Investment Portfolio Manager, Sr. jobs in Boise, ID

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Workforce Services Portfolio Investment Lead
  • Hewlett Packard
  • Boise, ID FULL_TIME
  • HP Workforce Solutions (HPWS) is a new global business unit that brings together all commercial services teams across HP under one leader with a goal of providing a comprehensive portfolio of compelling services and solutions to our enterprise, mid-market, and even, in partnership with our strategic channel partners, to the SMB segment. Our goal is to enable CIOs to optimize the IT experience of their workforce while balancing other business pressures of affordability and risk. HP’s core strengths in personal systems and computing, printing and document workflows, and advanced collaboration solutions provide the foundation from which we will expand our services portfolio. Our passion for our customer and our employees will be our differentiation.

    To contribute to our portfolio toward this goal, HP is seeking for a highly motivated Portfolio investment manager responsible of the aggregation across the different service lines that form HP WS portfolio. The role of portfolio planning is to provide oversight, guidance, and governance to ensure that the organization's plans are aligned with its strategic objectives, optimized to achieve the best possible return on investment, and effectively managed to mitigate risks and maximize performance.

    Supporting these objectives, within the Portfolio Planning function you will be responsible for managing the portfolio of investments across the service lines, ensuring alignment with the strategic objectives and financial targets. You will oversee the allocation of resources, track the performance and risk of the investments, and provide timely and accurate reporting to senior management and stakeholders. We are in a transformation of the planning function and that also means AI, you would be in charge of the innovation through AI to transform our processes into more efficient, connected and predictable.

    Responsibilities:

    • Portfolio Investment Management: You will be responsible for managing the portfolio of investments aggregating the key strategic plays across all the service lines. You will do that by analysing choices, possible allocations and rebalances and providing guidance to the service line leaders according to the organization's strategic goals and risk-return profile. You will also connect with strategy partners to connect the market trends, opportunities, and challenges, and provide recommendations on the portfolio strategy and asset allocation.

    • Live business planning: You will be responsible for leading the live business planning process, which involves monitoring the performance and health of the portfolio, identifying risks and issues, facilitating trade-offs and decisions, and communicating the status and changes to stakeholders. You will also collaborate with the finance, strategy, and product teams to ensure alignment and transparency of the portfolio outcomes and financials.

    • Portfolio Performance Management: You will be responsible for defining the lead and lagging metrics, as well as the reporting the performance of the portfolio of investments, using appropriate metrics and benchmarks. You will also analyse the performance drivers and trends and identify opportunities for improvement and optimization. You will also communicate the portfolio performance to the relevant stakeholders, such as senior management.

    • Portfolio Governance and Compliance: You will be responsible for ensuring that the portfolio of investments adheres to the organization's strategic objectives and roadmap. You will also oversee the portfolio governance processes, choice points approval, prioritization, and change management.

    • Strategy investment OKR management : You will work closely with your peer in Portfolio Analytics and product management to establish and monitor key performance indicators that bridge the delivery of the organization's strategic objectives and goals through the funded initiatives.

    • Long- and short-term Portfolio Planning: You will be responsible coordinating the effort across the different service lines, being the point of contact to drive optimization across the portfolio investment.

    • AI integration and innovation: You will be responsible for identifying and exploring opportunities to leverage AI technologies and solutions to enhance the portfolio investment planning process. You will also lead the innovation initiatives and experiments that aim to test and validate new AI approaches and methods for portfolio management. You will collaborate with internal and external AI experts, partners, and vendors to ensure the quality and effectiveness of the AI solutions.

    Education & Experience:

    • 10 years total experience in strategy, planning, operations, finance, or related functional area.

    • Advanced university degree required (e.g., MBA) or demonstrable equivalent experience

    Knowledge & Skills:

    • Portfolio management expertise: You will need to have a solid understanding of portfolio management concepts, frameworks, and best practices, as well as the ability to apply them to different contexts and scenarios.

    • Strategic thinking and alignment: You will need to have a clear vision of the organization's strategy and goals, and how they translate into portfolio investment decisions. You will also need to be able to communicate and align the portfolio strategy with various stakeholders, such as senior leadership, product managers, service line owners, and delivery teams.

    • Business acumen and financial literacy: You will need to have a strong understanding of the business value and outcomes of the portfolio investments, as well as the financial implications and trade-offs. You will also need to be able to perform financial analysis, forecasting, and reporting on the portfolio performance and health.

