Current jobs related to Portfolio Management Specialist - Cincinnati, Ohio - Flexton Inc.


  • Cincinnati, Ohio, United States Ascendum KPS Full time

    Job DescriptionAs a Portfolio Manager at Ascendum KPS, you will be responsible for overseeing the management of one or more functional areas of portfolio operations. This includes budgeting, capacity/resource management, and estimation processes. You will work under the general supervision of a Senior Portfolio Manager and will be expected to build expertise...


  • Cincinnati, Ohio, United States Flexton Inc. Full time

    Portfolio ManagerAt Flexton Inc., we are seeking a highly skilled Portfolio Manager to lead and direct activities related to one or more Portfolio Operations functions. As a key member of our team, you will build expertise in other functions and work under the general supervision of a Sr Manager Portfolio Ops and in conjunction with the Principal Portfolio...


  • Cincinnati, Ohio, United States Ascendum KPS Full time

    Job DescriptionAs a Portfolio Manager at Ascendum KPS, you will be responsible for overseeing the management of one or more functional areas of Portfolio Management. This includes capital allocation, capital budget governance, operating budget governance, capacity management, vendor performance governance, and contracts management.Key Responsibilities:Lead...


  • Cincinnati, Ohio, United States Flexton Inc. Full time

    Job DescriptionFlexton Inc. is seeking a highly skilled Portfolio Operations Specialist to join our team. As a key member of our organization, you will be responsible for managing one or more functional areas of Portfolio Operations within a product-led organization.Key Responsibilities:Lead and direct activities related to one or more Portfolio Operations...


  • Cincinnati, Ohio, United States Ascendum Solutions Full time

    Job DescriptionAs a key member of our team at Ascendum Solutions, you will play a vital role in managing one or more functional areas of Portfolio Management. This includes capital allocation, capital budget governance, operating budget governance, capacity management, vendor performance governance, and contracts management.Key Responsibilities:Lead and...


  • Cincinnati, Ohio, United States Flexton Inc. Full time

    Job Title: Portfolio Operations Specialist Level 2At Flexton Inc., we are seeking a highly skilled Portfolio Operations Specialist Level 2 to join our team.Job Summary:We are looking for a seasoned professional to manage one or more functional areas of Portfolio Operations within a product-led organization. The ideal candidate will have a proven track record...

  • Portfolio Manager

    3 weeks ago


    Cincinnati, Ohio, United States TRAK Group Full time

    Portfolio Manager Job DescriptionAre you a seasoned portfolio manager looking to take your career to the next level? We're seeking a highly skilled and experienced professional to join our team at TRAK Group.Key Responsibilities:Develop and Implement Investment Strategies: Create tailored investment plans for high-net-worth clients, leveraging your expertise...


  • Cincinnati, Ohio, United States Kforce Technology Staffing Full time

    Job SummaryThe Portfolio Operations Specialist Level 2 will be responsible for managing one or more functional areas of Portfolio Operations within a product-led organization. This includes capital allocation, capital budget governance, operating budget governance, capacity management, vendor performance governance, and contracts management. The ideal...


  • Cincinnati, Ohio, United States Cypress HCM Full time

    We are seeking a Strategic Portfolio Manager to join our team at Cypress HCM.Description:As a Strategic Portfolio Manager, you will be responsible for serving as the main point of contact for clients, ensuring excellent service and maintaining strong relationships.Collaborate with cross-functional teams, key influencers, and your network to generate leads...


  • Cincinnati, Ohio, United States Cypress HCM Full time

    Job OverviewCypress HCM is seeking a seasoned Wealth Advisor IV to join our team. As a key member of our investment team, you will be responsible for providing exceptional service to our clients, managing complex investment needs, and developing tailored financial strategies.Key ResponsibilitiesCollaborate with cross-functional teams to generate leads and...


