Portfolio Operations Specialist

Legalist is seeking a Portfolio Operations Specialist to help improve how the company manages and supports its portfolio. This remote role is open to candidates based in the United States. Role overview The Portfolio Operations Specialist works on optimizing operational processes and managing a varied portfolio. The position involves analyzing performance data to identify trends and areas for improvement. Streamlining workflows and maintaining strong client service standards are central to this role. Key responsibilities Analyze portfolio performance data to support decision-making Streamline operational workflows for greater efficiency Maintain high standards in client service Location This is a fully remote position within the United States.

The Portfolio Performance Specialist at Asset Living focuses on improving the efficiency and profitability of the company’s property portfolio. This position is based in San Francisco, CA. Role overview This role centers on analyzing performance data, collaborating with cross-functional teams, and supporting initiatives that advance corporate goals. The specialist examines key metrics to spot trends and areas for improvement, helping shape strategies that contribute to portfolio growth and long-term sustainability. What you will do Analyze portfolio performance metrics to assess efficiency and profitability Work with different teams to identify opportunities for operational or financial improvement Support the implementation of strategic initiatives that align with company objectives Apply analytical skills to guide data-driven decisions across the portfolio Requirements Strong analytical and problem-solving abilities Experience working with performance data or metrics Ability to collaborate effectively with multiple teams Interest in driving operational growth and sustainability

About Addepar Addepar is a global data and AI platform built for investment professionals. The platform brings together portfolio, market, and client data, helping firms turn complex financial information into clear, actionable insights. Over 1,400 firms in nearly 60 countries use Addepar to manage and advise on close to $9 trillion in assets. The open platform connects with about 650 partners across software, data, and consulting, supporting investment operations for organizations of many sizes. Addepar has offices in Salt Lake City, New York City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo. Role Overview The Portfolio Data Operations Analyst joins a team responsible for making sure clients receive accurate and timely portfolio data. This group is part of Addepar’s broader Engineering organization and plays a key role in daily operations. What You Will Do Oversee the processing of transactions and positions to meet client deadlines Maintain data quality by performing thorough verification checks Support clients with questions and issues related to their data Communicate daily with data providers, clients, and teams across Addepar Location This position is based in Salt Lake City, UT.

About Energize Capital Energize Capital is a premier multi-stage investment firm dedicated to facilitating the transition toward a digitized and decarbonized economy. Our focus is on investing in software and services enterprises that offer asset-light, digitally-enabled solutions, fostering innovation and scalability within the climate, energy, and industrial sectors. Through our venture capital (Ventures) and private equity (Endurance) strategies, we have successfully funded nearly 40 companies with over $970 million deployed thus far. The Energize team boasts extensive expertise as investors, operators, and innovators within the energy transition landscape. This deep-rooted knowledge enables us to implement a research-driven investment strategy, guiding our portfolio companies toward substantial growth and scalability post-investment. About the Role The Director of Portfolio Finance & Operations will spearhead the finance-oriented segment of Energize’s EDGE value creation team. This team collaborates with the investment team and our portfolio of climate software enterprises to bolster value creation and mitigate risks. This pivotal role necessitates an adept individual who can effectively drive financial strategies and operational excellence across our portfolio.

About Asset Living Asset Living, founded in 1986, is a third-party property management firm with a national presence. The company manages a broad portfolio, including multifamily housing, single-family rentals, affordable housing, build-to-rent communities, active adult residences, and student housing. Asset Living is recognized for its commitment to building strong communities and supporting both clients and residents across the United States. The team includes professionals from a variety of backgrounds, contributing to ongoing growth and innovation. Asset Living values collaboration and leadership at every level, encouraging team members to share ideas and pursue personal and professional development as the organization expands. The company has received recognition as one of the Best and Brightest Places to Work, is ranked among the NMHC Top 50, and holds affiliations with The Institute of Real Estate Management (IREM) and the Accredited Management Organization (AMO) designation. Role Overview: Portfolio Performance Specialist The Portfolio Performance Specialist supports property portfolios by stepping in during staffing shortages, evaluating underperforming properties, and driving improvements in property performance. This role focuses on delivering effective training, implementing tools and systems, and integrating best practices throughout portfolio operations.

