Portfolio Specialist jobs in Alexandria, KY

A
Portfolio Specialist
  • Aditi Consulting
  • Cincinnati, OH CONTRACTOR
  • Client- America's Multinational Retailer

    9 months contract to Hire

    Remote for now, Need to work onsite based in Cincinnati, OH in future


    Job Details:

    Responsible for managing one of more functional areas of Portfolio Operations within a product led organization that include the following but not limited to

    capital allocation, capital budget governance, operating budget governance, capacity management, vendor performance governance and contracts

    management. Demonstrate the company’s core values of respect, honesty, integrity, diversity, inclusion and safety.


    Under general supervision of a Portfolio Ops Manager and in conjunction with the Principal Portfolio Ops Manager, lead and direct activities related to one or more Portfolio Operations function while also building expertise in other functions.


    Additional requirements/experience:

    • Accounting
    • SDLC Life Cycles
    • Technology Business Management
    • Must be able to report to the BTC as needed
    • Please see the vendor notes for additional information


    Minimum Position Qualifications:

    • 3-7 years of overall experience
    • Proven track record of delivering objectives on time and within budget
    • Proven problem solving and organizational skills
    • Excellent communication and presentation skills to effectively communicate information to customers and to all levels with the organization
    • Should be able to participate in audits and other functionally related activities
    • Should develop a mindset of driving data driven decisions and support other stakeholders in the same as well

    Key Responsibilities

    • Lead and direct activities related to one or more Portfolio Operations function while also building expertise in other functions (under general supervision of a Sr Manager Portfolio Ops and in conjunction with the Principal Portfolio Ops Manager)
    • Oversees all aspects of assigned portfolio functional areas including but not limited to budgeting (both operational and capital), capacity/resource management and estimation processes
    • Identify and understand scope of work, organization of work and develop delivery plan and approach
    • Participate in audits and other functionally related activities
    • Ensure that processes and organizational alignment of portfolio management are achieved and enforced
    • Possess basic and strong foundational analytical, problem solving and communication skills to lead and manage conversations with leaders across the organization as needed
    • Develop and influence the culture of continuous improvement of delivery methodologies and effectively lead large scale organizational change towards solving complex problems
    • Set target deadlines and clear predictability and monitor and summarize progress of tasks
    • Provide leadership for team members and stakeholders and apply conflict resolution skills to resolve any portfolio issues
    • Coordinate contract management activities with leaders across the organization as needed

  • 5 Days Ago

F
Portfolio Operations Specialist
  • Flexton Inc.
  • Cincinnati, OH CONTRACTOR
  • Job Title: Portfolio Operations SpecialistLocation: Cincinnati, OH (Must be local, Fully Remote)Duration: 9 Months – CTHClient: KrogerKeywords – Portfolio Operations, capital allocation, capital budge...
  • 5 Days Ago

T
Portfolio Operations Specialist (1061925)
  • The Judge Group
  • Cincinnati, OH CONTRACTOR
  • Location: Cincinnati, OHSalary: $45.00 USD Hourly - $50.00 USD HourlyDescription: Our client is currently seeking a Portfolio Operations Specialist on W2 Job Description Responsible for managing one o...
  • 6 Days Ago

K
Portfolio Operations Specialist - Level 2
  • Kforce Inc
  • Cincinnati, OH CONTRACTOR
  • ResponsibilitiesKforce has a client in Cincinnati, OH that is seeking a Portfolio Operations Specialist Level 2 to join their team on a 9-month contract to hire basis. The manager has a strong prefere...
  • 4 Days Ago

K
Portfolio Operations Specialist - Level 2
  • Kforce Technology Staffing
  • Cincinnati, OH FULL_TIME
  • Job DetailsRESPONSIBILITIES:Kforce has a client in Cincinnati, OH that is seeking a Portfolio Operations Specialist Level 2 to join their team on a 9-month contract to hire basis. The manager has a st...
  • 4 Days Ago

