We have other current jobs related to this field that you can find below
-
Operations Assistant-Portfolio Management
1 month ago
Beverly Hills, United States INSPYR Solutions Full timeTitle: Operations Assistant-Portfolio ManagementLocation: Beverly Hills, CA 90210 (Hybrid) Duration: 6+ monthsCompensation: $28.00-$32.25/HourWork Requirements: US Citizen, GC Holders or Authorized to Work in the U.S. Will assist with the Portfolio Management team's service delivery processes and provide outstanding client service. Assist the Portfolio...
-
Operations Assistant-Portfolio Management
1 month ago
Beverly Hills, United States INSPYR Solutions Full timeTitle: Operations Assistant-Portfolio Management Location: Beverly Hills, CA 90210 (Hybrid) Duration: 6+ months Compensation: $28.00-$32.25/Hour Work Requirements: US Citizen, GC Holders or Authorized to Work in the U.S. Will assist with the Portfolio Management team's service delivery processes and provide outstanding client service. Assist the Portfolio...
-
Operations Assistant-Portfolio Management
1 month ago
Beverly Hills, United States ServiceMaster of Tampa Bay Full timeTitle: Operations Assistant-Portfolio Management Location: Beverly Hills, CA 90210 (Hybrid) Duration: 6+ months Compensation: $28.00-$32.25/Hour Work Requirements: US Citizen, GC Holders or Authorized to Work in the U.S. Will assist with the Portfolio Management team's service delivery processes and provide outstanding client service. Assist the Portfolio...
-
Financial Portfolio Consultant
4 days ago
Beverly Hills, California, United States Banc of California Full timeOverviewBanc of California, Inc. is a prominent bank holding entity based in Los Angeles, operating through its wholly-owned banking subsidiary, Banc of California. The institution is recognized as a leading relationship-driven business bank, dedicated to delivering banking and treasury management solutions tailored for small to middle-market enterprises, as...
-
Investment Portfolio Analyst
4 days ago
Beverly Hills, California, United States Banc of California Full timeOverviewBanc of California, Inc. (NYSE: BANC) operates as a prominent bank holding company based in Los Angeles, featuring a wholly-owned banking subsidiary, Banc of California. The institution stands out as a leading relationship-focused business bank, dedicated to delivering comprehensive banking and treasury management solutions tailored for small,...
-
Senior Compliance Manager
4 weeks ago
Beverly Hills, California, United States MCO (Mega Corporate Operations) Full timeCompany Overview Regent is a global private equity firm focused on acquiring distressed businesses and realizing their exponential growth through operational improvements and strategic capital deployment. Some of our portfolio brands include Club Monaco, La Senza, Sassoon, Drybar, Sunset Magazine, and more.MCO is a shared operational infrastructure of...
-
Investment Portfolio Analyst
4 days ago
Beverly Hills, California, United States Banc of California Full timePosition Overview:Banc of California, Inc. (NYSE: BANC) stands as a distinguished bank holding entity based in Los Angeles, operating through its wholly-owned banking subsidiary, Banc of California. Renowned for its relationship-driven approach, Banc of California is dedicated to delivering comprehensive banking and treasury management solutions tailored for...
-
Facilities Operations Supervisor
4 days ago
Beverly Hills, Michigan, United States Beacon Management Full timeJoin Our Team as a Facilities Operations SupervisorBeacon Management is seeking a dedicated Facilities Operations Supervisor to lead maintenance efforts within our residential communities. We are a reputable organization managing a diverse portfolio of residential properties across various states.About Us: At Beacon Management, our mission is centered on...
-
Facilities Maintenance Manager
4 days ago
Beverly Hills, Michigan, United States Beacon Management Full timePosition Overview:Beacon Management is seeking a Facilities Maintenance Manager to oversee operations at our residential community. At Beacon Management, we take pride in managing a diverse portfolio of residential housing communities across various states, including Michigan, New York, Pennsylvania, and Virginia. Our primary goal is to ensure the...
-
Sr. Financial Analyst
4 weeks ago
Beverly Hills, California, United States MCO (Mega Corporate Operations) Full timeMCO is the shared operational infrastructure of Regent's portfolio companies and an integral part of the firm's overall approach to value creation. Our core mission is to transform businesses for our stakeholders by developing and delivering transformed and sustainable performance within our portfolio. We work with improvement-oriented executives to assist...
-
General Contractor
4 weeks ago
Beverly Hills, California, United States MCO (Mega Corporate Operations) Full timeMCO is the shared operational infrastructure of Regent's portfolio companies and an integral part of the firm's overall approach to value creation. Our core mission is to transform businesses for our stakeholders by developing and delivering transformed and sustainable performance within our portfolio. We work with improvement-oriented executives to assist...
-
Financial Operations Manager
4 days ago
Beverly Hills, California, United States Priority Staffing Full timeEXPANDING AND INNOVATIVE REAL ESTATE FIRMLOOKING FOR A FINANCIAL OPERATIONS MANAGERCOMPENSATION: $145K-$165K PLUS BONUSWe are seeking a Financial Operations Manager who will be accountable for:Managing comprehensive accounting functions for the portfolio, which includes preparing financial statements, maintaining the general ledger, forecasting cash flows,...
