Portfolio Strategy Job Description

Portfolio Strategy Job Description

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Portfolio strategy provides regulatory strategy expertise and support to the business development group in presentations to Pharma/biotech customers when requested.

Portfolio Strategy Duties & Responsibilities

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

Sample responsibilities for this position include:

Contribute as CSG lead to the development of R&I strategic program portfolio of initiatives, through detailed understanding of the capacity management plans of the functional units within CSG, and the requisite impact of the delivery and adoption of the initiatives on that capacity
Apply implementation risk and ongoing adoption risk practices to the consideration of the prioritization of all initiatives within the R&I strategic program affecting CSG and build recommendations for the effective approval and sequencing of the initiative build and delivery to mitigate those risks
Construct program portfolio Communicate and escalate all recommendations for sequencing initiative builds within and across the functional areas (phone center, operations) of CSG
Report and escalate issues and challenges to the CSG Senior Management team and to the EVP of CSG, along with recommendations to reduce / eliminate barriers to approval and delivery of most critical strategic initiatives within the portfolio
Prepare alternative occupancy analysis for MS corporate offices in the America’s including stay in place, relocate, renovate and/or consolidate
Prepare global business unit occupancy analysis
Represents APM in various forums to inform senior Executives and various business partners of the firms’ activities and performance
Support the active risk management process
Macro economy and capital market surveillance which also includes input from PIM asset management units, investment banks, and external asset managers
Use market information to support PSG Capital Market Update (published bi-weekly)

Portfolio Strategy Qualifications

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

Licensing or Certifications for Portfolio Strategy

List any licenses or certifications required by the position: PMP, ITIL, PM, MBA, LEAN, ACP, PMI

Education for Portfolio Strategy

Typically a job would require a certain level of education.

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

Skills for Portfolio Strategy

Desired skills for portfolio strategy include:

Business strategy and markets in major disease areas
Decision analysis
Pharmaceutical/biotech landscape
R&D trends
MS Excel and MS SQL database
Management and reporting systems
Scripting languages
Vertically integrated tracking
Along with databases
Drug development strategy

Desired experience for portfolio strategy includes:

Enabling strategic objectives by providing actionable portfolio and architecture direction for the maturation of critical business and technology capabilities and solutions on a global scale
Leveraging of shared services
Collaboration with business partners, Retail Applications management and other Technology & Operations groups
Appropriately balancing the benefits of enterprise consistent shared services with the need for strategically critical flexibility at the line of business and global level
Enabling agility and adaptability to shifts in business and technology strategy
Health Care consulting experience (strongly preferred)

Portfolio Strategy Examples

1

Portfolio Strategy Job Description

Job Description Example
Our innovative and growing company is hiring for a portfolio strategy. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for portfolio strategy
  • Attract, motivate and retain top industry talent
  • Integrate cutting edge 3rd party software and emerging technologies into IP products
  • Support product line leadership in customer engagements
  • Ability to persuade key decision makers and manage strategic communication
  • Implement frameworks, templates and financial models to prioritize investment leveraging corporate standards where possible (e.g., play-to-win)
  • Experience in matrix managed organization
  • Analyze key real estate opportunities to improve UA occupancy against agreed metrics (cost, headcount, # locations)
  • Drive process to integrate new Portfolio Management solution to replace existing Primavera (MET20, MET21 reports), ATON, to enable easier reporting, metrics, and analysis
  • Recommending strategic allocation of R&D resources to support prioritized opportunities for growth and impact
  • Managing our global strategic partnerships with third parties to strengthen our product portfolio and broaden our global reach
Qualifications for portfolio strategy
  • Roles at this level typically require a university / college degree in a quantitative field or a business degree
  • Experience in the financial and/or technical analysis business related environment
  • Proficient in data analysis using various tools and statistical packages
  • Strong work ethics coupled with a track record of being able to manage several projects concurrently
  • Bachelor Degree in Finance or related business field highly preferred
  • The ideal candidate is motivated, confident, curious, enjoys being challenged and works well individually and in a team
2

Portfolio Strategy Job Description

Job Description Example
Our company is growing rapidly and is hiring for a portfolio strategy. 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 portfolio strategy
  • Establish the strategy and R&D priorities
  • Develop acquisition strategies with focus on Branch and Call Center channels that drive new account growth and profitable risk adjusted return
  • Responsible for Branch and Call Center sales analysis and identify new opportunities
  • Manage a visible small team, responsible for developing yearly objectives and regular performance review
  • Provide leadership, including recruit, retain and develop best-in-class employees
  • Provide formal guidance and coach to team leaders / managers
  • Make working procedures for the team and designate team roles
  • Member of Fertility BU Management Team
  • Manage external network of business partners
  • Lay foundations for Worldwide Brand Team (WWBT) deliverables in new indications by preparing Disease Area strategies, Target Opportunity Profiles, Expected Product Profile decision frameworks, access and HEOR strategies, patient journeys
Qualifications for portfolio strategy
  • Proven ability to operate at both strategic and operational levels and in marrying business and technology considerations
  • Experience leading senior (principal and distinguished) engineering teams
  • Track record of delivering leading products and building large scale software systems
  • Working technical knowledge across a broad range of technologies relevant in access, edge and cloud markets
  • Experience defining and anchoring technology strategies desirable
  • Experience influencing and working with external standards and open source initiatives desirable
3

