Portfolio Operations Coordinator

Aroghia GRP - Beaverton, OR

Full-time - Mid Level

Beaverton, OR

About the position

The Portfolio Operations Coordinator role is designed to enhance the oversight, efficiency, and execution of portfolio management activities for the AIC DC and NSRL team. This position will support the full team, including a director and two portfolio managers, by managing day-to-day operational tasks and ensuring smooth communication and information flow across teams. The coordinator will focus on operational excellence, data analysis, milestone tracking, and reporting to improve overall team efficiency and effectiveness.

Responsibilities

• Act as a key point of contact between portfolio managers to ensure timely and effective communication.
• Provide regular updates and reports to manager and team members.
• Ensure clear and proactive communication.
• Coordinate with multiple teams to ensure smooth execution of daily portfolio operations.
• Assist in the preparation of operational documentation and materials for meetings, ensuring clarity and completeness.
• Proactively identify and address bottlenecks in operational processes, working closely with teams to resolve issues.
• Develop and implement process improvements that enhance communication and workflow efficiency within the team and across departments.
• Organize regular feedback sessions with internal teams to identify areas for operational enhancement.

Requirements

• Bachelor's degree in Business, Communications, Finance, or a related field.
• 5+ years of experience in an operational, client-facing, or support role in a financial or business setting, ideally from a large scale enterprise level environment.
• Exceptional written and verbal communication skills, with the ability to present complex information clearly and concisely.
• Comfortable in ambiguity.
• Excellent organizational skills and attention to detail, with the ability to manage multiple tasks and deadlines.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint).
• Ability to collaborate effectively with diverse teams and maintain positive relationships with external stakeholders.

Nice-to-haves

• Experience with Airtable.
• Experience in a client services or operations role with a focus on communication.
• Familiarity with portfolio management data tools (helpful but not required).
• A proactive approach to problem-solving with strong interpersonal skills.