Manager, Portfolio Management Job Description

Manager, Portfolio Management Job Description

190 votes for Manager, Portfolio Management
Manager, portfolio management provides thought leadership and develop strategic direction for media planning and buying across digital and traditional mediums.

Manager, Portfolio Management Duties & Responsibilities

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

Sample responsibilities for this position include:

Continually evaluate, automate and improve internal processes and infrastructure supporting the transition process
Provide relevant and timely support to project teams regarding any aspects of credit risk including data and analysis, capital and pricing implications, origination processes, models, policies, decisioning infrastructure, automated strategies
Work with clients, consultants, money managers, custodians and other team members to determine transition constraints and develop optimal transition strategies around the constraints
Analyze transition event performance, including a breakdown of performance attributions and intra-day analysis
Develop transition strategies through detailed analysis of portfolio attributes and implement trading strategies to affect successful transition outcomes
Complete post-trade reports and deliver results to the client in a timely manner
Aggregate CPM positioning and viewpoints across the national team to represent the group across the firm to Product, Marketing, RFP Team, Compliance, Investment Services, Retirement & Individual Financial Services, Trust Company, Individual Advisory Services, as they call on the team and ask for our involvement across various facets of the business
Work with Global Investment Strategist to manage both additional opportunities to leverage talent manage demands on his time
Work with various Asset Management business partners and key
Provide Project Management guidance to the CPM team on ad hoc projects (Board materials, Trust Company materials, presentations and/or analysis to senior management, information for Nuveen)

Manager, Portfolio Management Qualifications

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

Licensing or Certifications for Manager, Portfolio Management

List any licenses or certifications required by the position: PMP, PMI, BPM, II, PMO, IAT, CFA, PMBOK, SPC, FPX

Education for Manager, Portfolio Management

Typically a job would require a certain level of education.

Employers hiring for the manager, 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, Finance, Economics, Management, MBA, Business/Administration, Engineering, Education, Computer Science, Project Management

Skills for Manager, Portfolio Management

Desired skills for manager, portfolio management include:

Digital media planning landscape
Banking products
Banking regulations and corporate structures
International practices
Nielsen NetView
Online planning and research tools and resources

Desired experience for manager, portfolio management includes:

Solid working experience in relevant environment/s, IT Operations, Software Delivery or Change Delivery environment
In-depth knowledge in at least one relevant role in Solution/Infrastructure Architect, Relationship Management, Project Management, IT development and/or infrastructure engineering
Minimum of eight years experience in a combination of business systems development, general business, and project management
Comfort level working with staff that includes the highest levels of management and flourishes when confronted with difficult, unstructured or complex situations
The ability lead groups of individuals on a project basis
Responsibility for the development of advanced statistical models for retail loan products

Manager, Portfolio Management Examples


Manager, Portfolio Management Job Description

Job Description Example
Our company is growing rapidly and is hiring for a manager, 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 manager, portfolio management
  • Oversee the communication of the transition strategy to clients and other parties involved in the transition and liaise with the RIS team globally
  • Strategy development and implementation of transition events through the detailed analysis of portfolio attributes
  • Strategic management of the Caribbean Cards portfolio with a focus on analytics, performance reporting and deep-dive portfolio reviews
  • Responsible for the overall delivery and quality of reporting and analysis, monthly business reviews, monthly operating committee reports and monthly portfolio and product risk management committee reports, annual plans, executive presentations and other portfolio management support requirements
  • In partnership with the Product Owners, responsible for product P&L including planning, setting growth objectives and managing key revenue drivers
  • Lead the annual forecasting, 5-year outlook and planning process for International Cards
  • Design and develop a reporting framework for Caribbean Cards that will support the drive to improve key performance indicators for the credit card, debit card and merchant acquiring businesses including scorecards
  • Development and presentation of business cases for new initiatives
  • Provide a line of sight view of the overall integrated initiative management for key prioritized initiatives / roadmap (current status and forward looking view) ensuring International Cards is able to achieve its financial targets
  • Develop and lead the dynamic on-boarding / off-boarding prioritization process ensuring optimal utilization of resources and ensuring the portfolio maintains a stable and constant run rate aligned to the overall benefits profile
Qualifications for manager, portfolio management
  • Proven abilities in leadership and management skills
  • Transition Management experience
  • Create and maintain comprehensive competitive information on product benefits, pricing and service
  • Manage campaign reporting with Marketing to ensure reporting is accurate and meaningful post-analysis can be conducted and reviewed for future programs
  • Recommend contractual changes with suppliers and service providers
  • Monitor compliance requirements to ensure adherence to directives, P&Ps and regulatory/ government requirements

