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

Associate, Portfolio Operations

Our client, a global middle-market private equity firm, is seeking a Portfolio O...

Location

United States , New York

Salary:

Not provided

Charles Aris Executive Search

Expiration Date

Until further notice

Requirements

Two to four years of strategy consulting experience
Strong track record of success
Experience working on projects within the business services, consumer and healthcare sectors
Experience with functional topics including value creation planning, post-merger integration, M&A, supply chain, procurement and commercial due diligence

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

Associate Portfolio Specialist (Private Wealth Portfolio Management)

Wells Fargo is seeking an Associate Private Wealth Portfolio Specialist. In this...

Location

Philippines , Taguig City

Salary:

Not provided

Wells Fargo

Expiration Date

June 29, 2026

Requirements

6+ months of Private Wealth Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Provide client services to internal and external ultra-high net worth customers in account management, operations, documentation, issue resolution, and technical support
Review basic issues, policies, or procedures for which answers can be quickly obtained, and are related to low to medium risk tasks and deliverables with narrow impact within Private Wealth Portfolio Management functional area
Receive direction from supervisor and exercise judgement within defined parameters while developing understanding Private Wealth Portfolio Management functional area, policies, procedures, and compliance requirements
Provide information to Private Wealth Portfolio Management managers, colleagues, and stakeholders, including internal as well as external customers
Provide service to existing clients and perform tasks that are clerical and administrative in nature
Assists Portfolio/Investment Manager in business development and supports through sales/marketing while leveraging partnership opportunities throughout the firm
Supports Portfolio/Investment Manager in the development and delivery of advice, client acquisition, and relationship management of high-net worth (HNW) and ultra-high-net worth (UHNW) clients of Private Wealth Portfolio Management, exercising a strong risk management mindset and ensures that all appropriate measures are taken to mitigate risk
Supports the Portfolio/Investment Manager by interfacing with WIM Relationship Managers and/or their associates as facilitator/liaison for seamless delivery of investment services and solutions
Builds partnerships with other line of business associates to foster teamwork
Interacts with clients, prepares client correspondence and investment research reports, and schedules client reviews

Fulltime

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Portfolio Associate

We are seeking a detail-oriented and intellectually curious Portfolio Associate ...

Location

United States

Salary:

68000.00 - 92000.00 USD / Year

XY Planning Network

Expiration Date

Until further notice

Requirements

4-9 years experience either: placing trades at a large custodian, investment manager, RIA, of other financial services firm
performing investment research, with an asset-class specific focus
Solid understanding of portfolio management concepts and trading processes
You have a knack for noticing small discrepancies
you fill crucial information into forms (like account numbers!) with little to no error. You proofread your work before submitting it.
Tech-savviness and the ability to pick up new technology
Comfort navigating trading platforms and custodian interfaces
Experience with investment tools/systems and a process-improvement mindset
You can work under tight deadlines without even breaking a sweat as you flex your brag-worthy time management skills
Familiarity in self-directing your days—you can manage your projects and tasks, seek out support, and re-prioritize as needed.

Job Responsibility

Execute all trade requests accurately and within established service level agreements
Process trade instructions and system-recommended portfolio rebalances
Review proposed trades for accuracy, submit to custodians, and monitor execution and allocations
Confirm portfolio allocations and household setups are correct for both new and existing clients
Respond to portfolio implementation and trading-related questions from internal teams and advisors
Assist in PM onboarding calls with new advisors joining XYPN Sapphire, implementing portfolio transitions from prior firms
Maintain detailed records of trading activity and processes
Support the portfolio management team with portfolio analyses and data requests
Prepare investment research reports on specific asset classes and model holdings
Perform due diligence and review of advisor lead custom models

What we offer

100%- employer-funded Employee Stock Ownership Plan (ESOP)
Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)
9 paid holidays (we offer flexible holidays!)
401(k) with match
you put in 6%, and we put in 4.5%
12 weeks paid parental leave for the birth or adoption of a child
Health insurance w/ employer contribution
Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
Pet insurance availability
Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available

Fulltime

Director of Portfolio Operations

The Portfolio Group, under the Workplace Experience Group umbrella, delivers sea...

