Portfolio Operations Specialist Level 2

2 weeks ago

Cincinnati, United States LeadStack Inc. Full time

LeadStack Inc. is an award-winning, one of the nation’s fastest-growing, certified minority-owned (MBE) staffing services provider of the contingent workforce. As a recognized industry leader in contingent workforce solutions and Certified as a Great Place to Work, we’re proud to partner with some of the most admired Fortune 500 brands in the world.


We have an immediate contract position with one of our direct client.




Title: Portfolio Operations Specialist Level 2

Pay Rate :$50-$55/hr on W2

Contract Duration: 9 months

Location : Remote at Blue Ash , Ohio 45242 (Mostly remote but must be willing to report to the office as needed).

(Note: In-office requirements are subject to change in the future)





Description:

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

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

Must be able to perform the essential job functions of this position with or without reasonable accommodation

Note:

There would be Pre-screen test : 4 questions, must be completed by every candidate.


To know more about current opportunities at LeadStack, please visit us at .

  • Portfolio Operations Specialist Level 2

    1 week ago

    Cincinnati, Ohio, United States Apex Systems Full time

    Role:Portfolio Specialist Type: 6+ month Contract Location: Cincinnati, OH (Hybrid) Preferred. Will also consider remote with occasional travel candidates if not local.Pay: up to 45/hr (negotiable) Responsible for managing one of more functional areas of Portfolio Operations within a product led organization that include the following but not limited to...

  • Portfolio Operations Specialist Level 2

    1 month ago

    Cincinnati, United States Saxon Global Full time

    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,...

  • Portfolio Operations Specialist Level 2

    1 week ago

    Cincinnati, Ohio, United States Saxon Global Full time

    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,...

  • Portfolio Operations Specialist Level 2

    4 weeks ago

    Cincinnati, United States Saxon Global Full time

    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,...

  • Portfolio Operations Specialist Level 2

    2 weeks ago

    Cincinnati, United States Saxon Global Full time

    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,...

  • Portfolio Operations Specialist Level 2

    1 week ago

    Cincinnati, Ohio, United States Saxon Global Full time

    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,...

  • Network Specialist

    3 weeks ago

    Cincinnati, United States NextStep Networking Full time

    Join our team as a full-time employee! NextStep Networking is a division of EAJ Services, LLC. We are an innovative information technology organization seeking to provide a Dignified IT experience to all of our clients. We offer a broad array of services, including IT Managed Services, Cloud Migration, and custom eLearning. We help organizations maximize the...

  • Operations Specialist

    1 week ago

    Cincinnati, Ohio, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionOperations SpecialistLHH Recruitment Solutions is looking for an experienced Operations Specialist for a growing client in the Cincinnati Ohio area. The purpose of this role is to monitor supplier performance and initiate corrective action activities as required. This position necessitates a familiarity of procurement-related...

  • Solution Architect Level 2

    2 weeks ago

    Cincinnati, United States Strategic Data Systems Full time

    05th June, 2024 Architect Level 2 For more than three decades, Strategic Data Systems (SDS) has been a software consultancy firm specializing in strategy, technology, and business transformation for Fortune 100 companies, mid-sized firms, and startups. At SDS, we empower our development teams to address our clients’ critical business challenges by...

  • Portfolio Management Associate

    1 month ago

    Cincinnati, United States Constellation Wealth Advisors Full time

    We are currently seeking a detail-oriented and proactive Portfolio Manager Associate to join our team. This role’s primary function will be to monitor client portfolios and determine what to trade when necessary. As a member of the Portfolio Operations Team, the Portfolio Manager Associate is responsible for executing trades, completing trade processes,...

  • Portfolio Management Associate

    1 month ago

    Cincinnati, United States Constellation Wealth Advisors Full time

    We are currently seeking a detail-oriented and proactive Portfolio Manager Associate to join our team. This role’s primary function will be to monitor client portfolios and determine what to trade when necessary. As a member of the Portfolio Operations Team, the Portfolio Manager Associate is responsible for executing trades, completing trade processes,...

  • Associate Portfolio Manager

    1 week ago

    Cincinnati, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Assists more senior Portfolio Managers in handling money management activities and client service for a group of clients and/or acting within established investment policy...

  • Senior Portfolio Manager

    2 months ago

    Cincinnati, United States CareerBuilder Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Acts independently within established investment policy guidelines to develop, recommend, and execute investment programs designed to achieve the objectives of large and...

  • Senior Portfolio Manager

    2 months ago

    Cincinnati, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Acts independently within established investment policy guidelines to develop, recommend, and execute investment programs designed to achieve the objectives of large and...

  • Service Portfolio Manager

    3 weeks ago

    Cincinnati, Ohio, United States FIS Global Full time

    Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Computer ScienceJob DescriptionAre you ready to unleash your full potential? We're looking for people who are passionate about payments to chart Worldpay's path to being the largest and most-loved payments company in the world.About...

  • Portfolio Manager Team Lead

    4 weeks ago

    Cincinnati, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Directs a significant portion of the individual and/or trust account business activities through the direct management of client assets and the supervision of a team of...

  • Portfolio Manager Team Lead

    2 weeks ago

    Cincinnati, United States Fifth Third Bancorp Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Directs a significant portion of the individual and/or trust account business activities through the direct management of client assets and the supervision of a team of...

  • Operations Specialist

    2 months ago

    Cincinnati, United States AssuredPartners, Inc. Full time

    The Operations Specialist will increase Commercial Lines service excellence, efficiency, and professionalism through process improvements, automation utilization, training, and monitoring. If you are a tinkerer who likes to make things run smoothly, Operations Specialist, Operations, Specialist, Microsoft, Manufacturing

  • Operations Specialist

    4 weeks ago

    Cincinnati, United States AssuredPartners Full time

    The Operations Specialist will increase Commercial Lines service excellence, efficiency, and professionalism through process improvements, automation utilization, training, and monitoring. If you are a tinkerer who likes to make things run smoothly, Operations Specialist, Operations, Specialist, Microsoft, Manufacturing

  • VP & Sr Portfolio Manager

    4 weeks ago

    Cincinnati, United States Western & Southern Life Full time

    Overview: Summary of Responsibilities: Deliver high-touch wealth management services to new and existing clients. Partner with Wealth Planners to build, enhance, and execute a client acquisition strategy.Execute within the PCG investment paradigm that draws best thinking from all Fort Washington investment resources while delivering it to clients in a...