Portfolio Operations jobs

Planning & Operations Manager

Hiscox · Posted Nov 6, 2026

Open

Lisbon, Lisbon District, Portugal
Full-time · Mid

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Planning & Operations Manager

Hiscox · Posted Nov 6, 2026

Open

Lisbon, Lisbon District, Portugal
Full-time · Mid

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EFT Risk Specialist

UMB Bank · Posted Nov 5, 2026

Open

Remote, United States
Remote
Full-time · Entry
$51K–$75K per year
1+ years

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Responsible for monitoring and managing risk associated with Electronic Funds Transfers (EFTs) such as ACH and wire payments, ensuring compliance and protecting the organization from losses.

Compensation

$51,291 - $75,460

Responsibilities

Monitor exposure limits and overdrafts for ACH and wire payments
Act as gatekeeper for Internal Wire Authority requests
Review daily domestic and international wires and ACHs
Work closely with internal partners to seek approval for proper funding
Determine risk with ACH and wire transfers

Requirements

Nice to have: ACH Accredited Professional (AAP) Certification
Nice to have: Accredited Payments Risk Professional (APRP) Certification

Skills

Bank Operations Cash Management Operations ACH Wire Transfer Securities Processing Portfolio Operations

Digital Resource Specialist

AltaGas Ltd. · Posted Nov 5, 2026

Open

Calgary, Alberta, Canada
Full-time · Mid
5+ years

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The Digital Resource Specialist helps strengthen how the Digital organization plans, develops, and deploys its talent by providing insight into resource capacity, demand, skills, and utilization.

Compensation

For U.S. hires: WGL/SEMCO/AltaGas offers a total rewards package that includes competitive pay, incentive bonus plans, holiday pay, 401K matching and a wide array of benefits.

Responsibilities

Partner with Digital leaders, Portfolio Managers, and Project Managers to forecast resource demand, skills, timing, and capacity across the portfolio.
Maintain visibility into resource assignments, availability, utilization, skills, and project commitments to support effective planning and allocation.
Identify capacity constraints, resource conflicts, critical-role risks, and skill gaps, recommending appropriate sourcing or development strategies.
Analyze historical resource, effort, cost, and delivery data to improve project estimates, business cases, and portfolio planning.
Develop capacity, utilization, and capability reporting for Digital leadership while maintaining strong resource data quality.

Requirements

Bachelor's degree in Business
Project Management
Information Technology
Nice to have: data and analytics
Nice to have: training development

Skills

resource management

Associate , Investment Operations Specialist, SMA (Separately Managed Accounts) Solutions

BlackRock · Posted Nov 5, 2026

Open

Mumbai, Maharashtra, India
Hybrid
Full-time · Associate
3–5 years

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Support middle‑office activities across SMA portfolios, focusing on cash and position reconciliation, exception management, data integrity, risk and control execution, and continuous process improvement.

Responsibilities

Perform daily cash and position reconciliations
Monitor positions, cash, transactions, tax lots, pricing, corporate actions and other portfolio data
Partner with portfolio management, custodians, technology teams and internal operations partners to resolve exceptions
Execute operational controls and maintain audit‑ready evidence
Develop and maintain Standard Operating Procedures

Requirements

Nice to have: automation
Nice to have: workflow tools

Skills

investment operations middle‑office operations portfolio operations fund accounting trade lifecycle reconciliation exception management

Portfolio Operations Team Leader

Allspring Global Investments Holdings, LLC · Posted Nov 4, 2026

Open

London, England, United Kingdom
Hybrid
Full-time · Manager
7+ years

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Lead critical daily Portfolio Operations activities supporting Allspring's international funds, institutional accounts, and alternative investment products. Serve as the primary Portfolio Operations point of contact for portfolio managers.

