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Senior Portfolio Manager Jobs

Senior Brand Manager, Portfolio Innovation
By WellMore Holdings At Denver, CO, United States
6+ years of experience in CPG Brand Management
Previous project management experience with proven ability to effectively manage multiple projects in a dynamic environment
Overall business knowledge and holistic general management approach
Outstanding analytical abilities; Experience with Nielsen and/or IRI
Partner with Finance to determine relevant information for costing and pricing purposes to deliver sales and profit targets.
3+ years of experience in an innovation focused role
Senior Portfolio Analyst Jobs
By Selby Jennings At Miami, FL, United States
Assist with portfolio management, construction, optimization, and analysis.
Provide recommendations and improvements for the portfolio through a quantitative lens.
Lead internal and external discussions with team members & investors regarding portfolio performance and initiatives.
Find patterns in data and make predictions about future market movements
Designing, researching, and managing sophisticated investment strategies through the creation of advanced quantitative models
Bachelor's degree from a top university with a strong GPA
Senior Manager, Portfolio Strategy & Operations
By Relay Therapeutics At Cambridge, MA, United States
You have experience (minimum 2-3 years) in management consulting, operations, program management and executive communication
You have a science or management consulting background
You thrive operating in a matrixed role and seamlessly facilitate cross functional discussions to drive towards shared goals and program progression.
Senior Director Enterprise Portfolio Planning
By WellBe Senior Medical At Chicago, IL, United States
15+ years of experience in progressively more responsible strategy development and execution, project management, business development, consulting, or financial roles.
Experience managing scalable technology products or platforms, setting a vision for product usage and impact, driving user adoption, and vendor management
Strong relationship management, communication, and listening skills; an ability to establish effective relationships with individuals across teams and in technical roles
Strong project and process management skills the ability to drive projects from inception to completion while managing multiple high-priority projects simultaneously
Establishes and drives a company-wide portfolio management process to ensure consistency for prioritizing, monitoring and decision- making of corporate wide initiatives.
Works with finance and operations to integrate program benefits and timing into financial and operational forecasts.
Senior Portfolio Banker Jobs
By Northern Trust Corp. At , Los Angeles, 90067 $198,000 - $220,000 a year
Extensive credit and relationship management experience.
Proactively advises and consults with clients as it relates to Goals Driven Wealth Management
Responsible for direct interaction with different committees and/or management
Strong interpersonal and consultative skills.
Substantial Financial analysis and client servicing experience.
May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
Senior Portfolio Manager Jobs
By Leah Yosef International At Buffalo-Niagara Falls Area, United States
Collaborative culture comprised of comprehensive financial planners, deep trust administration and estate planning capabilities, and a robust investment management team
Excellent opportunity to make an impact as the Firm continues to evolve to best service their clientele
The Firm has a history of retaining and promoting talent
Travel to offices in upstate New York
Not a business development role, no portable book of business required
Manager/Senior Manager, Biomarker And Translational Science Portfolio Management
By BeiGene At United States
3 plus years of project management experience, companion diagnostic project management experience is preferred.
Lead or support the establishment and management of department governance process
Strong understanding of the global drug development and/or translational development processes with ability to lead or support program management processes.
Strong organizational, analytical, planning, and decision-making skills
Ability to effectively manage conflicts and negotiations, and influence outcomes without direct authority
Contribute strategic operational insights to operational excellence in the execution of biomarker, translational science, and companion diagnostic plans
Senior Analyst - Portfolio Strategist
By Green Rock Energy Partners At New York, NY, United States
oOversee production of financial/operational data for regular portfolio management meetings to review the business’s performance metrics
oMaintain financial model, including 10-year forecast updates as informed by management team
oPreparation of presentation materials for management team and board meetings
·Detail-oriented, analytical, and resourceful with excellent organizational skills
·Strong communication and interpersonal skills, including a demonstrated ability to write effectively
oSupport financial functions such as annual audit processes and valuation exercises
Senior Portfolio Accountant $100K To $110K Plus Bonus
By ProPivotal Staffing At Newton, MA, United States
Proficiency with Property Management/Accounting software, Yardi preferred
Join a large firm with significant growth potential to Manager and above
Bachelor's Degree in Accounting, Finance or Business Administration with 3.0 minimum GPA
3+ years of accounting experience
$100k-$110k/year pay rate with bonus eligibility
A company that values work-life balance