Role Overview The Portfolio Performance Specialist at Asset Living supports the operational success of the property portfolio in Portland, OR. This role focuses on improving property performance by stepping in to address staffing shortages and evaluating properties that are not meeting expectations. Key Responsibilities Fill staffing gaps as needed across the property portfolio Assess properties that are underperforming Implement training programs to support on-site teams Introduce tools and systems that support strong operational practices

As the Director of ERP Delivery and Portfolio Operations at NBCUniversal, you will play a pivotal role in overseeing and enhancing our enterprise resource planning (ERP) systems. Your leadership will be vital in driving operational excellence and ensuring that our portfolio delivers maximum value. You will lead cross-functional teams to streamline processes, implement innovative solutions, and ensure the successful delivery of ERP initiatives across the organization.

About Asset Living Asset Living, established in 1986, is a third-party property management firm with a national footprint. The company manages a broad portfolio, including multifamily properties, single-family rentals, affordable housing, build-to-rent communities, active adult residences, and student housing. Over the years, Asset Living has grown from a small property management outfit into a recognized leader in real estate services. The team draws strength from diverse backgrounds, encouraging collaboration and valuing every perspective. Asset Living emphasizes unity and shared success, supporting a workplace where individual contributions matter. The company has earned national recognition as one of the Best and Brightest Places to Work and is ranked among the NMHC Top 50. Asset Living is also a member of The Institute of Real Estate Management (IREM) and holds Accredited Management Organization (AMO) status. Role Overview: Portfolio Performance Specialist The Portfolio Performance Specialist focuses on improving the performance of Asset Living’s property portfolio. This role addresses staffing gaps, evaluates properties that are not meeting expectations, and works hands-on to drive operational improvements. The specialist will introduce training, tools, and systems designed to embed best practices into daily property operations, supporting consistent and strong results across all managed properties. Location Seattle, WA

We are seeking a dynamic and experienced Director of ERP Delivery and Portfolio Operations to lead our ERP initiatives at NBCUniversal. This role will involve overseeing the delivery of ERP solutions, managing project portfolios, and ensuring alignment with corporate strategies. You will collaborate with cross-functional teams to drive efficiency, effectiveness, and innovation in ERP processes.

About Acadian Asset Management Acadian Asset Management is a global investment manager focused on systematic, data-driven investing since 1986. Headquartered in Boston, with offices in Singapore, London, and Sydney, the firm manages over $170 billion in assets for institutional clients such as pension funds, endowments, foundations, and sovereign wealth funds. The company values collaboration and diverse perspectives, encouraging innovative thinking and teamwork. Acadian offers a hybrid work model, comprehensive benefits, and a supportive office culture designed to foster meaningful work and strong cooperation. Role Overview: Associate, Investment Operations (Portfolio Control) This Associate position sits within the Portfolio Control team in Investment Operations. The team serves as a central point between operations, fund accounting, and external service providers, focusing on oversight, controls, and resolving issues across client portfolios and Acadian funds. The Associate is responsible for maintaining accurate portfolio data, managing key operational relationships, and supporting the full lifecycle of client accounts, from onboarding through ongoing maintenance. The role provides exposure to a wide range of asset classes, global markets, and operational processes, with opportunities to improve efficiency and collaborate with both internal teams and external partners. This is a hybrid role based in Boston, with three days per week in the office. Main Responsibilities Fund Oversight: Oversee portfolio accounting, custody, and middle-office functions. Investigate and resolve discrepancies between internal systems and external providers. Work with custodians, prime brokers, and derivative counterparties (including ISDA relationships) to support new fund launches, trading, collateral management, and account maintenance. Reconcile proxy-voting reports and respond to questions from both internal and external contacts. New Account Startup/Onboarding: Prepare documentation for counterparty welcome packages for separately managed accounts, complete internal system setups, and coordinate between stakeholders. Fund Administration: Oversee and participate in fund expense processes, including budgeting, accruals, invoice review, and payments.

