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Portfolio & Asset Management

Portfolio Operations Specialist, Asset Management

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Social Capital Resources
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
A top-tier investment management firm in Charlotte, NC is looking for multiple Portfolio Administrators for permanent positions. Candidates need 1+ years of back and middle office experience in asset management, strong technical skills in investment systems, and familiarity with tools like Advent and Bloomberg. Responsibilities include managing month-end reporting, ensuring data integrity, onboarding new accounts, and addressing discrepancies.

This role offers a chance to work within a dynamic team in finance.
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