Location

United States , Palo Alto

Salary:

160000.00 - 190000.00 USD / Year

Aramark

Expiration Date

Until further notice

Requirements

Proven leadership experience, typically acquired over 5-10 years, including P&L responsibility within the hospitality, retail, facilities, direct store delivery or food and beverage industries
Demonstrated leadership skills with a broad knowledge of management practices, business judgement and client/consumer interaction
Confirmed ability to hire, assess, develop and grow hard-working talent
Comfortable reading, understanding, and implementing contractual requirements, including identifying opportunities within contract terms and conditions to address operational issues
Established communication and teamwork skills to work with all levels on the organization from the front line associate through leadership
Proven success in a repeatable business model, including leading through change and turnaround initiatives
Bachelor’s degree is generally required to be successful
advanced degree in business or related field is preferred

Job Responsibility

Establish overall ownership and accountability of operational management and financial performance of multiple accounts and units
Model key leadership behaviors and ensure the highest levels of safety, quality and service excellence for employees, clients, and consumers
Coach & mentor employees by crafting a shared understanding about how and what needs to be achieved
Reward and recognize employees
Identify and engage top talent and develop team members to their fullest potential within the organization
Plan and lead team management meetings
Ensure safety and sanitation standards in all operations
Establish and maintain effective client and customer rapport for a mutually beneficial business relationship
Identify client needs and communicate operational progress
Understand contractual obligations and leverage opportunities

What we offer

medical
dental
vision
work/life resources
retirement savings plans like 401(k)
paid days off such as parental leave and disability coverage

Fulltime

Operations Associate

Support a boutique wealth management firm specializing in ultra-high-net-worth f...

Location

United States , Mountain View

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2–6+ years of operations experience within a wealth management or financial advisory environment
Exceptional attention to detail and strong organizational capabilities
Clear, professional written and verbal communication skills
High degree of integrity, discretion, and client-service orientation

Job Responsibility

Trade Execution: Process trades across custodial platforms, resolve discrepancies, and ensure timely settlement
Data Oversight: Maintain accurate data across portfolio reporting systems, CRM, and custodians
Reconciliation: Review and reconcile transactions, cost basis, and holdings across client accounts
Account Support: Assist with account setup and system integrations, ensuring proper configuration and data flow
Client Reporting: Prepare and distribute quarterly performance reports
Operational Support: Provide general support to advisors and contribute to process improvements and efficiency initiatives

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Sr. Associate, Portfolio Support

We are looking for a Senior Associate to join our client's Portfolio Support Gro...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3-6 years of Management Consulting (MBB or similar EY-P, etc.)
Good, direct onsite client exposure and can work independently (open as to what focus)
Advanced data modeling and analytical skills (MS Excel, PowerBI, GenAI, etc.)

Job Responsibility

Partner closely with senior leadership to help develop and refine scalable processes that support future growth
Collaborate with internal deal teams, leadership groups within portfolio operations, and external advisors to support value‑enhancement initiatives, drive operational efficiencies, strengthen governance processes, and optimize resource utilization

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Legal Operations Associate & Paralegal

We are seeking an experienced Paralegal & Legal Operations Associate to join our...

Location

United States , Atlanta

Salary:

Not provided

Arrive

Expiration Date

Until further notice

Requirements

5+ years of legal operations or corporate paralegal experience, ideally in both a law firm and a high-growth technology company
Demonstrated experience using AI and modern systems (e.g., CLMs, e-billing, Gemini or similar tools) to manage legal operations
Proven ability to utilize Google Suite, Slack, and other collaborative technologies effectively
Experience working within a global team and navigating multicultural business environments
Written and verbal fluency in English
Legal Operations or AI certifications/training are a significant plus

Job Responsibility

Drive the implementation and management of AI-powered solutions and workflows (e.g., Google Gemini, Ironclad) to improve department efficiency and reduce external spend
Administer our Contract Lifecycle Management (CLM) system, Ironclad, continuously improving workflows, approval processes, and data integrity
Develop and maintain dashboards to track key legal metrics such as contract velocity and legal spend to provide actionable insights
Own and expand the legal knowledge hub, creating playbooks, templates, and training materials that empower business teams with self-service resources
Manage corporate governance and compliance processes, including maintenance of corporate records, board materials, and business licenses
Support global Data Privacy, Ethics, and IP programs by administering related tools (e.g., OneTrust, Navex) and managing trademark/domain portfolios
Support litigation by monitoring new matters, coordinating with outside counsel, and assisting with audit reporting
Liaise with insurance brokers on policy renewals and manage legal vendor performance and budget tracking

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Associate, Portfolio Operations

Job Description

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