Associate, Portfolio Operations Jobs

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

New

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

New

Associate Product Manager

The Associate Product Manager is responsible for maximizing the value and profit...

Location

United States , Easton

Salary:

Not provided

Victaulic

Expiration Date

Until further notice

Requirements

Bachelor's degree in Engineering, Business, Marketing, Finance, Sales or related field
3-5 years of experience in project management, product marketing, market management or business analysis
Strong analytical capabilities with advanced Excel proficiency including financial modeling and data analysis
Solid understanding of product development processes and cross-functional collaboration
Experience with financial analysis including P&L statements and margin analysis
Excellent written and verbal communication skills
Demonstrated project coordination experience managing multiple concurrent initiatives
Proven ability to work effectively in cross-functional teams
Strategic Influence and Communication - Develops clear and specific rationales tailored to different internal groups and external customers. Predicts others' concerns and objections and develops specific influence strategies to overcome them, strong executive communication.
Global Thinker - Makes decisions sensitive to the varied markets and organizations served. Harmonizes objectives to minimize waste and redundancy.

Job Responsibility

Analyze Product Line Profitability across the portfolio using financial modeling and market analysis to identify improvement opportunities and underperforming products
Lead Product Line Optimization initiatives to enhance product performance, add features and/or sizes, extensions of offering with catalog prefabrications, improve margins, or expand market applications based on market feedback and financial analysis
Execute Product Line Consolidation projects to streamline offerings, reduce SKU complexity, improve operational efficiency, managing customer communications and product transitions
Support On-going Product Commercialization activities with marketing and sales teams including product impact videos, trade shows, and training
Manage Product Line Obsolescence programs for mature or declining products, ensuring smooth customer transitions, inventory management, last-time-buy programs, and alternative product recommendations
Assist with market analysis and market research for business case development.
Coordinate Alpha/Beta Testing programs by managing test site logistics, collecting customer feedback, and documenting performance data
Assist on major product development initiatives, providing analytical support, developing commercialization strategies, pricing evaluations and coordinating cross-functional activities
Develop and deliver Training materials and programs for internal teams and external stakeholders on product features, benefits, and competitive positioning
Conduct comprehensive Post 12 Month Launch reviews analyzing sales, margins, market share, customer satisfaction, and competitive response to assess product success

Fulltime

Property Maintenance Associate

We're looking for a proactive and organized Property Maintenance Associate to jo...

Location

United States , Boston

Salary:

Not provided

Groma (MA)

Expiration Date

Until further notice

Requirements

1+ years of experience in customer service or hospitality position, experience in the real estate industry a plus!
Strong computer and Excel skills (Google Suite experience preferred)
Excellent communication and interpersonal skills
Ability to work independently and as part of a team
Diligent and efficient documentation, task, and schedule management skills
An active driver's license is required for this role.

Job Responsibility

Field all inbound maintenance requests from residents via phone, email, and our resident portal
Triage and prioritize maintenance issues, dispatching our in-house field technicians or third-party contractors as needed
Manage the scheduling and follow-up of all maintenance tasks to ensure timely and effective resolution
Maintain accurate records of all work orders, including billing and completion details
Assist with on-site inspections for apartment turnovers and quarterly property checks, specifically focusing on maintenance and repair needs
Complete quarterly supply inventory audits to ensure our team has the necessary materials on hand
Assist with the move-in and move-out process, performing maintenance-focused walkthroughs
Participate in property operations meetings and projects
Assist with the onboarding of new triple-decker acquisitions to the portfolio
Help with the implementation of maintenance-specific policies and procedures.

What we offer

Medical, dental, and vision insurance
401(k) with company match
Paid time off
5% 401k match
Fully covered high-quality health and dental insurance plans
Fully covered commuter passes for bus, subway, boat, or commuter rail
Competitive paid time off policy
13 official company holidays
1 floating holiday.

Fulltime

New

Insurance Investment Solutions Associate

The Insurance Solutions Group provides a wide range of advisory, portfolio const...