ABOUT USThe Brydon Group is a prominent private equity firm located in Washington D.C., dedicated to collaborating with exceptional mid-career executives to acquire and manage businesses in the business-to-business (B2B), business-to-government (B2G), and healthcare software and services sectors. Currently, Brydon is actively investing from its Fund III, which successfully closed in July 2025.ABOUT THE ROLEAs a Portfolio Operations Associate at The Brydon Group, you will be instrumental in supporting a dynamic portfolio of growing enterprises and talented leadership. The Portfolio Operations team focuses on generating value across Brydon's portfolio companies while fostering the continuous development of robust executive teams. Your daily responsibilities will revolve around three core areas: (1) cross-portfolio initiatives, (2) portfolio company support, and (3) firm-building activities. You will have the unique opportunity to assist individual portfolio companies and their CEOs in executing specific value creation strategies.This generalist role entails the implementation of best practices, driving operational enhancements, and facilitating growth initiatives. The ideal candidate should possess 2-3 years of consulting experience with a strong background in operational strategy, financial planning, and revenue growth. You must be adaptable, able to manage multiple responsibilities, and thrive in a fast-paced environment. We seek an entrepreneurial spirit who is comfortable navigating ambiguity, as this is a newly established role that will evolve as we grow and refine it together.This position is essential to our team and offers significant growth opportunities.

The Portfolio Data Operations Analyst at Addepar plays a key role in maintaining and enhancing the systems that drive portfolio data operations. Based in New York, NY, this position focuses on ensuring the quality and reliability of financial data used by both internal teams and clients. Responsibilities Manage daily operations related to portfolio data, keeping information accurate and up to date. Work closely with colleagues from different departments to safeguard data integrity. Help clients by making sure their financial data remains correct and useful for decision-making. Review existing workflows, identify areas for improvement, and recommend process changes. Support Addepar’s mission to provide dependable financial insights through precise data operations. Collaboration This analyst partners with cross-functional teams, contributing expertise to strengthen data processes and support client needs.

About Lincoln Avenue CommunitiesLincoln Avenue Communities (LAC) is a prominent real estate private equity firm on a mission to enhance community well-being by developing and preserving affordable housing. As a fully integrated developer, investor, and operator, we provide sustainable, high-quality homes to lower- and moderate-income individuals, seniors, and families across 32 states. Our expansive portfolio comprises over 180 properties and more than 30,000 homes, underscoring our dedication to long-term impact, operational excellence, and resident satisfaction.Renowned as an industry leader, LAC was recently ranked No. 1 on Affordable Housing Finance’s 2025 AHF 50 list of top developers. Our unique approach merges strategic investments, thoughtful design, and community partnerships to create housing solutions that promote stability, opportunity, and resilience.About This RoleWe are seeking a Senior Manager of Portfolio Financial Operations to spearhead financial reporting and portfolio analytics for our extensive national real estate portfolio. This is an exciting opportunity for an individual who is passionate about joining a mission-driven organization and making a meaningful impact through the advancement and preservation of affordable housing.The ideal candidate will possess a solid foundation in accounting, auditing, financial reporting, and financial analysis, eager to transition into a more strategic leadership role within real estate finance. In this capacity, you will oversee critical portfolio reporting processes, scrutinize property financials, and collaborate closely with various teams to facilitate informed decision-making based on data.We seek an analytical, organized, and collaborative individual capable of recognizing both minute details and the broader picture, streamlining complex processes, and ensuring consistency across our growing portfolio. This position also provides the opportunity to lead and mentor a team while enhancing reporting, systems, and workflows to support our ongoing expansion.This position is based at our Santa Monica headquarters, following a hybrid work schedule (3 days in the office).

At Octane, we're revolutionizing the financial landscape for both merchants and consumers. Our state-of-the-art technology and innovative financial offerings grant businesses enhanced control and flexibility, enabling them to create seamless digital experiences, foster customer loyalty, and generate long-term value.Our services support merchants through every stage of the sales process: linking dealerships with motivated buyers, facilitating quick and transparent closings through our award-winning technology, and providing exceptional customer support through our superior loan servicing.Founded in 2014, Octane proudly partners with over 60 OEM brands and more than 4,000 dealerships, supported by a dedicated team of over 600 professionals. Discover more at www.octane.co.