  • Cincinnati, Ohio, United States Cypress HCM Full time

    Job DescriptionCypress HCM is seeking a highly skilled Wealth Advisor IV to join our team. As a key member of our financial services team, you will be responsible for providing exceptional service to our clients, building strong relationships, and delivering tailored financial strategies.Key Responsibilities:Serve as the primary point of contact for clients,...

  • Portfolio Director

    1 week ago


    Cincinnati, Ohio, United States VineBrook Homes Full time

    Portfolio Manager Job DescriptionThe Portfolio Manager will oversee the day-to-day property operations, manage employees within the leasing and service departments, and contribute to NOI via ad-hoc strategic process improvement programs. This position will be responsible for maximizing cash flow of the portfolio(s) via adherence to budgets.Key...


  • Cincinnati, Ohio, United States Fifth Third Bank, N.A. Full time

    Job SummaryWe are seeking a skilled Treasury Management Client Care Advisor to join our team at Fifth Third Bank. As a key member of our Commercial Bank team, you will be responsible for managing a portfolio of top revenue-generating clients and providing exceptional client service.Key Responsibilities Proactively manage a portfolio of top revenue-generating...


  • Cincinnati, Ohio, United States Ameritas Full time

    Job Title: Senior Portfolio StrategistJoin Ameritas, a leading insurance, financial services, and employee benefits provider, as a Senior Portfolio Strategist. In this role, you will play a critical part in optimizing our organization's product line asset strategies within the asset liability management process.Key Responsibilities:Assist the Product...

  • Product Manager

    2 weeks ago


    Cincinnati, Ohio, United States Danaher Corporation Full time

    About the RoleThe Product Manager - Ultrasound Portfolio is responsible for the success of our ultrasound product lines by developing and executing targeted marketing strategies designed to maximize sales, profitability, and procedure adoption.Key ResponsibilitiesLead the creation and execution of marketing strategies specifically for the Ultrasound...


  • Cincinnati, Ohio, United States Stryker Full time

    Job DescriptionWe are seeking a highly skilled and experienced Key Account Executive to join our team at Stryker. As a Key Account Executive, you will be responsible for contracting and account management activities driven through Corporate Supply Chain relationships within named IDNs in a defined region.The successful candidate will be responsible for a...


  • Cincinnati, Ohio, United States Fort Washington Investment Advisors, Inc. Full time

    Job SummaryWestern & Southern Financial Group is seeking a highly skilled Senior Portfolio Analyst to join our Portfolio & Risk Analysis group. As a key member of the investment team, you will be responsible for working closely with operations to increase efficiency and data accuracy through improved reporting and dynamic portfolio analysis.This is a unique...


  • Cincinnati, Ohio, United States E. & J. Gallo Winery Full time

    Why Gallo?We are the largest family-owned winery in the world, with a global portfolio of over 100 unique wine and spirits brands. Our company is built on a legacy of excellence, and we are committed to creating memorable experiences for our consumers.Job SummaryWe are seeking a dynamic Business Development Manager to amplify the presence and sales of our...


  • Cincinnati, Ohio, United States Bartlett Wealth Management Full time

    Job SummaryBartlett Wealth Management is seeking a highly skilled Investment Operations Associate to join our team. As a key member of our Operations department, you will be responsible for creating, maintaining, and supporting various functions and tasks within our portfolio management system.Key ResponsibilitiesMaintain and support back-office reporting...


  • Cincinnati, Ohio, United States Ameritas Full time

    Job DescriptionAs a Portfolio Strategy Analyst at Ameritas, you will play a crucial role in optimizing our organization's product line asset strategies within the asset liability management process. This exciting role will provide an opportunity to work cross-functionally interacting with areas including actuarial, product development, finance/accounting,...

Portfolio Management Specialist

2 months ago


Cincinnati, Ohio, United States Flexton Inc. Full time
Job Title: Portfolio Operations Specialist

Location: Remote

Duration: 9 Months

Client: Kroger

Keywords – Portfolio Operations, capital allocation, capital budget governance, operating budget governance, capacity management, vendor performance governance and contracts management, Accounting.

Job Description:

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

Requirements:

  • 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