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Portfolio Investment Lead
TD Bank
Mount Laurel, NJ, United States
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Department Overview
The Portfolio Investment Lead is accountable to the PDG Lead and ensures that the portfolio is correctly on-boarded, off-boarded and paced throughout the year, and all applicable KPIs and metrics are actively monitored and actioned.
Job Description
Act as the champion for portfolio value (as it relates to segment objectives) on behalf of the sponsoring business
Support the sponsoring business in analysis of project investments via portfolio performance and risk reporting
Own the forward agenda and planning for SPC/ PIC. Control the submission process to SCOPE.
Support Annual Planning process conducted by the sponsoring business
Support Segment Finance in making recommendations to the sponsoring business to adjust the timing and rate of spend on projects based on monthly comparisons of forecasts/actuals against Annual Plan
Support Segment Finance in monitoring projections of contingency/tolerance and actual usage and making recommendations for adjustments in approach to the sponsoring business
Job Requirements
• Bachelor's Degree required
• Project Management Certification required
• 10+ years relevant experience required
• Comprehensive knowledge of the practices, procedures and principles of project management
• Exposure to financial management with respect to tracking, forecasting and managing project budgets.
• Ability to make an impact, influence and achieve results with effective negotiation, problem-solving and communication skills
• Strong facilitation skills
• Commitment to team skills development and ability to attract top talent
• Team player with ability to build and maintain strong working relationships with internal and external partners
• Ability to create and foster a cohesive team, and promote a positive work environment for all employees.
• Ability to think strategically and possess strong business acumen
• Proven ability to stay focused under pressure, demonstrating resilience in challenging situations
• Experienced change agent, able to guide cross-functional teams through complex change from concept to execution
• Comfortable with ambiguity and ability to cope with rapid change
• Strong leadership skills – lead by example, champion change and develop a highly motivated team to consistently exceed expectations
• Good judgment— ability to determine which issues to escalate vs. to resolve independently, and provide suggestions for possible resolution
Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach her/his potential.