Director, Portfolio Management Job Description

Director, Portfolio Management Job Description

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Director, portfolio management provides functional input to any assessment of the ability to deliver the portfolio required by broader AstraZeneca groups.

Director, Portfolio Management Duties & Responsibilities

To write an effective director, portfolio management job description, begin by listing detailed duties, responsibilities and expectations. We have included director, portfolio management job description templates that you can modify and use.

Sample responsibilities for this position include:

Manage consolidated portfolio(s) for business CIO(s) objectives and with a focus on governance
Application of best practices for project portfolio execution and management
Ensure compliance with the Technology PPMO standards and processes
Area coordination for project efforts that span across NBCU Technology groups
Point of escalation for project stakeholders or requestors with issues directly related to project management
Develop/foster relationships with project team members and external partners
Responsible for daily leadership and management of Program/Project Managers, if applicable
Thought Leader and Change Agent in the establishment of enterprise wide strategy for unified portfolio, program and project management
Establishes and participates in Communications Program including road shows and educational sessions to the various stakeholders and user communities
Provides advice and counsel to executives and line managers regarding the corporate direction on strategic portfolio management

Director, Portfolio Management Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Director, Portfolio Management

List any licenses or certifications required by the position: PMP, PMI, PPM, ITIL, CFA, PMO, PLM, FPX, CSM, BS

Education for Director, Portfolio Management

Typically a job would require a certain level of education.

Employers hiring for the director, portfolio management job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, MBA, Finance, Education, Engineering, Management, Computer Science, Economics, Accounting, Project Management

Skills for Director, Portfolio Management

Desired skills for director, portfolio management include:

Major issues
Regulatory considerations
Financial instruments for the bank's investment portfolio
Policies
Ability to assess analytical and pricing models through the use of statistical principles
Ability to help an organization adapt to applicable federal
Ability to leverage that information in creating customized customer solutions
Ability to manage
Ability to utilize the tools
Acceptable business practices associated with managing a client's securities investments

Desired experience for director, portfolio management includes:

Direct reporting line to the Head of Discretionary Portfolio Management BI
CA, MBA, MA, CGA, CFA or similar designation and minimum of five years discretionary portfolio management experience and investment business management experience
IT core (Microsoft) office operating systems proficiency
At least 10 years of real estate investment experience dealing with mortgage lending and institutional quality investments in property
Extensive knowledge of the commercial lending industry for real estate and general real estate knowledge including markets, valuation modeling, budgeting and planning, joint ventures and other complex structures and financing alternatives
Masters of Business Administration, Masters in Real Estate is required

Director, Portfolio Management Examples

1

Director, Portfolio Management Job Description

Job Description Example
Our company is looking for a director, portfolio management. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for director, portfolio management
  • Analyze/challenge the recommendations of the outside consulting firm and determine the strongest diversification of asset classes to hedge risk exposure
  • Communicate regularly to the CFO, Board of Directors and the Executive Leadership teams with sound presentations overviewing capital market trends/updates, changing levels of risk exposure and actual gain/loss realizations
  • Continuously developing ongoing ways to improve risk management practices and portfolio performance
  • Building and maintaining industry security capability and vulnerability framework models (NIST, ISO, COBIT)
  • Work with the lead PM in evaluation of new mortgage loan investment opportunities including review of internal underwriting and risk return assessment for individual mortgage investments
  • Define, develop, enhance, and produce effective management reporting for Digital & Mobile Product Development’s Program Management Office (PMO) to ensure the right content and metrics are captured and reported to leadership and stakeholders regarding program status, risks and issues, dependencies, and milestones and schedules
  • Collect, report, monitor and analyze a wide variety of metrics and KPI’s required for updating and reporting on progress related to the division’s balanced scorecard and annual goals, working closely with executive, program, and functional leaders
  • Determine requirements and standards, implement, and maintain divisional and program document repositories and systems to facilitate cross-team, cross-division collaboration using SharePoint and other collaboration tools
  • Provide consultation and support to program teams in the effective management of programs and initiatives, based on the seasoned professional judgment that comes from hands-on, relevant program leadership and management experience
  • Develops portfolio management processes, templates and reports to support best in class portfolio management function
Qualifications for director, portfolio management
  • Ability to work with senior leadership team in developing investment strategies, target market strategies, team priorities, team structure and portfolio performance
  • Quantitative and analytical skills including extensive transactional experience in mortgage loan originations
  • Strong oral and written communication skills and superior computer skills (Argus, Excel and Word)
  • People Management – Demonstrated expertise in leadership/people management skills
  • FINRA Series 7 and Series 63 required or ability to obtain within 90 days
  • Bachelor’s degree in Finance (MBA from prominent University highly desired)
2