Acadian Asset Management LLC seeks a Senior Associate to join the Investment Operations team, focusing on Portfolio Control. This role is based in Boston, Massachusetts and centers on maintaining the integrity of portfolio data and supporting operational efficiency. Key Responsibilities Maintain accurate and reliable portfolio data across multiple systems. Perform reconciliations to detect and resolve any discrepancies. Oversee trade settlements, ensuring investment activities proceed smoothly. Collaborate with teams throughout the firm to enhance and streamline operational processes. Contribute to refining data management practices for improved efficiency and control. What We Look For Keen attention to detail and strong organizational skills, with an interest in finance and investment operations. Ability to work effectively with colleagues from various groups to address challenges and improve workflows.

At PitchBook, a subsidiary of Morningstar, we are committed to continuous improvement and innovation. Our culture is deeply collaborative, filled with enthusiasm and energy, making it an exciting place to work.We offer extensive learning programs and mentorship opportunities that foster a culture of curiosity, enabling us to discover new solutions and enhance our processes. Working in our dynamic environment means embracing some ambiguity, but we thrive on challenges. Our team is willing to take risks, learn quickly from failures, and continually strive for excellence.If you possess a proactive attitude and are ready to tackle challenges head-on, PitchBook is the perfect fit for you.About the Role:Lumonic, a branch of PitchBook, is a cutting-edge private credit management platform designed to automate reporting and compliance for private credit lenders. Our innovative platform simplifies the collection and verification of borrower financial data, allowing investors to monitor compliance and financial health in real-time.As a Portfolio Analyst in Private Capital at PitchBook, you will play a pivotal role in supporting our Lumonic subsidiary by assisting clients with portfolio monitoring, which includes tracking key performance indicators, ensuring borrower compliance, and analyzing financial statements.Primary Job Responsibilities:Organize and collect financial statements to guarantee accurate and efficient data management.

We are seeking a highly skilled Senior Portfolio Analyst to join our dynamic team at Mangroup in Boston, Massachusetts. In this role, you will leverage your analytical expertise to drive investment strategies and optimize portfolio performance. You will collaborate with cross-functional teams to evaluate market trends, assess risks, and provide actionable insights to enhance our investment decisions.

Join eproinc as a Clarity Project and Portfolio Management Specialist, where you will lead the implementation and optimization of CA PPM solutions to enhance project visibility and drive strategic decision-making. You will collaborate with cross-functional teams to streamline processes, ensuring efficient project management and portfolio performance.

Join Intuitive Surgical as a Product Manager focusing on Portfolio Operations for the da Vinci SP system. In this pivotal role, you will collaborate with cross-functional teams to drive product strategy, enhance operational efficiency, and bring innovative solutions to market. You will be essential in optimizing our portfolio and ensuring that our products meet the highest standards of quality and performance.

Role Overview iCapital Network is hiring for an Assistant Vice President or Vice President, Model Portfolio Specialist. This position is based in Greenwich, Connecticut or New York, New York. The role centers on managing alternatives-oriented model portfolio initiatives, working closely with the Team Lead to shape rollout strategies, drive client adoption, and coordinate internal workflows for smooth execution. A strong grasp of alternative investments and how wealth advisors use model portfolios is essential. Main Responsibilities Contribute as a key member of the Research and Due Diligence team, focusing on: Understanding the construction, positioning, and investment rationale for both custom and marketplace model portfolios. Clearly communicating model design, use cases, and ongoing development, especially regarding alternatives integration. Work with Private Wealth Solutions (PWS) to strengthen sales and marketing for: Custom model portfolios, both existing and in development. Marketplace models offered on the iCapital platform. Coordinate with National Accounts to align model portfolio sales efforts with enterprise and home office distribution strategies. Act as the primary sales contact for model portfolios by: Engaging advisors in discussions about model portfolios. Answering questions on portfolio construction, positioning, and execution. Highlighting the unique strengths of iCapital's models compared to competitors. Partner with internal teams to carry out proactive advisor engagement, including: Targeted outbound calling campaigns using home office data. Following up on advisor activity and interest in iCapital-supported models. Collaborate with home office contacts, such as independent broker-dealers and enterprise platforms, to: Gather insights on priority advisors. Support and promote direct sales campaigns. Work with National Accounts and Marketing to develop coordinated engagement strategies that improve distribution and the advisor experience by: Using firm data (segmentation, adoption trends, engagement indicators) to guide targeting and education.