Responsibilities

Reconciliation Oversight and Control
Cash Oversight and Liquidity Monitoring
Bloomberg Cash and Position Maintenance
Bank Loan Operations and Restructuring Events
Daily Controls and Risk Monitoring

Requirements

Nice to have: Bloomberg
Nice to have: APX
Nice to have: WSO
Nice to have: Fund Recs Fusion

Skills

investment operations portfolio operations custody reconciliation fund accounting fixed income securities derivatives collateral

Portfolio Operations Leader, Senior Manager

Booz Allen Hamilton · Posted Nov 4, 2026

Open

McLean, Virginia, United States
On-site
Full-time · Senior
$143K–$266K per year
8+ years

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Establish an integrated delivery intelligence system connecting priorities, plans, capacity, delivery performance, dependencies, and outcomes while rethinking portfolio operations through engineering-led automation and AI-enabled agents.

Compensation

The projected compensation range for this position is $142,900.00 to $266,000.00 (annualized)

Responsibilities

Establish and continuously improve the CIO’s enterprise operating rhythm for planning and execution, including quarterly and planning-increment cycles, decision forums, readiness criteria, and consistent planning outputs.
Translate approved priorities into executable plans with clear milestones, assumptions, dependencies, measures, and accountable owners.
Strengthen commitment quality and reduce avoidable reactive work.
Build and operate an integrated delivery intelligence system across multiple programs, connecting priorities, plans, capacity, delivery performance, risks, decisions, and outcomes through common data definitions and practical reporting standards.
Create a forward-looking view of capacity with delivery leaders.

Requirements

Bachelor's degree in IT
Bachelor's degree in Business
Bachelor's degree in Operations Management
Nice to have: AI engineering
Nice to have: agent orchestration

Skills

business operations

Manager, Renewable Financing Operations

Nexamp · Posted Nov 4, 2026

Open

Boston, Massachusetts, United States
Hybrid
Full-time · Manager
$145K–$160K per year
4–7 years

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Own and drive post-close financing execution across construction debt portfolios, tax equity, and term financing workstreams. Leading a team responsible for CP tracking, documentation, and funding readiness.

Compensation

The reasonably estimated salary for this role at Nexamp ranges from $145,000 - $160,000.

Responsibilities

Lead and develop Finance Operations Specialists through workload planning, prioritization, coaching, and performance feedback.
Own and drive the end-to-end tax equity funding process for MC/SC fundings, including tranche structuring, funding checklists, CP tracking, closing coordination, and investor deliverables.
Serve as the primary point of accountability for funding milestones, partnering with Capital Markets, Legal, Accounting, Treasury, investors, and counsel.
Design, maintain, and continuously improve funding checklists, readiness trackers, documentation packages, and reporting support materials.
Establish quality standards for trackers, data rooms, document packages, and reporting workflows.

Requirements

Bachelor’s degree in Finance
Accounting
Business
Operations
Legal Studies

Skills

project finance operations construction financing operations

Commercial Operations Specialist

Endava UK Ltd. · Posted Nov 3, 2026

Open

Cali, Valle del Cauca, Colombia
Hybrid
Full-time · Mid

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Provides operational and financial support to the Regional Head of Healthcare-Americas, helping maintain visibility across client accounts performance, delivery risks, and operational priorities.

Compensation

Competitive salary package, share plan, company performance bonuses, value-based recognition awards, referral bonus

Responsibilities

Act as the financial controller for the Healthcare – Americas portfolio, supporting the Regional Head with oversight of forecasts, actuals, revenue, costs, margin, utilization, and other financial KPIs.
Coordinate and review monthly financial inputs, checking that they are complete, accurate, consistent, and submitted on time in the company system.
Validate forecasts and financial assumptions with account, delivery, and finance teams; follow up on missing or inconsistent information before submission.
Identify and track financial variances, coordinating clear explanations of the root cause, business impact, accountable owner, and corrective action.
Prepare organized, concise financial reports and management summaries that give the Regional Head a reliable view of performance, emerging risks, and decisions required.

Skills

PMO portfolio operations commercial operations

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