Portfolio Operations Specialist Level 2

2 weeks ago


Cincinnati, United States Ascendum Solutions Full time

Job 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.



  • 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...


  • 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,...


  • 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,...


  • 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,...


  • 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 Manager

    1 month ago


    Cincinnati, United States trak group Full time

    Portfolio Manager Unlock a rewarding career as a Portfolio Manager! Manage high-net-worth clients, contribute to investment strategies, and enjoy a flexible work schedule in a growth-oriented environment.Why you should work here: Be part of our company’s portfolio management team, working with individual, family, and trust account clients. Enjoy a...


  • 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...


  • 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...


  • Cincinnati, United States First Financial Bancorp Full time

    We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Commercial Portfolio Manager (“Portfolio Manager”) is primarily responsible for managing a portfolio of assigned relationships in...


  • Cincinnati, United States BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments Full time

    Account Resolution Specialist (Temporary Position) page is loaded Account Resolution Specialist (Temporary Position) Apply remote type In Office locations Greater Cincinnati/Northern Kentucky Area time type Full time posted on Posted Today job requisition id R1573 About this Opportunity: As an Account Resolution Specialist (Temp), you will be directly...

  • Operations Specialist

    3 weeks 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

    14 hours 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


  • Cincinnati, United States Cypress HCM Full time

    Ad Operations Specialist The Ad Operations Specialist is responsible for the successful execution of campaigns across multiple product lines and content management systems ensuring advertising campaigns are implemented accurately and on time. This individual will have strong attention to detail, be flexible, be able to manage constantly changing...


  • Cincinnati, United States Cypress HCM Full time

    Ad Operations Specialist The Ad Operations Specialist is responsible for the successful execution of campaigns across multiple product lines and content management systems ensuring advertising campaigns are implemented accurately and on time. This individual will have strong attention to detail, be flexible, be able to manage constantly changing...


  • Cincinnati, United States Cypress HCM Full time

    Ad Operations Specialist The Ad Operations Specialist is responsible for the successful execution of campaigns across multiple product lines and content management systems ensuring advertising campaigns are implemented accurately and on time. This individual will have strong attention to detail, be flexible, be able to manage constantly changing...


  • Cincinnati, United States Cypress HCM Full time

    Ad Operations Specialist The Ad Operations Specialist is responsible for the successful execution of campaigns across multiple product lines and content management systems ensuring advertising campaigns are implemented accurately and on time. This individual will have strong attention to detail, be flexible, be able to manage constantly changing...

  • Architect level 2

    2 weeks ago


    Cincinnati, United States Tek Ninjas Full time

    Job Description Data Architect Assist the Data Assessment Team in constructing data monitoring and remediation reports, scorecards, and business rules. Functions as an on-site technical lead for the Data Assessment Team Assist the technical framework team in constructing and refining the data quality framework in Informatica IDQ Ensure the framework is...


  • 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 Business Administration Travel Percentage : 15 - 25%Job DescriptionAbout FIS Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial...

  • Data Analyst Level 2

    2 weeks ago


    Cincinnati, United States Ascendum Solutions Full time

    Hybrid position and candidate must be in or around the Cincinnati area.Required Skills:Looking for 3-5 years of PowerBi Experience Job Description1. Assist in leading the analytics team in the development of data driven insights to increase efficiencies in business processes that improve and simplify work methods, deliver financial benefits, and improve our...


  • Cincinnati, United States Ascendum Solutions Full time

    Hybrid position and candidate must be in or around the Cincinnati area.Required Skills:Looking for 3-5 years of PowerBi Experience Job Description1. Assist in leading the analytics team in the development of data driven insights to increase efficiencies in business processes that improve and simplify work methods, deliver financial benefits, and improve our...