Portfolio Strategy Job Description

Job Description Example
Our company is looking for a portfolio strategy. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for portfolio strategy
  • Supports the International Business Team (IBT) in market research, data mining, leveraging internal resources, and researching publications to arrive at fact-based recommendations
  • Provide rationale for recommendations based on analysis of market book data, business plans, and competitive environments
  • Develop intelligence on competitive workflows and establish unique selling propositions for current and future offerings based on understanding of the market
  • Works with International Product Managers (IPMs) to develop project plan which includes timelines, milestones, and implementation strategy and tactics
  • Works with IPM to ensure the relevance of his/her project strategy and the achievement of overall objectives
  • Keeps fully informed of and communicates all project developments
  • Supports the IBT by identifying additional potential needs and requests from key stakeholders
  • Support Global I&R TA Head to develop and implement an integrated strategy by coordinating and implementing appropriate strategic team meetings with stakeholders
  • Independently identify major issues, operational bottlenecks and plan deviations related to portfolio and external collaboration progress and deliverables
  • Regularly prepare portfolio-focused content and communication packages related to strategy, portfolio and performance objectives, for presentation at DRLC, DPRM and RLC, or with ex-Discovery Research stakeholders
Qualifications for portfolio strategy
  • Excellent people management skills, including attracting and retaining top-tier talent in the industry
  • Bachelor's or Master's degree in business/finance/or science related discipline
  • Knowledge of processes, tools, and techniques used to determine the degree of credit risk in a given transaction or customer relationship
  • Knowledge of pricing tools, techniques and methods
  • 8+ years of business experience including strategy, marketing, consulting, or business development experience
  • Ability to evaluate customer needs, service trends, market segmentation as a method to create overarching Broadband Strategies and plans
4

Portfolio Strategy Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of portfolio strategy. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for portfolio strategy
  • As needed, assist project teams to address complex issues that have broader impact on portfolio and on other IU functions
  • Serve as interface with responsible Finance/Controlling partners to track TA budget plans
  • Ensure compliance with all required training, safety, regulatory, HR and intellectual property activities and corporate policies
  • Lead definition and alignment of the strategy for selected innovation and/or claim territories (collectively referred to as ‘innovation’)
  • Preparation of static reports
  • Operate financial & marketing models to support business functions
  • Distribute monthly marketing campaign lists to business partners
  • Develop proficiency in MS SQL and MS Excel
  • Develop understanding of basic mortgage and financial concepts
  • Demonstrates ability to self-check reports
Qualifications for portfolio strategy
  • Pioneering track record, driven by creating and building new and innovative businesses and teams
  • Strong drive to pursue excellence by building a highly capable team and by setting ambitious performance goals
  • Demonstrated excellence in developing and implementing value added customer strategies
  • Ability to effectively influence others with excellent interpersonal, negation and communication skills
  • Experience in interacting with, presenting to, and advising senior executives, both inside China and within global organisation
  • Pragmatic, flexible and self-motivated leader and team-player
5

Portfolio Strategy Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of portfolio strategy. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for portfolio strategy
  • Develop prototype reports to track and analyze key line/loan portfolio and sales metrics including balance and commitment trends, life cycle utilization, production, attrition, and performance
  • Develop robust portfolio management framework
  • Develop strategies in support of portfolio retention and maximization
  • Identify areas of opportunities and design solutions to optimize risk / reward tradeoff
  • Conduct in-depth portfolio review to discern emerging trends, opportunities and risks
  • Provide executive support organize and host key meetings, develop executive presentations
  • Identify customer and competitive best practices, uncover market Intelligence, analyze data and outline category/channel/shopper/pricing trends and Insights
  • Analyzing potential liability/asset/capital asset allocation strategies aimed at optimizing business results
  • Develop the long-term global seed treatment strategy and portfolio spanning 5-15 years across synthetic chemistry and microbial solutions
  • Ensure the resources and organizational support are aligned with the strategy so as products move from Technology to Commercial they are able to be launched effectively and deliver the portfolio value
Qualifications for portfolio strategy
  • Facilitate and orchestrate collaboration across all A&A Business Group for input into the portfolio strategy (incl CTO, Business Unit leaders, Business Unit Strategy/PLM)
  • Maintain a single cohesive portfolio strategy for A&A
  • Evangelize A&A’s Technology & Portfolio Strategy
  • Take new investment/divestment ideas before the A&A executive staff (including facilitating business case development when appropriate)
  • Manage the process, tools, discussion for A&A for M&A activity, including quick evaluations of Inbounds, target list and status
  • Act as central point to align partnerships for white space and technology for A&A

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