-
Manager Portfolio Transformation
1 month ago
Vernon Hills, Illinois, United States BD (Becton, Dickinson and Company) Full timeJob Description SummaryJob DescriptionWe are the makers of possibleBD is one of the largest global medical technology companies in the world. Advancing the world of healthTM is our Purpose, and it's no small feat. It takes the imagination and passion of all of us—from design and engineering to the manufacturing and marketing of our billions of MedTech...
-
Operations Assistant
4 days ago
Beverly, United States SL Management Partners Full timeSL Management Partners, LLC is a leading Program Manager in the medical stop-loss insurance industry. We specialize in providing innovative solutions and expert management services to optimize risk mitigation and financial protection for our business partners. Our commitment to excellence and partnership satisfaction drives our mission to deliver...
-
Finance Operations Manager
3 days ago
Beverly Hills, California, United States Priority Staffing Full timeEXCITING OPPORTUNITY WITH A LEADING REAL ESTATE FIRMPOSITION: ACCOUNTING MANAGERSALARY: $145K-$165K PLUS BONUSWe are looking for an experienced Accounting Manager to take charge of:Comprehensive accounting for our portfolio, including the preparation of financial statements, management of the general ledger, cash flow forecasting, and analysis of job cost...
-
Financial Operations Manager
4 days ago
Beverly Hills, California, United States Priority Staffing Full timeEXCITING OPPORTUNITY WITH A THRIVING REAL ESTATE FIRMPOSITION: ACCOUNTING MANAGERSALARY: $145K-$165K PLUS BONUSThe senior leadership team is looking for an Accounting Manager who will be accountable for:Comprehensive accounting management of the portfolio, which includes preparing financial statements, maintaining the general ledger, projecting cash flows,...
-
Operations Assistant
6 days ago
Beverly, United States Stop Loss Management Partners Full timeJob DescriptionJob DescriptionSL Management Partners, LLC is a leading Program Manager in the medical stop-loss insurance industry. We specialize in providing innovative solutions and expert management services to optimize risk mitigation and financial protection for our business partners. Our commitment to excellence and partnership satisfaction drives our...
-
Regional Retail Operations Manager
4 days ago
Beverly Hills, California, United States Aroma360 Full timeAroma360 is a distinguished Scent Marketing and Branding firm that excels in delivering premium essential oil-based scenting solutions to both businesses and individuals globally. As the sole comprehensive scent company, Aroma360 supports clients from the initial concept and development stages through to strategic execution, while maintaining a commitment to...
-
Manager, Accounting
3 weeks ago
Beverly Hills, United States iuvo BioScience Full timeOur client is a family office. They seek a Manager, Accounting & Operations to join their Beverly Hills, CA office. Responsibilities Record Trial Balance, General Ledger, and Financials for entities Support budgeting and cash flow forecasting processes Assist with payment of bills and capital call activity Liaise between internal staff and external...
-
Restaurant Operations Manager
4 days ago
Beverly Hills, California, United States Spago, Beverly Hills Full timeAssistant General Manager - Fine Dining EstablishmentThe Assistant General Manager plays a crucial role in overseeing the daily functions of the fine dining establishment, focusing on the selection, development, and performance evaluation of team members. This position is pivotal in achieving sales objectives, maintaining profitability, and providing...
![INSPYR Solutions](https://media.trabajo.org/img/noimg.jpg)
Operations Assistant-Portfolio Management
2 months ago
Location: Beverly Hills, CA 90210 (Hybrid)
Duration: 6+ months
Compensation: $28.00-$32.25/Hour
Work Requirements: US Citizen, GC Holders or Authorized to Work in the U.S.
Will assist with the Portfolio Management team's service delivery processes and provide outstanding client service. Assist the Portfolio Management team in solving client and advisor issues as it relates to operational and logistical inquires. Act as the primary Portfolio Management team liaison with all Operations teams including New Accounts, Billing, Performance and Client Services.
Responsibilities:
Assist with the creation and distribution of Portfolio Review Books, including printing and binding of books;
Distribute Investment Policy statements and Re-allocation Letters;
Schedule PM client review meetings;
Create and submit expense reports in a timely manner;
Answering phones and queries from clients;
Assist with Salesforce entries, leveraging Salesforce to put together client meeting calendar for PM
*Minimum of 5 years' computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint).
*Minimum 5 years' experience in an administrative capacity.
Excellent verbal, written and interpersonal communication skills required to communicate effectively with all levels of colleagues and clients.
Strong organizational and prioritization skills.
Previous experience working in a fast-paced, high volume, deadline-oriented environment preferred.
Experience in Investment Services experience preferred.
Must be a self-started with a 'can do' attitude.
If you are interested and qualified, please send your resume (Word Format Only) to Michelle Nicolaus at mnicolaus@inspyrsolutions.com.
Our benefits package includes:
- Comprehensive medical benefits
- Competitive pay, 401(k)
- Retirement plan
- ...and much more
About INSPYR Solutions
Technology is our focus and quality is our commitment. As a national expert in delivering flexible technology and talent solutions, we strategically align industry and technical expertise with our clients' business objectives and cultural needs. Our solutions are tailored to each client and include a wide variety of professional services, project, and talent solutions. By always striving for excellence and focusing on the human aspect of our business, we work seamlessly with our talent and clients to match the right solutions to the right opportunities. Learn more about us at inspyrsolutions.com.
INSPYR Solutions provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, INSPYR Solutions complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.