H
Consumer and Regional Bank - Portfolio Risk Specialist
  • Huntington Bank
  • Cincinnati, OH FULL_TIME
  • Description Summary: Huntington’s Consumer and Regional Bank organization is seeking a Portfolio Risk Specialist to join its Segment Risk Team supporting first line of defense Credit. In this role, th...
  • Just Posted

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Portfolio Specialist jobs found in Alexandria, KY area

T
Scientist - PCR, Sequencing
  • Thermo Fisher Scientific
  • Newport, KY
  • Work Schedule First Shift (Days) Environmental Conditions Some degree of PPE (Personal Protective Equipment) required (s...
  • 9/22/2024 12:00:00 AM

P
VP Government Guaranty Lending Specialist
  • Peoples Bancorp Inc.
  • Milford, OH
  • Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning cul...
  • 9/21/2024 12:00:00 AM

T
Lab Assistant
  • Thermo Fisher Scientific
  • Newport, KY
  • Work Schedule Other Environmental Conditions Adherence to all Good Manufacturing Practices (GMP) Safety Standards, Some ...
  • 9/21/2024 12:00:00 AM

S
Portfolio Operations Specialist
  • Saxon Global
  • Cincinnati, OH
  • Seeking a Portfolio Specialist to assist SPM with program/project financial management, including One View project set u...
  • 9/20/2024 12:00:00 AM

A
Commercial Banking Senior Manager
  • Accenture
  • Cincinnati, OH
  • Uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy...
  • 9/20/2024 12:00:00 AM

U
Credit Approval Officer
  • US Bank
  • Cincinnati, OH
  • At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
  • 9/19/2024 12:00:00 AM

U
Credit Approval Officer
  • U.S. Bank
  • Cincinnati, OH
  • At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
  • 9/19/2024 12:00:00 AM

R
Investment operations specialist
  • Randstad
  • Cincinnati, OH
  • Our Client is Hiring! This is a hybrid role. Overview: Our client has an early career opportunity available to join this...
  • 9/19/2024 12:00:00 AM

Alexandria is a home rule-class city in Campbell County, Kentucky, in the United States. Along with Newport, it is one of the dual seats of the county. The population was 8,477 at the 2010 census. Alexandria is located near the geographic center of Campbell County at 38°57′32″N 84°23′21″W / 38.95889°N 84.38917°W / 38.95889; -84.38917 (38.958947, −84.389290). According to the United States Census Bureau, the city has a total area of 6.9 square miles (18.0 km2), of which 6.9 square miles (17.9 km2) is land and 0.04 square miles (0.1 km2), or 0.05%, is water. The city is 14 miles (23 km) south...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Specialist jobs
$55,575 to $71,983
Alexandria, Kentucky area prices
were up 1.1% from a year ago

Portfolio Specialist in Marietta, GA
Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
March 08, 2023
Portfolio Specialist
Assist in coordinating and managing requirements gathering, analysis, evaluation and recommendation of proper implementation of intelligence and/or law enforcement program directives ensuring state-of-the-art methodologies to address emerging wireless technologies.
December 17, 2022
Review cross-product margining cash movements daily to ensure collateral calls are in line with internal projections and dispute where necessary.
February 02, 2023
Completes the most complex re-balancing tasks across different accounts using various tools, models, and portfolio optimization technique.
March 01, 2023
Demonstrated understanding of and ability to deliver content regarding behavioral finance concepts and their application in a financial planning and investment setting.
March 11, 2023
Prepare investment strategies updates for presentation to internal and external audiences, including clients, consultants and prospects, by portfolio managers, client management, and business development colleagues.
March 14, 2023
Provide input to Investment Professionals, Relationship Management teams, and Product Management to support the development and promotion of current and prospective product offerings.
April 08, 2023
Develops marketing themes and sales ideas with the distribution team and addresses topical issues by creating documents that can be used internally and externally.
May 09, 2023