Location

United States , New York

Salary:

115000.00 - 150000.00 USD / Year

BlackRock Investments

Expiration Date

Until further notice

Requirements

At least 3 years of professional experience in insurance investment strategy or related experience gained via an asset manager, investment bank, consultancy, or insurance company
Practical experience and/or knowledge of investment strategy design, asset classes, and asset-liability management techniques used by insurers
Some familiarity with the accounting, regulatory, risk management and strategic frameworks under which insurers in the region operate
Excellent communication skills and the ability to explain complex topics to non-technical individuals, both verbally and in writing
Excellent problem-solving abilities, intellectual curiosity, and experience understanding and solving complex issues
High level of integrity enabling the candidate to become a trusted partner to clients and peers

Job Responsibility

Assist with BlackRock’s coverage of insurers (particularly C-Suite officers, the Head of ALM, the Chief Actuary and Head of Asset Allocation) through technical engagement of enterprise objectives and the implications of these objectives on their investment strategy with a view to building relationships based on knowledge and trust which lead to the origination of commercial opportunities
Work directly with clients and internal partner teams on advisory engagements focused on asset allocation, risk and capital management, and ALM with a view to guiding the client towards the most appropriate investment solution or investment product given their unique considerations and objectives
Support all internal portfolio management and product strategy teams, and all distribution channels across the platform, with insurance investment, regulatory, accounting and liability expertise to help them position or design investment management products and services in a way that is appropriate for insurers
Develop a thorough knowledge of BlackRock’s capabilities, products and services, and integrate this knowledge into analytical solutions for insurers. Identify gaps in existing provision and drive the development of new services
Assist with the production of insurance focused research and thought leadership publications
Maintain strong relationships with internal partners in the BlackRock Investment Institute (economists), Financial Modelling Group (quantitative modelers), Financial Institutions Group (client relationship managers), and relevant investment teams to drive holistic portfolio solutions for insurers to generate strong commercial outcomes

What we offer

Annual discretionary bonus
Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Comprehensive healthcare
Support for working parents
Flexible Time Off (FTO)

Fulltime

Associate Manager, Client Success

The Associate Manager, leads and supports the Client Success team to deliver exc...

Location

Poland , Krakow

Salary:

11100.00 - 13800.00 PLN / Month

MyTennisLessons

Expiration Date

Until further notice

Requirements

2-5+ years of experience working in a managerial capacity in a support, sales/retention, or Customer Service role
1-3 years minimum experience working in the payment processing and/or software solutions industries
At least 1 year background/experience in portfolio management or processing/software leadership role where you were instrumental in developing processes and department protocols
2-3 years of experience and proficiency with Google Suite, Learning Management Systems such as Lessonly, and related software
Ability to translate your skills to other employees through training and mentoring
Must have excellent verbal and written communication skills to appropriately manage both internal and external partner relationships
Strong retention, marketing, leadership and interpersonal skills
Excellent verbal and written communication skills with strong marketing, sales, retention, or VIP portfolio management background
Thorough understanding of client success processes and department protocols within SpotOn ecosystem and potentially within a specific specialty success group like Integrations, Pricing, or Retention/Cancellations
Ability to moderate both small and large groups

Job Responsibility

Supervise and oversee client escalations to reduce wait time and offer all viable alternatives to clients to obtain BUY-IN
Balance day-to-day operations within the Client Success department while ensuring merchant concerns/escalations are given priority and addressed swiftly
Coaching on how to effectively manage high-level/complex merchant concerns using EQ
Respond to Team Leads or CSS/CSMs issues and/or high-level escalations requiring intervention promptly with all documentation, communication, reports uploaded to SFDC
Analysis of attrition for Client Success portfolios quarterly and yearly and churn and At Risk data
Maintain accurate records and document all service activities and discussions regarding department processes, personnel, or client escalations
Collaborate across all departments to address/resolve client needs and delegate as appropriate with proper oversight to ensure these items are completed
Become proficient / have extensive knowledge of all processes and guidelines for Client Success guidelines, practices, and protocols including product software and hardware offerings
Coordinate, collaborate and facilitate with all SpotOn departments to ensure merchant requests/concerns are handled timely and appropriately
Ensure team meets KPIs consistently and works collaboratively with department management to address disciplinary issues or prohibitive behavior who will work with HR on any formal actions required

What we offer

Fully paid private healthcare in LuxMed
Access to the Worksmile platform with a monthly top-up
Subsidized access to breakfast and lunch through the vending machine in Kraków office, and lunches in Gdańsk office once a week
New, modern, bright and comfortable office space in the city centre
A lot of free parking spots around the office
Access to the company’s library
Great working atmosphere
Chill out room with a PlayStation, table tennis, and mini gym
Free snacks and beverages in a kitchen
Company parties and social activities

Fulltime

Associate, Portfolio Operations

Charles Aris Executive Search

Location:
United States , Miami

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 27, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Associate, Portfolio Operations

Charles Aris Executive Search

Location:United States , Miami

Category:Finance

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Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:December 27, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Associate, Portfolio Operations

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