Portfolio Senior Manager Job Description
Portfolio senior manager
provides input into the development and updating of medical policies that guide Blue Shield medical necessity decision making, contributing to quality of care and cost savings for Blue Shield member in all lines of business.
Portfolio Senior Manager Duties & Responsibilities
To write an effective portfolio senior manager job description, begin by listing detailed duties, responsibilities and expectations. We have included portfolio senior manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Negotiate and maintain basic/moderately complex contracts/investment guidelines with all money managers hired in the funds and separate accounts globally, with increasing exposure to complex contracts required for a manager change in a fund complex or a manager hire(s) for a new fund launch
Ability to work on strategic operational level where required
Ability to translate ambiguous requests or information into specific proposals, requirements or action plans
Manage the product roadmap and lifecycle for the overall portfolio of qualifications, including the research, development, review, marketing, training and sales plans
Demonstrated effectiveness in communication and delivery of advice to clients that may be local or located in the region of the PAM office
Works with investment management/advisory clients to manage investment portfolios with the goal of meeting goals/objectives
Maintains and enhances relationships with existing clients
Focus on negotiating participation rates with external money managers internally directed trading
Assist MEM team with job planning, labor allocation and performance
Directly interacts with client’s staff in effort to maintain assignment
Portfolio Senior Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Portfolio Senior Manager
List any licenses or certifications required by the position: PMP, PMI, MBA, ITIL, CISSP, CFA, CAPM, FMA, CFM, NABCEP
Education for Portfolio Senior Manager
Typically a job would require a certain level of education.
Employers hiring for the portfolio senior manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Accounting, Economics, MBA, Business/Administration, Education, Management, Computer Science, Engineering
Skills for Portfolio Senior Manager
Desired skills for portfolio senior manager include:
Prior healthcare payer experience
Analytics
Blue Shield of California
Contracts
Cost
Current and possible future policies
Framework
IS services/industry/SC/Logistic
ITIL
Information affecting his/her business and organization
Desired experience for portfolio senior manager includes:
Individual should also possess current knowledge of financial markets, comprehensive understanding of historical perspectives of the markets
CFA Charterholder or MBA helpful
7+ years of investment management with specific emphasis on distressed investing
Knowledge of financial markets, analysis, and valuation
Deep understanding of distressed investment process
Good cross-functional business acumen and knowledge of operational processes ie
Portfolio Senior Manager Examples
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Portfolio Senior Manager Job Description
Job Description Example
Our company is looking for a portfolio senior manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for portfolio senior manager
- Drive various other analytics initiatives including additional measurement assessments across the portfolio to further optimize investments
- Regularly review and optimize the overall cost allocations, processes for bringing to market individual products
- Demonstrate effectiveness in communication and delivery of advice to clients that may be local or geographically dispersed around the country
- Work with investment management/advisory clients to manage investment portfolios with the goal of meeting goals/objectives
- Maintain and enhance relationships with existing clients
- Lead strategic projects to evaluate business performance and answer key business questions that arise across from leaders across the organization, including Marketing, Sales, and Finance
- Lead quarterly assessment of effectiveness of Frito-Lay business drivers (including Media, Innovation, Pricing, Space) drivers of 10 key brands
- Determine optimal individual product strategy within the overall portfolio context, determining which product gets emphasis and/or resources (investments, sales, marketing focus )
- Continuously review, recommend and maintain the optimum structure for the team
- Accountable for the development of the individual products roadmaps composing the overall portfolio throughout the lifecycle from conception to retirement
Qualifications for portfolio senior manager
- Five (5) years of commercial banking experience
- Extensive MS Excel skills are a requirement
- History of making an impact, developing and monitoring strategies and delivering superior results in both the short and long term
- Independent thinker, articulate leader and strong collaborator of diverse stakeholder groups
- Strong people manager, coach and mentor of process, methodology and analytical team members
- The ideal candidate will have a strong academic background (e.g., business management, financial accounting, computer science, engineering)
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Portfolio Senior Manager Job Description
Job Description Example
Our company is growing rapidly and is hiring for a portfolio senior manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for portfolio senior manager
- Assume ownership of managing outsourced service providers
- In partnership with the SBUs, maintain Enterprise Risk Management reporting (Risk Diagnostic Survey, Heat Map)
- Manage scope, issues and risks on each project
- Act as a technical liaison with the R&D community on assessing new opportunities
- Partner with others in their organization to set and manage expectations
- Establish new product development strategy to maximize revenue and enhance member value
- Collaborate cross functionally across the Association and with members of the profession to understand how market developments affect the profession and translate into resource needs
- Monitor and research the activities of standard setting, regulatory, and governing bodies market and environmental developments to understand the needs of the profession
- Foster an innovative environment across the Association to result in new product ideation
