business functions
Follow the Digital Strategy defined by the Digital PMI (Post Merger Integration) Programme
Gather, challenge and validate the local business requirements for Operations and drive the Business process impact analysis to ensure the IT / Digital solutions are appropriate
Maintain, challenge and update the local Digital portfolio & Digital integrated roadmap for Operations, ensuring the availability, deployment and evolution of Digital solutions are aligned and secured with local business functions
Being responsible for Operations business continuity, including managing adherence to agreements from the service provider
supporting the agreement exit planning in coordination with Group Digital team
Together with the Digital regional Domains, being responsible for the Digital Operations service performance of the local site

What we offer

Competitive pay, incentive compensation which may include profit sharing schemes, retirement savings plan and the ability to participate in an Employee Stock Ownership Plan (ESOP)
Paid time off including personal time, holidays and a paid parental leave program
Comprehensive insurance coverage including medical, prescription, dental, vision, life, disability, Employee Assistance Plan (EAP) and other supplemental benefit coverages
Upskilling and development opportunities through our global Leadership University, including unlimited access to 10,000+ e-learning courses focusing on ways to develop your employability, certifications, career path
as well as the opportunity to participate in accelerated development programmes
and both national and international mobility
Relocation assistance for qualified positions

Fulltime

Associate, Portfolio Operations

Charles Aris Executive Search

Location:
United States , Burlingame

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 05, 2026

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Location:United States , Burlingame

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Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:February 05, 2026

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