Senior Associate - Portfolio Valuations
By Hoxton Circle At New York, United States
4+ years of related experience in valuations or investment banking, advisory or management consulting
Advanced-level financial modeling skills (DCF)
Experience in calculating various return metrics (TWR, IRR, MOICs)
CFA II or equivalent would be preferred but not mandatory
Senior Director Auto Lending, Portfolio Performance
By Upstart At United States
Strong vendor management/selection experience, specifically with repossession, remarketing, auto-collections, and debt-buying entities.
Deep analytical, problem solving and planning skills. Demonstrated ability to understand and communicate performance trends and steps being taken to improve.
Strong communication skills and ability to present information in a clear and concise manner to senior leadership and external stakeholders.
Evaluate current internal practices and recommend new strategies and programs designed to improve overall auto portfolio performance.
Own and drive compliance risks, lead remediation process issues/ risk to a successful resolution.
Lead projects and partner with engineering, product, legal, compliance and other key stakeholders to drive efficiencies, performance, and maximize dollars recovered.
New Opportunity - Senior Portfolio Manager - 125K
By Trajan Wealth LLC At Scottsdale, AZ, United States
Minimum 10-15 years of progressive experience in the Investment Management industry.
Assists with management of Trajan Income Strategies - Dividend Growth, Balanced Income, Low Volatility, Opportunistic Fixed Income and Short Duration.
Knowledge - constantly research developments within the industry. Be an industry thought leader.
Master's degree in economics, Finance, or any related field. CFA Charter holder.
Act as back up trader to Trader/Investment analyst for trading and portfolio analysis.
Comprehensive understanding of both Public and Private Credit Markets.
Senior Credit Portfolio Consultant
By Wells Fargo At Salt Lake City, UT, United States
3+ years experience with SAS or SQL, or other data management, reporting and query tools
Collaborate and consult with peers, colleagues, and mid level managers to resolve credit portfolio issues and achieve goals
Lead projects, teams, or serve as a mentor for less experienced staff
3+ years experience in financial services or banking
Experience with Tableau or other business intelligence software experience
Knowledge and understanding of Python
Senior Program Portfolio Manager
By Zillow At , Remote $117,000 - $187,000 a year
Experience with Project/Product/Portfolio management tools such as Asana, Smartsheet, Jira, Jira Align, Zapier
Drive adoption and adherence to processes, procedures, methods and standards for portfolio management and program delivery
Manage tracking and reporting toward closure of regulatory, audit self-identified issues
Strong written and oral communication skills with the proven ability to work with all levels within the organization
Adaptable to changing requirements and business needs
Bachelor's degree in business, finance, accounting, information systems or software-related field
Senior Portfolio Manager - Financial Institutions Group
By Fifth Third Bank At Houston, TX, United States
Minimum Knowledge, Skills And Abilities Required
Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting).
At least 8 years credit analysis and/or loan review experience in Commercial Banking.
Highly proficient analytical skills, critical thinking and communication skills.
Experience managing an advanced commercial client portfolio with a great deal of complexity.
Ability to partner with all deal stakeholders including clients, relationship manager and credit teams.
Senior Director, Portfolio Optimization
By The AES Corporation At Houston, TX, United States
Deep knowledge of intermarket dynamics and portfolio management
Develop our operational management of basis risk across markets, technologies, and time
Fluent with multiple corporate functions: origination, risk management, operations, corporate
Broad familiarity collaborating with Risk Management at local business and corporate levels
Extensive experience (15-20 years) trading power in most US markets
Comprehensive experience managing exposure from term forwards to RT market operations
Senior Portfolio Strategy Project Manager [Remote]
By 217,900 At , Pomona, 91767, Ca
10 years of project management experience.
Experience with leading performance management and/or process improvement initiatives.
Experience in electric utility business with proven understanding of performance management principles and practices related to distribution construction, maintenance, and planning.
Support the storm and incident management teams.
Manage the health of Distribution work portfolio by monitoring performance and implementing strategies to meet or exceed corporate OU goals.
Experience using Microsoft office suite.
Senior Program Portfolio Manager
By Zillow At United States
Experience with Project/Product/Portfolio management tools such as Asana, Smartsheet, Jira, Jira Align, Zapier
Drive adoption and adherence to processes, procedures, methods and standards for portfolio management and program delivery
Manage tracking and reporting toward closure of regulatory, audit self-identified issues
Strong written and oral communication skills with the proven ability to work with all levels within the organization
Adaptable to changing requirements and business needs
Bachelor's degree in business, finance, accounting, information systems or software-related field
(Usa) Senior Manager Ii, Portfolio Management
By Walmart At Bentonville, AR, United States