- Partner closely with Scoping Team to define product specifications to meet market demand
Qualifications for portfolio senior manager
- Master’s degree (or equivalent educational qualification) in finance, economics, math or other business-related field of study preferred or equivalent years of direct experience required
- Advanced knowledge of banking group businesses
- Advanced understanding of the bank’s risk appetite, policy, reporting structure, procedures and processes
- Strategic leader and thinker, with a proven ability to innovate
- Strong time management skills and ability to manage a variety of concurrent projects
- Knowledge of various lines of business
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Portfolio Senior Manager Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of portfolio senior manager. 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 portfolio senior manager
- Build and maintain accurate and organized credit files
- Demonstrate a thorough understanding of the product category including its application by customers, the breadth of brands and competitors, and the range of category requirements demanded by the laboratory research marketplace
- Deploy strategies to source, negotiate, contract, and implement programs and otherwise drive revenue and profitability growth of the product portfolio
- The position of Portfolio Manager has a career path toward the position of Portfolio Manager 2, Sr
- Develops, recommends, and directs the execution of programs designed to achieve investment objectives for accounts or family relationships
- Maintains a current awareness of new investment strategies and instruments through regular contact with the investment research area and other industry professionals, through personal research
- Implementing strategies to drive collection/ Credit & Fraud results
- Conduct regular reviews of performance and initiatives
- Oversee/optimize the overall performance of the partner through in-depth analysis on Operational effectiveness, key process indicators and Specialist level effectiveness
- Partner with agencies to identify opportunities/root cause, deliver and monitor solutions to improve overall performance
Qualifications for portfolio senior manager
- Demonstrated ability to effectively work with internal and external stakeholders
- Deep knowledge of Business Requirement development, PBA, and /or PMP preferred
- Knowledge of banking risk related procedures and with experience in effective implementation to reduce implementation risks
- Deep knowledge of Organizational Change Management, Org
- Broad functional and expert knowledge across multiple disciplines in people management
- University degree or equivalent, complemented by post graduate studies (CFA, CEFA)
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Portfolio Senior Manager Job Description
Job Description Example
Our growing company is hiring for a portfolio senior manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for portfolio senior manager
- Support specific customer proposals and LMI tenders with pricing, customer data analytics, due diligence & policy creation
- Manage direct reports via the Performance Management framework setting clear and concise performance and behavioural expectations
- Develop a lifecycle plan to support the solution release its ongoing maturation management
- Support external marketing activities (public speaking engagements, webinars, industry events, seminars), which will also involve some direct and partner customer engagement media and analyst engagements
- Review draft business case submissions to assess objectivity, completeness, and alignment to internal standards
- Partner with adjacent teams (Strategy, Innovation, Rapid Deal Response, ) to ensure our total Portfolio Views remain comprehensive and coherent
- Maintain overall configuration control for our Product Portfolio Taxonomy
- Timely reporting of actuals to forecast key project changes, variances, and risks
- Conduct project portfolio modeling and analysis
- Review and analyze all proposed projects
Qualifications for portfolio senior manager
- At least five years experience in portfolio management
- 15 years property, maintenance and construction experience
- Professional designations, such as RPA or CPM
- Experience in all aspects of financial reporting
- Ability to coordinate and manage multiple tasks efficiently
- Opportunity to learn about Genentech, where we believe that our employees are our most
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Portfolio Senior Manager Job Description
Job Description Example
Our innovative and growing company is hiring for a portfolio senior manager. 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 portfolio senior manager
- Capital management and forecasting activities including monitoring and managing regulatory capital, facilitating rating agency requirements, facilitating preparation of the Capital Management Plan / ICAAP and Portfolio stress testing
- Monitor and implement changes to prudential capital rules as needed
- Support CRO/CEO as needed in managing reinsurance strategies and arrangements
- Identification, monitoring and analysis of key internal and external factors and trends to understand risks and opportunities in the LMI market and within the existing portfolio to inform, influence and support executive management
- Manage & monitor processes & mechanisms for data extracts for data integrity & to enhance reporting
- Build & maintain effective networks with customers, other business units, industry & professional groups
- Meet deadlines for shareholder requirements (Board reporting and other reporting needs)
- Lead Portfolio Risk for portfolio monitoring and reporting
- Lead the development of underwriting and portfolio management strategies
- Experienced working with Sr
Qualifications for portfolio senior manager
- Three to Five years of experience underwriting and documenting complex and/or syndicated commercial loans
- Minimum of fifteen ten (15) years property, maintenance and construction experience
- Minimum of ten (15) years supervisory and management experience x Excellent communication skills x Strong leadership ability
- Certifications (e.g., Project Management Professional (PMP), ) preferred
- Broad-based corporate real estate, facilities management, or equivalent experience required
- Budget / financial management skills