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.

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