    • Collaboration and stakeholder management: You will need to have excellent interpersonal and communication skills, and the ability to build and maintain effective relationships with diverse and cross-functional teams. You will also need to be able to influence and negotiate with stakeholders, manage expectations, and resolve conflicts.

    • Agile and lean mindset: You will need to have a flexible and adaptive approach to portfolio management, and the ability to embrace change and uncertainty. You will also need to be familiar with agile and lean principles and practices, such as OKRs, MVPs, feedback loops, and continuous improvement.

  • 12 Days Ago

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Apartment Assistant Community Manager
  • Investment Property Group
  • Boise, ID FULL_TIME
  • Hey YOU! We dare you to quit your boring job. We have the perfect position for you. Let’s talk. Now is the time to make your move! WHO ARE WE? – Investment Property Group owns and operates 151 propert...
  • 3 Days Ago

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Portfolio Revenue Manager (Remote)
  • RevDynamic Services, LLC
  • Meridian, ID FULL_TIME
  • RevDynamic Services LLC is expanding, and we are looking for a Remote Portfolio Revenue ManagerRevDynamic Services Background and Scope of Service:RevDynamic Services is a private company that provide...
  • 9 Days Ago

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Sr Manager - Whey
  • Sorrento Lactalis Inc
  • Nampa, ID FULL_TIME
  • DescriptionLactalis North America is currently seeking candidates to join our Whey team in Nampa, ID. Lactalis Group, the world leader in dairy, is a family-owned business with more than 85,000 pragma...
  • 18 Days Ago

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Sr Manager CNBU Finance
  • Micron Technology
  • Boise, ID FULL_TIME
  • Our vision is to transform how the world uses information to enrich life for all. Micron Technology is a world leader in innovating memory and storage solutions that accelerate the transformation of i...
  • 18 Days Ago

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Sr. Marketing Manager- REMOTE
  • Ryder System
  • Boise, ID FULL_TIME
  • Job Seekers can review the Job Applicant Privacy Policy by clicking HERE. (https://ryder.com/job-applicant-privacy-policy)\ SUMMARY The Sr. Marketing Manager role is a strategic position that encompas...
  • 22 Days Ago

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0 Investment Portfolio Manager, Sr. jobs found in Boise, ID area

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Full Charge Bookkeeper
  • Self Storage Advisors
  • Boise, ID
  • Job Description Job Description SSA Vision - Our vision is to offer an all-inclusive service to self-storage clients who...
  • 3/28/2024 12:00:00 AM

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Business Analyst - ITS
  • State of Idaho
  • Boise, ID
  • Description Information Technology Services - ITS State of Idaho Opportunity Summary: Information Technology Services is...
  • 3/27/2024 12:00:00 AM

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Trust and Investment Administrator
  • Idaho Trust Bank
  • Boise, ID
  • WHY WORK WITH US Idaho Trust Bank, headquartered in beautiful Boise, Idaho, is listed as one of America’s Best Business ...
  • 3/26/2024 12:00:00 AM

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Financial Planning Associate - Impact Investing
  • TalentLink Solutions
  • Boise, ID
  • Our firm is an independent Registered Investment Advisor dedicated to providing clients with sustainable investment mana...
  • 3/24/2024 12:00:00 AM

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Senior Investment Analyst - Impact Investing
  • TalentLink Solutions
  • Boise, ID
  • Our firm is an independent Registered Investment Advisor dedicated to providing clients with sustainable investment mana...
  • 3/24/2024 12:00:00 AM

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Facilities Manager (Remote within Boise, Omaha or Cheyenne)
  • CBRE
  • Boise, ID
  • Facilities Manager (Remote within Boise, Omaha or Cheyenne) Job ID 158510 Posted 11-Mar-2024 Service line GWS Segment Ro...
  • 3/24/2024 12:00:00 AM

Boise (/ˈbɔɪsi/ (listen)) is the capital and most populous city of the U.S. state of Idaho, and is the county seat of Ada County. Located on the Boise River in southwestern Idaho, the population of Boise at the 2010 Census was 205,671, the 99th largest in the United States. Its estimated population in 2016 was 223,154. Boise is in southwestern Idaho, about 41 miles (66 km) east of the Oregon border, and 110 miles (177 km) north of the Nevada border. The downtown area's elevation is 2,704 feet (824 m) above sea level. Most of the metropolitan area lies on a broad, flat plain, descending to the ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$134,234 to $222,914
Boise, Idaho area prices
were up 2.5% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020