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Portfolio Implementation Jobs in Florida (NOW HIRING)

Biller Genie

Implementation Manager

Orlando, FL · On-site

As an Implementation Manager at Biller Genie, you will own the first 90 days of a new subscriber ... You will manage a portfolio of approximately 180 active accounts, guiding merchants through product ...

Swami International

Portfolio Supervisor

South Bay, FL · On-site

$22 - $33/hr

Portfolio Manager Reports to: Associate Director of Operations Department: Operations Employment ... in implementing systems that maximize tenant relations while streamlining workflows. * Understand ...

Biller Genie

Implementation Manager

Orlando, FL · On-site

As an Implementation Manager at Biller Genie, you will own the first 90 days of a new subscriber ... You will manage a portfolio of approximately 180 active accounts, guiding merchants through product ...

VanEck

Security & Portfolio Analyst

Tampa, FL · On-site

Portfolios * Onboarding new portfolio for relevant portfolio management systems and with key ... Proper implementation of fund changes including renaming and index adjustments Supervisory ...

NextEra Energy

Portfolio Manager

Juno Beach, FL

... and implement contractual protections. Manages P&L for assigned transactions including the ... Manages assigned regional portfolio management tasks including valuation of seasonal hedging ...

NextEra Energy

Portfolio Manager

Juno Beach, FL · On-site

... and implement contractual protections. Manages P&L for assigned transactions including the ... Manages assigned regional portfolio management tasks including valuation of seasonal hedging ...

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Portfolio Implementation information

What are the key skills and qualifications needed to thrive as a portfolio implementation specialist, and why are they important?

To excel as a Portfolio Implementation Specialist, you need a solid understanding of investment strategies, financial markets, and portfolio management principles, often supported by a degree in finance or economics. Familiarity with portfolio management systems, trading platforms, and certifications like CFA or CIPM is commonly required. Attention to detail, analytical thinking, and effective communication are crucial soft skills for coordinating with clients and internal teams. These competencies are vital to ensure accurate execution of investment strategies, minimize operational risk, and deliver seamless client experiences.

What are the typical day-to-day responsibilities of someone working in portfolio implementation?

Professionals in Portfolio Implementation are responsible for translating investment strategies into actionable trades, ensuring portfolios align with client objectives and compliance requirements. Daily tasks often include monitoring portfolio performance, executing rebalancing trades, coordinating with portfolio managers and traders, and addressing operational issues that may arise. The role also involves maintaining accurate records, handling client-specific customization, and collaborating closely with compliance and operations teams to ensure all trades adhere to regulatory guidelines. Effective communication and attention to detail are essential to succeed in this fast-paced environment.

What is the difference between Portfolio Implementation vs Portfolio Management?

AspectPortfolio ImplementationPortfolio Management
FocusExecuting and deploying investment strategies and projectsOverseeing, analyzing, and adjusting the entire investment portfolio
ResponsibilitiesImplementing specific investment plans, managing resources, ensuring complianceMonitoring performance, risk assessment, strategic decision-making
CredentialsFinancial certifications like CFA, PMP often preferredSimilar credentials, with emphasis on strategic and analytical skills
Work EnvironmentProject teams, investment firms, financial institutionsSenior management, investment committees, asset management firms

While Portfolio Implementation focuses on executing investment strategies, Portfolio Management involves overseeing and optimizing the entire investment portfolio to meet long-term goals. Both roles require financial expertise and certifications, but their scope and responsibilities differ significantly.

What is portfolio implementation?

Portfolio implementation is the process of putting an investment strategy into action by selecting, acquiring, and managing assets in accordance with a portfolio manager's recommendations. This involves executing trades, monitoring allocations, and ensuring that the portfolio aligns with the intended risk and return objectives. Effective portfolio implementation helps minimize costs, track errors, and maintain the desired investment exposure, which is crucial for achieving the portfolio's long-term financial goals.
What are the most commonly searched types of Portfolio Implementation jobs in Florida? The most popular types of Portfolio Implementation jobs in Florida are:
What are popular job titles related to Portfolio Implementation jobs in Florida? For Portfolio Implementation jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Portfolio Implementation jobs in Florida look for? The top searched job categories for Portfolio Implementation jobs in Florida are:
Portfolio Implementation jobs near you
Infographic showing various Portfolio Implementation job openings in Florida as of July 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.

Information Technology_USA - USA_Developer

Real Soft, Inc.

Jacksonville, FL • On-site

Contractor

Re-posted 4 days ago

Job description

JD:
Develop and configure Planview SPM modules including Portfolios, Roadmaps, Outcomes, and OKRs
Experience with enterprise systems integration (Jira, ServiceNow, SAP, etc.)
3+ years of hands-on experience with Planview SPM or Planview Portfolios
Design and implement REST API integrations with systems like Jira, ServiceNow, SAP, and Workday
Strong proficiency in REST APIs, JSON, and integration frameworks
Experience with scripting languages (e.g., JavaScript, Python) for automation and data handling
Solid understanding of strategic planning, resource capacity, and demand management
Build custom reports, dashboards, and data visualizations using Planview reporting tools
Automate workflows, notifications, and data sync processes across enterprise tools
Support data migration, cleansing, and transformation activities
Troubleshoot and resolve technical issues related to Planview configuration and performance
Collaborate with functional teams to translate business requirements into technical solutions
Maintain documentation for configurations, integrations, and customizations
Excellent problem-solving and communication skills
Preferred Qualifications: Planview Certified Developer or Architect
Role Descriptions: Expertise in Planview architecture| modules| and integrations.Strong SQL and reporting skills (Power BI| Report Builder).Experience with automation tools (UI Path| Power Automate).Proficient in SOAP Web Services and data modeling.Prior Planview implementation experience is mandatory2-3 years of experience in Functional modules (like Project Management| Portfolio Management| Resource Management| Time Sheet Management| Financial Management| Demand Management and JasperSoft Reports| CA PPM Studio of CA PPM.Understanding of Planview PPM and CA PPM Administration like Time Period Setup| Resource Setup| Project Financials| User Security| Jobs setup and scheduling| Processes| Jaspersoft Report scheduling| Financial setup| new UXResponsibility of / Expectations from the Role End-to-end Planview Portfolio implementation and configuration.Integrate Planview with Jira and third-party tools using SOAP Web Services.Automate workflows leveraging UI Path or Power Automate.Design and maintain data models| schemas| and reporting frameworks using SQL| Power BI| and Microsoft Report Builder.Set up OKRs and AgilePlace within Planview to support Agile processes.Document processes| data flows| and reporting structures.Support process documentation and change management initiatives.Collaborate with cross-functional teams to ensure smooth solution delivery.Data Migration/Integration between other applications and SPM
Essential Skills: Expertise in Planview architecture| modules| and integrations.Strong SQL and reporting skills (Power BI| Report Builder).Experience with automation tools (UI Path| Power Automate).Proficient in SOAP Web Services and data modeling.Prior Planview implementation experience is mandatory2-3 years of experience in Functional modules (like Project Management| Portfolio Management| Resource Management| Time Sheet Management| Financial Management| Demand Management and JasperSoft Reports| CA PPM Studio of CA PPM.Understanding of Planview PPM and CA PPM Administration like Time Period Setup| Resource Setup| Project Financials| User Security| Jobs setup and scheduling| Processes| Jaspersoft Report scheduling| Financial setup| new UX
Desirable Skills:
Keyword:
Skills: Planview Project & Portfolio Management
Experience Required: 4-6

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