Manager, Portfolio Management Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of manager, portfolio management. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for manager, portfolio management
  • Serves as primary point of contact to develop and enhance client relationships through frequent contact with all interested parties
  • Communicates advice to clients that may be local or located in the region of the PAM office
  • Work within a team environment to ensure that the client’s service expectations are being met
  • Can clearly articulate the role of the Portfolio Manager to prospective high net worth clients during sales calls
  • Manage relationships and assist in business development
  • Provide clients with quick, accurate, proactive and responsive service that goes beyond expectations
  • Manage sub-portfolio(s) for business CIO(s) objectives and with a focus on governance, as assigned by Portfolio Leader
  • Ability to develop and facilitate PM community meetings and workshops
  • Build strong business relationships with key stakeholders and operational teams to support business objectives of overall program
  • Implement organizational change management initiatives to support program adoption
Qualifications for manager, portfolio management
  • Conflict Management & Resolution (Basic)
  • Demonstrates aptitude to interpret and evaluate Dun & Bradstreet business reports and public records
  • Ability to plan and organize work and self in order to achieve objectives and targets
  • Project Management Professional (PMP) Designation an asset
  • Financial designation an asset (CFA, CA, CGA)
  • Strong computer skills and exposure to Global Plus, Microsoft Outlook, MS Excel, MS Word, MS PowerPoint, Thomson Reuters, Bloomberg, FMC and Charles River, would be an asset

Manager, Portfolio Management Job Description

Job Description Example
Our growing company is looking for a manager, portfolio management. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for manager, portfolio management
  • Oversee all aspects of logistics including Portfolio Management processes and infrastructures
  • Supervise and monitor the development and implementation of investment and portfolio management policies and procedures
  • Maintain the continuous study of the investment, economic and financial areas
  • Cultivate new trust and investment management business and retention of relationships
  • Accept public speaking engagements and participate in community and service activities
  • Direct all activities of Portfolio Managers
  • Train, guide and lead other management teams
  • Facilitate training and development of associates, estimating personnel developmental needs, assigning work, meeting completion dates, interpreting and ensuring consistent application of organizational policies
  • Define measurable expectations of each role within assigned area
  • Evaluate performance against expectation
Qualifications for manager, portfolio management
  • Analytical mindset and extreme diligence and accuracy
  • Proven advanced Excel expertise a must
  • Demonstrated ability to successfully manage multiple portfolios independently within established investment guidelines
  • Investment Advisor Registration (IAR) is preferred and the Certified Financial Planner (CFP) for Core PMs and Chartered Financial Analyst (CFA) for Regional PMs, is required
  • Financial / Business management to achieve and support agreed financial objectives for CPM (Capital & Pricing Management)
  • Capital Analysis & Advisory

Manager, Portfolio Management Job Description

Job Description Example
Our innovative and growing company is looking for a manager, portfolio management. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for manager, portfolio management
  • Drive the Product Strategy post selection to add projects to the pipeline with agreed and signed off business case, R&D, RA, IP and SC strategy
  • Drive pipeline review process to ensure timely execution of the submission and launches
  • Ensure project strategy is properly executed, including risk mitigation plans, scenario planning and capturing upsides
  • Monitor key pipeline project parameters such as budgets, timelines, and value according to the project priority
  • Manage a stage gating process and determine impacts of risks or deviations from strategy
  • Develop local portfolio teams and provide leadership to ensure logistics pipeline is successful
  • Manager sub-functions of Advisory Innovation’s Portfolio Management Office utilizing the portfolio and project management tool Clarizen
  • Understand the correlation between governance requirements and the portfolio management and reporting approach
  • Understand reporting requirements of different innovation partners and stakeholders to generate multi-level portfolio and project reports
  • Support leadership decision making by generating useful and meaningful executive level reporting and manage a defined cycle of reporting to streamline the information capture process
Qualifications for manager, portfolio management
  • Business Valuation (Introductory)
  • Pricing Governance & Oversight
  • Build strong working relationships with business partners across the relevant business areas
  • Strong experience using analytical systems such as SAS, Teradata or SQL
  • Strong preference for candidates with experience investing in equity, distressed debt, special situations or cross-capital structure strategies
  • Strong research, financial modelling, analytical and valuation skills especially for equity and corporate credit securities and associated derivatives

Manager, Portfolio Management Job Description

Job Description Example
Our innovative and growing company is hiring for a manager, portfolio management. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for manager, portfolio management
  • Strong program management skills, manage enterprise programs and processes, including annual and quarterly planning milestones and deliverables, product innovation programs, and supporting learning and development programs
  • Constantly seek stakeholder input in order to refine processes to best meet the company’s needs
  • Supervise the work of the PMO’s onshore and offshore technical resources
  • Consult with other strategic internal groups to align on portfolio governance and reporting and extend reporting and platform support to these internal groups as needed
  • Collaborating with TDT/Governance operation group and Project management experts, various functions, including PTDO, functional planner, PTD finance, PTDM, leverage the portfolio and project information and analysis, to conduct cross-project analyses to identify portfolio trends
  • Participant and drive cross-functional initiatives related to analytics and analytical methodologies that would advance consistency, quality, and simplification of project planning and decision-making for team, committees and Sr managements
  • May have fixed-income trading responsibility
  • May use quantitative screening tools
  • Provides advice and guidance to clients
  • Keep s abreast of trends and developments in the securities market
Qualifications for manager, portfolio management
  • In-depth credit analysis experience/ understanding
  • 7 to 10 years of related customer service and/or operations experience
  • Experience in leading investment decision making
  • Solid, demonstrated communication skills (oral and written) strong presentation skills
  • Excellent judgement and “sense of the opportunity”
  • CFA designation is considered an asset

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