Portfolio Operations Specialist Level 2

Portfolio Operations Specialist Level 2

Our client, a leading organization in the financial and operational management sector, is seeking a passionate and detail-oriented Portfolio Operations Specialist Level 2 to join their team. As a Portfolio Operations Specialist Level 2, you will be an integral part of the Portfolio Operations department supporting the Portfolio Operations Manager and contributing to bridging the gap between IT and disciplined financial oversight.

The ideal candidate will demonstrate strong analytical skills, excellent communication, and a proactive mindset, aligning seamlessly with the organization's commitment to excellence and innovation.

Location:

Cincinnati, OH

Pay Range: $55

What's the Job?

• Support the Portfolio Operations Manager in managing capital and operating budgets effectively.
• Conduct comprehensive financial analysis of expenditures, including building budgets and forecasts.
• Manage contract processes, including purchasing and ensuring compliance with organizational policies.
• Handle accounting tasks such as accrual management to ensure accurate financial reporting.
• Assist in estimating costs for business cases to support strategic decision‑making.

What's Needed?

• Background in Accounting and/or Financial Analysis.
• 3-7 years of relevant experience demonstrating a proven track record of delivering objectives on time and within budget.
• Strong problem-solving and organizational skills to manage multiple priorities effectively.
• Excellent communication and presentation skills to convey complex information clearly to stakeholders at all levels.
• Proficiency in Microsoft Excel and familiarity with Co‑pilot / Gemini tools.

What's in it for me?

• Opportunity to work in a dynamic and supportive environment focused on professional growth.
• Engagement with innovative financial and operational projects that make a meaningful impact.
• Access to ongoing learning and development resources to enhance your skills.
• Collaborate with a diverse team committed to excellence and inclusion.
• Be part of a forward‑thinking organization that values your contributions and ideas.

Upon completion of waiting period consultants are eligible for:

• Medical and Prescription Drug Plans
• Dental Plan
• Vision Plan
• Health Savings Account
• Health Flexible Spending Account
• Dependent Care Flexible Spending Account
• Supplemental Life Insurance
• Short Term and Long Term Disability Insurance
• Business Travel Insurance
• 401(k), Plus Match
• Weekly Pay