Acts as an altruistic servant leader and is consistently humble, self-aware, honest, and transparent.

Seeks and implements continuous improvements and encourages the team to leverage new digital tools and ways of working.

Senior Commercial Portfolio Manager
By Fortis Private Bank At Denver, CO, United States
Bachelor’s degree in Finance or Accounting strongly preferred; MBA, CPA or CFA strongly preferred.
Strong working knowledge of financial statements and accounting standards required.
Robust experience with credit policies, with competition of a formal commercial credit training program.
Experience spreading financials and completing financial projections using Moody’s RiskAnalyst software.
Experience with projecting financial performance and using discounted cash flow analysis to determine enterprise value is preferred.
Must be comfortable working with complex computer operating systems (nCino experience a plus).

Are you an experienced Senior Portfolio Manager looking for a new challenge? We are looking for a talented individual to join our team and help us manage our portfolio of investments. You will be responsible for developing and executing investment strategies, monitoring and analyzing market trends, and providing guidance to our clients. If you have a passion for finance and a track record of success, we want to hear from you!

Overview:

A Senior Portfolio Manager is responsible for managing a portfolio of investments, including stocks, bonds, mutual funds, and other securities. They are responsible for making decisions about which investments to buy and sell, and for monitoring the performance of the portfolio. They must also keep up to date with market trends and news, and be able to make informed decisions about the best investments for their clients.

Detailed Job Description:

A Senior Portfolio Manager is responsible for managing a portfolio of investments, including stocks, bonds, mutual funds, and other securities. They must be able to analyze financial data and make informed decisions about which investments to buy and sell. They must also monitor the performance of the portfolio, and make decisions about when to buy and sell investments. They must also keep up to date with market trends and news, and be able to make informed decisions about the best investments for their clients.

What is Senior Portfolio Manager Job Skills Required?

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Knowledge of financial markets and investments
• Ability to make decisions quickly and accurately
• Ability to work under pressure
• Proficiency in Microsoft Office Suite

What is Senior Portfolio Manager Job Qualifications?

• Bachelor’s degree in finance, economics, or a related field
• Master’s degree in finance, economics, or a related field preferred
• Professional certification such as the Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM)
• 5+ years of experience in portfolio management

What is Senior Portfolio Manager Job Knowledge?

• Knowledge of financial markets and investments
• Knowledge of financial analysis techniques
• Knowledge of portfolio management strategies
• Knowledge of risk management techniques

What is Senior Portfolio Manager Job Experience?

• 5+ years of experience in portfolio management
• Experience in financial analysis
• Experience in risk management
• Experience in developing and implementing investment strategies

What is Senior Portfolio Manager Job Responsibilities?

• Monitor the performance of the portfolio and make decisions about when to buy and sell investments
• Analyze financial data and make informed decisions about which investments to buy and sell
• Keep up to date with market trends and news
• Develop and implement investment strategies
• Manage risk by monitoring the portfolio and making adjustments as needed
• Communicate with clients and provide them with updates on the performance of their portfolio