Director, Portfolio Management Job Description
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:
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:
Desired experience for director, portfolio management includes:
Director, Portfolio Management Examples
Director, Portfolio Management Job Description
- 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
- 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)
Director, Portfolio Management Job Description
- 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)
- 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
Director, Portfolio Management Job Description
- 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
- 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
Director, Portfolio Management Job Description
- 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
- 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
Director, Portfolio Management Job Description
- 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
- 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