Director, Portfolio Management Job Description

Job Description Example
Our innovative and growing company is looking for a director, portfolio management. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for director, portfolio management
  • Ensures benefit tracking is followed through full life cycle of implemented process and/ or system
  • Digital Portfolio/Project Management
  • Manage the ISRM capital planning, forecasting, and reporting processes
  • Lead the development of ISRM’s 3-year investment planning to include validating resource requirements for new projects, planning for amortization of costs, identifying budgetary risk, and ensure alignment with ISRM’s 3-year strategic plan
  • Partnering closely with business partners to analyze new projects and readiness for governance decisions and provides transparency current year budgetary impact and future investments
  • Working with the ISRM senior leadership to help manage the execution of their budgets and the overall ISRM execution year financials, monitoring the GL actuals and working with the Project Managers and Finance to review forecasting against budgets to include monthly reporting and coordination with Global Finance
  • Lead the intake process for new ISRM projects for budget and contracting purposes through the portfolio governance process, inclusive of IT projects and broader strategy initiatives that align to portfolio roadmaps
  • Building strong relationships within ISRM and other lines of business to understand the business challenges and opportunities
  • Creating a collaborative partnership among executive leaders and portfolio stakeholders and enabling resource demand planning, change management, and project pipeline planning decisions
  • Demonstrated project portfolio management skills (project intake, resource demand planning, budget management, forecasting, revenue planning, and vendor agreements)
Qualifications for director, portfolio management
  • 8+ year’s capital market experience with a recognized investment firm
  • Clear, concise and articulate communication skills, both written and verbal
  • Undergraduate degree with a major/specialization in Business or Commerce
  • Advanced business degree or professional designation (MBA/CFA/CA/CGA/CMA) or equivalent work experience would be an asset
  • Good understanding of corporate finance and ability to evaluate and understand complex capital structures
  • Promote and utilize standards in regards to program management and continuous improvement methodologies, tools, templates
3

Director, Portfolio Management Job Description

Job Description Example
Our innovative and growing company is looking for a director, portfolio management. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for director, portfolio management
  • Work collaboratively across the business and technology organizations to ensure project scope, financial forecasts, and resource deployment are optimal to deliver on the overall business strategy
  • Develop/maintain and publish portfolio level dashboard including trends and analytics impacting overall portfolio health
  • Support and drive process changes through the organization
  • Assist the Portfolio Manager of PMCCs third-party commercial mortgage funds with implementing portfolio strategies through oversight of investment criteria and allocation process, monitoring and analyzing portfolio metrics, and managing liquidity, hedging and other risks
  • Assist in investment decisions regarding existing third-party commercial mortgage assets
  • Assist with the structuring of complex domestic and international funds and/or single client accounts
  • Attend and participate in marketing and portfolio management presentations
  • Develop strong working relationships with investor clients
  • Work closely with Operations and Strategy team including oversight of audits, updating investment analytics and preparing presentation materials for existing investor clients
  • Assist with internal reporting to PMCC Management and Compliance related to the funds management business
Qualifications for director, portfolio management
  • Leverage the use of external third party resources such as benchmarks, white-papers
  • Strategic change skills – techniques in working with people such as business readiness, stakeholder management & leadership alignment
  • Solid understanding of card portfolio performance drivers and data analytics that drive portfolio performance maximization
  • Experience in leading role in a global PMO across a large complex technology portfolio
  • Experience developing and maintaining an integrated set of roadmaps for interdependent technology projects and programmes
  • Experience rolling out PPM tools to support Project management processes
4

Director, Portfolio Management Job Description

Job Description Example
Our innovative and growing company is hiring for a director, portfolio management. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for director, portfolio management
  • Manage financial analysis, reporting and forecasting operations for IT PMO
  • Manage annual capital and operating plan for the PMO
  • Manage project accounting set up and closeout of projects
  • Provide leadership, coordination, and management of the PMO processes and functions
  • Provide mentorship and guidance to Project Managers to improve the operational and financial effectiveness relating to projects
  • Collaborate with IT leadership to monitor and control actual spending against approved budgeted spending levels
  • Provide IT leadership and Business Vertical stakeholders with regular reporting regarding project status including project level financial variance analysis
  • Act as liaison between PMO and the Accounting and IT Finance departments
  • Function as a trusted partner supporting CD BIO application and business relationship owners
  • Manage the service portfolio and application business owner relationships
Qualifications for director, portfolio management
  • Must have Investment Advisor Registration (IAR) and the Certified Financial Planner (CFP) for Core PMs and Chartered Financial Analyst (CFA) for Regional PMs, is required
  • Sound understanding of risks associated with Structured Finance, Asset Backed Securities, Corporate lending and project finance transactions
  • Sound knowledge of MS Excel and Word for preparation of presentations and management information reports
  • 3-5 years’ experience in employee supervision and project management required
  • Minimum of 7 years of progressively more responsible experience in directly relevant leadership roles in technology portfolio and program management, management consulting, business/systems analysis, and/or related functions
  • Scaled Agile Framework (SAFe) Program Consultant (SPC) Certification with a minimum of 1 year SAFe experience in leading a large scale waterfall to Agile Transformations is a plus, experience with training in Leading SAFe (SA), and ScrumXP (SP) classes
5

Director, Portfolio Management Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of director, portfolio management. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for director, portfolio management
  • Collaborate with IT service providers to more efficiently meet the demand for technology
  • Facilitate open communication and discussion across stakeholders
  • Capture and disseminate technical and business information to stakeholders and executives
  • Create and analyze relevant information, develop recommendations and present to management
  • Ensure the services performed align with expected outcomes and are cost effective
  • Perform operational triage to ensure everything works together for the business and consumer
  • Serve as a primary contact and liaison for all service-related inquiries and issues for their portfolio
  • Monitor critical business process for impacts and enact active support when needed
  • Operate as a coordination and communication point for service delivery initiatives and teams
  • Ensure ongoing service delivery and support meet and works to exceed agreed on requirements
Qualifications for director, portfolio management
  • At least 7 years of Microsoft Excel skills
  • At least 3 years of Systems Development Life Cycle (SDLC) experience
  • At least 3 years familiarity with an Agile/Scaled Agile Framework (SAFe)
  • Bachelors degree in real estate, finance or a related field is required
  • Minimum of 7 years experience in fixed income management, commercial real estate or real estate finance
  • Experience in Financial Statement analysis/review is strongly preferred

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